This role sees
- Company-wide registrations
- Lead response times
- Revenue and attribution
- Exceptions only
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 owner sees the whole business and only the exceptions that still need judgment.
This role can do
- Set approval rules
- Review exceptions
- Change spend allocation
- Define new programs
Decision this view supports
Where should the business invest next, and what can the system now handle without me?