← CSM

Close September 2026

The accountability moment: every goal gets an outcome, every miss gets a written retro, and next month's goals are set. Everything locks when you close — the record is permanent.

September 2026 still has 26 days to go. Closing now locks values and retros early; the usual moment is after month end.

Step 1 · Unblocker sweep — did these happen?

No overview of who still needs to have their introduction — not visible in either HubSpot or the member onboarding flow, so intros risk being missed or delayed.

week of 7 Sept 2026

Step 2 · Goals of September 2026 — the accountability moment
Scale

LTV-based retention strategy for at-risk renewals

deadline 15 Oct 2026 is after September 2026 — quick check-in; the full retro comes when the deadline lands

Scale

CSM Mailing SOP

deadline 16 Oct 2026 is after September 2026 — quick check-in; the full retro comes when the deadline lands

Scale

Waitlist Procedure

deadline 15 Oct 2026 is after September 2026 — quick check-in; the full retro comes when the deadline lands

Step 3 · KPI values for September 2026

Renewal Coverage OK% · target 80%

ResultNo data yet

NRR · target > 97,5%

ResultNo data yet

Logo Churn % · target < 3%

ResultNo data yet
Step 4 · Goals for October 2026 — 3 carried, 0 slots left (max 3)

Goals you keep, change, or that are still before their deadline carry over automatically and count toward the maximum of three. Focus, focus, focus.

Three goals — that's the maximum. Focus beats volume.

Step 5 · Unblocker for the coming month

One small thing that removes friction in October 2026 — it opens the week of 5 Oct 2026and gets answered at that month's close. Leave empty to skip.

Closing September 2026 for CSM locks all outcomes, retros and values permanently. A mistake? A closed month can be voided (never edited) from its scorecard page.