All proofs in one packet
This portfolio spanned GA/NC/SC/TN/VA. Over a focused 12‑month engagement we centralized proofs, reduced no‑access, and delivered one monthly packet across all 18 stores.
92%
Proof completeness (12-mo avg)
18
Stores in scope
9%
No-access & reschedules
4
Service types (Hood, Grease, Backflow, Fire/EL)
24 hrs
Packet turnaround (month-end)
12 months
Engagement window
6-8 hrs
Mgr time saved / week
3-4
Avg vendors per market
INSIDE THE DELIVERABLE
Portfolio dashboard
Vendors of record (by store)
Exceptions rollup
Next month schedule
Exceptions rollup
Invoice (coordination only)
What we need to start (15 minutes)
Site list (CSV/sheet): store, address, manager contact
Vendor roster by test: contact + cadence
Delivery preference: Drive folder or email
Proofs scattered across vendor emails; audit responses took days.
No‑access incidents ~38% monthly across markets.
Backflow filing receipts not centralized; fire/EL test sheets inconsistent.
Regional managers spending ~6–8 hrs/week chasing proofs.
Proofs scattered across vendor emails; audit responses took days.
No‑access incidents ~38% monthly across markets.
Backflow filing receipts not centralized; fire/EL test sheets inconsistent.
Regional managers spending ~6–8 hrs/week chasing proofs.
What we set up in Week 1
Loaded vendor cadence by store.
T‑1 + morning‑of SMS/email (bilingual).
Reschedule queue with owner & new date.
Exceptions board with owner & due date.
Backflow receipts and fire/EL sheets standardized.
Drive folder by store & service date.
Portfolio dashboard & index.
Photo sets + vendor reports + manifests.
Final PDF delivered + next‑month calendar.
Timeline
Calendar live; confirmations running
Exceptions board + packet format delivered
All 18 stores onboarded; checklists standardized
Backflow filings tracked; weekly exceptions cleared
Proof completeness maintained ~92%
Packet delivered < 24 hrs after month‑end
What the team said
“Great service, has made my life a lot easier.”
Regional Facilities Manager
“...weekly exceptions gave us a clean owner and close date. Stuff got done.”
Director of Operations
We’ll configure your selected pilot stores and send a 30‑day calendar + redacted packet within 24 hours.