Joey ZoccaliAbout 4 minutes

    The six numbers that tell you if this week worked.

    Pick your kind of business. We load the numbers that matter, a target for each, and who should own it. Type this week, and the one number to fix first lights up.

    Sample week filled in.

    1 of 6 on target. 3 numbers are off.

    Fix this one first: Money owed to you, over 30 days. Call the three oldest invoices this week. Ask for a date, then write it down. Owner: Bookkeeper.

    Leads that booked a visit
    Is the phone turning into appointments?
    Target 30
    On target
    Close rate
    Of the estimates you gave, how many said yes?
    Target 45%
    Close
    Work sold
    Dollars signed this week
    Target $40,000
    Close
    Gross margin on finished jobs
    After labor and materials
    Target 45%
    Off
    Callbacks
    Jobs you had to go back to
    Target 2
    Off
    Money owed to you, over 30 days
    Cash that's stuck
    Target $12,000
    Off

    Monday, 15 minutes

    Leads that booked a visit · Front Desk
    How many leads came in, and how many booked? Which ones didn't, and why?

    Close rate · Sales Lead
    Which estimates are still open, and when is the next touch on each?

    Work sold · Sales Lead
    What did we sell, and what's in the pipeline for next week?

    Gross margin on finished jobs · Project Manager
    Which job came in under margin, and what line ran over?

    Callbacks · Lead Ops
    What caused each callback, and what changes so it doesn't happen again?

    Money owed to you, over 30 days · Bookkeeper
    Who owes us over 30 days, and when did they promise to pay?

    1. 0:00–2:00 Good news. One win each, fast.
    2. 2:00–8:00 Scoreboard. Each owner reads their number: on target or off. No stories yet.
    3. 8:00–13:00 The one red number: Money owed to you, over 30 days. What's causing it, what we'll do, who, by when.
    4. 13:00–15:00 Recap who owns what by Friday. Done.

    See the rest

    The questions to ask each owner, and the 15-minute agenda, are the rest.

    The number is the start. The seat is the work.

    Joey Zoccali works with owners who are still the bottleneck. Thirty minutes. Bring this result.

    Book a 30-minute callStart the diagnosticNext: weekly huddle