Intern
What you actually do
Dates and the %. You are the clock clerk.
Library / Tool / Recare clock: due date, journey, coverage %
Recare (and next-service, next-session, replenish-of-a-service) is a clock on the person. This worksheet is the field spec: what due means, who sets it, what journey fires, what coverage % you will defend Monday. Card boxes and 'we’ll call them' are not clocks. Dental, chiro, gyms, HVAC memberships, cleaning — same object, different interval.
Recare (and next-service, next-session, replenish-of-a-service) is a clock on the person. This worksheet is the field spec: what due means, who sets it, what journey fires, what coverage % you will defend Monday. Card boxes and 'we’ll call them' are not clocks. Dental, chiro, gyms, HVAC memberships, cleaning — same object, different interval.
Name the interval. 90-day hygiene and 6-month HVAC are different rows, not one postcard.
Coverage % = due in window with appointment or open task, over due in window. If you cannot compute it, you do not have recare.
Unscheduled treatment is not recare. Do not use this sheet for that job.
HQ/DSO: definition locked. Local hours can vary. 'Due' cannot mean three things.
A blast to the whole list is not this journey.
Intern
Dates and the %. You are the clock clerk.
Operator
Due is a field. Journey is not acquire. Definitions locked if multi-site. Treatment ≠ recare.
CEO
Unnamed holes in the book are the leak. Coverage % is the number.
due_date, last_completed, journey (due / booked / done), coverage %, location if multi, journey vs acquire blast.
Completed job → due_date set (interval written)
Due → sequence or task; booked → stage change
Done → clock resets; not a forever 'we miss you'
Acquire campaigns exclude due-in-journey if the copy would collide
Per service type if needed.
Why: One interval for all services is a lie.
Done when: Days named.
PMS sync, checkout checkbox, or intern load.
Why: Unowned field stays empty.
Done when: Role named.
Due, remind, book, done. Owner.
Why: A date without a journey is a spreadsheet.
Done when: Steps listed.
Even ugly. Last 30 days due.
Why: The first number is the baseline.
Done when: A % written.
People in recare journey do not get 'new patient' copy.
Why: Manners.
Done when: Segment rule.
Fill interval, owner, first coverage %. Load or sync due dates. You are not designing a postcard.
Refuse postcard vendors and more ads until coverage % exists. Ads into unnamed holes are loud.
Card box. Annual mail merge. One 'we miss you' to everyone. No %.
Complete a test job. Due appears. Journey would fire. Coverage math has a numerator and denominator.
Then this sheet maps what GHL still owns (SMS, HQ %). If PMS coverage is a number you defend, write that here and thin GHL.
Two-way book is not a marketing blast. Track opt-out. Skipping the clock is how the book holes open.
Then the intern can set due_date on completed visits this week. Small is why the card box hurts.
This lives in the browser until you copy it out. The point is to write the spec before anyone opens Workflows or Flows. Print or screenshot when it is true.
e.g. hygiene 180, filter 90, next session 7.
One name. Synonyms banned.
Role + tool (PMS, GHL, intern).
Workflow or task names.
If no, how do they confirm?
Write the fraction, not a vibe.
e.g. due in next 14 days.
In-journey contacts off new-patient copy.
Unscheduled treatment, win-back of never-patients, etc.
Due means the same in every location.
This week
This week: interval, owner, due field, first coverage %, acquire exclusion. No list-wide miss-you blast.
Working notes
The minimum CRM, pipeline, and nurture spec before you add more pages. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system — not for a tour of tools.