Operating ProcedureExecution layer
Weekly Reporting Rhythm (Retention SOP)
A sequence with 5 steps: Collect core metrics.
By InnovaAI Research
What are the steps?
sequence
Weekly Reporting Rhythm (Retention SOP)
- 01
Collect core metrics
North Star + 2 supporting metrics
- 02
Compare vs baseline
Before/after and week-over-week change
- 03
Explain drivers
What caused change: source, message, follow-up speed
- 04
Decide next action
One priority improvement for next week
- 05
Send 5-sentence summary
Simple language + next steps + ask for approvals
bp-ai-lead-capture-offerbp-client-portal-reporting