Design a double-sided card: front for customer, promise, proof; back for channel, actions, and numbers. Laminate it, clip it to a clipboard, or tuck it beside your registration papers. Give copies to helpers. When everyone sees identical prompts, decisions align quickly and training becomes easier during busy season ramp-ups or staff handoffs.
Use a simple spreadsheet with locked formulas for margin, break-even leads, and weekly pace. Color cells for focus. Add tabs for neighborhoods and seasons. Share view-only links with helpers. This lightweight system travels across phones and desktops, enabling quick checks without expensive software or confusing dashboards that slow down field decisions.
Record short voice prompts on your phone: “Who did we serve today?”, “What proof did we capture?”, “Which channel delivered inquiries?” Transcribe weekly. Patterns emerge fast. Voice capture works with gloves on and wet hands, helping trades and cleaners log insights safely while moving between jobs instead of postponing documentation indefinitely.