Six cohorts, one quarter, measurable transformation.

Period: Q1 2026 (Jan–Mar)
Audience: Leadership team
Prepared by: Ontopix Operations
Reviewed: 2026-04-12

Part 01

The numbers

Q1 retention lift · cohort median

48%

of the Q1 pilot cohort renewed above target — a 19-point swing against our Q4 baseline.

Q1 2026 · Internal Review 03 / 11

Cohort view · pilot customers

Retention lift by customer, percentage points.

Source: Ontopix customer telemetry, Q1 2026. Baselines: trailing-12-month retention pre-deployment.

Q1 2026 · Internal Review 04 / 11

Revenue mix · Q4 2025 → Q1 2026

Scale tier is displacing Team — at the right margin.

MRR at period close. Enterprise = 1 customer (HarborCare) through Q1; second lands mid-Q2.

Q1 2026 · Internal Review 05 / 11

Wins to call out

Three things that landed harder than planned.

Rubric versioning shipped three weeks earlySeeds the compliance-evidence story for Q2. Meridian and NovaFi have both opted in.
Five9 integration cut median ingest lag 41%Down from 92s to 54s. The speed-to-dashboard promise in the pitch now has a customer-visible proof point.
Nuria (Meridian) agreed to referenceFirst on-the-record customer. Approved for web quote, conference mention, and one inbound prospect intro per quarter.

Q1 2026 · Internal Review 06 / 11

Part 02

The quarter ahead

Q2 priorities · committed

Eight priorities, ranked by must / should / could.

Ownership is the accountable team, not the DRI. Must = shipped by Q2 close; Should = in flight by Q2 close; Could = scoped but not committed.
Priority	Outcome	Owner	Target	Tier
Enterprise-grade SOC 2	Type II report in hand, usable in customer security reviews without caveat.	platform	Jun 30	Must
Rubric library v1	Six industry-starter rubrics published; customers can clone and adapt.	product	May 31	Must
Second enterprise logo	Signed paper, not just verbal commit. De-risks the revenue line.	go-to-market	Jun 15	Must
Genesys Cloud integration	Unlocks a ~$3.2M qualified pipeline that's currently blocked on it.	platform	Jun 30	Should
Public pricing page	Team tier self-serve, Scale quote-request. Enterprise remains private.	go-to-market	May 20	Should
Spanish-language transcription	Two prospects blocked on it (LatAm). Uses our existing pipeline, Whisper-es.	research	Jun 30	Could
Evidence-pack export	One-click compliance bundle for audits. Compliance-officer buyer personae asked for it.	product	Jun 30	Could
Partner tier (resellers)	Framework + one signed partner. Commercial policy, not engineering.	go-to-market	Jun 30	Could

Q1 2026 · Internal Review 08 / 11

Lesson from the quarter

The customers we helped most were the ones who already knew their rubric was broken — not the ones who trusted theirs. We're not selling replacement QA. We're selling proof that the QA process is catching what leadership thinks it's catching.

Product retro — 2026-04-08 · whole-team

Q1 2026 · Internal Review 09 / 11

What we'll need

Two asks to unblock the Q2 commitments.

ASK ONE · HEADCOUNT. One senior ML engineer added to the research team. Blocker for Spanish-language transcription and for the second enterprise's latency SLA. Time-to-productive estimated at 8 weeks, so we want the offer out by end of April.

ASK TWO · BUDGET. $140K additional compute budget for Q2 to run the enterprise workload at contractual headroom. Current utilization on the HarborCare line is sitting at 78% of provisioned capacity; the second logo lands us over 95% on day one.

Both asks are committed to numbers above. If either slips, we'll re-rank the must / should / could list and come back before Q2 kickoff.

Q1 2026 · Internal Review 10 / 11

Q2 2026 · Kick-off

Same discipline, two new logos.

Q2 kick-off: Monday 2026-04-28
Next review: Mid-quarter, 2026-06-02
Owner: Ontopix Operations