Plan a team meeting
Part of kit: Owner weekly numbers review (step 5 of 5)
When to use it
Weekly or monthly all-hands with techs and office.
The prompt
Copy this, then replace everything in [brackets].
Build a 30-minute team meeting agenda.
Wins to call out: [jobs, reviews, people]
Numbers to share: [what's appropriate for the team]
Topics: [new process, safety, price book, season prep]
Problem to solve together: [e.g. callbacks, missed membership offers]
Timed agenda, who leads each part, and end with clear action items. Keep it moving.
Before / after
Before: A meeting that turns into a gripe session.
After (example output):
7:00 Wins (5 min): Marco’s 5-star review mentioned him by name. 7:05 Numbers (5 min): 41 new members this month. 7:10 Safety (5 min): ladder setup. 7:15 Callbacks (10 min): group fix on capacitor repeat failures. 7:25 Actions (5 min).
Tips
- Start with wins. Always.
- Use real numbers from your own reports. Never let the AI invent them.
- Keep it in your voice. Edit the draft until it sounds like you talking to your crew.
- Review every draft before you send it. You’re accountable for what goes out.
Fill in the brackets
Type your details and the prompt below updates. Everything stays in your browser.
Leave out: Employee pay rates or personal info, customer names with addresses or phone numbers, bank or card numbers, financing applications, or anything from a pending legal dispute. Use initials or general terms instead.