Daily Ops Checklist — Alex Gilbert

✅ Morning triage complete

All morning items checked off. You're set for the day.

📧 Email Inbox — Morning Scan ~10 min

Scan overnight email — action urgent, flag for later, archive the rest

Quick pass only. Don't get pulled in — save deep email work for later in the morning. Flag anything needing a same-day response.

💬 WhatsApp — Daily Store Messages ~5 min

Send daily message to each store group chat

Use weekly rotation: Mon = framing, Tue = recognition, Wed = accountability, Thu = support, Fri = wrap-up. Tap each store when sent:

SuperCenter (St. Charles) Service Center (St. Charles) Pre-Owned (Florissant) CDJR (Florissant)

🤝 Meeting Follow-Ups — Read AI Pull ~5 min

Run Read AI meeting pull via Cowork

Pull any overnight or prior-day meeting transcripts. Extract action items and log to Smartsheet — Meeting Follow-Up Tasks sheet (Clement COO-CFO Task Management workspace). Check for tasks escalated to Day 1 priority.

Via Cowork

📊 Dashboard Exception Reviews ~10 min

Ops dashboard: cash, deals, inventory anomalies

Tiffany uploads DMS exports by 8am. Review flagged exceptions only — not line by line.

Manual until dashboard built

F&I flash: penetration & reserve by store

Jennipher produces. Review exceptions only.

Manual until dashboard built

CRM/floor traffic G/Y/R scorecard

Jennipher produces by 8:30am. Review anything Yellow or Red by store.

G/Y/R dashboard in build

UV inventory dashboard: aged units, recon, auction

Review flagged exceptions — 45+ day units, pricing outliers, recon delays.

UV dashboard in build

🎯 Set the Day ~5 min

Set today's top 3 priorities

Write them down — anything not on this list gets deferred if the day gets busy. Review Smartsheet task list for any overdue or Day 1 items.

✅ EOD wrap complete

Clean close. See you tomorrow.

📧 Email Inbox — EOD Cleanup ~5 min

Scan day's remaining email — action, archive, or flag for tomorrow

Clear the inbox before closing out. Anything needing a response that can't wait gets actioned now or flagged explicitly for first thing tomorrow.

📋 Decision Log ~5 min

Log decisions made today

Running log — even small decisions. Creates an audit trail and helps pattern recognition over time. Note what was decided, why, and who was involved.

Flag open items and blockers for tomorrow

Anything that didn't get resolved today — who's responsible, what's needed to move it forward, and when it needs to be done.

✅ Smartsheet Task Review ~5 min

Check Meeting Follow-Up Tasks — anything overdue or at risk?

Quick scan of Smartsheet task list. Flag anything slipping to tomorrow. If a Day 1 priority item is still open, it doesn't roll — escalate or resolve tonight.

Clement COO-CFO Task Management

📅 Tomorrow Prep ~5 min

Confirm tomorrow's calendar blocks are set

Verify no conflicts, no missing invites, any meetings that need prep identified. If it's a Friday, confirm the weekly recap memo to Penuel has been sent or is drafted.

26-week progress log updated (Fridays only)

On Fridays: update milestone status, note blockers, record decisions made this week. Feeds into the Penuel memo.

Fridays only