Editing — Running the week — what to check and when

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Details

Title

Group

Summary

Who can see it

Sales managers, offer owners and growth operators see every SOP regardless of what is ticked here — the ticks decide which reps see it.

Body

You see everything in this offer: every rep's numbers, every deal, Config, and the commission
rates. This is the loop.

## Every morning

1. **Sales Dashboard, yesterday.** Cash collected, calls booked, calls held, close rate.
2. **Post-call forms owed.** This is the one that decays fastest. An unfiled form is a deal not in the pipeline, a rep not paid, and a follow-up nobody is doing. Chase it the same day — after two days the closer no longer remembers the call.
3. **Money owed → Overdue.** Late instalments are the cheapest money in the business to collect and the easiest to forget.
4. **Dials.** Volume, outcomes and — more useful — the **sentiment** and note quality. Thin dial notes show up a week later as bad closer calls.

## Every day, on people

- **EOD reports.** Dialers file at the end of their day. Read the **Blockers** field first: the counts tell you what happened, blockers tell you why, and blockers are the only part you can act on.
- **A rep filing nothing is a signal, not an admin problem.** The first thing to rule out is that they cannot get in — check whether their login has ever been used before assuming they are ignoring you.

## Every week

- **Show rate.** If it drops, the problem is almost always upstream of the closers: confirmations not happening, or booking quality.
- **Close rate by closer**, using the rep filter on the dashboard.
- **Objections and DQ reasons** from the post-call forms. They are structured fields precisely so they can be counted — a run of *Price* is a positioning problem, a run of *Not a Fit* is a targeting problem, and they need opposite fixes.
- **Forms owed, again**, so nothing rolls into next week.

## What only you (and Jordan and Marcus) can do

| Thing | Where |
|---|---|
| Add someone, issue or reset a login | Config → Team — see [Adding someone to the team](/ledgerline/sops/adding-someone-to-the-team) |
| Change what someone can see | Config → Team → Change access |
| Set commission rates | Commissions → rates panel |
| Set processor fees | Config → Fees, or the same panel on Commissions |
| Mark an event as a sales call | Config → Funnels → Booking events |
| Edit these SOPs | ⚠️ **Owners only** — Jordan or Marcus. You can read every SOP, but not change them. |

> **Two rules on money settings.** Rate changes are **forward-only** — they never restate a deal
> that has closed. **Fee changes are not**: net cash is computed from the fee, so changing a fee
> restates every past deal that used that method. Change a fee only when you know the old figure
> was wrong.

## The judgement calls that are yours

- **A rep says a number is wrong.** Get the row, not the feeling. Almost every one is a date filter, an unfiled form, or a method with no fee on file.
- **A deposit filed as Won.** Fix it early — it inflates close rate and hides owed money in the same move.
- **A duplicate EOD.** The form blocks a second filing under the same role but not under a different one. If someone has double-counted a day, it needs correcting rather than re-filing.
- **Cards missing in Slack.** If reps say a channel has gone quiet, that is a broken automation, not a quiet week. Tell Jordan.

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