2026 Q1 OKRs — Trachte Building Systems

Status: Draft — pending review with Robin; share final with Mark by EOY.
Owner: Sebastian Gant
Source meeting: ^[1]

Overview

Q1 2026 OKRs for Trachte (internally tagged "Trakti") were developed during the team's Q1 planning session. The account presents a strategic inflection point: the storage facility construction boom is maturing, and Trachte's growth opportunity is shifting toward retrofitting and optimizing existing facilities — primarily through the TrackRite and Fire Facilities product lines. A critical prerequisite across all objectives is gaining visibility into the sales pipeline via Microsoft Dynamics.

Objectives & Key Results

O1 — Gain Full Pipeline Visibility via CRM Improvement

Objective: Improve use of Microsoft Dynamics so marketing can track lead progress through the full sales funnel and attribute revenue to specific sources.

Context: Currently, the sales team uses Dynamics as a contact list rather than a pipeline tool. Leads are grabbed and worked, but outcomes (won/lost, revenue) are not recorded. Marketing has no visibility into which lead sources convert, making ROI attribution impossible.

Key Results:
- Define and document lead lifecycle stages in Microsoft Dynamics
- Establish a process with Robin's team to log deal outcomes (won/lost, revenue) in CRM
- Identify at least one closed deal attributable to a marketing-sourced lead by end of Q1

Why it matters: Without pipeline visibility, Asymmetric cannot prove ROI and risks eventual churn. See ^[2] for the broader principle.

O2 — Shift Focus to TrackRite as Core Growth Driver

Objective: Reposition marketing efforts toward TrackRite (door, lock, and facility optimization) as new storage facility construction demand declines.

Context: The storage facility construction market is maturing — the rapid build-out phase is ending and new construction appetite is declining. TrackRite targets existing facility operators who need door replacement, lock upgrades, monitoring systems, and layout optimization (including the RenewRite program). This is a recurring-revenue, service-oriented market vs. one-time new builds.

Key Results:
- Develop a clear ICP (ideal customer profile) for TrackRite: who buys, at what price point, vs. competitors like Overhead Door
- Launch or optimize at least one campaign targeting existing storage facility operators for TrackRite services
- Establish a baseline of TrackRite-attributed leads in CRM by end of Q1

O3 — Expand Scope to Fire Facilities and TrackRite as Distinct Workstreams

Objective: Grow Asymmetric's engagement with Trachte by developing Fire Facilities and TrackRite as separate, billable workstreams (potentially separate client relationships).

Context: Trachte operates multiple sub-brands/divisions — Trachte core, TrackRite, Fire Facilities, and training systems. Currently, marketing work is consolidated, but each division has distinct audiences and value propositions. Treating them as separate clients would allow more focused strategy and clearer attribution.

Key Results:
- Document the audience, value proposition, and competitive landscape for Fire Facilities and TrackRite separately
- Present a proposal to Robin for expanded scope covering at least one additional division
- Determine whether Fire Facilities or TrackRite warrants a separate SOW/engagement

Action Items

• [ ] Define Trachte Q1 OKRs in full; add pipeline visibility + TrackRite/Fire Facilities objectives (@Sebastian Gant)
• [ ] Discuss draft OKRs with Robin to confirm alignment (@Sebastian Gant)
• [ ] Share finalized OKRs with Mark by EOY (@Sebastian Gant)

Key Risks

Related

• ^[2]
• ^[3]
• ^[4]
• ^[1]