KICKOFF 25 MINUTES
Your Specialist is chosen and you meet them tomorrow. The next twenty minutes are about pointing them in the right direction, so they spend week one on what actually matters to you instead of guessing.
So you always know who to go to.
If you ever end up dealing with someone not showing up, that is ours to fix, not yours. Send it to us.
Your Specialist is good. They are not going to be perfect in week one, and anyone who tells you otherwise is selling you something. Nobody is fluent in a business they have known for seven days.
What they will be is trainable, fast. So the useful thing you can do in the next twenty minutes is tell us where to aim them first, and what can wait. That is what the rest of this page is.
Nobody takes on everything at once. The ones who try are the ones who drop something.
Other clients have said: "My inbox is empty by 9am and I did not touch it." · "Nobody waits more than an hour for a reply." · "Every lead gets followed up, every time." · "I stop booking my own calls."
This one protects you. Everything on this line still happens, just later and properly, instead of badly in week two.
Your Specialist reads this before day one. Pick the three you want them watching hardest.
The clock you actually work by, not where your office is.
Things other clients told us: "Don't book me before 9am." · "Show me before you reply to my client." · "No exclamation marks." · "Text me, don't call."
Day one should not be spent chasing passwords.
| Tool | What for | Who sets it up | Done |
|---|
Things people forget: the password manager itself · the shared drive · the phone system · the booking link · the invoicing tool · anywhere client files live