# Monthly management review: Summit Air Heating and Cooling, September 2026

> **Sample deliverable.** Summit Air is a made-up company. Every name, number and finding below is invented to show the format. None of it is client data. Any resemblance to a real business is coincidence. TeamShift has no client results to publish yet.

Prepared by your TeamShift service owner for the monthly review call. It covers every desk TeamShift runs for you, ranks what to fix next and asks for your decision. Nothing new starts and nothing is spent without your written OK.

## How the month went

| Desk | Delivered | On time | Open items |
| --- | --- | --- | --- |
| Revenue Desk | 4 weekly reports, 96 missed callers texted back | 4 of 4 | 3 quotes waiting for your decision |
| Growth Desk | 1 monthly report, 11 review replies | 1 of 1 | 1 review reply waiting for you |
| Business Operations Desk | 4 weekly forecast refreshes, 1 monthly receipt file | 4 of 5 | 1 deposit with no invoice |

One delivery was late: September's monthly receipt file arrived a day late. Under that service's miss promise ("If a monthly file is late, that month is free"), September's Receipt Capture fee is credited on your next invoice.

## Ranked improvements

Priority = (impact + evidence) minus (cost + effort), each scored 1 to 5. Ties go to higher impact.

| Rank | Proposed improvement | Impact | Evidence | Cost | Effort | Priority | Your decision |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 1 | 28 quotes are overdue for follow-up | 4 | 4 | 2 | 2 | +4 | Waiting |
| 2 | $18,400 of invoices are past due | 4 | 4 | 2 | 3 | +3 | Waiting |
| 3 | Completed jobs have not been compared with payments | 3 | 3 | 1 | 2 | +3 | Waiting |

### 1. Quote follow-up

- **Evidence:** 28 quotes older than 14 days with no reply, from your quote records.
- **Estimated effect:** unknown. We have not measured how many of these would close.
- **Proposal:** review the 28 quotes, draft a follow-up for each and start the approved sequence.
- **Price:** quoted in writing before any work.

### 2. Receivables

- **Evidence:** 9 invoices past 30 days, from the QuickBooks aged receivables report.
- **Proposal:** match the overdue balances and prepare a reminder plan for your OK.
- **Price:** quoted in writing before any work.

### 3. Jobs compared with payments

- **Evidence:** job records and payments are in two systems and have never been matched.
- **Proposal:** match completed jobs with payments, booked work and costs each month.
- **Price:** a written quote before any work, if you want it.

## Decisions we need from you

1. Approve, change or skip each of the three improvements above.
2. Choose whether to keep the Saturday hours on your Google profile into winter.

## What stays with you

Prices, refunds, hiring, legal and tax decisions, and anything sent in your name. TeamShift does not replace your accountant or lawyer.

Questions go to your service owner at team@teamshift.io.