Andrew Yim
236be6c580
🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
79 lines
2.1 KiB
Markdown
79 lines
2.1 KiB
Markdown
# Example: Executive Review Prep
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**User Request**: "Prep for quarterly executive review on Friday"
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## Workflow
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### 1. Search for Context
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```
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Notion:notion-search
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query: "Q4 objectives" + "KPIs" + "quarterly results"
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```
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Found:
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- Q4 OKRs and progress
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- Product metrics dashboard
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- Engineering velocity reports
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- Customer feedback summary
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### 2. Fetch & Analyze
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```
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Notion:notion-fetch (5 pages)
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```
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**Key metrics**:
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- **Revenue**: $2.4M ARR (96% of Q4 target)
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- **Customer Growth**: 145 new customers (exceeds 120 target)
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- **Churn**: 3.2% (below 5% target)
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- **Product**: 3 major features shipped, 2 in beta
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- **Engineering**: 94% uptime (above 95% SLA)
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### 3. Add Claude Research Context
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Added context on:
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- Industry benchmarks for SaaS metrics
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- Typical Q4 sales patterns
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- Best practices for executive presentations
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### 4. Create Pre-Read (Internal)
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```
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Notion:notion-create-pages
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title: "Q4 Review - Pre-Read (Internal)"
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```
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**Pre-read sections**:
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- **Executive Summary**: Strong quarter, missed revenue by 4% but exceeded customer growth
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- **Detailed Metrics**: All KPIs with trend lines
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- **Wins**: Product launches, key customer acquisitions
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- **Challenges**: Sales pipeline conversion, engineering hiring
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- **Q1 Preview**: Strategic priorities
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### 5. Create Presentation Agenda
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```
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Notion:notion-create-pages
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title: "Q4 Executive Review - Agenda"
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```
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**Agenda** (90 min):
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- Q4 Results Overview (15 min)
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- Revenue & Growth Deep Dive (20 min)
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- Product & Engineering Update (20 min)
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- Customer Success Highlights (15 min)
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- Q1 Strategic Plan (15 min)
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- Discussion & Questions (15 min)
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### 6. Link Supporting Docs
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Connected to OKRs, metrics dashboards, and Q1 planning docs.
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## Outputs
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**Internal Pre-Read**: Comprehensive context with honest assessment
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**Executive Agenda**: Structured 90-min presentation
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**Both in Notion** with links to supporting data
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## Key Success Factors
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- Synthesized data from multiple sources (OKRs, metrics, feedback)
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- Added industry context and benchmarks
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- Created honest internal assessment (not just wins)
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- Structured agenda with time allocations
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- Linked to source data for drill-down during Q&A
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