An invented Monday at a growing business
on you
handed off
7:00 AM
Drag the card onto Systems, or press the button.
- Jordan Ellis7:11 AMPricing and next steps?Hi, we met at the conference last week. Could you send
- Priya Nair8:05 AMTimeline update?Any update on our project timeline? Our board meets
- Dana Whitfield8:26 AMOur rates next yearBefore we renew, we would like to talk about the rateYour call
- Supplier8:44 AMPO 2231 still needs sign-offFollowing up on last Tuesday. We can ship once you
- AccountsSunStatement for SeptemberYour statement is ready to view
Pricing and next steps?
Jordan Ellis to you, 7:11 AM
Hi, we met at the conference last week. Could you send pricing and what the first month would look like? We'd like to decide by Friday.
Thanks,
Jordan
Reply deskReading your price sheet and 3 past proposals
Unknown number. No voicemail. 7:04 AM
Sent from the template you approved, 7:05 AM
7:12 AM
Callback added to Sam's list for 10:15. Sam confirms it.
| Invoice | Customer | Amount | Late | Next step |
|---|---|---|---|---|
| 1061 | Brennan | $1,150 | 14 days | |
| 1057 | Okafor | $860 | 21 days | |
| 1042 | Alvarez | $2,400 | 32 days |
CollectionsReminder 1 of 3, friendly
# operations
Ana
Need the weekly numbers before the 2:00 review. Who is pulling them this week?
Marco
Revenue is in the books, leads are in the sales tracker, delivery is in the project board. I can do it after lunch?
Weekly report
Pulled from the books, the sales tracker and the project board. Ana reviews it before 2:00.
Ana
Got it. Reviewing now.
OnboardingMaya Brooks, starts Wednesday
- Laptop and accounts requestedOffice manager
- Paperwork sent, due within 48 hoursOffice manager
- Welcome email draftedYou send
- First-week schedule builtTeam lead
- Buddy assigned for week oneOps lead
Tuesday, 6:15 AMReading 2 calendars, 3 inboxes, 14 project files
Ready for you to send
- Reply to Jordan: pricing and the first monthDrafted
- Sign-off for supplier PO 2231Drafted
- Timeline note to PriyaDrafted
Waiting on you
- Offer for the senior hireDecide
- Dana's rate requestDecide
- Q1 plan sign-offDue Fri
Waiting on others
- Sam: notes from the 10:15 callbackToday
- Ana: report reviewDone
Who owns whatDecision rights, drafted with the team
| Process | The system | Owner | Comes to you when |
|---|---|---|---|
| Replies | Drafts every answer | Sales lead sends | A price exception |
| Missed calls | Texts back, logs the callback | Office manager | Never |
| Invoices | Reminds on a schedule | Bookkeeper | The final notice |
| Weekly numbers | Builds the one-page report | Ops lead reviews | A number looks off |
| New hires | Runs the checklist | Team lead | The hire itself |
| Mornings | Builds the 6:15 list | You | One list, in order |
Nothing is waiting on you.
Three decisions are on tomorrow's 6:15 list.
6:30 PM. Everything else ran without you.
Operations that run without you.

















