GTS ↔ Chris

Boss status pack · Nathan Yap
Open Trello board ↗ Last refreshed: Sep 27, 2026 · 8:20am CT (sample) Private
Lookback
After Sep 18, 2026 1:1 → Sep 27, 2026 (~9 days)
3
Big 3
14
Open Next Actions
4
Waiting On
6+
Done this window
9
Meetings in window
5
Blockers / Asks

Now (live board)

Big 3 3
1
Geraldine APA US invoicing
Execute Oct 1 expense package
On track
2
DXE / Clay follow-up
Push in-person w/ Chris + Jeff (overdue ~Sep 22–23)
Overdue
3
Receivables Alignment
Active priority
On track
Waiting On 4
Chris — GTS P&L from finance
Since Sep 18 · flagged stale
STALE
Michelle — weekly marketing sync invite
+ cross-sell resources
Waiting
Casey — third-party media / partnerships
Opportunity scan
Waiting
Diva Bailey — Uber Business org broken
Ops unblock
Waiting
Projects 4
GTS SDR / outbound motion
GTS AE hiring (into Kyle)
Paid media 60–90 day test
QBR Oct 6–7 + 2027 plan

In this window

Done / closed 6+
Meet Willie — agencies / paid media
Done
Waiting on Rick — GTS outbound playbook
Done
Waiting on Chris — Kyle’s comp plan
Done
Meet Leo in Houston
Done
Meet Alfonso
Done
Hooley historical GTS data
Done
New / moved 7
Tech events feedback for next year marketing
New
Reset outbound playbook inputs w/ Rick + Kyle
Moved
Finalize 2-AE comp ask w/ Chris (w/ Kyle)
Needs Chris
Streamline Plan & Target reporting (shield Kyle)
New
Cross-sell w/ Nick Strober / Jordan TML
New
Meet Martin Gomez / deal-desk bottleneck
New
GTS sales ramp clarity
New

Meetings & wins

📌 Last 1:1 pin · Sep 18, 2026
  • Focus sales + marketing only; delivery not bottleneck
  • GTM weak on new logos; farming-heavy
  • Channels: senior SDR outbound; paid media 60–90d with Willie
  • Open then: ICP, outbound baseline; QBR Oct 6–7 FL; 2027 budgeting
Sep 18
Juan Etchegoimberry
Larkin AI connect; GTS tool collab open
Sep 21
LSG–SZ Finance
Billing email mishap; realign Kasha/Pierre; flag cash/client changes first
Sep 21
Mike Carletta
Deal desk map; cross-sell entries Jordan/Nick/Sean
Sep 21
Willy Vega
Phoenix; GTS pages first; paid media via marketing
Sep 21
S&M First Team
Q3 ~$100K short; Rapido synergies; company context
Sep 22
Daniel Viduya
Revive Point Vail/Uber; Close→HubSpot friction
Sep 22
GTS Marketing
Cross-sell pilot Nitro+AdRoll; paid search ~$3.6K/$5K; events Databricks~$40K CPO~$15–16K
Sep 24
Mark DeCano
Post-close RCBC/payroll; Centr vs Evolve offset; open Grace/PDCs/Shopify/expenses
Sep 24
Jordan Niernberger
Kyle single-thread risk; Martin bottleneck; FLL Sep 27–28
Sep 24
Expense Review
Aug+ reimbursables; Japay QBO receivables

Asks for Chris