The 15-minute weekly huddle your team will actually show up for.
Four parts, one issue, and everyone leaves with one thing to get done. Built around the same six numbers as the scoreboard.
Mondays at 8:30 AM
Home services and trades
One win — 0:00 to 2:00. What went right since last week? One sentence each.
The numbers — 2:00 to 8:00. Each owner reads their number. On target or off.
One issue — 8:00 to 13:00. Money owed to you, over 30 days. Call the three oldest invoices this week. Ask for a date, then write it down.
Commitments — 13:00 to 15:00. One thing, and the day.
Who reports what
Front Desk
Leads that booked a visit
Sales Lead
Close rate · Work sold
Project Manager
Gross margin on finished jobs
Lead Ops
Callbacks
Bookkeeper
Money owed to you, over 30 days
Say this the first time
Starting this week, we're doing a 15-minute huddle every Monday at 8:30 AM. It starts on time and ends on time.
We'll look at six numbers that tell us if the week worked. Each one has an owner, and the owner reads it.
When a number is off, we don't blame anybody. We pick one issue, name the next step, and who's got it.
You'll leave with one thing to get done before next week. That's the whole meeting.
Weekly huddle, Mondays at 8:30 AM (15 min)
Starting this week, we're doing a 15-minute huddle every Monday at 8:30 AM. It starts on time and ends on time.
We'll look at six numbers that tell us if the week worked. Each one has an owner, and the owner reads it.
When a number is off, we don't blame anybody. We pick one issue, name the next step, and who's got it.
You'll leave with one thing to get done before next week. That's the whole meeting.
Who reports what:
- Front Desk: Leads that booked a visit
- Sales Lead: Close rate; Work sold
- Project Manager: Gross margin on finished jobs
- Lead Ops: Callbacks
- Bookkeeper: Money owed to you, over 30 days
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.