The Power of Huddles and Daily Reporting

Lately, I’ve been talking about the importance of the tech stack. The software you use to connect teams and share data is huge for keeping everyone focused on growth.

You may not be thinking about another stack also at work daily: your communication stack.

These are meetings and conversations between teams, team members, leaders, and more. That stack includes printouts, town hall meetings, and using an EOS.

Consider another aspect that’s just as important: daily meetings and team huddles.

• Daily reporting benefits leadership.
• Are profitable seasons making you blind to your situation?
• Daily meetings create culture.

Reading time: 2 minutes and 50 seconds

Reporting All Day, Every Day

I’m sure of one thing every day I’m in the office.

And it’s that there's going to be a printout on every leader’s desk by around 10 a.m.

It will have the revenue from the day before, the collected percentage by the department, and the payroll percentage collected.

This report dictates our daily huddles. It’s here that we ask:

“Did we hit our numbers?”

Memberships, revenue, payroll budgets, and collections. Everything and anything involving the business of business happens in these huddles.

That has been a guiding force for us. Just that simple act of reviewing yesterday's numbers.

So, ask yourself:

Do you have a reporting practice right now that you're pushing? Because this is the truth: If you want to be growth-centric and revenue-focused, you gotta know your numbers.

If not, why?

Your leadership team should be in communication about the daily flow of business. Part of it is driving the leaders, so they know what their goals are.

But then, how are they driving that to the team? Or is that just through the service side and dashboard?

That’s kind of the problem with having screens all over with our ServiceTitan reporting. It’s easy to take numbers for granted.

That’s why that daily huddle ends up being a vital part of building culture.

When Two or Three are Gathered

You can end up wasting a lot of time by relying too much on leadership tools and ‘things’ that do the talking for teams.

I don't care if you're two people or a three-person team. You need to talk daily so that everyone can take stock of where the team is at.

This also serves as a vibe check.

How does everyone feel? What wins did we get? Where can we improve? It’s important to remember that this isn’t about shame and blame.

Some days your numbers will be down.

The question is: What do you do the day after that to be better?

The huddle is about developing your team members. It’s part of that investment in growing good people into amazing employees.

And it’s not something we were always good at.

I’ve mentioned before, but we used to be a closed-book shop and didn’t think it was important to make everyone aware of the financial realities.

Mistake. It’s all about creating that culture of growth.

The huddle is also a chance to switch gears and figure out our next steps. If numbers are dragging and we’re looking for a fix then it gives us options in the immediate moment.

Do we need to pick up outbound calls? Work a promo? The combination of huddles and reporting lends us the flexibility we need.

And here’s the truth: I wish we had implemented this earlier than we did because we probably would have reduced churn.

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