Update Templates

ProfitWell is a free tool that provides SaaS metrics insights, helps reduce churn and optimize pricing. Visualize your ProfitWell data directly in Visible, share it with your most important stakeholders, and combine it with other data sources to understand how your subscription growth is impacting your overall business.

The following is an Update template to share progress toward company objectives and key results. We recommend sharing the Update on a weekly basis to keep everyone aligned.

Use this template to share your weekly wins with investors, board members, and team members. Call out individual contributors when it comes to sharing major accomplishments. All employees like to be recognized for their contributions and there is no greater place to do so than in front of your outside stakeholders.

Our HubSpot Marketing Report is intended for marketers to share with their team and managers using our HubSpot Integration.

An inside sales template geared towards sales professionals to give the team an overview of their performance from the previous week.

An Update to share information across your company using different methods and styles used by leaders like Marc Benioff, Scott Dorsey, and Kyle Porter.

An Update template intended to share before your next All-Hands meeting or share after to summarize the meeting. Largely based off of Square’s Town Hall meetings and is broken into 3 major categories; The Team, Mission & Goals, and Agenda & Questions.

An Update template intended for marketers to “report up”. Whether that be a marketing representative to manager or manager to executive, our Marketing template is intended to be standardized across the team to keep everyone moving in the same direction.

V2MOM is a management process and acronym standing for vision, values, mission, objectives, and measures.

A template based off of Fred Wilson's Weekly Email intended for founders to share what's on their mind, what happened the past week, and what's on the schedule for the upcoming week.