Accountability Chart
Function first · person second · GWC every seat · last reviewed at Q1 quarterly · due for refresh Jul 5
G Gets it — understands role
W Wants it — shows up energized
C Capacity — mental, physical, emotional bandwidth
Yellow = hover for rating rationale · Red = not a fit for this seat
Visionary
Owner / Visionary
Strategy · Culture · Partnerships
PS
Philip Schultz
President · since 2017
G
W
C
- 5 core responsibilities: big ideas, R&D, culture, big external relationships, creative problem-solving
- Monthly 1-on-1 with each direct report
- Quarterly + Annual V/TO review
Integrator
Integrator
Runs the day-to-day · harmonizes Leadership
KT
Kristin Thompson
Chief of Staff · since 2023
G
W
C
- LMA: Lead, Manage, Accountability across all functions
- Resolve issues that cross function boundaries
- Run weekly L10 · drive P&L
Leadership seats · reporting to Integrator
Sales / Marketing
Revenue growth
MR
Mason Robertson
Outside Sales · since 2025
G
W
C
- Commercial + residential pipeline
- New accounts · account manager
- Pipeline reports · sales trainings
Operations
Service delivery · quality
JS
Josh Schultz
Brand Manager · since 2023
G
W
C
- Field team · dispatch · quality
- Brand + digital experience
- Callback rate · CSAT
Finance
Money in · money out · insight
KT
Kristin Thompson
Dual seat · Integrator + Finance
G
W
C
- AP · AR · payroll · books · cash
- Capacity concern — consider splitting if pay-run tooling doesn't ship this Q
Houston GM
All Houston ops
AP
Albert Pineda
Sales Mgr · multi-branch · 2025
G
W
C
- Houston P&L
- Katy + Cypress teams
- Currently spans Lex too (shared sales role)
Operations sub-seats
Lead Flat Glass Tech
Field crew captain
EF
Eric Fain
10 yr tenure
G
W
C
Senior Tech · Flat Glass
Commercial installs
JH
Jose Hernandez
Level 4+ · 7 yrs
G
W
C
CSR Lead
Inbound booking conversion
AC
Ana Castro
3 yrs
G
W
C
Dispatcher · open seat
Route optimization
?
Unfilled
Kristin covering temporarily
- Hire by Jul 1 · part of Q3 Rock
People Analyzer · flagged concerns
- Mason Robertson — Capacity yellow · ramping new seat, re-GWC at Q2 quarterly
- Kristin Thompson — Capacity yellow · dual seats. Rock #2 (pay tooling) is the load-reliever.
- Milly LeDay · Houston — Core values · coaching convo scheduled · on next L10 Issues List
Open seats · hiring queue
- Commercial Sales Rep #2 · final interviews · Mason owns
- Dispatcher · posted Apr 15 · 4 applicants screened
- Auto Glass Tech (Houston) · placeholder on PFP · not actively recruiting yet