pulse
📘 Playbook📋 Forms
✓ Data verified· as of Jun 12, 5:37 AM

Meetings

Daily huddle, weekly 1:1s, monthly reviews, quarterly + annual offsites. Every meeting opens with data PULSE has already pulled — the team edits what's wrong, and PULSE learns.

Leadership Scorecard
data as of Jun 12, 12:41 AM CT · overnight RM pull
Collected 2026-06-11$52.4K · 25 deposits
MTD collected vs billed$1.02M of $1.25M · 82%
Overdue work orders3 overdue · 79 active
122 WOs not linked to a community in RM are excluded (matches Operations) — fix property links in RM to count them.
Net occupied homes · 24h (MH)accumulating since Jun 12
New leads 24h / waiting >24h23 new · 1519 waiting
Speed-to-lead: first response same day — fastest lever on conversion.
New RV bookings yesterday (in-season)pending verification
Reservation data lives in RM; forward-booking pull reliability is unverified. Slot arms once verified.
Quiet: Collections — all clear, move on
Today · 9:00 AM CST · Operations Meeting · 15 min

Operations Meeting

Daily ops sync — the five who run the day-to-day align before the 9:30 leadership meeting.

  • Good news
  • Top priorities today
  • Quick updates
  • Stuck (only when called out)
Today · 9:30 AM CST · Daily · MO TU WE FR · 15 min

Leadership Meeting

One rotation: Good News · Today's Daily Metric · Where are you stuck?
Standing, no chairs, same time every day. Nothing that needs longer than 60 seconds belongs here — park it for the weekly.

Thursdays replaced by Weekly Staff Meeting.

Thursdays · 9:30 AM CST · Weekly Staff · 60–90 min

Weekly Staff Meeting

  1. Good News — 5 min, everyone shares one win (personal or work)
  2. Numbers — KPIs, Critical Number, red flag metrics
  3. Priority Review — 1-Year Priority status update
  4. Where Are You Stuck? — one big issue, everyone weighs in
  5. WWW (Who, What, When) — action items captured from the discussion
1st Monday · 9:00 AM CST · Monthly Meeting · 3 hr

Monthly Meeting

Extended weekly agenda + dedicated learning and development time. Chelsey owns the training block.

  1. Good News
  2. Numbers — KPIs, Critical Number, red flag metrics
  3. Priority Review
  4. Where Are You Stuck?
  5. WWW (Who, What, When)
  6. Training / L&D — Chelsey-led, tool re-onboarding, process refreshers
  7. Retrospective — What did we learn this month?

Meeting Rhythm · Rockefeller Habits

Daily Huddle
<15 min · same time, standing
Good News · Metric · Stuck
Weekly
60–90 min
Priorities, KPIs, one big issue
Monthly
2–4 hr (half-day)
Deep-dive learning + DNA
Quarterly
1–2 day offsite
Petra session · priorities reset
Annual
2–3 day offsite
OPSP refresh · BHAG check

1:1 Meeting Workspaces

pulse Assistant

Click any community to open its property overview.