On track (9 projects): Summ MCP, AI Onboarding Chat, Settings Uplift, Dashboard Uplift, Accounts Page Uplift, Transaction Table Uplift, Early Access, Filters Uplift (complete), Recent Audit Log — all targeting Apr 15-24.
Paused (1): New Add Transaction Form — target Mar 31, now paused. Scope shifted to prioritise Recon M2 decision tree instead.
Archived (1): Universal Undo for TX Edits — target Mar 31, archived. Scope absorbed into broader Version History initiative.
Source: Linear projects with target dates. GitHub PR cycle time available as secondary signal.
BH2 Decision friction — detail
Friction
Low
Escalations
~5 (14d)
Cross-team
Structured
Threshold
Low/Mod/High
Incident response: Shane flagged eng swarming behaviour. Joel documenting incident training SOP. Structured fix, not ongoing friction.
Cross-team escalations: Nathan raised BullMQ instability in #dev-internal with clear context. Anisha escalating TNF issues through proper channels. Routing is clean.
Thread depth: #fl-requests, #leadership, and #pod channels show normal back-and-forth. No runaway threads requiring many people to resolve simple decisions.
Source: Slack escalation patterns, thread depth, cross-team mentions. Google Calendar as secondary coordination signal.
BH3 Customer churn — detail
Logo churn
5.1%
Canceled
5
Active
87
Incomplete
7
Logo churn 5.1%: In amber band (3-6%). Driven by 5 cancellations against 99 total subscriptions. Trending slightly up.
Retention coupon: 25% discount offered at cancellation since Feb. Expected to save ~1 in 5 churning users ($400K+ ARR opportunity).
7 incomplete subs: Payment failures pending. Monitor for conversion or churn.
New intake strong: 40+ paid invoices in latest batch. US tax season driving acquisition.
Strong AI adoption across org. #team-ai has 30+ messages in 14d. TWIL, Claude workflows, Conductor adoption all trending up. 4 AI projects active in Linear.
Slack · Linear · Granola · Console (Phase 2)
Calculation: Composite index (0-100) based on #team-ai message volume, AI-tagged Linear projects, TWIL presentations, and tool adoption signals. ≥50 30-50 <30
S2 Initiative progressclear
5/5
key initiatives on track
All 5 current strategic initiatives progressing. Version History and Reconciliation Uplift explicitly marked on track in Linear.
Linear initiatives
Calculation: (initiatives on track or progressing) ÷ (total key initiatives) = completion rate. ≥70% 50-70% <50%
S1 AI adoption index — detail
Index
72/100
#team-ai msgs
30+
AI projects
4 active
Threshold
≥50
#team-ai volume: Active discussions on Conductor, Claude in Chrome, Cursor 3, BMAD method, Dispatch. Aseem, Daniel, Bartholomew, Lachy Toy leading adoption.
AI-tagged Linear projects: Summ MCP (In Progress, Urgent), AI Onboarding Chat (In Progress, Urgent), AI Support Automation (Backlog), Cursor Cloud Agent QA Bot (Experimenting).
TWIL (Granola): Lachy Toy presented Cowork automation, Polly agent (security policy + Notion SOPs), and scheduled AI workflows. 16+ participants.
Token limits removed: Michael Stocks confirmed no one blocked by token limits. Upgrade to next tier on request.
20% AI time policy since Feb 24. AI Initiatives Register + Manual Work Register in Notion. Token usage (Phase 2) will add Console data. Threshold: ≥50 green, 30-50 amber, <30 red.
S2 Initiative completion rate — detail
On track
5/5
Total active
16
Completed
7
Threshold
≥70%
Initiative
Status
Target
Projects
UI/UX Uplift
Active
—
12
AI-Powered Summ
Active
—
3
Version History
On Track
May 15
7
Reconciliation Uplift
On Track
Jun 30
9
1099-DA Matching
Active
—
2
USTS GTM 2026
Active
—
5
Pricing & Packaging
Active
—
2
Dev Experience & Velocity
On Track
—
1
Source: Linear initiatives. 16 active, 7 completed. Key 5 current initiatives all progressing. Threshold: ≥70% on track green, 50-70% amber, <50% red.
Culture
C1 Team sentimentclear
3.7/5
Slack 50% · Grain 30% · Granola 20%
Positive sentiment and healthy communication across all sources. No hedging or defensive language spikes. AI enthusiasm high, offsite planning energising, tax season momentum strong.
Granola — 3.4/5 (20%): 12 meetings in 30 days. Product syncs, 1:1s, Director meeting with Airtree/Folklore. GTM syncs productive. Operational matters handled cleanly.
Defensive language check: No blame-shifting, no passive-aggressive patterns. Jan restructure fully absorbed. Shane's "disagree and commit" framework healthy.
Grain = org-wide internal meetings (participant_scope: internal). Granola = CoS ad hoc conversations. Defensive language index folded into this composite.