Good morning, Brad
Here's what's happening at Capital City Roofing this week.
Weekly Gross Revenue
$118,000
Qualified Lead Rate
58%
Won Qualified Leads
28%
Google Reviews
72%
% of Qualified Leads (Leads to Inspection)
Sales & Customer Experience
58%
Target: 60%
Google Reviews (80% of jobs won)
Sales & Customer Experience
72%
Target: 80%
Referrals (% of jobs won)
Sales & Customer Experience
22%
Target: 25%
Won 30% of Qualified Leads
Sales & Customer Experience
28%
Target: 30%
BVA (Budget vs Actual) +/- $ Total
Admin & Finance
$3,200
Target: $0
BVA >% of (-) Total Jobs
Admin & Finance
87%
Target: 90%
Compliance Protocol
Edward Oueilhe
Feeding the Future Project
Brad Strawbridge
Book Launch
Brad Strawbridge
Fully Train Jason on PM
Jason Light
Recruit 1-2 Solid PMs
Edward Oueilhe
Master File List (Logins, Vendors, etc.)
Edward Oueilhe
Interactive Proposal system needs discussion
100-point activity chart implementation
Home Improvement Finance Companies — overdue
Invoice reconciliation with QBO and Roofr
Angeles onboarding and full training plan
PM recruitment pipeline empty
Interactive Proposal system — discuss with Brad
Implement 100-point activity chart
Invoice balanced with QBO and Roofr
Master File & Internal Master File
Angeles on-boarding and training plan
Mu Kai — first retail sale!
Mu Kai closed his first retail sale. Great milestone for the newest member of the sales team.
Shoutout to Monica — commitment through adversity
Monica showed great commitment working in the face of adversity this week. Leadership team recognizes her dedication and resilience.
Jason / Lucas visiting March 17-18
Jason, maybe Lucas, is gonna come back again to visit between the 17th and 18th.
Blake (Charleston SC licensee) visiting Tuesday
Blake, future licensee for Charleston SC, will be visiting the office this coming Tuesday for onboarding planning.