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End of quarter. Time to plan Q2. You have data scattered everywhere—customer calls, team meetings, support tickets, sales pipeline. How do you turn all that into clear OKRs and priorities? This guide shows you how to use BuildBetter to aggregate insights and plan your quarter based on data, not opinions.

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The Planning Problem

Traditional planning:
  • 📊 Spreadsheets of metrics (lagging indicators)
  • 🗣️ Team opinions (loudest voice wins)
  • 📝 Gut feel about priorities
  • 🎲 Hoping you’re building the right things
The gap: You have conversations with customers every week. Those contain leading indicators. But they’re never part of planning.

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What You’ll Achieve

Using BuildBetter for quarterly planning:
  • ✅ Aggregate all insights (customer + internal + support)
  • ✅ Find strategic themes across all data
  • ✅ Prioritize OKRs based on actual customer needs
  • ✅ Align team with data everyone can see
  • ✅ Track progress quarter-over-quarter
Time saved: Planning used to take 1-2 weeks of meetings. With BuildBetter: 1 day of analysis + 1 planning session.

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Step 1: Aggregate Your Data

[screenshot: Collections showing Q1 data organized]
1

Create Q1 Review Collection

Gather all Q1 conversations:
  • All customer calls
  • Internal team meetings
  • All-hands recordings
  • Strategy sessions
  • Support ticket data
2

Ask Strategic Questions

Query Chat:
  • “What are the top customer problems from Q1?”
  • “What did we commit to but didn’t ship?”
  • “What internal blockers came up repeatedly?”
  • “What market opportunities did customers mention?”

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Step 2: Find Strategic Themes

[screenshot: Chat identifying strategic themes from Q1]
1

Identify Patterns

Query: “Based on all Q1 data, what are the top 3-5 strategic themes that should guide Q2?”Example output:
Q2 Strategic Themes from Q1 Data:

1. Enterprise Readiness (78 mentions)
   - SSO/SAML requests
   - Compliance requirements
   - Advanced permissions

2. Mobile Experience (54 mentions)
   - App crashes
   - Missing mobile features
   - On-the-go access needs

3. Integration Ecosystem (47 mentions)
   - Salesforce requests
   - API limitations
   - Zapier needs
2

Generate OKR Recommendations

Query: “Based on these themes, suggest OKRs for Q2 with measurable key results.”Creates data-backed OKRs instead of guesses.

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Step 3: Build Q2 Roadmap

[screenshot: Generated Q2 planning document]
1

Prioritize with Customer Impact

Query: “For each potential roadmap item, tell me: customer mentions, revenue impact, and urgency.”Creates prioritization matrix based on real data.
2

Generate Planning Doc

Click Generate → Generate Document → “Quarterly Planning”Creates formatted doc with:
  • Q1 retrospective
  • Customer insights
  • Strategic themes
  • Proposed OKRs
  • Roadmap recommendations

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Step 4: Team Alignment

Share planning doc with team. Everyone sees the same customer data. Less debate, faster alignment. [screenshot: Team planning meeting with BuildBetter dashboard]

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Next Steps

Company Intelligence

Build ongoing intelligence system (stub)

Strategic Planning

Advanced strategic planning for leadership
To be expanded: Full content coming soon with detailed quarterly planning frameworks, OKR templates, and team alignment workflows.