Multi-site group
Every site on one page
One head-office page, and a reminder on each manager’s page. The operations lead decides what follows up.
Example workflow
How it runs
The tools it reads, what the agent does with them, what it hands over, and the person who says yes. Nothing is sent until they do.
Reads
Agent
- puts the sites side by side
- marks each figure with its source
- flags what each manager owes
Hands over
Approves
Illustrations on made-up examples, not records of client work. Logos name the tools these businesses commonly use; they are their owners’ trademarks and do not mean a partnership or endorsement.
The template
Where this business starts
# a group with a head office and several sites seats: owner sees everything; each site manager sees their site and shift already_uses: each site keeps its own till, bookings and rota app gaps: head office reads each site's export by hand; rota due dates missed first_pipeline: every site on the same checks, side by side, each figure with its source reminders: rota due → a card on that manager's page with a button into the rota app never: writes into the rota app, sends to staff, or pays anyone
Templates on made-up examples, not records of client work. Tool names are examples of what such businesses commonly use, not partners or endorsements.
Templates
Other templates
- RestaurantThe morning brief and the supplier order
- Short-let propertyEvery booking turned round on time
- RetailShop and online stock that agree
- TradesFrom enquiry to invoice without retyping
- Salon and clinicNo-shows rebooked, politely
- Professional servicesEvery hour worked, billed
- Gym and studioLapsing members noticed in time
- Software salesNo lead left untouched
- ApprovalsNothing leaves without a yes
- WebsitesA website, from brief to live
- AI toolsAI tools set up on your own accounts
- AI modelsMany AI models, one key, a spending cap
Tell us what you're working on
Email is the best way to reach us. A few lines on the problem and the systems involved are plenty to start with.