How to use the Campaign retrospective template

Start a board from it
Use this template opens a new Freero board with the Campaign retrospective template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Campaign retrospective”.
Follow the instruction on the board
“Start with the numbers against the goal you set, then the reasons. Keep at least one thing that worked, even if the campaign missed.”
Fill in each part
- Results Numbers against the goal.
- Worked Channels, messages and assets that performed.
- Flopped What didn’t land, and why we think so.
- Next campaign keeps What we repeat or change.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Campaign retrospective board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Customer advisory board
Plan a session with a small group of key customers: who to invite, what to ask them, what to share and how you will follow up.
Onboarding kickoff call
Run the first call with a new customer: confirm why they bought, who is involved, what launch looks like and the next two weeks.
Sales to success handoff
Pass a newly signed customer from sales to the success team with everything promised, every contact and every known risk.
At-risk account recovery
Run a recovery when an important customer is upset: what went wrong, how you will put it right and how you will rebuild trust.
Sales pipeline review
Deals by stage with the next step on each, plus the questions a weekly pipeline review should ask.
Deal review
Review one important deal with the team: where it really stands, who decides, the risks and the next step that moves it.