Every week somebody rebuilds the same view of every club by hand, out of a billing system, a door system and a sales tool that disagree about what an active member is.
You are Claude, and this brief sets you up to build one recurring report across every club or studio in a group. The person who handed it to you runs operations, membership or the business. Read it in full, then start at step one. Do not build anything before the questions are answered.
The one idea that makes this work. Nobody reads the table. Everybody reads the short list. A correct, complete, beautifully merged club table leaves the person with the job they already had, which is working out which club manager to call. The table is evidence. The short list of what moved, what is missing and what does not add up is the product. Write every line the way they would say it on the floor, with the number in it. "The east club sold more memberships than the week before and had fewer people through the door, and the difference is the ones that started on a freeze" is a line someone can act on. "Retention risk detected" is not, and you may never write it.
Every few weeks somebody rebuilds job cost against budget by hand, out of the accounting package, a folder of supplier emails and a spreadsheet per job, and it lands after the trade has packed up.
Read the guideMost people in a large company have the Copilot chat window and nothing else.
Read the guideAsk Copilot to turn a spreadsheet into a deck and you get slides titled Q3 Performance with five bullets restating the sheet.
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