Finance Visibility

• Implement shared Google Sheet tracker with tabs for revenue, expenses, and cash runway.
• Introduce light month-end review checklist.

Budgeting & Forecasting

• Build high-level 6-month forecast model (Matt).
• Sync model to operational plans during monthly reviews.

Team Accountability

• Roll out “Weekly Wins” Notion tracker (3 metrics per function).
• Add scorecard section to weekly sync.

Metrics & Reporting

• Automate task + revenue data via Zapier → Notion dashboard.

Strategic Planning

• Introduce OKR framework (simple version, not corporate-heavy).

Tools & Automation

• Optimize ClickUp → add recurring tasks for finance/ops maintenance.

Next Steps

Option 1 — DIY Implementation

Flowpath Labs executes roadmap internally. Matt available for follow-up Q&A.