ContextThe Why
I want to be fully transparent with you three. I ran a diagnostic on my own leadership — the same way I'd run one on any department — and I'm sharing the results with you because I expect every manager to be honest about where they need to improve. That starts with me.
Here's the short version: I'm world-class at seeing problems and building systems. I'm failing at installing those systems into people and holding anyone — including myself — accountable to specific, measurable follow-through. That's been creating a cycle where we diagnose the same issues month after month and nothing permanently changes. That's on me.
You three are fantastic managers. I want you to succeed, and a big part of that is getting out of your way while giving you the tools to see exactly where your departments stand every single day.
We're removing a lot of the old overhead and replacing it with something simpler. The Coaching & Performance Board is gone. In its place: a daily tracker for your teams, a Manager Daily Scoreboard for you (six fields, five minutes), and a weekly report due every Tuesday by 4:00 PM. Targets are built into the boards so you can see what a pass and a fail looks like. My coaching with you will be focused — one topic at a time, worked until it's fixed — instead of 27 things crammed into one call. That overload was my fault completely, and I'm fixing it.
Self-EvaluationWhere I'm Strong
Self-EvaluationWhere I'm Average
Self-EvaluationWhere I'm Failing
I'm holding myself to this standard publicly so everyone knows the bar applies to all of us — starting with me. If you see me slipping back into old patterns — lecturing for 20 minutes, overloading a call with 15 topics, accepting a vague commitment, skipping the previous-commitment check — call me on it. I'd rather be corrected in the moment than repeat the same leadership failure for another six months.
In return, I'm asking you to be equally honest about where you need to improve and equally committed to the specific work to get better. Not intentions. Specific frameworks, practiced and verified, until they become habit.
New SystemWhat's Changing
DailyTeam Trackers
- Full first and last name. Every time.
- Date = the day you're reporting on.
- Submit before end of shift. Not the next morning.
- If something didn't happen, enter 0. Never leave it blank.
Each tracker is a Monday.com form. When you open it, you select your position. The form only shows the fields that apply to your role — you won't see anything that isn't yours. To see the full form logic or change which fields show for which role, go into Monday.com, open the board, and check the form settings.
Select your position (Setter or Presenter) — the form shows your fields.
Open Sales Tracker Board ↗Select your position (Client Service, Alliance Service, or Alliance Selection) — the form only shows the fields for your role.
Open Service Tracker Board ↗All BCO team members fill out the same fields.
Open BCO Tracker Board ↗Add up every minute in live conversation — phone calls and Google Meet.
Calls: Pull your log from HubSpot or your dialer. Add up durations.
Meet: Use actual time, not scheduled time. Check Meet history or recording length.
Both? Add them together. Example: 45 min calls + 18 min Meet + 25 min Meet = 88 minutes.
This gets automated soon. For now, 2 minutes of work before submitting.
First thing every day — open yesterday's tracker, filter by date, scan for things that don't add up. 3 calls but 3 hours talk time? Problem. 2 closes but nothing in HubSpot? Problem. Zeros across the board but they were online? Problem.
The tracker tells you who to coach that day. Don't overthink it.
DailyManager Scoreboard
You fill this out every day before you log off. Separate from your department tracker. It directly replaces the Coaching & Performance Board without all the diagnostic fields that were being left blank.
WeeklyDepartment Reports
Each department has a Weekly Tracker board on Monday.com. This is how we track whether we're improving week over week.
Every Monday by 4:00 PM, you fill out your department's weekly tracker for the previous week (Monday to Friday). This is part of the WBR for now. This week, just fill out the board. We'll talk about whether you'll also send a pre-work email going forward.
Each row is a week. You'll see columns for your department's key numbers. Next to most number columns is a Status column — that's where you mark whether you passed, failed, or are approaching the target.
If you click on the number column header, there's a description that tells you what the target is. For example, on the Service board, "Total Recurring Issues" says "4 is fail." On the Sales board, "Booked App" says "3× number of FTE, anything less fail." On the BCO board, "Scouting meetings" says "below 25 fail."
That's how you know where you stand. Enter the number, then set the status based on whether you hit the target or not.
Some columns are just information to have — they don't have a status column beside them. Just enter the number. If a column has a status next to it, that's one we're measuring against a target.
On Thursday we have a 15-minute meeting. The only thing we're looking at is your 3 commitments for the week. Are you on track? Are you stuck? That's it.
I'm not going to over-engineer this. And I'm not going to solve everything for you. That's been my biggest issue — doing too much of the problem-solving instead of letting you solve it. You three are good managers. You know how to do the job.
My role is to make sure we're moving in the right direction. Your role is to own your numbers, own your department, and implement. If a number is off and you can't figure out why after you've tried, come to me with what you've already tried and we'll work through it together. I'm here to coach, not to micromanage.
The whole point of this is simple: week over week, are we getting better or worse? That's what I'm looking at. That's what you should be looking at too.