Growth Partners — Board Dashboard

Board health

The nine priorities at a glance

GM Overview

The quarter in brief

Overall position

Consolidation is on track, and the business has moved from survival to building for scale. The quarter closed at a combined +$25.7k (June +$19.8k), and the P&L has been managed without increasing our debt position. Marketing automation and the new website are live; the quarter ahead is about finishing automation, proving the product on our own channels, and converting the first sales.

Quarter result

+$25.7k

Apr–Jun · combined

June result

+$0

Beat forecast $5,661

Cash low point (Jun)

−$60.2k

Combined trough

Sept forecast

+$4.8k

Back to positive

Key achievements

Quarter closed at a combined +$25.7k (June +$19.8k, ahead of forecast), with no increase to the debt position.
Marketing automation went live — Key Content and DigitalArchitect.
The new Growth Partners website launched (V1).
Key at-risk accounts retained (LDM, Siteminder); others cleanly finalised.

Watch items

Cash remains tight — combined low point around −$60k in June, with further troughs forecast through Q3.
Some customer churn (Geolantis; Maple & Spenda finalised).
Sales still to convert — pitch deck and sales channels being set up.
Small monthly losses in July and August before the result returns to positive in September.

Where to go next. The Board is asked to approve five items — see Board Decisions. Q2 Results reports the quarter just closed (actuals against plan); Q3 Strategy sets out the nine priorities and the forecast to endorse; Governance & Risk carries the assurance flags.

Q2 FY26 · 1 Apr – 30 Jun

Results

The quarter just closed — where each priority landed, and the numbers behind it.

Scorecard

Progress against the nine priorities

Each priority graded for the quarter. The "vs plan" column is the baseline this cycle; from next quarter it shows the variance against the forecast set at the previous board meeting.

#	Priority	Status	Result this quarter	vs plan

Finance

Financial health

Quarter result (Apr–Jun)

+$25.7k

Combined, both markets

June result (actual)

+$0

Beat forecast of $5,661

Cash-flow low point — June

−$60.2k

Combined trough

Monthly result — six months · combined (NZ + AU) · Apr–Jun actual, Jul–Sep forecast

Financial notes

The quarter (Apr–Jun) closed at a combined +$25.7k — April −$13.7k, May +$19.6k, June +$19.8k (ahead of forecast).
Q3 forecast: July −$6.0k, August −$6.6k, September +$4.8k — back to positive by September.
Cash-flow low points (combined): April −$58.0k, May −$30.8k, June −$60.2k; forecast July −$18.5k, August −$17.4k, September −$23.4k.
Cost discipline continued — one-off provisions removed in June (Bjorn, paid media, travel, monthly insurance and accountant provisions).
Borrowings: Callaghan loan $57,007 (repaying ~$1,156/mo); inter-company loan AUD→NZ $75,736.
New Zealand and Australia both hold Professional Indemnity, Public Liability, Cyber and Directors & Officers insurance.
No overdue payables; no tax issues. Leave liability: Janine $5,352, Jack $6,602.

Source. Daily cash-flow model (bank feeds & Xero) and the SLT Finance report; figures combined across Growth Partners (NZ) and GPX (AU) per the operational cash-flow model.

Risk view

Customers & revenue at risk

Customer	Risk	Action / status
Geolantis	Termination notice (12 May) despite strong performance (23 leads in April) — client cost-cutting	Retention plan unsuccessful (Sam & Mal)
Maple Group & Spenda	Activity paused 18 May — MNO bringing work in-house earlier than planned	Accounts finalised; freed capacity redeployed
LDM Motor Group	No demonstrable ROI after 6–7 months; locked to the MotorCentral platform	Currently being retained — Mal leading with Jack
Siteminder	Was off contract end of June	Retained to the end of the year
D+R Architects	Business sold; former owner retiring	Volatile but currently still in billing

Statuses reflect the GM's latest update. Offsetting positives across the quarter: record months for Maple (April) and Siteminder SQLs, and strong lead volumes at Geolantis and Storepro.

Delivery

Automation & people

Automation status

Key Content	Live
DigitalArchitect	Live
Growth reporting dashboard	In build
Website build & editing tool	In build
Video product	Ready for pilot
Sales automation	Early scoping

People — assurance

Appraisals — new criteria out for final comment; Jack's and Lloyd's due in July.
Team continuity — no resignations, no red flags, no remuneration changes. Roles realigned (Lloyd → Content & Optimisation Specialist; Nichee → Growth Strategist).
Checkpoints & training — monthly checkpoints across the team; Customer Meeting Facilitation training being delivered (Jack leading).
Personal and wellbeing detail deliberately excluded — assurance lines only.

Q3 FY26 · 1 Jul – 30 Sep

Strategy

The nine priorities the Board is asked to endorse — the plan and the forecast for the quarter ahead.

Context

The quarter in the arc

Q1 Done

Solvency — securing cash, removing distress

Q2 Done

Consolidation — stabilising operations & cash flow

Q3 Now

Finish marketing automation; scope sales automation

Q4 Next

Unify the toolset; prepare for scale

Theme. Complete marketing automation and scope sales automation — building the platform for scale, and proving the product on our own channels.

The plan

The nine priorities

Tap any priority for its owner, timing and key points. Status shows readiness heading into the quarter.

Milestones

What lands, and when

JulyNew website live; marketing live via our own Managed programme and the Vyne Digital pilot; new pitch decks (V1); Merlin introduced (late July).
July–AugDigitalArchitect rolled out to all customers (over two months).
Across Q3Website Builder editing tool; Growth reporting dashboard robust by quarter-end; sales-automation scoping; finance-function automation; privacy & security rework.
By end SeptMarketing automation complete; video ready for pilot; P&L back to positive; 4 sales closed.

Finance

Forecast for the quarter

Forecast monthly result

−$6.0k

Jul

−$6.6k

Aug

+$4.8k

Sep

Result returns to positive in September (+$4.8k).

Forecast cash-flow low points

−$18.5k

Jul

−$17.4k

Aug

−$23.4k

Sep

Combined troughs across both markets; actively managed through cost discipline.

The asks

Board Decisions

Five items the Board is asked to approve or resolve this quarter.

Assurance

Governance & Risk

Compliance, security and enterprise risk — a flag on each. Detailed compliance progress is reported separately by the Chair.

In good order In progress / watch Needs a board decision

Compliance & legal

Security & data

Enterprise & financial risk

Assurance. No overdue payables and no tax issues. New Zealand and Australia both carry Professional Indemnity, Public Liability, Cyber and Directors & Officers cover. Tap any item for detail.