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fleet/handbook
kiloconnect[bot] ba40daecff Add e-group prep step: pull Salesforce pipeline creation actuals vs. goals screenshot (#40082)
## Summary

Before each e-group meeting, the Executive Assistant should pull a fresh
screenshot of pipeline creation actuals vs. goals from Salesforce and
include it as the first item in the meeting agenda. This ensures
pipeline progress is front and center at the start of every e-group
meeting.

## Changes

Added a new `### Prepare for the e-group meeting` section to
`handbook/ceo/README.md` (placed immediately before the existing `###
Process and backup E-group agenda` section) with two steps:
1. Open Salesforce and pull up the current pipeline creation actuals vs.
goals report (showing the gap clearly).
2. Take a screenshot and add it as the first item in the e-group meeting
agenda doc.

Built for
[mikermcneil](https://fleetdm.slack.com/archives/D0AFASLRHNU/p1771455829503069)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)

Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
2026-02-18 17:23:46 -06:00
..
2026-02-18 11:54:43 -08:00

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Introduction

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