00 · TQC · v1 · Sun 3 May13:42 AWST
TQC
Sub-brand · TQC · est. 2014
The Quote Company + LMS
$87,320
−$4,210 30D · RUNWAY 37 DAYS
08Bank balance · projection overlay
Actual ─── forestProjection ── copper · 7d ahead → $69k
09Strategic objectives · FY26
3 OKRs
01. Stabilise cashflow Q1 FY26
New ARR booked $400k
38%
Reduce overhead 12%
55%
02. Lift lead-to-quote conversion to 35%
Avg lead-to-quote time < 4 days
22%
Lead pool 220+
70%
03. Operationalise referral programme
15 referral partners signed
33%
$120k attributable rev
18%
10HubSpot · lead flow · April
New
380
Contacted
220
Qualified
145
Quoted
88
Won
31
11LMS · daily snapshot
awaiting integration
LMS embed
Token-based iframe pending Steven Miles’ PHP validation hook.
See DECISIONS D10 / SML-006.
12Calendar · TQC events · 30 day
5
May
May
deliver
Quarterly board pack due
12
May
May
internal
Succession plan v1
18
May
May
finance
Westpac overdraft review
27
May
May
finance
FY25 audit closeout