Playbooks
Steps a manager can run this week with the staff they already have.
Playbooks
File first, call second
Playbook. Clear a referral backlog this week with the staff you have, by splitting one tangled job into filing, urgent calls and routine calls.
- steps to start on Monday
- 7
- per 100 referrals at one clinic
- 5–6 h → 2–3 h
No job is scheduled until it is production-ready
Playbook. Put one gate between sold and scheduled: twelve checks, an owner for each, and a clear rule for the jobs that fail. Start it on Monday.
No load enters planning without a complete record
Playbook. Put one gate between the order and the plan: the fields every load needs, an owner for each, and a clear rule for the orders that fail. Start it on Monday.
Judge every campaign by what it earns, not what it books
Playbook. One economic model for marketing, finance and operations, and six weekly steps that move spend from ROAS to contribution. An owner for each. Start it on Monday.
Schedule tomorrow from the forecast, not from habit
Playbook. One forecast of covers by daypart, and six steps that set prep, staff and orders from it. An owner for each. Start it on Monday.
Every enquiry gets a real answer within a minute
Playbook. One queue for every channel, and six steps that answer each enquiry fast and turn it into a booking. An owner for each. Start it on Monday.
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