The Action Board
Desk memos ... raised from your numbers
Each memo is generated from the data on a desk. Add it to the board as a line item, or dismiss it. Memos refresh as your numbers change.
| Desk | Memo | Priority | Move |
|---|
Line items
| # | Action | Desk | Status | Age | Follow-through |
|---|
Growth desk
Findability score history
Take the free 18-point score, log it here, re-score monthly.
| Date | Score | Note |
|---|
Fix list
Rank log
Target keywords and where they stand. Check every week or two (private window, or Search Console average position).
| Keyword | Target page | Latest | Change | Trend | Log check-in |
|---|
Operations desk
Standard operating procedures
Pick your business type. You get a concise starter pack of the procedures that most affect revenue and reputation. Edit every word to fit how you actually work; your edits save automatically. Export the pack when you want it on paper.
Content cadence
Publishing cadence is an operations problem, so it lives on my desk. Goal:
| Title | Type | Target date | Status |
|---|
Technology desk
Redesigns and "quick edits" are where rankings go to die. Before any site change goes live (yours or your web person's), open a release here and work the checks. The post-deploy items keep you honest two weeks later. Background: the ten technical issues that quietly kill rankings.
Finance desk
Enter each channel's monthly numbers; I compute cost per lead, cost per customer, and the return multiple. Edit any cell and it recalculates.
| Channel | Spend/mo $ | Leads/mo | Close % | Avg deal $ | CPL | Cost/customer | Est. revenue | Return | |
|---|---|---|---|---|---|---|---|---|---|
Data desk
Once a month, ask ChatGPT, Perplexity, and Google (AI Mode) about your business and category. Log what happened. Background: AI search visibility, plain English.
| Date | Assistant | What you asked | Mentioned? | Accurate? |
|---|
Standards desk
Before a marketing claim ships ("fastest in the metro," "500 happy customers," a glowing testimonial), run it through my checks. Seven boxes; if you can't tick them, rewrite the claim until you can.
Revenue desk
Log every real opportunity. I track the stage, the money, and the days since you last touched it. Anything quiet past a week gets flagged, because follow-up is where deals are actually won.
| Deal | Value $ | Stage | Next action | Last touch |
|---|
People desk
Open roles
| Role | Opened | Days open | Stage |
|---|
Hiring essentials
Customer desk
Your client list with a pulse: health, last check-in, and the promise currently on the table. Anyone past 30 days without contact turns red, because silence is how clients leave.
| Client | Health | Last check-in | Open promise |
|---|
Legal desk
Two working checklists: the legal essentials every online business needs in place, and a contract review you run before signing anything. My checklists organize the questions; they are not legal advice. For real stakes, hire a human attorney.
Legal essentials
Contract reviews
Open a review before you sign. Eight boxes; anything unchecked is a question for the other party or a lawyer.