First 30 Days

Purpose: The week-by-week checklist for Summit's first month with the Brain. Rosa runs this checklist and tracks completion; Dave unblocks anything that stalls. It operationalizes Phases 1 and 2 of the Implementation Roadmap. Check items off as they happen; anything unchecked at the end of a week rolls to the top of the next.

One rule for the whole month: when a document is wrong, fix the document that week. A Brain that drifts from reality in month one never recovers trust.

Week 1: Everyone in the vault

• [ ] Dave introduces the Brain at Monday all-hands (10 minutes: what it is, why it exists, what changes for each role).
• [ ] Rosa sends each owner the list of documents they own, from Knowledge Holders.
• [ ] Marcus reviews the Sales Playbook folder end to end, especially Lead Handling Process and Lead Qualification.
• [ ] Tara reviews Pricing and Estimating Rules and confirms every number: $12,000–$38,000 replacement range, $650 repair minimum, $450 emergency dispatch, 30% remodel deposit, 5% discount threshold.
• [ ] Pete reviews the Operations folder SOPs and marks which match current crew practice and which are aspirational.
• [ ] Jenna reviews Brand Voice Guide and Review Response Guide.
• [ ] Rosa reviews intake and scheduling docs and starts the correction log (a running list of anything wrong, missing, or unclear).
• [ ] Every team member asks Hermes at least three internal questions and notes any bad answers in the correction log.

Week 2: First real use

• [ ] Sales team runs three live leads strictly by the documented process, timing the 15-minute first-touch target during business hours.
• [ ] Rosa uses Hermes to draft first-touch responses for two mornings of overnight leads; she reviews and sends.
• [ ] Marcus has Hermes draft day-2 estimate follow-ups per Estimate Follow-Up for every estimate sent this week; reps review and send.
• [ ] Pete pulls the draft field photo standards and books his own review time (gap 2 in the Knowledge Gaps Report).
• [ ] Rosa applies week-one corrections to the vault; owners confirm the fixes.
• [ ] Dave reads the correction log; anything contested gets decided by Friday.

Week 3: Widen the drafting loop

• [ ] No-show recovery drafts go through Hermes per the No-Show Process; reps review and send.
• [ ] Marcus selects 20 aged Lost leads and starts the Lost Lead Reactivation play with Hermes-drafted openers.
• [ ] Rosa and Marcus hold the GHL stage-definition retraining with the sales team (gap 4): what each of the seven stages means, when a lead moves.
• [ ] Rosa configures the first GHL enforcement automations (stale-stage flags, required fields on stage change).
• [ ] Jenna drafts two Google Business Profile posts with Hermes, edits, and publishes them herself.
• [ ] Correction log review: are Hermes misses trending down?

Week 4: Lock in the rhythm

• [ ] Rosa's weekly CRM hygiene pass runs against the new stage rules; count how many fixes it needed versus a normal week.
• [ ] Dave, Marcus, Pete, and Rosa book the escalation working session for early month two (gap 3).
• [ ] Dave books time with the bookkeeper to start the service-line profitability work (gap 1).
• [ ] Jenna sends the agency the draft UTM convention and gets a commitment date (gap 6).
• [ ] Pete confirms a date for the warranty unification session with Tara (gap 5).
• [ ] Rosa compiles the month-one summary for Dave: corrections made, Hermes usage by person, drafts sent through review, gaps with booked dates.
• [ ] Dave decides go or no-go on Phase 3 of the Implementation Roadmap.

What good looks like at day 30

• Every owner has actually read their documents, and the vault reflects the corrections.
• Hermes drafting is routine for estimate follow-ups and no-shows, with a human reviewing every send.
• All six gaps have an owner and a booked date, even if none is fully closed yet.
• The correction log exists, gets reviewed weekly, and is shrinking.

If two or more of these are missing, repeat week 4 before moving on. Slipping a week is fine; skipping adoption is not.

Related

• Implementation Roadmap
• Next Actions
• Knowledge Gaps Report
• Knowledge Holders
• Lead Handling Process