Segue — good news check-in5 min
"Before we look at numbers, let's be human. One good thing — personal or professional — from the past week."
Start here every week. It sets the tone. The goal isn't small talk — it's arriving together before we get into the work. Don't rush it.
Mark who's checked in
Chip
Sandy
Connor
Brittany
Lindsay
Daisy
Matt
Athena
Shraavya
Scorecard — KPI review5 min
—
On Track
—
At Risk
—
Off Track
Live pipeline — HubSpot · pulled today
4
New this week
11
Active proposals
$483K
Proposal value
4
Contracts sent
Pipeline by stage
New inquiry
1
Benarroch
Initial email sent
3
Grinstein·Buik·Kraniak
Planning call sched.
3
Greenfield·Bauer·Mills
Planning call done
5
Cao·Cutter·Corley·Streib·Johnson
First proposal sent
5
Maxwell·Moran·De Blank·Gramling·Drago
Proposal edits
6
Ostroff·Kiseljack·Mueller·Arbona·Mahoney·Johnson KRS
| Metric | Owner | Goal | This week | Status |
|---|---|---|---|---|
Sales Pipeline | ||||
New Inquiries Lindsay / Sandy ↳ Benarroch, Grinstein, Greenfield, Cao (this week) |
Weekly | ≥ 3 | ✓ |
|
Active Proposals Lindsay / Daisy ↳ Maxwell·Ostroff·Kiseljack·Mueller·Arbona·Mahoney·Johnson·De Blank·Moran·Hake·Drago |
Rolling | ≥ 8 | ✓ |
|
Proposal Dollars Lindsay ↳ Active proposal pipeline from HubSpot |
Weekly | ≥ $100K | ✓ |
|
Proposal Conversion (prior wk) Lindsay ↳ Asher closed won. Perkins + Applegate lost. Update from Lindsay. |
Weekly | ≥ 50% | ~ |
|
Contracts Sent (closing stage) Lindsay / Brittany ↳ Maxwell-Chile · Gramling-CR · Moran-Kenya · De Blank-Tanzania |
Weekly | ≥ 2 | ✓ |
|
Warm Pipeline (planning call+) Lindsay / Daisy ↳ Cao·Cutter·Corley·Streib·Johnson — planning call complete or beyond |
Rolling | ≥ 5 | ~ |
|
Revenue & Margin | ||||
Payments Received Matt / Brittany ↳ Rancho Santana ACH $913 today · confirm w/ Matt |
Weekly | On plan | — |
|
Gross Margin % Matt ↳ Pull from Matt / Xero |
Weekly | ≥ 20% | — |
|
Guest Experience | ||||
NPS / Satisfaction Athena |
Rolling | ≥ 9.0 | — |
|
Pre-departure Score Athena / Daisy |
Per trip | ≥ 9.0 | — |
|
Past Traveler Reconnects Lindsay / Sandy |
Weekly | ≥ 3 | — |
|
VIP Contacts Added Sandy / Chip |
Weekly | ≥ 2 | — |
|
Marketing & Growth | ||||
Cold Leads in Nurture (form sub.) Connor / Athena ↳ 40+ names in HubSpot cold lead stage — re-engagement pool |
Rolling | Moving | ~ |
|
Website Visitor-to-Lead Rate Connor / Shraavya |
Weekly | ≥ 1% | — |
|
Newsletter CTR Connor / Dave |
Per send | ≥ 3% | — |
|
Social Posts Published Connor / Dave |
Weekly | ≥ 10 | — |
|
New Contacts (CRM) Athena / Lindsay ↳ Confirm from HubSpot weekly contact creation report |
Weekly | ≥ 5 | — |
|
Past Traveler Reconnects Lindsay / Sandy ↳ Caridis, Davidson, Mahoney, Bauer, St. Paul — all long-term repeat guests with open deals |
Weekly | ≥ 3 | — |
|
Quarterly Rocks — Q2 20265 min
Toggle each rock: ON = on track · OFF = off track · ✓ = done
ON
OFF
✓
AI ops integration — FASTR workspace & Daily Dispatch
ON
OFF
✓
Rocks = Projects system rollout
ON
OFF
✓
DreamPosts™ — client portal & itinerary personalization
ON
OFF
✓
Global Safari™ — awards program & partner criteria
ON
OFF
✓
B Corp recertification — verification docs & EOS Org Checkup
ON
OFF
✓
Content spine — Bushpilot CEO series, newsletter, destination pages
ON
OFF
✓
Quo + HubSpot CRM integration — full Sales & Ops connection
ON
OFF
✓
Entity structure review — Media Inc vs travel LLC
Customer & employee headlines5 min
Guest
Corey McFaten Group — final payment due May 19, all docs still outstanding. Athena owns today.
Guest
Sarasman — flights confirmed, boarding passes going out. Pre-departure.
Guest
Andreas family — before-you-go documents being sent today by Athena.
Team
Sandy returning from the field — Zimbabwe + South Africa photo archive needed for editorial newsletter.
Team
Pool B (stalled inquiry re-engagement) — Lindsay needs Notion access. Pending Chip approval.
Industry
Long Run — Supply Chain Connect Call next week. Chip, Daisy, Connor on the list.
Industry
Agentic commerce in travel accelerating — TikTok formalizing in-app bookings with Booking.com, Expedia. Watch for guest behavior shifts.
Add a headline
Last week's to-dos — check off completions5 min
Grant Lindsay access to Pool B in Notion for email template build
Chip
Approve Quo connector in Claude org settings
Chip
EOS Org Checkup — full team completion by Friday
Brittany (chase)
Forward Mueller proposal costing to Sandy for review
Brittany
Send Zimbabwe project samples to Sandy
Athena
Draft new confirmation email template
Athena
Send Ostro options — Costa Rica + Argentina
Lindsay
Begin Pool B ghosted lead outreach sequence
Lindsay
Tibo — send fuel invoice + Sheldricks liability form
Daisy
Schwarz 3-month check-in
Daisy
Feedback forms for Tandula + Singita 20
Daisy
Hill + Floor final packets complete
Lindsay
Add a to-do for this week
IDS — identify · discuss · solve60 min
1
Entity structure — Media Inc vs travel LLC risk separation
Matt raised with Travis (CPA) + Kate. Proposal: move Media expenses into Inc to separate from tour operator risk. What's the decision? Who needs to be in the room?
Strategic
2
Corey McFaten Group — payment due May 19, nothing received
Paperwork, guest forms, flights all outstanding. Athena owns. If no response today, what's the escalation path?
Urgent
3
AI ops — Daily Dispatch + Workspace live. What's next?
FASTR workspace is running. HubSpot not wired yet — Connor owns. Quo approval still pending Chip. What are the next two high-leverage nodes?
Strategic
4
Pool B re-engagement — Lindsay needs Notion access, blocked 2 weeks
Stalled lead outreach can't start until access granted. Chip approve in Notion, do it in this meeting.
Operational
5
EOS Org Checkup — B Corp dependency, due Friday
Not all team confirmed. Brittany chasing. What's the status as of this morning?
Operational
6
Summit Napa Valley Oct 12–14 — brand opportunity?
CEO/founder gathering. Is there a positioning play for UNCHARTED® here? Connor to evaluate.
Strategic
Add an issue
Decisions & next steps5 min
Decisions made today
New to-dos (owner · due date)
Issues to cascade to team
Meeting rating — how was this one?
Everyone rates the meeting 1–10. A 10 means best use of your time all week. Below 6 means something's broken and we need to fix it. Q4 2025 average: 9.72.