Update Checklist - Beta & Partnerships

Update Cadence

Weekly Updates - Pipeline moves fast. Update every Monday morning and Friday afternoon.

Pre-Update Checklist

Before You Start

[ ] Review beta user feedback from past week
[ ] Check partner outreach status
[ ] Update LOI pipeline progress
[ ] Review customer success metrics

Update Process

1. Beta Testing Plan (beta-testing-plan.md)

[ ] User recruitment on track (target: 50+ testers)?
[ ] Feedback loop cadence maintained (weekly)?
[ ] Key metrics being tracked (activation, retention, NPS)?
[ ] Test coverage adequate across use cases?
[ ] Issues being prioritized and addressed?

2. LOI Pipeline (loi-pipeline.md)

[ ] Pipeline status updated (new/negotiating/LOI-signed/rejected)?
[ ] Follow-ups scheduled for active prospects?
[ ] Proposal templates current?
[ ] Negotiation status tracked?
[ ] Conversion rates improving?

3. Partner Onboarding (partner-onboarding.md)

[ ] Integration timelines on track?
[ ] Technical requirements documented?
[ ] Co-marketing materials prepared?
[ ] Partnership terms agreed?
[ ] Launch dates confirmed?

4. Customer Success (customer-success.md)

[ ] Activation rates meeting targets?
[ ] Churn risks identified and addressed?
[ ] Success stories documented?
[ ] Support tickets resolved quickly?
[ ] Expansion opportunities identified?

Weekly Beta Metrics

Track and update: - [ ] Total beta users (cumulative) - [ ] Active users (used in past 7 days) - [ ] Activation rate (completed onboarding + first key action) - [ ] Weekly retention (users active in consecutive weeks) - [ ] Net Promoter Score (NPS) - [ ] Key feature adoption rates - [ ] Support ticket volume and resolution time

Partner Pipeline Tracking

For each prospect: - [ ] Current stage in pipeline - [ ] Next action and owner - [ ] Expected close date - [ ] Potential deal value - [ ] Integration complexity - [ ] Decision maker identified

Beta User Segmentation

Track feedback by segment: - [ ] Individual developers - [ ] Small teams (2-10 developers) - [ ] Enterprise developers - [ ] Cloud providers - [ ] Integration partners

Feedback Loop Process

[ ] Weekly user interviews scheduled (3-5 users)
[ ] Feedback tagged by theme/feature
[ ] Priority issues escalated to product team
[ ] User suggestions evaluated for roadmap
[ ] Feature releases communicated to beta users

LOI/Contract Terms Tracking

Track for each agreement: - [ ] Commercial terms (pricing, discounts) - [ ] Integration requirements - [ ] Co-marketing obligations - [ ] Success metrics and SLAs - [ ] Renewal clauses

00-Command-Center: Include beta milestones in sprint
01-Product: Beta feedback informs MVP and roadmap
02-Market: Beta users validate target segments
04-Marketing: Beta users provide testimonials/case studies
06-Team: Customer success may inform hiring needs
07-Fundraising: Beta traction and partnerships impress investors
08-Operations: Integration requirements impact technical ops

Red Flags

⚠️ If you notice: - Beta user activation rate <40% - Weekly retention declining - NPS below 30 - LOI pipeline stagnating - Partners missing integration deadlines - Support ticket backlog growing

Time Budget

Monday update: 1 hour (pipeline review, planning) Friday update: 1 hour (week wrap-up, metrics) Weekly user interviews: 2-3 hours (5 users x 30 min) Monthly partner check-ins: 2 hours per partner

Last Updated: YYYY-MM-DD Next Review: Next Monday