Wimzy Ops

Operational Dashboard

Faster placements. Just show up and be human.

Accountability Chart
L10 Scorecard
Q3 Rocks
The Wimzy Way
L10 Agenda

Accountability Chart

Visionary
Russ Dempsey
  • Company vision and direction
  • Express network relationships
  • Key partnerships and deals
  • Culture and core values
Integrator — TBD
Needs assignment
  • Runs weekly L10
  • Holds team accountable
  • Breaks ties, resolves issues
  • Keeps trains running on time
Value Creation
Jeffrey & Frantz
  • Q4 + Avionte data ingestion
  • Semantic search engine (QRP)
  • AI matching algorithms
  • IVR system
  • Backend infrastructure
Value Delivery
Josh Tibbetts
  • UX/UI and product workflows
  • Customer onboarding
  • Customer support
  • Product development
  • Frantz — TBD (straddles?)
Sales & Marketing
Russ & Tommy
  • Russ — founder sales, Express network
  • Tommy — outbound, demos
  • Everyone sells (awareness)
  • Onboarding pipeline
Finance
Russ (interim)
  • Revenue tracking
  • Subscription billing
  • Token usage metering
  • P&L reporting

L10 Scorecard

Weekly measurables — track what matters. Update before each L10.

MeasurableOwnerTargetW1W2W3W4W5
New offices onboardedRuss / Tommy4/wk—————
Placements madeAll40/wk—————
QRP candidates addedJeffrey200/wk—————
Search accuracy (match rate)Jeffrey / Frantz>80%—————
Campaign response rateJosh>25%—————
Customer tickets resolvedJosh<24h avg—————
Demos bookedTommy5/wk—————
MRRRuss$400K/mo—————

Q3 2026 Rocks

No Additional Hires

On Track
Owner: Russ
Build with the current 5-person team. Prove the model before scaling headcount.

Build The Wimzy Way

Not Started
Owner: Josh
Full 6-stage pipeline operational end-to-end.
Pipeline spec documented
UX wireframes approved
MVP workflow live
First end-to-end placement

Avionte + Q4 Ingestion

Not Started
Owner: Jeffrey
Full data integration from Q4 and AvionteBOLD into Wimzy.
Q4 schema mapped
Avionte API connected
Candidate sync live
Historical backfill complete

Full QRP Process

Not Started
Owner: Jeffrey / Josh
Qualified Resume Pool pipeline live for offices.
IVR standardization complete
Embedding pipeline deployed
Search quality validated
3 pilot offices using QRP

50 Offices Onboarded

Not Started
Owner: Russ / Tommy
50 Express offices actively using Wimzy. Paying subscribers.
Sales deck finalized
10 offices (month 1)
30 offices (month 2)
50 offices (end of Q3)

The Wimzy Way

The proven 6-stage process from job order to placement.

Stage 1

Ingest

Job order arrives. Wimzy standardizes it — title, requirements, pay, shift, location.

Stage 2

Search

Semantic match against the Qualified Resume Pool. AI ranks candidates by fit.

Stage 3

Campaign

AI-powered outreach to matched candidates. Text, email, call — personalized.

Stage 4

Triage

Recruiter reviews responses, picks the best, tags the rest for future orders.

Stage 5

Present

Qualified candidates delivered to client. Clean profiles, match rationale.

Stage 6

Place

Candidate starts. Agency gets paid. Wimzy logs the placement.

Two Workflows Running in Parallel

Fill the Pool (ongoing)

Agency recruits and screens candidates. IVR standardizes resumes into the QRP. Runs continuously.

Fill the Order (per job)

The Wimzy Way 6-stage pipeline. Draws from the QRP. Fires on each incoming job order.

L10 Meeting Agenda

Weekly Level 10 Meeting — same day, same time, every week. 90 minutes sharp.

5 min

Segue

Good news — personal and professional. One per person. Sets the tone.

5 min

Scorecard Review

Review weekly measurables. On track or off? No discussion — just flag off-track items for IDS.

5 min

Rock Review

Each rock: on track or off track? No discussion — just status.

5 min

Customer/Employee Headlines

Good or bad news from customers or the team. Quick headlines only.

5 min

To-Do List

Review last week's to-dos. Done or not done? 90%+ completion rate is the target.

60 min

IDS (Identify, Discuss, Solve)

The core of the meeting. Prioritize issues. Identify the real issue, discuss, solve with a to-do or decision. One at a time.

5 min

Conclude

Recap new to-dos. Cascading messages. Rate the meeting 1-10.

Meeting Details

Day/Time: TBD — pick a slot and commit
Duration: 90 minutes, no exceptions
Who runs it: TBD (Integrator seat)
Attendees: Russ, Jeffrey, Frantz, Tommy, Josh