Templates
Procedures and scripts to copy into your own documents and use today.
Templates
Confirm-or-release rules
Template. A one-page procedure to copy: confirm 72 business hours ahead, release at 48, move a patient at most twice, and fill every freed slot from the cancellation list.
- business hours ahead to confirm
- 72 h
- to release an unconfirmed slot
- 48 h
Call, voicemail and follow-up email scripts
Template. The words for every referral call: a live call, three voicemails and the email that goes out after each one. Copy them and fill in your details.
- voicemails, an email after each
- 3
- live call script
- 1
The Operational Black Box: AI Key-Person Risk Interview
Template. A self-contained AI investigator that reconstructs hidden decisions, probes edge cases, stress-tests its own understanding and builds a backup-ready operating model.
Production-ready checklist
Template. The twelve checks a sold job passes before it goes on the schedule, with an owner and the proof for each. Copy it and put your names in.
Lead intake questions and routing rules
Template. Eight questions every lead answers, a routing rule for every kind of job, and a response clock with an escalation rule. Fill in your thresholds and names.
Dispatch record checklist
Template. The fields every load needs before it is planned, with an owner and a source for each. Copy it and put your names in.
Driver status milestones and exception rules
Template. Seven statuses every driver sends, what each one triggers, and who is told when a load goes wrong. Fill in your times and names.
SKU profit card
Template. One card per product: gross margin, contribution, return rate, the role it plays and what to do about it. Copy it and fill in your own numbers.
Weekly commercial review
Template. One meeting where marketing, finance, operations and support read the same numbers and decide together. The agenda, the sheet and the decisions log.
Daily prep and staff sheet
Template. One sheet per location per day: forecast covers by daypart, prep from par, staff by station, cut and extend triggers. Copy it and fill in your own numbers.
Table confirm rules
Template. When to confirm, hold and release a booking, when to take a deposit, who gets the table next and what the host says. Copy the rules and set your own times.
Enquiry reply messages
Template. First replies for calls, DMs, Google messages, web forms and missed calls, plus answers to price questions and "just browsing". Copy them and put in your own details.
Rebooking script
Template. What to say at checkout to book the next visit, the follow-up for clients who left without one, and the messages for clients who have gone quiet. Copy it and set your own timings.
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