Operations Home
Departments + CRM Control
Add and manage leads, contacts, and companies in one place. Every lead is visible in department queues and can be deleted when needed.
Total Leads
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Contacts
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Companies
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Open Pipeline
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Department Queues
Goal: Keep execution lean while maximizing ROI
Video-First Workflow Logic
1) Outreach/visit/call/text/email to create contact. 2) Run basic audit to qualify and book. 3) Video is mandatory first. 4) Landing page comes next and must be revenue-driven. 5) Website is last (only after pages prove revenue). 6) Cross-channel follow-up escalates only when needed and without spamming.
Major Project Governance (SOP)
Goal: keep strategic decisions high-quality without creating cross-team chaos
Use this framework for executive planning sessions, monthly strategic reviews, and system-wide process/tool changes.
Monthly Limits
Discuss only 1-2 major projects per month. Place extras on a waiting list and review lightly during Monday/Friday syncs.
Required Participants
Executive team + FOH + BOH + stakeholders impacted by the initiative.
Meeting Flow
10-min blocker round-robin → FOH-led core discussion → break if needed → final alignment.
Decision Protocol
If no consensus, pause up to 30 days and collect formal feedback only before re-evaluation.
Evaluation Criteria
What, Why, How, If-impact, and Where (overlap vs underbuilt) for every proposal.
Documentation Rule
Submit non-editable proposal docs (PDF preferred) with visuals + stakeholder summary before review.
New Lead
New Contact / Company
Audit Tracker
Goal: Save audit states per client without forcing every audit at once
CompanyTypeStatusOwnerScoreActions
Team Capacity Manager
Goal: Prevent overload and keep service quality top tier
NameDeptCapacityActiveStatusActions
Leads
Goal: Book video first, then monetize through landing pages before full website scope
NameCompanyDeptStatusVideoNext ActionContactNotesActions
Contacts
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Companies
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