Next Actions

Purpose: The single prioritized punch list for everything open across the Brain rollout: gap closures, adoption tasks, and maintenance setup. Rosa keeps this list current; items get a checkbox, an owner, and a priority. When an item closes, it moves to Done with the date. This list is the working companion to the Implementation Roadmap and First 30 Days.

Priorities: P1 = this week or it blocks something. P2 = this month. P3 = months two to three.

P1: This week

• [ ] Introduce the Brain at Monday all-hands. Owner: Dave.
• [ ] Send every owner their document list from Knowledge Holders and a review deadline. Owner: Rosa.
• [ ] Start the correction log and put it where everyone can add to it. Owner: Rosa.
• [ ] Tara confirms every price and threshold in Pricing and Estimating Rules against what she actually quotes. Owner: Tara.
• [ ] Begin routing day-2 estimate follow-up drafts through Hermes with rep review, per Estimate Follow-Up. Owner: Marcus.

P2: This month

• [ ] GHL stage-definition retraining for the sales team; every rep can say what each of the seven pipeline stages means. Owner: Marcus, with Rosa. (Gap 4)
• [ ] Configure GHL enforcement: stale-stage flags and required fields on stage change. Owner: Rosa. (Gap 4)
• [ ] Pete finalizes and signs off the field photo standards; add to crew onboarding and the Quality Control SOP. Owner: Pete. (Gap 2)
• [ ] Run the No-Show Process and Lost Lead Reactivation plays with Hermes drafts and human review. Owner: Marcus.
• [ ] Book the escalation working session (Dave, Marcus, Pete, Rosa) and hold it early next month. Owner: Rosa books; Dave decides. (Gap 3)
• [ ] Dave and the bookkeeper agree the method for service-line profitability from QuickBooks job costing. Owner: Dave. (Gap 1)
• [ ] Send the agency the UTM convention and get a written commitment date. Owner: Jenna; Dave backs it with the agency. (Gap 6)
• [ ] Month-one summary to Dave: corrections, usage, drafts through review, gap dates. Owner: Rosa.

P3: Months two to three

• [ ] Write the missing escalation rules from the working session into the Escalation Matrix and Approval Rules. Owner: Rosa drafts; Dave approves. (Gap 3)
• [ ] Unify warranty handling into one document: terms by service line, registration steps, who answers what, intake script. Owner: Pete, with Tara; Dave approves terms language. (Gap 5)
• [ ] Publish the trailing-12-month profitability view by service line and document the quarterly refresh method. Owner: Dave. (Gap 1)
• [ ] Photo standards toolbox talk delivered to all three crews. Owner: Pete.
• [ ] Apply the UTM convention to all active campaigns and map GHL source fields to it; add Jenna's monthly spot-check. Owner: Jenna. (Gap 6)
• [ ] Roll out customer update drafting per the Customer Update SOP with office review. Owner: Pete triggers; Rosa reviews sends.
• [ ] First quarterly review on the calendar: re-score the Brain Readiness Score, sweep prices and thresholds, check every document's review date. Owner: Dave.

Done

• [x] 2026-06: Engagement delivered; vault complete across all ten folders plus agent config. Owner: Dave accepted.
• [x] 2026-06: Hermes agent configured with permission boundaries per Human Approval Rules; verified it refuses external sends, CRM stage changes, publishing, and firm price quotes.

Rules for this list

• One owner per item. "Everyone" owns nothing.
• Items tied to a gap cite the gap number from the Knowledge Gaps Report so closure can be tracked back to the score.
• Rosa reviews the list weekly; Dave re-prioritizes only at the weekly review, not by drive-by.
• If an item sits untouched for three weeks, it gets discussed at the review, not silently carried.

Related

• Knowledge Gaps Report
• Implementation Roadmap
• First 30 Days
• Brain Readiness Score
• Escalation Matrix