The strategies behind leading brands

Documents in Headwater are for the writing that goes with the plan: huddle pre-reads, monthly reviews, and updates. Type # to mention a climb or an issue, or add a block of cards, and they stay live for everyone reading.

Wholesale review, November

Leeds is ahead of pace: Sign 12 new cafés in Leeds is at 58%, and JBJoe has run 9 of the 20 tastings.

What’s slipping

A climb mentioned in a document shows its ring and status, and a cards block lists the climbs and issues you choose. When someone ticks a milestone or solves an issue anywhere in Headwater, the document shows it straight away.

Tick a milestone on a card in the document, and it’s ticked on the climb as well.

Leeds

Sign 12 new cafés in Leeds is at 58%, with 5 milestones to go.

Sign 12 new cafés in Leeds7 of 12 milestones · 58%MO
Tasting at Kiln CaféToday
Call Northern BlocToday
Visit the Headingley cafés20 Nov

What’s in the way

Build the trade price list is off track, and 1Courier keeps missing Friday pickups is holding up the samples for new cafés.

Build the trade price listOff trackRP
1Courier keeps missing Friday pickups9 daysPS
Elsewhere in Headwater

Everyone in a document can see who else is in it, with each person’s caret in their own colour. Select some text to comment on it, and the thread sits beside that text in the margin, with @mentions and replies.

Resolve a thread once it’s settled. Mention @Brook in a comment, and Brook answers in the thread.

Subscriptions update, 16 November

Launch the decaf subscription is on track.

Churn

Cancellations are up 12% on August, mostly from people on the monthly plan. Cut subscription churn to 4% is off track.

When the huddle ends, lock its document. Nobody can change it after that, and its chips and cards show each climb and issue as it was when the document was locked.

Turn on Live to see the same items as they are now, and switch back to see what has changed since.

Wholesale huddle, 26 October

Decided: Ravi owns the trade price list, and Maya signs off the new prices before they go to cafés. Build the trade price list was on track at 15%.

Climbs

Sign 12 new cafés in LeedsOn track25%MO
Build the trade price listOn track15%RP
Hire two trade repsOn track25%MO

Issues

1Café invoices go to the wrong address3 daysRP
Locked 26 Oct

Headwater keeps a version after each spell of editing, and you can save one with a name, such as before a meeting. Restoring a version keeps the current document as a version first, so nothing is lost.

Download any document as a PDF or a Word document. Chips and cards are written out as text and tables, so the file reads well without Headwater and can be edited.

History

Wholesale review, November

Leeds is ahead of pace: Sign 12 new cafés in Leeds is at 58%, and JBJoe has run 9 of the 20 tastings.

What’s slipping

The price list is behind. Build the trade price list is off track at 35%, with 13 of its 20 milestones still open.

Wholesale climbs
Sign 12 new cafés in LeedsMO
Build the trade price listRP
Hire two trade repsMO
Run 20 café tastingsJB

The new prices go to Maya on Wednesday, and out to cafés the week after.

Your first quarter is free, so you can set your plan and see a whole quarter through before you pay anything.