Plan tracker — Aurelia Nail & Spa

0 of 13

tasks done

Month 1: Free moves that pay back immediately

Cost: $0 · 0 of 6 done

Export the customer list out of SquareOwner Done when: A copy lives outside Square · From Marketing
Email the lapsed customersOwner Done when: Sent to all 1,461 · From Marketing
Open a sales-tax accountOwner + bookkeeper Done when: This quarter's tax moved in · From Finance
Start the weekly savings transferOwner Done when: First $1,100 moved · From Finance
Move one Tuesday shift to SaturdayOwner Done when: On the next schedule · From Operations
Ask every customer to rebook at checkoutFront desk Done when: Asked at every checkout for two weeks · From Marketing

Cost: $29/mo · 0 of 3 done

Turn on Square Plus rebooking remindersOwner Done when: Reminders going out automatically · From Marketing
Raise gel and pedicure prices by $3Owner Done when: New price list printed · From Finance
Steer win-back offers to Tuesday and WednesdayOwner Done when: Offer live · From Operations

Cost: $29/mo · 0 of 2 done

Split the customer list by service and visit frequencyOwner Done when: Four segments in place · From Marketing
Add tracking to the booking pageOwner Done when: Drop-off measured in dollars · From Marketing

Cost: $29/mo · 0 of 2 done

Quarterly win-back emailOwner Done when: On the calendar for the year · From Marketing
Open rent renewal talksOwner Done when: First meeting held · From Finance