Hi Adopter,
Your boss asks, “What did the last three months of work save us? I need a number for the budget.”
Imagine you’re Morgan, who runs a small service company. The team moved some customers to email billing, spent five meetings designing a dashboard and marked a new quote reminder “done.”
Before you count the reminder, you open its send history. Three emails went out. All three went to coworkers testing it. Customer reminders are still switched off.
That’s a check you can use in your next update. Pick one project marked done and find the record it should have left behind. Who received the email? Which bill got smaller? What decision did someone make using the dashboard?
In Morgan’s case, only one project had a dollar figure worth taking to the boss. Here’s how to find yours, with a prompt you can run on your own records.