Weekly owner report
Monday opens on one page.
Monday morning is three exports and a paragraph written from memory, and a second location gets a separate story.
Today
A Sunday scramble, or a page that was already drafted.
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By hand
Five tabs, one email.
The totals live in exports. Someone pastes them into a note and fills the gaps from memory. A second location gets its own version, and the two do not match.
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With the system
One page, sources attached.
The page carries only the figures you chose. Each one sits next to the tool it came from. If a figure has no source, the row stays empty instead of being guessed.
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Status
Built, then set up for each business.
The page is built. The figures, the sources, and the person who reads it are set up for the company in front of us.
Example
What the Monday page can look like.
Missed calls, 14, from the phone log. Open estimates, 9, from the board. Reviews requested, 6, from the finished-job list. A fourth row is blank because that export did not arrive.
The page
A short brief, not a tour of every chart.
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The week.
The counts you asked for, each labeled with where it came from, so you are not assembling the morning from tabs.
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More than one location.
A second shop can sit on the same page when you want it there, using that location’s own source. It does not get a story written from memory.
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A wrong number.
You can correct a figure, and the page keeps what was drafted and what you changed. The shipped version is the one you released.
Approval
The Monday page does not send.
The draft of the Monday page, built only from the sources you named, can be prepared after the checks. It does not go to anyone outside the company until the person you named has read it. A figure with no source, a new claim about the business, a price, a discount, or a promised result stays off the page until that person allows it.
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Prepared for you.
The rows you chose, pulled from the tools you named, with an empty row where the export was missing.
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Released by you.
Anything that would leave the company, and any sentence that interprets the week beyond the figures. You, or the person you named, see it first.
The log
The page is the record of the week.
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What was drafted.
Which figures were pulled, from which tool, and which rows were empty.
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What a person changed.
Edits stay next to the draft, so a later Monday can see what was corrected.
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What it is for.
Reading the week you just had. It does not create the calls, the quotes, or the posts. Those are the other systems.
Next to other work
The brief reads the file. It does not create it.
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Intake.
Client intake is the new file. The Monday page can count how many files were opened if you choose that row.
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The week of pages.
Getting found is the page you publish. This report can note that a piece shipped. It does not write the piece.
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The desks.
An owner at a trade, a dispensary, or a restoration office can use the same page shape. The rows are the ones that desk actually has.
Questions
Before Monday’s page is a habit.
What is on the weekly brief?
Only the figures you chose, each next to the tool it came from. If you did not ask for a number, it is not on the page.
Does every number have a source?
Yes, or the row is empty. We would rather show a blank than a figure nobody can trace.
Who sees it before anyone outside the company?
The person you named. The draft can be prepared on its own. Sending it onward waits for that read.
Can one page cover more than one location?
Yes, when each location’s figures come from that location’s own source. A second shop does not get a paragraph reconstructed from memory.
What happens when a number is wrong?
You change it, and the page keeps both the draft and the change. The version you release is the one that stands.
Monday
Tell us which numbers you rebuild by hand.
Name the tools and the person who should read the page. We will say whether this brief is the first system.