FLOW

FLOW turns your company’s plan into clear priorities for every team and person, and keeps them moving with a simple weekly rhythm.

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Vision
Halden Coffee

By 2029, Halden is the coffee people ask for by name across the North.

52%
Company progress
Pillar
Win wholesale41%
Initiative
Open trade in Leeds and Manchester46%
Climb
Sign 12 new cafés in Leeds
On track
MO
Monday morning
MOMaya’s week
  • Tasting at Kiln CaféMonday
  • Send the price listTuesday
  • Call Northern BlocThursday

A coffee company in the North, with 48 people, four cafés, a wholesale trade, and a home subscription. See every use case

The strategy lives in a slide deck, the priorities in a spreadsheet, and the problems in a group chat. FLOW puts them in one place and joins them up, so you can see what’s moving and what’s stuck.
Strategy 2026–29
Five big bets
Strategy 2026–29 FINAL.pptx
Last opened 11 weeks ago
Slide deck
Q3 priorities FINAL (v7).xlsx
PriorityOwnerStatus
Leeds cafésMaya??
Decaf subTom?on it
New roasterPriyaLATE
Head of coffee
Price listRavichase
Spreadsheet, edited by five people
RP
Ravi
did anyone chase the courier?
DW
Dan
not yet
MO
Maya
thought Priya had it
Group chat, 47 unread
Hire head of coffee!!
ask Sam about budget
Sticky note on a monitor
Re: Re: Fwd: Monday meeting
Leah Morgan to Wholesale

Can we do the numbers bit at the end this time? We ran out of time for the Leeds stuff again.

Email thread, 14 replies
Decided: no free delivery under £20 (I think?)
from the away day, check with Sam
Someone’s notebook

My Flow is everyone’s home in FLOW. It opens with a short summary of where things stand, then lists their milestones, issues, and climbs in the order they need doing.
My Flow

Sign 12 new cafés in Leeds is on track, and two of your milestones are due this week.

Next up is Tasting at Kiln Café on Sign 12 new cafés in Leeds, due today. It is part of Open trade in Leeds and Manchester, now at 46%. Of your two open issues, 2Trade price list is out of date has been open longest, at nine days. TRTom tagged you on Launch the decaf subscription yesterday.

Claudebot · 8:02
Weekly check-inStart check-in
Your issues23
  • 2
    Trade price list is out of date
    Wholesale
    9 days
  • Kiln Café wants a coarser grind
    Wholesale
    2 days
Your milestones42
Today
  • Tasting at Kiln Café
    Sign 12 new cafés in Leeds
  • Send the new price list
    Build the trade price list
Later this week
  • Call Northern Bloc
    Sign 12 new cafés in Leeds
  • Shortlist trade reps
    Hire two trade reps
Your climbs2
  • Sign 12 new cafés in Leeds
    On track
  • Hire two trade reps
    On track
1

A summary written for you

Each morning FLOW sums up what matters most, with every climb, issue, and person linked so you can open it in one click.

2

Milestones in the order they’re due

Today, later this week, next week. Tick one off here and the climb, initiative, and pillar above it move too.

3

Issues that don’t go quiet

Every issue shows how long it’s been open, and turns amber after a week so nothing sits there unnoticed.

The plan lives on one map: the vision, the few pillars that get you there, the initiatives that move each one, and this quarter’s climbs. Point at anything to see where it leads.

Vision

Where the company is going, in a sentence, and by when.

Pillars

The few goals that will get you there.

Initiatives

The projects that move each pillar, over months or years.

Climbs

What has to get done in the next 90 days, by the company, each team, and each person.

Milestones

The steps that finish a climb. Progress is simply the share ticked off.

Halden CoffeeBy 2029, Halden is thecoffee people ask for byname across the North.52%Company progressWin wholesale34%Open trade in Leeds andManchester46%Sign 12 new cafés in LeedsMaya Okafor · On trackMOHire two trade repsMaya Okafor · On trackMOLaunch a trade portal22%Build the trade price listRavi Patel · Off trackRPGrow subscriptions35%Relaunch the subscription35%Launch the decaf subscriptionTom Reid · On trackTRCut subscription churn to 4%Leah Morgan · Off trackLMBrilliant cafés52%Open café five in York62%Fit out the York caféDan Whitfield · On trackDWStart a barista academy41%Train 12 baristas to level twoAisha Rahman · On trackARHire a head of coffeeSam Hughes · On trackSHRoast at scale28%Commission the newroaster28%Install and test the new roasterPriya Shah · Off trackPS

FLOW is built around three cycles. Set the direction once a year, agree priorities every quarter, and keep them moving every week.
Close Q2 climbs
  • Sign 12 new cafés in Leeds
    All milestones ticked
  • Launch a trade portal
    2 milestones open
  • Pop-up at Leeds Festival
    4 milestones open

Once a week, each person goes through their climbs and marks each one on track, off track, or done. They tick off milestones and raise anything that’s in the way, so the team already knows where things stand before it meets.
Weekly check-in
33%
Sign 12 new cafés in Leeds
Wholesale · Due end of Q3
Milestones
  • Shortlist 40 cafés
  • Tasting at Kiln Café
  • Send the new price list

Huddles are FLOW’s weekly team meeting, with a fixed agenda. Wins, initiatives, and climbs get five minutes each. Issues get forty, and the last five are for wrapping up. Everyone joins from their own laptop and works on the same screen, live.
Wholesale huddle
Live23:41
MOJBRPEC
Wins
Initiatives
Climbs
Issues
Wrap up
1Priority 1
2Priority 2
3Priority 3
No priority
To sortDrag an issue into a bucket, or pick one and press 1, 2, 3, or 0
No one owns the trade inboxRP16 days
Two cafés are paying 60 days lateJB12 days
Trade price list is out of dateMO9 days
Samples go out without tasting notesEC3 days
Kiln Café wants a coarser grindMO2 days
Sort 5 more issues into buckets to unlock

The top three first

Each team ranks its three most important issues and works down from the top.

Statuses are already in

Climbs were updated in Monday’s check-ins, so nobody reads them out.

Nothing half-sorted

Wrap up stays locked until every issue on the list has a place.

Issues are the problems on each team’s list. Each list ranks its top three, and every issue shows how long it’s been open, turning amber after a week and red after two. When one is solved, the outcome can be kept as a decision in the rulebook.
Wholesale
Short term · 1 open
  • 1
    Trade price list is out of date
    MORaised on day 1
    Today
Day 11 week2 weeks3 weeks
Day 1
Rulebook
  • No free delivery on orders under £20
    Standing ruleOperations9 September, Leadership huddle
  • Trade samples are 250g, never 1kg
    Standing ruleWholesale1 September, Wholesale huddle

The accountability chart shows every seat in the company and what it’s responsible for. Managers get a 1:1 page for each of their people that follows the meeting, from what was agreed last time to their climbs, milestones, and issues.
Managing DirectorSHSam HughesVision, leadership team, big dealsHead of WholesaleMOMaya OkaforCafé accounts, trade pricingHead of RoasteryPSPriya ShahRoasting, quality, green coffeeHead of CafésDWDan WhitfieldFive cafés, opening YorkTrade RepJBJoe BrennanNew cafés, tastingsHead BaristaARAisha RahmanTraining, menu, standards
MO
Maya Okafor
Head of Wholesale · Reports to Sam Hughes
Checked in MondayLast 1:1 two weeks ago
Last time

Maya to ask Ravi for a date on the new price list.

Climbs2
Sign 12 new cafés in LeedsOn track
  • Tasting at Kiln CaféToday
  • Shortlist trade repsFriday
Hire two trade repsOn track
Issues1
  • 2Trade price list is out of date9 days

FLOW is built for the keyboard. Press C to create anything, ⌘K to find anything, and G then I to jump to issues. Right-click any item for its menu, and quick peek shows the detail before you open it.
Climbs
Q3
  • Sign 12 new cafés in LeedsMO
  • Launch the decaf subscriptionTR
  • Install and test the new roasterPS
  • Fit out the York caféDW

Connect FLOW to Claude and it can read your plan, raise issues, add comments, and show cards you can act on without leaving the chat.

It knows your plan

Claude reads your climbs, initiatives, and issues, so you can ask how anything is going in plain words.

It does the admin

Ask it to raise an issue, add a milestone, or chase someone in the comments, and it does it in FLOW.

You can see what it did

Everything it adds is labelled as coming from your Claudebot, and cards in the chat can be ticked off there and then.

C
Claude
FLOW connected
Reply to Claude

  • MOMaya ticked Tasting at Kiln Café
  • TRTom moved Launch the decaf subscription to November
  • PSPriya set Install and test the new roaster to off track
  • SHSam added Hire a head of coffee

History on everything

Every change is kept on the item it happened to, with who made it and when.

Add a comment

Mentions that reach people

Mention someone and it lands in their inbox, next to the climb or issue it’s about.

Launch the decaf subscription
  • Choose the beans
  • Sign off decaf label
  • Book the photographer
Tom
Aisha

Live for everyone

Changes appear for everyone as they happen, so nobody works from an old copy.

halden.flow.app/climb/
halden.flow.app/issue/courier-keeps-missing-friday-pickups

Links that make sense

Every climb, initiative, and issue has its own link, named after it.

1Courier keeps missing Friday pickups

A little fanfare

Solving an issue is worth marking. Go on, press the tick.

  • An initiative is a project that works towards one of your pillars, and it can run for months or years. A climb is something that has to be finished this quarter, and it has one owner. Climbs can link to an initiative, so you can see which climbs are moving it forward.

Book a demo and we’ll show you how FLOW would run your week, from the vision down to Monday morning.

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