Click New initiative to describe a problem and generate a full project plan, or Add manually to build one yourself.
Files
Business case
Timeline
SF Request
Activity log
— click to view
Overview of all initiatives and progress.
Requests journey
Open
0
Resolved
0
Escalated
0
Avg. time to resolve
—
Issues submitted
0
Ideas submitted
0
Open requests by owner
Requests by pod
Top contributors
Systemic gaps
Categories where several different people have each asked in the last 30 days — a pattern across people, not a single repeat requester. Likely a documentation, training, or process gap rather than an individual coaching need.
Possible duplicate names
These look like they might be the same person under slightly different spellings.
Escalated Requests journey
Pending review
0
Approved
0
Declined
0
Escalated by priority
By decision
Initiative & project journey
Initiatives
0
Tasks completed
0
of 0
Business cases filled
0%
SF Requests submitted
0
of 0 created
Active phases
—
Behind schedule
0
Initiatives by phase
CRM routing
Initiative progress
Salesforce request journey
Initiatives grouped by CRM development effort (Build weeks). Roadmap items require prioritization before development can begin.
Fast track
Build ≤ 2w
Review needed
Build 3–4w
Roadmap required
Build > 4w
Select an initiative above to view its business case.
Metrics are generated automatically when you create an initiative with AI, or can be added manually below.
Figures generated by AI from the initiative description — adjust as shadowing data comes in
Calendar Gantt built from each initiative's start date and phase durations.
Phase durations (weeks)
Timeline basis
Select an initiative to generate copy-paste text for the Salesforce request form.
Copy each field into Salesforce ↓
Request Type
Category
Audience
Subject
Current state
Desired future state
Describe desired changes
Justification / Use Case
Request ready
Copy each field above. Attach supporting documents before submitting.
Show:Type:
Views:Sort:
Submitted:Owner:
Nothing here
Anything you submit shows up here, with its status and any reply.
New-hire onboarding tracker — weekly checkpoints, a Certification Gate, and a Phase 1 Gate. Each team defines its own checklist and gate criteria (see Program Builder, admin-only) — outcomes are always derived from scores, never hand-picked.
Show:
No onboarding records yet
Click New hire to start tracking a new hire's ramp.
Activity log
Define what each team's onboarding actually asks for. Pick a team, edit its weekly checklist and gate criteria, save. New onboarding records for that team will use whatever's saved here at the moment they're created.
Training plans created from repeat-requester flags on the Requests tab, or added here by hand. The manager named on each plan gets a Teams notification when it's created and if it's later escalated.
Show:
No training plans yet
These get created from the Requests tab when someone's flagged as a repeat requester.
Activity log
Modules used for onboarding and for assigning to a specific person. Upload a PDF to have it auto-tagged, or link to something hosted elsewhere with a short description.
Show:
No modules catalogued yet
Click Add module to start building the library.
Inside Sales – East
Score Card
Tap a cell to cycle 1 → 0 → N/A. N/A means it never came up and is left out of the score. Tap i on a row for what counts and why.
—
0 / 0 points · 0 unscored
Rep Trends Dashboard
Every finalised score card for a rep, over time, on the rubric for the team currently selected. Retired pipeline, role play and monthly entries are no longer charted here — they scored out of 5, 15 and 100 on different rubrics and were not comparable to a score card percentage.
Sales Enablement roster and monthly performance — weighted by task complexity, not raw volume. The Roster view is also the single source of identity for Requests routing (pod, skills, PIN) — one person, one record, whether the work is a task or a request.
Show:
Content in a Box
Live store openings/closings, synced from the store tracking Smartsheet. Pins update automatically — no refresh needed. Competitor pins (translucent) appear only after running a search below.
Drop the Active Accounts export hereor click to choose · .csv or .xlsx
Drop the WEX discount log hereor click to choose · .csv or .xlsx
Leads missing from the file are marked inactive — that is how a lead closing in
Salesforce reaches the Hub.
Drop the open-leads export hereor click to choose · .csv or .xlsx
Drop the store gallons export hereor click to choose · .csv or .xlsx
Drop the customer's WEX or Comdata export hereor click to choose · .xlsx or .csv · opens in a full-height panel
Recent analyses
Radius5miles
1 mi20 mi
Buffer2miles
1 mi20 mi
Business typenone picked
Within5miles
Each type is one billed lookup
Opening soonNew (<6mo)ActiveClosing soonRebrand from Valero (blue ring)Competitor (search result)AccountsNot a customerAlready a customerAlready a lead
Tier changes
✨Ask the map
Day plan
Focus this plan on
Choose what to include, whose book to pull from, and narrow by program if you want one.
Confirm visit
Create initiative
Describe the problem you're trying to solve. The tool will generate a complete initiative plan — tasks, business case metrics, timeline, and a Salesforce request draft.
Analysing the problem…
What this does
Why it solves the problem
Tasks by phase
Business case metrics
Salesforce request draft
Add initiative
Refine with AI
Chat to improve the context, then apply what you like. Locked tasks (completed or assigned) are never touched.
What should this update?
Tell it what to change — e.g. "this also affects the EU team" or "make the tasks more specific to mobile CRM sync."
Enter to send · Shift+Enter for a new line
Confirm outcome
This initiative reached Measure. Did it achieve what it set out to do? This closes the loop between what was estimated and what actually happened.
Pick a result first.
Record attestation
This records a name and date as a log entry — it is not a digital signature. Anyone with admin access can enter it, so use it to track that a conversation/review happened, not as legal proof of approval.
Enter a name first.
Confirm Ready Gate condition
Enter a name first.
Export brief
Executive summary
One page · Problem, business case, timeline. For leadership sign-off.
Project brief
Full document · Tasks, progress, comments, SF request.
Admin Permission Required
Log in
Select your name and enter your PIN — this identifies you for request assignment, sign-offs, and activity attribution throughout the Hub.
New team
You're already verified as an admin — no password needed here. Once created, this team is pickable everywhere a team is assigned (roster members, submitter directory).
Subscribers
Get a Teams DM on major updates — resolved, escalated, or a phase change. Not involved in the work itself, just kept in the loop.
Reassign request
Log a request
Paste a screenshot of the conversation and AI fills in who asked, what they needed, and how it went — you just glance it over, adjust anything that's off, and hit Log request.
Same issue asked 3+ times by the same person in the last 12 months, across all channels — grouped by actual content similarity, not the Area dropdown.
Background task failures
Notifications, Monday sync, or AI calls that fired in the background and failed — these don't block the action they were attached to, but nobody got notified they didn't complete.
Add module
AI will read this and generate the description/tags automatically.
Edit module
Separated by commas.
Resolve request
This closes it out directly — no initiative gets created. The submitter will get a Teams notification that it's resolved.
New task
Add a comment
Let the submitter know why. This will be visible to them when they check their submission status.
A comment is required.
Welcome to CK Pro Hub
Enter your name so your comments and activity are attributed correctly. You only need to do this once.
New onboarding record
Starts the Week 1 checklist for the selected team's program and sends a welcome Teams message to the new hire and manager.
Team, new hire/manager name, and email are required.
Certification
Score each section. No coaching during evaluation. The outcome (Pass / Conditional Pass / Fail) is derived from these scores — it can't be hand-picked.
Override to Conditional Pass
Only available after a 2nd consecutive Fail. This always results in Conditional Pass, never a clean Pass, and is logged for quarterly calibration review.
Justification is required.
Phase Gate
Advance requires every criterion below. If uncertain, Loopback is the correct call — this must be documented, not slid past.
Advance phase
No scored rubric exists for this phase in the source SOPs, so this is a documented manager decision, not a derived gate — advisory only, same as CK Pro Hub's Ready Gate checklist.
Edit contact details
Fixes a typo'd name or Teams email. Notifications silently fail if the email is wrong, so this is worth double-checking.
Mark as exited
Delete initiative
Permanently deletes , all its tasks, and its activity log. Any linked feedback submissions are unlinked and marked Declined rather than left pointing at nothing. This can't be undone.
Merge names
Add team member
Name is matched against your Monday.com user list, so it stays consistent with task assignee and initiative owner elsewhere in the tool.
Applies to every Business Unit listed below. SDRs also need a Pod — leads route East (Pods 1–2) or West (Pods 3–4) from it.
This changes what is on screen, not what they are allowed to open — access to data is enforced separately.
Admins always see every tab, so these have no effect on them.
Manage teams
Rename or delete teams. To move a member to a different team, use the pencil icon on their row in the Roster.
Request categories
Areas are what a requester picks and what routing matches roster tags against. Routing tags are finer categories the scorer can propose. The Salesforce list mirrors the request form's Category picklist and only changes when Salesforce's does. Retiring keeps the name on old requests; it just stops being offered.
Mark as inactive
Send to Salesforce
Goes to Salesforce through LeadsBridge. A success here means LeadsBridge
accepted it — not that a Salesforce Lead exists yet.
Enrich again
Runs a fresh web search. If there is still no named contact, it also asks
ZoomInfo — which spends a credit on a match.
Send to Salesforce
Enrich again