01
Quarter-in-Review Aggregation
Pull all Q1 conversations—customer calls, internal meetings, all-hands recordings, strategy sessions, support data—into a single collection and query it as one unified dataset.
A customer-led workflow
Quarterly Planning
Turn customer and team insights into OKRs and roadmap priorities. Plan your quarter based on data, not opinions or whoever spoke loudest in the last meeting.
Customer evidence
“Citations in reports are critical for us. They build trust and prove accuracy — when leadership sees top citations, it reinforces credibility.”
Make the decision with the evidence in reach.
Ask a specific question of your company context. Inspect the accounts and source material behind the answer before using it in a report or a team decision.
Put it to work.
02
Strategic Theme Identification
Ask Chat to surface the top 3–5 strategic themes from your Q1 data. It clusters mentions by frequency, finds patterns across teams, and shows you the leading indicators hiding in your conversations.
03
Data-Backed OKR Generation
Once themes are identified, ask Chat to suggest OKRs for Q2 with measurable key results grounded in customer data. Replace "we think customers want X" with "78 customers mentioned X in Q1."
04
Roadmap Prioritization Matrix
For each candidate roadmap item, Chat can tell you: how many customers mentioned it, what they said, revenue impact, and urgency signals. Data replaces debate.
05
Planning Document Generation
Generate a formatted quarterly planning doc with one click: Q1 retrospective, customer insights, strategic themes, proposed OKRs, and roadmap recommendations—ready to share with your team.
06
Team Alignment Without Debate
Share the planning doc before your planning session. Everyone sees the same customer data. Alignment happens faster because priorities are grounded in evidence, not opinion.
A practical place to start.
Phase 1 — Aggregate Q1 Data
Create a Q1 Review Collection
Gather all Q1 conversations into one collection: customer calls, internal team meetings, all-hands recordings, strategy sessions, and support ticket data.
Ask strategic diagnostic questions
Query Chat: "What are the top customer problems from Q1?" / "What did we commit to but didn't ship?" / "What internal blockers came up repeatedly?" / "What market opportunities did customers mention?"
Phase 2 — Find Strategic Themes
Identify Q2 strategic themes
Query Chat: "Based on all Q1 data, what are the top 3–5 strategic themes that should guide Q2?" You'll get themes ranked by mention frequency with supporting evidence.
Generate OKR recommendations
Query Chat: "Based on these themes, suggest OKRs for Q2 with measurable key results." Creates data-backed OKRs instead of best guesses.
Phase 3 — Build the Q2 Roadmap
Prioritize with customer impact data
Query Chat: "For each potential roadmap item, tell me: customer mention count, revenue impact signals, and urgency." This creates a prioritization matrix based on real data.
Generate the planning document
Click Generate → Generate Document → "Quarterly Planning." Creates a formatted doc with Q1 retrospective, customer insights, strategic themes, proposed OKRs, and roadmap recommendations.
Phase 4 — Team Alignment
Share the planning doc before the meeting
Distribute the generated doc 24 hours before your planning session. Everyone comes in with the same customer data already visible.
Run a focused alignment session
With shared data as the foundation, debate is replaced by decisions. Use the session to finalize OKRs and assign owners rather than arguing priorities.
Set up Q2 tracking collections
Create Q2 collections to track progress. Configure weekly auto-reports so you can monitor whether Q2 conversations are validating or challenging your OKRs in real time.
Keep the workflow useful
- Start aggregating your Q1 collection two weeks before planning—don't try to do it all in the last two days
- Ask Chat for strategic themes before forming any opinions yourself—let the data lead, then apply your judgment
- Include internal team meetings in your Q1 collection, not just customer calls—blockers and commitments matter
- Generate the planning doc and share it async before your planning session so the meeting is about decisions, not discovery
- Compare Q2 themes to Q1 themes to identify whether you're making progress on the same problems or new ones are emerging
Keep exploring.
Ready to plan your next quarter with data, not opinions?
Bring a real question. We’ll walk through the context and the next step together.
Book a demo