The Weekly Pulse: Eight Questions, Scaled to Your Size

🏠 GEM Resource Hub · 📚 Library · 📘 About RocketLevel · 📘 Playbooks · 🗺️ What's Your Market Worth? · 📅 Book a Call

Eight questions tell you whether the week went right. Your size decides how many you ask.

A RocketLevel worksheet for restoration owners and their leadership teams, backed by decades of experience in the trade.

<aside> 📋

How to use this. Print this page or save it as a PDF. Once a week, same day, answer the questions your band calls for and put one number next to each. Mark it red, yellow or green and move on.

Prefer a spreadsheet? Pick your band and it marks which questions to ask weekly. It also keeps a 13-week red, yellow and green trend and a log of the one constraint you worked each week.

On a phone or computer: make your own copy in Google Sheets. It opens a fresh, editable copy in your own Google Drive.
No Google account? Download it for Excel and open it in Excel or any spreadsheet app.

This page decides which questions you ask. The targets for the numbers live in Template: The 10-Line Leadership Scorecard, and how to run the meeting around them lives in The Weekly Leadership Operating Rhythm.

</aside>

📑 Jump to a section

The eight questions

Area	The question	What to look at	Weekly from
Safety	Could anything this week hurt a person, a building or the company?	Incidents, near misses, failed inspections, any stop-work call	Band 1
Demand	Did the right work find us, residential and commercial?	Calls by source, answer rate, missed calls won back, target accounts worked	Band 1
Cash	Is money coming in faster than it goes out?	Cash on hand, accounts receivable (AR) past 60 days, finished work not yet billed, the low point on the 13-week forecast	Band 1
Production	Are jobs moving safely, on time and documented?	Active jobs, jobs stuck in one stage, file gaps, rework	Band 1
Sales	Are real opportunities turning into signed work?	Inspections, estimates, booked rate, average job value, why we lost the ones we lost	Band 2
Customer	Does every homeowner and every account know what happens next?	Updates sent on time, complaints, reviews, referrals, account reviews held	Band 2
People	Is a trained person ready for the next seat we will need?	Open roles, certifications coming due, turnover, who could step up tomorrow	Band 3
Scale	Can what we run today carry the next service line or market?	Equipment and crew utilization, manager bandwidth, cash reserves, results by location	Band 4

The "weekly from" column is RocketLevel's working view of when a question earns a slot every week, not a published standard. Before that band, look at it once a month. Safety and Cash are weekly at every band.

How many to ask at your size

Band 1: Launch to $1M. Four questions: Safety, Demand, Cash, Production. The owner answers them alone, on Friday, in about 20 minutes. If that takes longer, the numbers are not written down anywhere yet, and that is the first fix.
Band 2: $1M to $5M. Six. Add Sales and Customer. Each person who owns a department brings their own number instead of the owner pulling it for them.
Band 3: $5M to $10M. Seven. Add People. The bench you need at $10M has to be hired and trained while you are still at $7M.
Band 4: $10M to $20M. All eight, answered per location and then rolled up.
Band 5: $20M and up. All eight, by location and by service line, with the regional leader reading the numbers instead of the owner.

The band names and breakpoints are RocketLevel's working view. Find yours: Band 1 · Band 2 · Band 3 · Band 4 · Band 5.

This week's pulse

Week of: