A few quick questions. I'll come back personally, one company at a time, US and UK.
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Module 9 · 6 lessons · 65 min
Back-Office Playbooks: Operations, Finance and Reporting
9Back-Office Playbooks: Operations, Finance and ReportingModule 9 · OverviewBack-Office Playbooks: Operations, Finance and Reporting
Module 9
Back-Office Playbooks
Operations, finance and reporting, done by agents and signed off by you
Bruno Ashford
The quiet cost
Revenue gets the attention. The back office quietly takes your weekends.
Bruno Ashford
Lesson 9.1
No SOP, no delegation
A process that lives in one head cannot be delegated.
Talk it through once, let Claude interview you
Generate the SOP from the template
Test it literally on real files
Promote it to a skill
Lesson 9.2
The weekly operations check
1InventoryReorder before you run out
2SchedulingCatch double bookings early
3VendorsSpot price creep
4Exceptions onlyOne line if all is fine
Lesson 9.3
Finance with a safety net
Exported files in, reviewed drafts out.
Never share your bank login
Every line gets a confidence flag
Humans review medium and low
Each correction becomes a rule
Lesson 9.4
The reminder ladder
Days late
Action
Who
3
Friendly nudge
Agent drafts, you approve
14
Firm reminder
Agent drafts, you approve
30
Personal call
You
60
Formal notice
You decide
Adjust the days to your payment terms.
Illustrative example, not research
What changed for one agency
52 to 34average days to collect
15 minweekly approval time
4personal calls in a quarter
Lesson 9.5
The value of a report is not the numbers. It is the three sentences that say what changed and what we do next.
Bruno Ashford
Lesson 9.5
Rules for an honest report
Speed is useless if the numbers are wrong.
Every number cites its source file
Missing means MISSING, never estimated
Commentary names clients and amounts
Verify the headline figure yourself
Lesson 9.6
The one-page owner dashboard
1SalesPipeline, conversion, average deal
2MarketingCost per booked lead
3CashBalance, runway, overdue
4OperationsCapacity, quality, deadlines
Project
Your automated monthly report
Built from your own files this week.
One SOP documented and tested
Reconciliation and aging reviewed
Report with cited numbers
Dashboard with 8 to 12 KPIs
Recap
Let the agent do the counting. Keep the judgement, the approvals and the decisions for yourself.
Bruno Ashford
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Use ← → to move. The marker highlights text and the pencil draws on the slide; navigation locks while you annotate. Undo removes the last mark, Esc exits.
Stop spending your evenings on spreadsheets, invoices and reports that nobody reads until they are late.
