Cho Ventures · ChoVerse CRM guide

The Daily with Tony.

One page to run the 9:30 ET daily with Tony. His day, what is waiting on him, his top priorities, and who owes what by when.

Lookat his day and at what is waiting on him
Decideeach item out loud: close it, pass it or move it
Write it downevery ask leaves with an owner and a date

The recordings below use made-up people and data. On your screen you will see Tony.

One word first

A commitment

is one thing a person said they will do, with a date. It has one owner. It is done or not done. When Tony asks someone for something in the daily, that ask becomes a commitment.

1

Before the daily (2 minutes)

Opening Command Center lands on the Daily. Switching Subject between two desk owners, then setting Since to 3 days.
  1. Open the CRM and click Command Center in the left menu. It opens on the Daily. If it does not, click Daily in the row of buttons at the top.
  2. Check that it is Tony's Daily. The calendar section says Tony's day. If you see Subject with more than one name, click Tony.
  3. Check Since. It starts from your last visit, which is right for a normal day. On a Monday, click 3 days so Friday counts too.
  4. Update Cash collected yesterday. Click Update, type the amount, check the date, click Save.
  5. If you send Tony his morning message, click Copy morning brief and paste it into WhatsApp. The CRM never sends anything by itself.
2

Where things are on the page

Top to bottom, always in this order.

  1. 1
    The top barSubject, Since, Team, All · Auto · Manual, Copy morning brief, Copy recap. The Capture button sits at the top right of the page.
  2. 2
    GoalsOne row per company priority: on track or behind, open and overdue commitments. Read only.
  3. 3
    Cash collected yesterdayThe amount, the date it is for, and who entered it.
  4. 4
    Tony's dayHis calendar for today.
  5. 5
    New leads and dealsPeople added by hand and deals that are new or changed stage since the last daily. Ten at a time, See all for the rest.
  6. 6
    DecideThe balls with Tony: what he needs to decide, oldest first.
  7. 7
    Top prioritiesThen Requests for Sara, then Completed.
  8. 8
    FYIWhat Tony should know but not act on.
  9. 9
    Moved, Decisions, Stuck, QuietWhat changed since the last daily, and what did not.
3

During the daily

Six tasks, in the order of the page.

Task 1Go through Tony's day

Switching the calendar to Week and back to Day, then opening a meeting to see its panel, attendees, past meetings and open commitments.
  1. The calendar shows his meetings in New York time. Day is the default. Week shows the whole week.
  2. Click a meeting to open its panel: time, place, join link, who is invited and who answered.
  3. Under that you see Last time with these people (past meetings with the same people) and Open with these people (their open commitments, with Done, Pass and Move right there).
  4. + Add context puts a note on that one meeting, for example the dress code or the webinar link.

You cannot accept, decline or move Tony's meetings here. Do that in Google Calendar.

Task 2Clear what is waiting on Tony

In Decide: marking one item Done, passing another back to its owner with a note, and moving a third to a new date with a reason.

The Decide list shows the balls with Tony, oldest first. Tony decides out loud and you click.

  1. ✓ Done when it is finished.
  2. → Pass hands it to the person who acts next. Add a short note on what you handed over.
  3. ↦ Move changes the date. Pick why. "Displaced by a higher priority" does not count against the person. Any other reason counts as a slip.

The same buttons work on the Stuck list further down. Every click keeps your name in the history.

Task 3Capture Tony's asks as commitments, live

Capture: naming the meeting, adding a person, writing one line with a day, saving, and going back to the Daily.
  1. Click Capture at the top right of the Daily.
  2. Name the meeting, for example CHO Daily · Sep 30.
  3. Click + Add person and pick who takes the ask. Under that person, write one line per ask, like Send the Q4 budget to Tony · Thu. No date means this Friday. Add @name to give a line to someone else. You are in the list already. Leave your own line empty if you took nothing on.
  4. Click Save once, at the end. If something came out wrong, click Undo in the next 10 seconds.
  5. Click Done capturing (or ← Command Center at the top) to go back to the Daily.

The person gets a notification and has one business day to decline, with a reason. Silence means yes. A decision goes on its own line starting with Decision:, and the reason on the next line starting with why:.

Task 4Keep Tony's Top priorities

Top priorities: adding one with a priority and a deadline, editing another, moving it up, marking one done, then opening Completed and More.
  1. Click + Add priority. Write what needs to happen, and a detail if it helps. Pick a priority (Urgent, High, Medium or Low) and a deadline if there is one. In For, keep Tony, or pick Sara to put it under Requests for Sara.
  2. Edit on any row changes all of that later.
  3. Use ▲ ▼ or drag a row to change the order. That order is saved for everyone who opens Tony's Daily. The Sort menu (Priority, Created, Deadline, Custom) only changes your own screen.
  4. ✓ Done moves it to Completed. Drop closes it for good. In Completed you can Reopen, Edit or Archive. Nothing is ever deleted.
  5. More ▸ opens the details of a priority: what to expect, what is needed from Tony, what was done, next steps and links. Click + Add to fill one in right there.

A priority with no deadline turns amber after 3 business days open. One with a deadline shows "Due today" or "Overdue" in red.

Task 5Add an FYI note

FYI: adding a note with a detail, editing it with the pencil, then Copy recap at the top.
  1. Under FYI, click + Add note. FYI is for what Tony should know but not act on, like an intro or someone who wrote in.
  2. Write a title and, if you want, a detail. Click Add.
  3. The pencil ✎ edits it. Done or Drop takes it off when it no longer matters.

Task 6Read the rest in one minute

  • ↦
    Moved since last reviewWhat got done, passed or moved, by person.
  • D
    Decisions sinceDecisions logged since the last daily, and which ones still wait for Tony to confirm.
  • !
    StuckQuiet for 3 business days or more, or overdue.
  • ·
    QuietPeople with something open who have not moved anything.
4

After the daily

  1. Click Copy recap at the top right. It copies the recap in English: cash, what is with Tony, what moved, Top priorities and Requests for Sara, FYI, and meetings to confirm.
  2. Paste it into WhatsApp or email, read it, and send it yourself. The CRM sends nothing.
  3. The commitments you captured are already with their owners. They see them in their Needs you.
5

What you can't do yet

Coming this week

  • Email tags on Tony's Daily.

Not on the Daily for now

  • Accept, decline or move Tony's meetings. Use Google Calendar.
  • Change the words of a commitment after it is saved. Use Undo right after Save. After that, message Sebastián.
  • Days closed yesterday stays empty for now. It comes later.
6

If something looks wrong

No + Add priority, + Add note or Update buttons on Tony's Daily.Your access to Tony's desk is set to read only. Message Sebastián and he switches it.
All the buttons are gone and there is a banner at the top.You are in View as. Turn it off. Your own login already shows Tony's Daily, with buttons.
A whole section is missing.At the top, click All (next to Auto and Manual) and Team All.
The calendar says "Connect Google Calendar".Your account cannot read Tony's calendar yet. The rest of the Daily still works. Message Sebastián.
There is no Daily button in Command Center.Message Sebastián.
Anything else?Message Sebastián on Chat, with a screenshot.