Case studySports AcademyRevenue Operations12-week install

Chapter 03

One operating screen, three roles

The view changes with what each person decides, but the family record and operating history stay the same.

The front desk answers incoming leads, releases approved emails, and keeps the family record current.

This role sees

  • Inbound leads waiting for a reply
  • Approved emails ready to send
  • Family and player search
  • Payment status

This role can do

  • Reply to a lead
  • Approve a queued email
  • Update a roster assignment
  • Record a family note

Decision this view supports

Is this family ready for the next step, or does something need a human review?