The worksheets a team fills in before the setup.
Sixteen one-page sheets: what the team does today, which records it trusts, who decides, what proves completion. Print, fill, bring to the free setup session.
Decision briefEvery industry · first conversationERP reconciliationManufacturing · before the setupHandoff mapEvery industry · before the setupAction and verification logEvery industry · during the trialDaily exception reviewEvery industry · before the setupTrust and records worksheetEvery industry · before the setupTeam-capacity worksheetManufacturing · before the setupDrawing revision checkManufacturing · day onePurchase history checkManufacturing · day onePO review briefManufacturing · day oneEcommerce order exception reviewE-commerce · before the setupEcommerce returns and refund handoffE-commerce · before the setupEcommerce stock reconciliationE-commerce · before the setupDaily finance exception reviewFinance · before the setupInvoice follow-up briefFinance · before the setupPayment-to-invoice reconciliationFinance · before the setup