Solutions · Action Playbooks
Your standard executes without you.
Codify the playbook once. Masava creates and assigns the work.
Create a check-in visit for the @Representative who owns the @Account, on the @Placement that slipped
Check the shelf at Harborview Wine & Spirits
Jack Repson
Harborview Wine & Spirits
Tier A · Whiskey
Due Sep 4
this week
The problem
Your standard lives in memory.
Managers dispatch
The day goes to sifting accounts and hand-assigning work, then chasing what got done.
Attention runs out
A slipping placement waits because the manager was deep in something else.
Headcount is the fix
The reflex is more managers. The standard still lives in people’s heads.
Setting the standard and executing it are two different jobs.
Write it once
Codify the standard as a rule.
When this event happens and these conditions hold, create this task and assign it to this person. Plain if-then, no scripting.
- Multi-condition rules, so they fire rarely and only when warranted
- Routing to the owner of the account, not a shared queue
- Every task traced back to the rule that created it
Real events
It fires on what already happened.
An order goes in. A placement changes status. Masava already sees both, so the task lands the moment it is warranted.
- Runs on the same engine behind programs, goals, and surveys
- Built on the placement, the unit a generic CRM has no concept of
- No nightly batch, no one going to look for the signal
Campaign fan-out
One task per store, assigned.
Build a compliance sweep once. It fans out as a task per store, routed to each account’s rep, instead of a spreadsheet mailed to a hundred people.
- One survey task per store, not one file for everyone
- Routed by account ownership automatically
- Completion tracked per store, not chased over email
| Store | Rep | Status |
|---|---|---|
| Prairie Public House | J. Alvarez | Done |
| Lakeside Grill | J. Alvarez | Assigned |
| The Cellar Door | M. Okonkwo | Assigned |
| Northwoods Club | M. Okonkwo | Overdue |
Correction loop
A rejected photo becomes a task.
When a shelf photo is rejected, the correction task goes back to the rep who took it. The re-shoot verifies the fix.
- Rejection creates the follow-up, no one files it manually
- The re-shoot is the proof, attached to the placement
- The loop closes without a manager tracking it
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