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 · Goals of September 2026 — the accountability moment
Prove
Manychat live, no inbound lost
By 30 Sep 2026, Manychat live on IG and WhatsApp, first reply under 1 min, 100% of leads synced to HubSpot with source tagged.
deadline 30 Sept 2026 lands this month · full retro
Create
Carefinder, new look and new mailing
By 30 Sep 2026, Carefinder at 700+ unique visits, with 120+ from IG bio taps and 110+ from search, up from 393 total in August.
deadline 30 Sept 2026 lands this month · full retro
Scale
Breda launch, executed
By 30 Sep 2026, every September step of the launch plan is done on time and Breda hits its forecast leads and CPL ceiling.
deadline 30 Sept 2026 lands this month · full retro
Step 2 · KPI values for September 2026
Average monthly new leads submitted · target 92 total
Breakdown
Result achievedTarget
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ResultNo data yet
Cost per lead across all channels & cities · target —
Breakdown
Result achievedTarget
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ResultNo data yet
Step 3 · Goals for October 2026 — 0 carried, 3 slots left (max 3)
Step 4 · 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 Marketing locks all outcomes, retros and values permanently. A mistake? A closed month can be voided (never edited) from its scorecard page.