Trigger when a new inquiry arrives by form, phone, or message. Steps: acknowledge within four hours, qualify with three questions, propose next action, schedule, and send confirmation. Guardrails: never quote without scope, always set a deadline. Metric: response within four hours and win rate trend weekly. Reset: review five closed loops each Friday and archive dead leads cleanly to avoid clutter.
Trigger at opening and closing. Morning steps: goal, focus items, upsell phrase, assignments. Evening steps: reconcile cash, log anomalies, snapshot shelves, note tomorrow’s risk. Guardrails: two-minute time-box per speaker, discrepancies resolved before lock. Metric: daily sales against target and variance tracked. Reset: Monday review of three days’ patterns to adjust displays, scripts, and staffing with evidence, not guesswork.
Trigger when inventory hits the par line or a weekly count flags shortages. Steps: verify demand, compare vendors, place order, confirm delivery window, update shelf labels. Guardrails: never reorder without cash check and substitution plan. Metric: stockouts per week and gross margin. Reset: monthly supplier scorecard with on-time rate and dispute resolution speed to maintain leverage and healthier unit economics.
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