Who This Helps
This is for Founder Operators buried in spreadsheets and slide decks. If you're managing a product portfolio and need to make fast calls on what to build next, this automates the evidence-gathering. It pulls directly from the core principles of the Product Portfolio Strategy course.
Mini Case
Sam, a founder of a SaaS tool, spent 8 hours every Monday pulling user stats, support tickets, and revenue data into a report for her team. After automating this, she cut that time to 30 minutes. Her reports now auto-update, showing a 15% shift in feature usage that led to pausing a low-impact project.
Do This Now (5 Steps)
- List your three key decision questions. (e.g., "Which feature drives the most retention?")
- Identify the two data sources you check most. (Stripe, Google Analytics, support inbox).
- Pick one simple automation tool. Zapier or Make are great starters.
- Build one connection to pull a key number into a shared doc or dashboard.
- Schedule it to run every Monday at 9 AM. Boom, report is ready.
Avoid These Traps
- Don't try to automate everything on day one. Start with one number.
- Don't let perfect data stop you. An 80% accurate auto-report is better than a late perfect one.
- Avoid creating a report no one reads. Link it directly to your weekly team agenda.
- Don't forget to celebrate the time you just saved. That's a real win.
Your Win by Friday
By Friday, you'll have one key metric flowing automatically into a shared space. You'll walk into your next product review with a live dashboard, not a stale slide. You'll feel lighter, I promise. The Product Portfolio Strategy course dives deeper into frameworks for weighing these automated insights against your strategic goals.