Weekly Owner Scorecard
Weeks blur together: you know you were busy, but not whether leads, money, and reviews actually moved.
You get
A one-page weekly scorecard from the numbers you paste, with deltas from last week and the three things to fix next week.
- Who it's for
- Owners who want a scoreboard without buying another dashboard.
- When to use it
- Friday afternoon or Monday morning, fifteen quiet minutes.
- What it needs
- This week's rough numbers: leads in, quotes out, jobs done, cash in, reviews
- Last week's scorecard (it will remind you)
- Your Business Profile
- What it produces
- A structured weekly scorecard with deltas, flags, and a three-item focus list.
- Files you receive
- Three formats, so it works with whatever you already use:
- Claude — Installable skill package (.zip). In Claude: Settings → Capabilities → Skills → Create skill → Upload a skill. Upload the ZIP without unzipping it, then turn the skill on.
- ChatGPT — Custom GPT instructions (.md). In ChatGPT: create a new Custom GPT, then paste the instructions file into the Instructions field.
- Universal — Copy-and-paste prompt (.md). Open the file, copy the whole thing, and paste it into a new chat with any AI assistant.
- Time to first result
- A working scoreboard without a dashboard product
The owner says
"This week: 9 leads, 6 quotes out, 4 jobs done, $11,200 collected, one new review. Last week's card attached."
It hands back
The scorecard with each number vs. last week, a flag that quotes-to-jobs slipped, and next week's focus: chase the two stale quotes, ask the Hendersons for a review, rebook the postponed panel job.
Illustrative example — not a customer result.
How it works
- 1Paste the week's rough numbers
- 2It structures them into the same card every week
- 3Deltas and flags are computed, not guessed
- 4The focus list stays to three items
Catches what is slipping
The metric that quietly slid three weeks in a row.
You show it
the week's numbers
What gets flagged
- Any number down two weeks running → flagged
- Focus list capped at three — it forces priority
A private scorecard for you. Nothing leaves your account.
What you need to run it
You need an account with an AI assistant — Claude, ChatGPT, or another. Installing skills in Claude and creating Custom GPTs in ChatGPT both need those providers' paid plans; the copy-and-paste version works on any plan. See Anthropic's help center for what your plan includes. (Last verified 2026-08-02.)
Works well with
Cash Flow Review Assistant
You feel your cash flow rather than see it, there's no simple day to day picture.
You get
An organized summary of money in and out, so you can see where you stand.
- Claude
- ChatGPT
- Universal
Example: A pet grooming salon organizing a slow month of income and expenses
See how it worksMorning Catch Up
Follow up is scattered across your inbox, estimates, invoices, and finished jobs. Nothing tells you what needs you today.
You get
One short morning digest of what needs you now, with a draft ready for each item.
- Claude
- ChatGPT
- Universal
Example: An HVAC owner starting the day with one list instead of four apps
See how it works