Taking Off: if you run the agency.

Ten minutes · once

Before your first Monday

Two small things, and only one of them matters.

• Open your console and look at it cold. Not to do anything — just to see whether the top of the list matches what you already believe about your own ground. If a building you know well is ranked high, the rest of the list earns your trust. If one looks wrong, press Query the tool in the header of that page, or the small question mark on the row itself. It takes four seconds, it carries the figures the page was showing you, and we come back with the filing it came from. The same box takes a bug or a plain question about how something works.
• Add your people. Names and work emails. Each one gets access to the board with their own work email and a six-digit code, and their name appears when you pick who to send a Flight Plan to.
• Name a second person who can send the week. If you are away on a Monday, somebody else should be able to open the console and press send. It costs nothing — there are no seats to count — and it is the difference between a missed Monday and a normal one.
• Send your two files if you have them. Your contract register and your staff roster by ZIP code. Both are optional and nothing waits on either. They turn on the reasons to call that depend on knowing what you already hold — and because both carry a ZIP, your people and your accounts lay over each other on the same map. On the register, give every row a signature date, and put each addendum in as its own row under the same facility with the date it was signed. That is what dates your rates: a bill rate with no date beside it could be from last quarter or from three years ago, and those are different conversations.

Four minutes · every Monday

The only thing you have to do

Your console is already sorted when you open it, and it has already done the arithmetic for how long your week is. The whole job is agreeing with it and saying something.

• Check the number at the top. This week’s plan opens by telling you how many accounts your team can actually call this week — your dials divided by the attempts it takes to reach anybody. It shows its working, and if it is wrong for your week, change it right there.
• See how the week divides. Underneath, that number is split across three headings — Call today, Call this week and Worth a call — strongest signal first, 60/25/15 by default and yours to change. The buildings at the top are short of the staffing their own residents need and advertising nothing — so nobody working from a job board can see them at all. You are not meant to read the whole region.
• Press Fill the plan. It takes the strongest accounts off the top of each group, down to the share beside it, and collects them. This is the step that turns a few hundred buildings into this week’s calls, and it is one click. Then add or remove whatever you like — ticking any row anywhere on the page puts it in.
• Look at what you picked. The plan tells you how many accounts you have and how many nurse-hours a day they are short between them — roughly how many shifts that is. If the week looks thin, add to it.
• Write one line in your own words. “Jim, these four are all new since last Monday — get me a meeting with the director of nursing.” That sentence is the point of the whole product. It is the part of running a sales week you never get to do, because by the time a report reaches you the week is already over.
• Press Send the Flight Plan. It lands in your reps’ Team Console under those same three headings — nothing for them to click and no link to paste — with your note at the top and the reason each account came up still attached to it. You are done until next Monday.

What your reps get with it. Every account on the plan opens Call Prep Intelligence on their side: why this building is worth a call, and one way to open the conversation. They can add their own finds to a Targeted this week list beside yours, and the two stay distinguishable. Two buttons for you, if you want them. Talking points and Draft an email write the plan out as text you can copy — every fact in them from the building’s own federal filing or its own job advertisement, so it holds up if anybody asks how you know.

And the rest of the region is not waste. Download to Excel gives you the whole board — every facility, its shortfall, its agency share and its open postings — with a Segment column on it. The accounts that did not make this week’s calls are a targeted email campaign rather than a list nobody ever gets to. Dialing has a ceiling; email does not.

Two minutes · only if you want it

Thursday

There is nothing you are supposed to do midweek. This is here because most owners ask for it in the second week.

• See what was actually called. Each row carries its own state: tried, contacted, or still sitting there. A row somebody reached drops off the week; a row somebody tried stays.
• That is the whole midweek check. If nothing moved, you know by Thursday rather than by the following Monday, which is the only reason to look.

Nothing · it happens without you

Sunday night

Your region is read again, every week, by itself.

• Who started advertising, and who stopped. A building that went quiet is often a building that gave up on filling the job itself. That is a reason to call, not a reason to skip it.
• Who got their staffing back, and who slipped. Facilities that recovered drop out of the red. New ones arrive in it.
• Nobody at your agency does anything to make that happen. There is no refresh to run, no import, no maintenance, and no administrator.

The reason to open it again

Your second Monday

This is where the product either earns its keep or does not, and you will know by then.

• It is a different page. Not the same list with a date changed. A report about last month can never do this, which is the entire argument for the product.
• What to watch in month one. Whether the names at the top were worth the call. That is the only measure, and if the answer is no, say so and we will go through the ranking with you on the real rows.