Leadership L10 · Apr 23
Started 9:03 AM · 6 of 6 attended ·
On schedule
PSPhilip
JSJosh
KTKristin
KSKatelyn
MRMason
APAlbert
07:12
IDS · Issue #3 · CSR booking rate slipped to 68%
Remaining in IDS block: 31 minutes · 3 of 5 issues tackled
Segue
5 / 5
Scorecard
6 / 5
Rocks
5 / 5
Headlines
4 / 5
To-Dos
5 / 5
IDS
29 / 60
Conclude
– / 5
Issues · IDS priority order
5 open · 3 solved today
✓
Issue #1 · Houston lease renewal by May 15
Solved · Kristin to negotiate 3-yr renewal with $500/mo increase cap · To-Do
✓
Issue #2 · Delta 8 pricing complaint trend (3 this week)
Solved · Josh to audit pricebook vs competitors this week · To-Do
3
Issue #3 · CSR booking rate slipped to 68% (target 75%)
Raised by Kristin · 2 weeks trending down · Ana on PTO 3 days, Rita new · Is this staffing or script issue?
▶ Currently discussing · 7:12 on this issue
4
Issue #4 · Houston tech Milly LeDay — 3 callbacks this month
Raised by Albert · coaching plan or reassign?
5
Issue #5 · Q2 commercial pipeline short ~$85K of goal
Raised by Mason · need push on 3 pending proposals
6
Issue #6 · Gusto → QBO sync error on last payroll
Raised by Kristin · not urgent, likely won't get to today
Scorecard · 8 weeks · reviewed earlier
6 of 9 green · 2 yellow · 1 redMetric
Target
W-8
W-7
W-6
W-5
W-4
W-3
W-2
This wk
Weekly revenue
Philip
≥ $68K
71.2
69.8
72.4
68.9
71.1
70.3
74.2
76.8
CSR booking rate
Kristin
≥ 75%
78
76
77
74
73
71
69
68
Close rate (commercial)
Mason
≥ 35%
38
41
33
37
40
42
39
44
Callbacks / wk
Josh
≤ 3
2
1
4
2
3
1
2
2
AR days
Kristin
≤ 35
33
31
32
37
38
34
33
32
Rock review · reviewed earlier · Q2 (Apr–Jun)
4 of 7 on track · 2 at risk · 1 offHire + onboard 2 commercial sales reps
Mason · 78% · 1 signed, 1 in interview · Due Jun 30
Launch Nightshift pay-run preview (PA-4b live)
Kristin · 62% · engine + UI merged · ST integration remaining
Re-platform Houston office layout + buildout
Philip · 40% · permits delayed 3 weeks
Neighborly compliance audit — close all findings
Josh · 12% · 3 of 11 closed
Stand up commercial quoter v2 with vendor catalog
Josh · 85%
To-Dos · 7-day
6 / 8 doneFrom last week's IDS → committed to solve
Audit pricebook vs competitors
Josh · due Apr 21
Sign commercial sales rep #1 offer
Mason · done Apr 20
Review Houston lease terms w/ landlord
Kristin · done Apr 22
Close 3 of 11 compliance findings
Josh · due today
Q2 forecast vs actuals check-in
Kristin · due Thu
Headlines · this week
Customer
· from Kristin
Kroger called — wants us on their preferred vendor list for Lexington district. 14 stores.
Employee
· from Josh
Eric hit 10-year anniversary today. Starbucks card + public thank-you in chat already sent.
Employee
· from Albert
Milly LeDay requested schedule flex next 2 weeks — family. Covering her Wed/Thu routes.