Q4 2026 OKRs

Growth

Owner · Aki

October

Anzo — verified members

October0 / 700auto

—

Anzo — first deposits

October0 / 130auto

—

DLSM — verified members

October0 / 400auto

—

DLSM — first deposits

October0 / 100auto

—

Anzo — cost per verified member

October$48.09 / $80auto

—

Anzo — cost per first deposit

October$272 / $200auto

—

DLSM — cost per verified member

October$73.21 / $150auto

—

DLSM — cost per first deposit

October$293 / $300auto

—

LinkedIn followers — Anzo

October5,488 / 10k

—

LinkedIn followers — DLSM

October257 / 1,000

—

Google reviews — Anzo

October97 / 200auto

—

Star rating held4.70 / 4.90auto

0% of target

Google reviews — DLSM

October13 / 50auto

—

Star rating held5 / 4.90auto

100% of target

Instagram followers — Anzo

October2,233 / 3,000auto

—

Instagram followers — DLSM

October0 / 1,000

—

Anzo — IB form registrations

October0 / 100auto

—

Anzo — IBs onboarded

October0 / 10auto

—

Anzo — IBs funded

October0 / 3auto

—

DLSM — IB form registrations

October0 / 100

—

DLSM — IBs onboarded

October0 / 10auto

—

DLSM — IBs funded

October0 / 3auto

—

Milestones — October

On track

Daily trackers on Performance MKT

Done

Go-live: KE (Anzo), MY + PH (DLSM)

30 Sep

IB promo approved

31 Oct

Top-50 retail outreach

31 Oct

Lark alerts to CX/Nathan for qualified IB applications

31 Oct

November

Anzo — verified members

November0 / 750auto

—

Anzo — first deposits

November0 / 170auto

—

DLSM — verified members

November0 / 500auto

—

DLSM — first deposits

November0 / 125auto

—

Anzo — cost per verified member

November$48.09 / $50auto

—

Anzo — cost per first deposit

November$272 / $175auto

—

DLSM — cost per verified member

November$73.21 / $100auto

—

DLSM — cost per first deposit

November$293 / $230auto

—

LinkedIn followers — Anzo

November5,488 / 15k

—

LinkedIn followers — DLSM

November257 / 3,000

—

Google reviews — Anzo

November103 / 300auto

—

Star rating held4.70 / 4.90auto

0% of target

Google reviews — DLSM

November13 / 100auto

—

Star rating held5 / 4.90auto

100% of target

Instagram followers — Anzo

November2,229 / 6,000auto

—

Instagram followers — DLSM

November0 / 3,000

—

Anzo — IB form registrations

November0 / 250auto

—

Anzo — IBs onboarded

November0 / 25auto

—

Anzo — IBs funded

November0 / 8auto

—

DLSM — IB form registrations

November0 / 250

—

DLSM — IBs onboarded

November0 / 25auto

—

DLSM — IBs funded

November0 / 8auto

—

December

Anzo — verified members

December0 / 900auto

—

Anzo — first deposits

December0 / 200auto

—

DLSM — verified members

December0 / 600auto

—

DLSM — first deposits

December0 / 150auto

—

Anzo — cost per verified member

December$48.09 / $30auto

—

Anzo — cost per first deposit

December$272 / $150auto

—

DLSM — cost per verified member

December$73.21 / $50auto

—

DLSM — cost per first deposit

December$293 / $175auto

—

LinkedIn followers — Anzo

December5,488 / 20k

—

LinkedIn followers — DLSM

December257 / 5,000

—

Google reviews — Anzo

December103 / 400auto

—

Star rating held4.70 / 4.90auto

0% of target

Google reviews — DLSM

December13 / 200auto

—

Star rating held5 / 4.90auto

100% of target

Instagram followers — Anzo

December2,229 / 10kauto

—

Instagram followers — DLSM

December0 / 5,000

—

Anzo — IB form registrations

December0 / 400auto

—

Anzo — IBs onboarded

December0 / 40auto

—

Anzo — IBs funded

December0 / 15auto

—

DLSM — IB form registrations

December0 / 400

—

DLSM — IBs onboarded

December0 / 40auto

—

DLSM — IBs funded

December0 / 15auto

—

Milestones — December

C-suite dashboard for MKT attribution and performance ads

31 Dec

IB pipeline closes at 15 funded per broker

31 Dec

Brand

Owner · Nicholas · Q4 planning table, 22 Sep

October

Webinar attendance

October0 / 40

—

DLSM Brand Guidelines done (late Oct)

CapCut guidebook by 23 Oct, training by 30 Oct

Video skills audit

Milestones — October

Mid Oct: outsourcing decision, 2–3 agencies scoped

31 Oct

Beginner-course PDFs, 2 tripwire products live, creative tracker running

31 Oct

November

Webinar attendance

November0 / 65

—

Anzo Brand Guidelines done (late Nov)

3 video templates live

Daily self-produced video starts

Milestones — November

Agency trials on Expo / seminar / NBA shoots

30 Nov

Webinar bonus $50 → $75 + deposit promo

30 Nov

Kenya seminar

30 Nov

Trade Terminal tripwire

30 Nov

December

Webinar attendance

December0 / 100

—

Daily video fully with Education team

2027 agency partners recommended

5-video beginner course

Milestones — December

Handover sign-off

31 Dec

Template pack, production guide + QC checklist final

31 Dec

100% of priority videos QC'd

31 Dec

Operations

Owner · Nicholas · Q4 planning table, 22 Sep

October

iFX Expo HK video (5–6 Oct)

NBA reskin live: DLSM mid-Oct, Anzo end-Oct

Engaged-client funnel report live

Q3 EDM baseline set

Milestones — October

Early Oct: EDM segments, NBA calendar, All-Star hospitality

31 Oct

Mid Oct: Kenya-disclaimer journey, DLSM web timeline

31 Oct

November

Fintec Nairobi (18–19 Nov), MyMoney Sydney (29 Nov) + Anzo seminar videos

EDM A/B winners picked

SEO clicks, month on month

November0% / 15%

—

Milestones — November

One-variable EDM tests

30 Nov

NBA season promos scoped with Rizky

30 Nov

VIP event

30 Nov

Engaged-client results reviewed with CX

30 Nov

December

DLSM website + education site delivered (pending IT web migration)

Winning EDMs rolled out

Winston at 30% of web requests

Email bounce rate

December— / 1%

—

Email spam rate

December— / 0.1%

—

Milestones — December

DLSM Sydney seminar + VIP event videos

31 Dec

NBA assets refreshed as content lands

31 Dec