Messaging Craft

Provide the essentials. We’ll summarize the situation and shape clear communications for each role in the Circle.

1 Details 2 Summary 3 Communications
Start Finish
See a complete example (fills every section) ▾
Objective
Align leadership on Q4 priorities and confirm a 90-day execution plan.
Audience
CEO, CFO, Product lead, Operators
Key points
  • ARR +12% QoQ; gross margin +4 pts; OpEx flat
  • Mid-market churn rising; 2 GTM bets for Q4
  • Enterprise pipeline healthy; self-serve needs lift
Constraints / risks
  • Hiring pause limits sales capacity
  • Vendor renewal in October may raise COGS
  • Competitor discounting in mid-market
Tone
Direct, calm, and action-oriented
Call to action
Confirm the 90-day plan by Friday; owners update tasks and dependencies in the tracker.
Selected roles
CFO
Auto-summary (what good looks like)

In Q4, we’ll protect gross margin gains while addressing churn in the mid-market. Enterprise momentum is intact; self-serve needs targeted uplift. A hiring pause constrains capacity, so we’ll focus on high-leverage plays, clean handoffs, and tighter forecast discipline. We will evaluate the October vendor renewal and alternatives to avoid COGS pressure. Decisions due this week: finalize the dual GTM plan, confirm budget shifts, and lock the 90-day workstreams.

Role-specific communication (CFO)

Email/Slack draft: Focus on financial guardrails, vendor renewal scenarios, and forecast cadence. Ask for owners and dates.

  • Guardrails: gross margin floor, cash runway targets
  • Scenarios: vendor pricing, churn sensitivity
  • Operating rhythm: weekly forecast review, risk log

1) Provide details

Keep it tight. This powers the auto-summary and role-specific drafts.

Back to Your Workspace

Return to your main collaboration space to access deliverables, expert tools, and shared resources.

Go to Workspace
← Back to Home