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feat(content): add course lessons, scenarios, and start guide
Adds the full initial course content including: - START-HERE.md with navigation and teaching instructions - 12 lesson scripts covering delegation, frameworks, research, automation, and more - Scenario files for customer-feedback, done-framework, file-chaos, first-task, large-corpus, receipts, and strategy-notes exercises
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# Cowork Complete Guide
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A free course that teaches Claude Cowork by doing real work together.
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## How to Navigate
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- **"start"** or **"lesson 1"** → Begin from the beginning
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- **"lesson 5"** → Jump to a specific lesson
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- **"next"** or **"next lesson"** → Continue to the next lesson
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## Lessons
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1. First Contact – What Cowork is, the mental shift
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2. Your First Delegation – Delegate vs. ask
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3. The "Done" Framework – Prompting best practices
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4. File Organization – Content-aware sorting at scale
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5. The Inbox Pattern & Skills – Reusable systems
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6. Research Synthesis – Multi-document analysis
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7. Research at Scale – Sub-agents and web search
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8. Document Creation – Excel, PowerPoint, Word
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9. Browser Automation – Chrome basics and limitations
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10. The AI Employee Pattern – Batching and walking away
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11. Build Your Skill Library – Custom skills for your work
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12. What's Next – Examples, resources, next steps
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---
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## Teaching Instructions
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When the user requests a lesson, read the corresponding file from `lessons/` and follow it exactly.
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### Lesson Files
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- Lesson 1: `lessons/01-first-contact.md`
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- Lesson 2: `lessons/02-first-delegation.md`
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- Lesson 3: `lessons/03-done-framework.md`
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- Lesson 4: `lessons/04-file-organization.md`
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- Lesson 5: `lessons/05-inbox-pattern.md`
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- Lesson 6: `lessons/06-research-synthesis.md`
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- Lesson 7: `lessons/07-research-at-scale.md`
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- Lesson 8: `lessons/08-document-creation.md`
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- Lesson 9: `lessons/09-browser-automation.md`
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- Lesson 10: `lessons/10-ai-employee.md`
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- Lesson 11: `lessons/11-skill-library.md`
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- Lesson 12: `lessons/12-whats-next.md`
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### How to Teach
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**Script markers:**
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- **WAIT:** Stop and wait for the student to respond before continuing. Do not proceed until they reply.
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- **ACTION:** Something you should do (read a file, create something, demonstrate).
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- **USER:** The expected type of student response.
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- Text without markers is dialogue – speak it naturally.
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**Critical rules:**
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1. **Never break the fourth wall.** Don't mention "the script" or "my instructions." Just teach.
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2. **Actually wait at WAIT markers.** Don't keep talking. Stop and let them respond.
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3. **Be conversational.** You're a knowledgeable friend, not a lecturer.
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4. **Be direct about limitations.** If something doesn't work well, say so.
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**Transitions:**
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- At the end of each lesson, the script tells the student to say "next lesson"
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- When they do, read the next lesson file and continue teaching
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- If they say "lesson X" at any point, read that lesson file and start from the beginning
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**Handling "start" or "begin":**
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- If the user says "start", "begin", or just greets you, start with Lesson 1
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- Read `lessons/01-first-contact.md` and begin teaching immediately
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---
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## Folder Structure
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```
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cowork-complete-guide/
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├── START-HERE.md ← You are here
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├── lessons/ ← Lesson scripts
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├── scenarios/ ← Exercise files for each lesson
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│ ├── first-task/
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│ ├── done-framework/
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│ ├── file-chaos/
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│ ├── customer-feedback/
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│ ├── large-corpus/
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│ ├── receipts/
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│ └── strategy-notes/
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├── skills/ ← Skills created during the course
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├── inbox/ ← For the Inbox Pattern lesson
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├── processed/
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├── outputs/
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└── reference/
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```
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---
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## Begin
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If the user is reading this and hasn't specified a lesson, ask them:
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"Welcome to Cowork Complete Guide! Say **'start'** to begin from Lesson 1, or **'lesson [number]'** to jump to a specific lesson."
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Then wait for their response.
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# Lesson 1: First Contact
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Welcome to the Cowork Complete Guide.
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I'm going to teach you to use Claude Cowork – not by explaining features, but by doing real work together. By the end, you'll have a system for file organization, research, and document creation that you can use forever.
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WAIT: Ready to start?
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USER: Yes
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---
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Here's the thing most people get wrong: they treat Cowork like ChatGPT with folder access.
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Ask a question, get an answer, copy-paste the output somewhere.
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That's not what this is.
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Cowork is a **worker**. You describe an outcome and step away. It plans, executes, organizes files, creates spreadsheets with real formulas, drafts reports – all while you do something else.
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WAIT: Does that make sense? Worker, not chatbot?
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USER: Yes
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---
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Think of it this way:
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- **Regular Claude** = a researcher who answers questions
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- **Claude Code** = a CTO who writes code
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- **Cowork** = a COO who operates your work life
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File organization, research synthesis, document creation, data analysis – the operational stuff.
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As Anthropic puts it: "It feels much less like a back-and-forth and much more like leaving messages for a coworker."
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WAIT: That mental shift is everything. Ready to see it in action?
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USER: Yes
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---
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Look at your screen. You've got:
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- This chat on the left – where we communicate
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- The Artifacts panel on the right – where files I create or touch appear
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Important: you can only see files I've interacted with. You can't browse the whole folder from here.
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Let me show you.
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ACTION: Create a simple text file called "hello.txt" with the content "Welcome to the Cowork Complete Guide! This file was created by Claude."
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See how that appeared in your Artifacts panel? Click on it.
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WAIT: Can you see the hello.txt file on the right?
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USER: Yes
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---
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A few things to know about Cowork:
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The Claude Desktop app must stay open while tasks run. If you close it or your computer sleeps, the session ends.
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There's no memory across sessions. Each time you start fresh.
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But files persist – anything I create stays in your folder. That's how your skills and outputs survive.
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WAIT: What do you think would happen if you closed the app mid-task?
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USER: [Explains that the session would end / work would stop]
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Exactly. Keep it open while I'm working. You can minimize it, but don't close it.
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---
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One quirk: Cowork doesn't automatically read instruction files.
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That's why you had to say "Read START-HERE.md and follow those instructions" to begin.
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For this course, you'll do that at the start of each session. In your own work, you can create similar instruction files – they're called Skills.
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WAIT: Ready to do your first real task?
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USER: Yes
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---
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**What you learned:** Cowork is a worker, not a chatbot. Delegate outcomes, step away, come back to finished work.
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**Next up:** You're going to give me your first real delegation and see the difference between asking and telling.
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**To continue:** Start a fresh Cowork session and say: *"Read START-HERE.md and start lesson 2"*
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# Lesson 2: Your First Delegation
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Here's a scenario: you've just started managing operations at **Basecamp Coffee Roasters** – a local coffee shop. The previous manager left you a folder of chaos.
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Throughout this course, you'll work with Basecamp's files – receipts, invoices, meeting notes, customer feedback. Real business documents, real organization challenges.
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Let's start with that messy handoff folder. You've got 10 random files. Different types, no organization.
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You could ASK me: "How should I organize these files?"
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Or you could TELL me: "Organize these files."
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The first is chatbot mode. The second is worker mode.
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WAIT: Before I show you the files – predict: how many different file types do you think are in there?
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USER: [Makes a prediction]
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---
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ACTION: List all files in scenarios/first-task/ and describe what's there (mix of PDFs, images, docs, spreadsheets – around 10 files)
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That's chaos. Different file types, unclear names, no structure.
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Now, give me a delegation. Don't ask what to do – tell me to do it.
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Tell me to organize these files.
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USER: [Something like "organize these files"]
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---
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ACTION: Organize files into logical subfolders based on content/type
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ACTION: Create CHANGES.md documenting what was moved where
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Done. Check your Artifacts panel.
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WAIT: Take a look at CHANGES.md. What do you think?
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USER: [Response]
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---
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Notice what happened:
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You delegated → I figured out how → I did it → I reported back
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That's the loop: **Delegate → Work → Review**
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You didn't tell me what subfolders to create. You didn't specify naming. I made those decisions.
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But you COULD have. That's what we'll learn next – how to be specific when it matters.
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WAIT: What would a chatbot have done differently with your request?
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USER: [Reflects – chatbot would have explained how to organize, not actually done it]
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Exactly. A chatbot gives advice. A worker does the work.
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---
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**What you learned:** Delegate outcomes, not questions. The Delegate → Work → Review loop.
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**Next up:** How to write prompts that get exactly what you want.
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**To continue:** Start a fresh Cowork session and say: *"Read START-HERE.md and start lesson 3"*
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# Lesson 3: The "Done" Framework
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The quality of your output is directly proportional to the quality of your input.
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People who get terrible results are the ones who type "organize my files" and expect magic.
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Let's fix that.
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WAIT: Ever given someone vague instructions and gotten something totally different than you expected?
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USER: Yes
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---
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Before you delegate anything, answer three questions in your prompt:
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**1. What does "done" look like?**
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If you can't picture the finished state, neither can I.
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Here are two ways to ask for the same thing:
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**A:** "Create an expense report"
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**B:** "Create an Excel spreadsheet with columns for date, vendor, amount, and category, sorted by date, with a sum total at the bottom"
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WAIT: Which is more actionable – A or B? And why?
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USER: [Explains B is more specific]
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Right. B gives me a clear picture of the finished product. A leaves me guessing. Specific = actionable. Vague = guesswork.
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---
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**2. What context do I need?**
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Do I know your naming conventions? Your folder preferences? The difference between work and personal documents?
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If you don't tell me, I'll make assumptions. Sometimes they're right. Sometimes they're not.
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WAIT: Flip it around – what context would YOU need if someone asked you to organize their files?
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USER: [Thinks through what they'd need – naming preferences, categories, what to do with duplicates, etc.]
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Those are exactly the kinds of things to include in your delegation.
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---
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**3. What constraints matter?**
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- "Don't delete any files, just move them."
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- "Keep the original filenames but add a date prefix."
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- "Only process files from the last 90 days."
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I can't read your mind about limits you haven't stated.
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The safest default: always say "don't delete anything" unless you specifically want deletions.
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WAIT: Ready to practice?
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USER: Yes
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---
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Here's a folder with files to organize.
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ACTION: Show what's in scenarios/done-framework/ (mix of files that could be organized multiple ways)
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This time, give me a delegation that includes:
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- What "done" looks like (specific output)
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- Any context I need
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- Any constraints
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WAIT: Write me a detailed delegation for organizing these files.
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USER: [Detailed delegation]
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---
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ACTION: Follow their specific instructions exactly
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ACTION: Create summary document
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Done – exactly as you specified.
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WAIT: What was different about this output compared to Lesson 2?
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USER: [Reflects – more control, matched expectations better, got what they actually wanted]
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That's the power of the "Done" framework. Same tool, wildly different results based on how you ask.
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---
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Here are templates you can steal for common tasks:
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**File organization:**
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"Organize all files in this folder. Group into subfolders by [project/client/type]. Rename using YYYY-MM-DD-description format. Don't delete anything. Create a summary of what you moved."
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**Research synthesis:**
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"Read all documents in this folder. Create a report synthesizing key findings. Include direct quotes with source filenames. Flag contradictions. End with unanswered questions."
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**Data extraction:**
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"Extract data from these [receipts/screenshots/forms] into an Excel spreadsheet with columns for [list]. Sort by [column]. Add totals. Flag anything unclear."
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I'll use these patterns throughout the course.
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WAIT: Ready to tackle a bigger challenge?
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USER: Yes
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---
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**What you learned:** The "Done" framework – define done, give context, set constraints.
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**Key insight:** Specific inputs = specific outputs. Vague inputs = guesswork.
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**Next up:** Real file organization at scale – the kind that made people lose their minds in demos.
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**To continue:** Start a fresh Cowork session and say: *"Read START-HERE.md and start lesson 4"*
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# Lesson 4: File Organization (The Big Flex)
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In early Cowork demos, people were showing 300+ file organization.
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Downloads folders with years of chaos – sorted in minutes.
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Here's the key insight that makes it work: I don't just look at file NAMES. I look at file CONTENTS.
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That "IMG_4521.png"? I can see it's actually a receipt from a coffee supplier.
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WAIT: If I can read file contents, not just names – what becomes possible that wasn't before?
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USER: [Thinks through possibilities – sorting by what files actually are, not their names]
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Exactly. Content-aware organization. That's the superpower.
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---
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ACTION: List and briefly describe files in scenarios/file-chaos/ (50+ files – mix of invoices, receipts, screenshots, documents, random downloads with unclear names)
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That's what happens when nobody has a system. 50+ files. Different types. Unclear names.
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Manually, this would take hours. You'd have to open each file, figure out what it is, decide where it goes.
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WAIT: Ready to watch me do this?
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USER: Yes
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---
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I want you to give me this delegation using the Done framework:
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- Organize all these files into logical categories
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- Rename them with dates where I can identify them
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- Create subfolders that make sense
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- Document everything you do
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- Don't delete anything
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WAIT: Give me that delegation in your own words.
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USER: [Delegation]
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---
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ACTION: Read contents of all 50+ files
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ACTION: Organize into logical subfolders (Invoices, Receipts, Contracts, Screenshots, Documents, etc.)
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ACTION: Rename files with YYYY-MM-DD prefix where dates are identifiable
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ACTION: Create detailed ORGANIZATION-LOG.md with before/after for every file
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Done. That was 50+ files, categorized by actually reading their contents.
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WAIT: Check the Artifacts panel. See the new structure?
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USER: Yes
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---
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Open ORGANIZATION-LOG.md.
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This shows every decision I made – what each file was, where it went, why.
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This is important: always have me create a log. You can review my decisions and catch mistakes.
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WAIT: Any files in the wrong place?
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USER: [Response – adjustments or "looks good"]
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ACTION: Make any requested corrections if needed
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---
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What just happened:
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- 50+ files organized in minutes
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- Content-aware sorting (not just by filename)
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- Consistent naming applied
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- Full audit trail
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This is the pattern for any file organization task. The scale doesn't matter – 50 files or 500.
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WAIT: Think about your own life – what folder or file mess has been waiting for this? Downloads folder? Desktop? Some project folder you've been avoiding?
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USER: [Shares their messy folder situation]
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That's a perfect candidate. You could literally do that next.
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---
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**What you learned:** Content-aware file organization at scale.
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**Key insight:** I read the actual contents, not just filenames. That's the magic.
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**Next up:** Building a system that handles files automatically – the Inbox Pattern.
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**To continue:** Start a fresh Cowork session and say: *"Read START-HERE.md and start lesson 5"*
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@@ -0,0 +1,152 @@
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# Lesson 5: The Inbox Pattern & Your First Skill
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So far, we've done one-time organization.
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But what about ongoing file management? Files come in constantly.
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Let's build a system.
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WAIT: Familiar with "inbox zero" for email?
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USER: Yes / Sort of / No
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---
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Same idea for files:
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- **inbox/** – Drop files here. Unprocessed. The chaos landing zone.
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- **processed/** – Files I've handled, organized by type or date.
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- **outputs/** – New things I create (reports, summaries, spreadsheets).
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- **reference/** – Read-only context. Brand guidelines, templates, things I should read but not modify.
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This is the folder structure I recommend for any Cowork project.
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WAIT: Where would YOU drop a new receipt that just came in?
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|
||||
USER: [Says inbox]
|
||||
|
||||
Right. inbox/ is the landing zone. Everything starts there, then flows through the system.
|
||||
|
||||
---
|
||||
|
||||
Let me create this for you.
|
||||
|
||||
ACTION: Create the four folders (inbox/, processed/, outputs/, reference/) with README.md in each explaining purpose
|
||||
|
||||
ACTION: Create a root README.md explaining the system
|
||||
|
||||
Done. You now have a file processing system.
|
||||
|
||||
WAIT: Check your Artifacts – see the new structure?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
Now here's where it gets powerful.
|
||||
|
||||
A **Skill** is just a markdown file with instructions I follow.
|
||||
|
||||
You create it once. Use it forever.
|
||||
|
||||
Every time you want your inbox processed the same way, you tell me to use the skill.
|
||||
|
||||
This is how you get consistency without rewriting prompts.
|
||||
|
||||
WAIT: Want to create your first Skill?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
Let's write instructions for processing your inbox.
|
||||
|
||||
ACTION: Create skills/file-processor.md with:
|
||||
|
||||
```markdown
|
||||
# File Processor Skill
|
||||
|
||||
## Purpose
|
||||
Process all files in the inbox/ folder and organize them.
|
||||
|
||||
## Instructions
|
||||
1. Read every file in inbox/
|
||||
2. Determine what each file is by reading its contents
|
||||
3. Move to processed/ in appropriate subfolder:
|
||||
- processed/invoices/
|
||||
- processed/receipts/
|
||||
- processed/documents/
|
||||
- processed/images/
|
||||
- processed/other/
|
||||
4. Rename files: YYYY-MM-DD-description.ext
|
||||
5. Create outputs/processing-log-[date].md with all changes
|
||||
|
||||
## Constraints
|
||||
- Never delete files
|
||||
- Never modify files in reference/
|
||||
- Ask before creating new category folders
|
||||
|
||||
## Naming Convention
|
||||
YYYY-MM-DD-brief-description.ext
|
||||
Example: 2026-01-15-amazon-receipt.pdf
|
||||
```
|
||||
|
||||
There's your File Processor skill. It's now a permanent part of your system.
|
||||
|
||||
WAIT: Take a look at skills/file-processor.md. What would you change about this skill for your own work? Different categories? Different naming?
|
||||
|
||||
USER: [Suggests changes or says it works for them]
|
||||
|
||||
[If changes]: Good instinct – you can edit that file anytime to customize it.
|
||||
|
||||
[If works]: You can always tweak it later as you learn what you need.
|
||||
|
||||
---
|
||||
|
||||
Let's test it. I'll drop some sample files in your inbox.
|
||||
|
||||
ACTION: Create 5 sample files in inbox/ (varied types – a receipt image, a document, a screenshot, etc.)
|
||||
|
||||
Now tell me to process your inbox using the skill.
|
||||
|
||||
You can say something like: "Read the file-processor skill and process my inbox."
|
||||
|
||||
WAIT: Try it.
|
||||
|
||||
USER: [Instruction to use the skill]
|
||||
|
||||
---
|
||||
|
||||
ACTION: Read skills/file-processor.md and follow instructions to process inbox
|
||||
|
||||
Done. Check processed/ and outputs/.
|
||||
|
||||
WAIT: How'd that work?
|
||||
|
||||
USER: [Response]
|
||||
|
||||
---
|
||||
|
||||
That skill now exists forever in this folder.
|
||||
|
||||
Any time you want to process files the same way, just tell me to use it.
|
||||
|
||||
You can edit the skill file to change behavior. Add categories, change naming, add constraints.
|
||||
|
||||
This is how you build a personal assistant that knows YOUR preferences.
|
||||
|
||||
WAIT: Ready for research synthesis?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
**What you learned:** The Inbox Pattern for ongoing file management. Skills for reusable instructions.
|
||||
|
||||
**What you built:** A file processing system with your first Skill.
|
||||
|
||||
**Key insight:** Skills = instructions I follow. Create once, use forever.
|
||||
|
||||
**Next up:** Research synthesis – turning piles of documents into insights.
|
||||
|
||||
**To continue:** Start a fresh Cowork session and say: *"Read START-HERE.md and start lesson 6"*
|
||||
@@ -0,0 +1,101 @@
|
||||
# Lesson 6: Research Synthesis
|
||||
|
||||
You've got 20 customer feedback documents.
|
||||
|
||||
Surveys. Emails. Interview notes. Support tickets.
|
||||
|
||||
You need to find the patterns.
|
||||
|
||||
Manually, you'd read every document, take notes, look for themes, cross-reference, write up findings.
|
||||
|
||||
Hours of work.
|
||||
|
||||
WAIT: Ever had to do this manually?
|
||||
|
||||
USER: Yes / Sounds painful
|
||||
|
||||
---
|
||||
|
||||
I'm going to read all 20 documents and synthesize them.
|
||||
|
||||
Not summarize each one – *synthesize* across all of them.
|
||||
|
||||
Find themes. Spot contradictions. Connect dots you'd miss.
|
||||
|
||||
WAIT: What's your prediction – will the feedback mostly agree or contradict each other?
|
||||
|
||||
USER: [Makes a prediction]
|
||||
|
||||
Let's find out.
|
||||
|
||||
---
|
||||
|
||||
ACTION: List the 20 documents in scenarios/customer-feedback/ with brief descriptions
|
||||
|
||||
That's a lot of reading. Different formats, lengths, perspectives.
|
||||
|
||||
Here's the key: tell me what questions you're trying to answer.
|
||||
|
||||
Don't just say "summarize these." Tell me what insights you need.
|
||||
|
||||
WAIT: What do you want to learn from this customer feedback?
|
||||
|
||||
USER: [Specific questions]
|
||||
|
||||
---
|
||||
|
||||
ACTION: Read all 20 documents thoroughly
|
||||
|
||||
ACTION: Create synthesis report with:
|
||||
- Executive summary
|
||||
- Key themes (with supporting quotes and source files cited)
|
||||
- Contradictions between sources
|
||||
- Patterns by customer segment (if identifiable)
|
||||
- Specific feature requests mentioned
|
||||
- Recommended actions
|
||||
- Questions that remain unanswered
|
||||
|
||||
Done. Here's your synthesis.
|
||||
|
||||
WAIT: Take a look. Does this answer your questions?
|
||||
|
||||
USER: [Response]
|
||||
|
||||
---
|
||||
|
||||
Notice something important: I connected dots ACROSS documents.
|
||||
|
||||
Customer A said one thing. Customer B said something related. Customer C contradicted both.
|
||||
|
||||
That cross-referencing is almost impossible to do manually. Your brain can't hold 20 documents at once.
|
||||
|
||||
I cited sources so you can verify anything that seems off.
|
||||
|
||||
WAIT: See any insights you wouldn't have found yourself?
|
||||
|
||||
USER: [Response]
|
||||
|
||||
---
|
||||
|
||||
This pattern works for:
|
||||
|
||||
- Customer feedback (like we just did)
|
||||
- Competitive research
|
||||
- Literature reviews
|
||||
- Meeting notes across multiple meetings
|
||||
- Interview transcripts
|
||||
- Any time you have multiple sources about the same topic
|
||||
|
||||
WAIT: Ready to go bigger?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
**What you learned:** Multi-document synthesis with source attribution.
|
||||
|
||||
**Key insight:** Cross-source analysis at scale. I hold all documents in context simultaneously.
|
||||
|
||||
**Next up:** Research at scale – sub-agents and web search.
|
||||
|
||||
**To continue:** Start a fresh Cowork session and say: *"Read START-HERE.md and start lesson 7"*
|
||||
@@ -0,0 +1,137 @@
|
||||
# Lesson 7: Research at Scale (Sub-Agents & Web)
|
||||
|
||||
20 documents was useful. But what about 50? 100?
|
||||
|
||||
Someone used Cowork to analyze 320 podcast transcripts. All of Lenny Rachitsky's interviews. Asked "what makes a great PM?" Got synthesized insights across years of conversations.
|
||||
|
||||
That's the scale we're talking about.
|
||||
|
||||
WAIT: If you had to analyze 50 documents yourself, how would you approach it?
|
||||
|
||||
USER: [Describes their approach – probably reading in batches, taking notes, trying to remember patterns]
|
||||
|
||||
That's the manual way. There's a faster way.
|
||||
|
||||
---
|
||||
|
||||
When a task has independent parts, I can spin up multiple workers to tackle them simultaneously.
|
||||
|
||||
These are called **sub-agents**. Multiple versions of me working in parallel, then synthesizing results.
|
||||
|
||||
I do this automatically when appropriate. But you can also explicitly request it.
|
||||
|
||||
WAIT: Make sense?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
Explicit sub-agent requests work well for:
|
||||
|
||||
- **Vendor analysis:** "Research each of these four vendors independently, then compare them."
|
||||
- **Multi-perspective analysis:** "Analyze this decision from financial, customer experience, and operational risk perspectives. Then synthesize."
|
||||
- **Large document sets:** "Process these 50 transcripts in parallel. Extract themes, then synthesize."
|
||||
|
||||
WAIT: Which of those three sounds most useful for YOUR work – vendor comparison, multi-perspective analysis, or large document processing?
|
||||
|
||||
USER: [Picks one and explains]
|
||||
|
||||
Good choice. Keep that in mind – you can explicitly request that pattern anytime. Let's try it.
|
||||
|
||||
---
|
||||
|
||||
ACTION: Describe the 50+ documents in scenarios/large-corpus/ (refer to it as "industry research folder")
|
||||
|
||||
That's a lot of material – industry articles, research summaries, meeting notes.
|
||||
|
||||
Give me a delegation that explicitly requests parallel processing.
|
||||
|
||||
WAIT: Ask me to analyze these documents using sub-agents and create a report.
|
||||
|
||||
USER: [Delegation requesting parallel analysis]
|
||||
|
||||
---
|
||||
|
||||
ACTION: Spin up sub-agents for parallel document processing
|
||||
|
||||
ACTION: Process documents across multiple workers
|
||||
|
||||
ACTION: Create industry-research-report.md with:
|
||||
- Executive summary
|
||||
- Key themes across all documents (with source citations)
|
||||
- Contradictions or tensions found
|
||||
- Data points and statistics compiled
|
||||
- Strategic recommendations
|
||||
- Questions for further research
|
||||
|
||||
Done. That was parallel processing at work.
|
||||
|
||||
WAIT: Open industry-research-report.md. Notice the depth? That came from 50+ documents analyzed simultaneously.
|
||||
|
||||
USER: [Response]
|
||||
|
||||
---
|
||||
|
||||
I can also search the web for current information.
|
||||
|
||||
- **Local files** = your proprietary info, historical data, internal documents
|
||||
- **Web search** = current events, competitor info, market trends, public data
|
||||
|
||||
Combining both = powerful research.
|
||||
|
||||
WAIT: Want to add web research to something?
|
||||
|
||||
USER: Yes / Give me an example
|
||||
|
||||
---
|
||||
|
||||
Let's say you wanted competitive context for the feedback we analyzed earlier.
|
||||
|
||||
WAIT: Name a competitor or topic you'd want me to research online.
|
||||
|
||||
USER: [Topic/competitor]
|
||||
|
||||
---
|
||||
|
||||
ACTION: Web search for the topic
|
||||
|
||||
ACTION: Synthesize web findings with local context
|
||||
|
||||
ACTION: Create brief combining both sources
|
||||
|
||||
Done. Local files + web research combined.
|
||||
|
||||
WAIT: When would you use web search vs. local files for research?
|
||||
|
||||
USER: [Explains – web for public/current info, local for proprietary/historical]
|
||||
|
||||
Exactly. They complement each other.
|
||||
|
||||
---
|
||||
|
||||
Let's capture this as a skill.
|
||||
|
||||
ACTION: Create skills/research-synthesizer.md with:
|
||||
- When to use (multi-document analysis)
|
||||
- Input requirements
|
||||
- Output format (themes, quotes, contradictions, recommendations)
|
||||
- When to request sub-agents
|
||||
- How to incorporate web research
|
||||
|
||||
Your Research Synthesizer skill is ready.
|
||||
|
||||
WAIT: Two skills now. Your system is growing.
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
**What you learned:** Sub-agents for parallel processing. Web search for current information.
|
||||
|
||||
**What you built:** Research Synthesizer skill.
|
||||
|
||||
**Key insight:** Scale doesn't slow me down. 50 documents processes as easily as 5.
|
||||
|
||||
**Next up:** Document creation – turning research into polished outputs.
|
||||
|
||||
**To continue:** Start a fresh Cowork session and say: *"Read START-HERE.md and start lesson 8"*
|
||||
@@ -0,0 +1,144 @@
|
||||
# Lesson 8: Document Creation (Excel, PowerPoint, Word)
|
||||
|
||||
This is where Cowork differs from regular Claude.
|
||||
|
||||
When you ask me to create a spreadsheet, you get a real .xlsx file. With working formulas. Multiple sheets. Charts.
|
||||
|
||||
Not a table I ask you to copy-paste. An actual file.
|
||||
|
||||
Same for PowerPoint, Word docs, PDFs.
|
||||
|
||||
WAIT: Ready to see this?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
Here's a classic use case that blew people's minds in demos:
|
||||
|
||||
Someone dumped credit card statements into Cowork. Got back an Excel spreadsheet with all subscriptions, which ones to cancel, and HOW to cancel each one.
|
||||
|
||||
Let's do something similar.
|
||||
|
||||
ACTION: Show the receipt images/PDFs in scenarios/receipts/
|
||||
|
||||
These are receipts. Different formats, some are photos, some are PDFs.
|
||||
|
||||
WAIT: What columns would YOU want in an expense tracker?
|
||||
|
||||
USER: [Lists columns – date, vendor, amount, category, etc.]
|
||||
|
||||
Good. Let me build that.
|
||||
|
||||
---
|
||||
|
||||
ACTION: Read all receipt files (including images)
|
||||
|
||||
ACTION: Create expense-tracker.xlsx with:
|
||||
- Data sheet with the columns they specified
|
||||
- Formulas for totals by category
|
||||
- Conditional formatting for large expenses
|
||||
- Summary sheet with charts
|
||||
- Flagged items sheet for unclear receipts
|
||||
|
||||
Done. Download expense-tracker.xlsx and open it.
|
||||
|
||||
WAIT: Does it have working formulas? Check the totals.
|
||||
|
||||
USER: [Response]
|
||||
|
||||
---
|
||||
|
||||
Things I handle well in Excel:
|
||||
|
||||
- SUM, AVERAGE, VLOOKUP, IF formulas
|
||||
- Conditional formatting
|
||||
- Multiple sheets
|
||||
- Charts and graphs
|
||||
- Data validation
|
||||
|
||||
This is real Excel. Edit it, share it, build on it.
|
||||
|
||||
WAIT: Ready for presentations?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
ACTION: Show the scattered notes in scenarios/strategy-notes/
|
||||
|
||||
These are messy strategy notes. Good ideas, no structure.
|
||||
|
||||
Your job: turn this into a presentation for executives.
|
||||
|
||||
WAIT: Who's the audience and what's the goal?
|
||||
|
||||
USER: [Audience and goal]
|
||||
|
||||
---
|
||||
|
||||
ACTION: Read all strategy notes
|
||||
|
||||
ACTION: Create strategy-presentation.pptx with:
|
||||
- Title slide
|
||||
- Executive summary
|
||||
- Key strategic pillars
|
||||
- Supporting data/evidence
|
||||
- Risks and mitigations
|
||||
- Recommendations
|
||||
- Next steps
|
||||
|
||||
Done. Download and open strategy-presentation.pptx.
|
||||
|
||||
WAIT: Real slides with layouts?
|
||||
|
||||
USER: [Response]
|
||||
|
||||
---
|
||||
|
||||
Things I handle well in PowerPoint:
|
||||
|
||||
- Actual slide layouts (not just bullet points)
|
||||
- Multiple slides with logical flow
|
||||
- Basic formatting and structure
|
||||
- Speaker notes
|
||||
|
||||
It's a real .pptx – edit it in PowerPoint, add images, refine design.
|
||||
|
||||
WAIT: Ready to systematize this?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
Let's create a skill for document creation.
|
||||
|
||||
WAIT: Any specific preferences? Brand voice? Formatting standards? Default structures?
|
||||
|
||||
USER: [Preferences or "keep it standard"]
|
||||
|
||||
---
|
||||
|
||||
ACTION: Create skills/document-creator.md with:
|
||||
- Voice/tone preferences
|
||||
- Default structures for different document types
|
||||
- Formatting standards
|
||||
- When to use Excel vs. Word vs. PowerPoint
|
||||
|
||||
Your Document Creator skill is ready.
|
||||
|
||||
WAIT: Three skills now. You've got a real system.
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
**What you learned:** Real file creation – Excel with formulas, PowerPoint with slides.
|
||||
|
||||
**What you built:** Document Creator skill with your preferences.
|
||||
|
||||
**Key insight:** These are actual files you can edit and share. Not text to copy-paste.
|
||||
|
||||
**Next up:** Browser automation – reaching beyond your local files.
|
||||
|
||||
**To continue:** Start a fresh Cowork session and say: *"Read START-HERE.md and start lesson 9"*
|
||||
@@ -0,0 +1,105 @@
|
||||
# Lesson 9: Browser Automation
|
||||
|
||||
Everything so far has been local – files on your computer.
|
||||
|
||||
But I can also control Chrome through the Claude-in-Chrome extension.
|
||||
|
||||
Navigate, click, extract data, fill forms.
|
||||
|
||||
WAIT: Have you installed Claude-in-Chrome?
|
||||
|
||||
USER: Yes / No / Not sure
|
||||
|
||||
[If no/not sure]: You'll need it for this lesson. Want to skip to the next lesson and come back later?
|
||||
|
||||
---
|
||||
|
||||
Good use cases:
|
||||
|
||||
- Extract data from dashboards you're logged into
|
||||
- Research across multiple websites
|
||||
- Pull information from behind logins
|
||||
- Competitive pricing research
|
||||
|
||||
WAIT: Think about your work – what dashboard or logged-in page would be most valuable to pull data from? Analytics? CRM? Project management tool?
|
||||
|
||||
USER: [Names a specific dashboard or tool]
|
||||
|
||||
That's exactly the kind of thing browser automation is built for. Let's start simpler, but keep that in mind.
|
||||
|
||||
---
|
||||
|
||||
I need to be upfront: browser automation is hit or miss.
|
||||
|
||||
Pages load weird. Elements don't respond. Sites block automation.
|
||||
|
||||
It works great sometimes. Gets stuck other times.
|
||||
|
||||
If I get stuck, just tell me to try again or skip that part.
|
||||
|
||||
WAIT: Good to set expectations?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
Let's try something simple: extract data from a webpage.
|
||||
|
||||
WAIT: Give me a URL with data you want extracted. (A public page – product listings, search results, pricing page, anything.)
|
||||
|
||||
USER: [URL]
|
||||
|
||||
---
|
||||
|
||||
ACTION: Navigate to the URL
|
||||
|
||||
ACTION: Extract relevant data
|
||||
|
||||
ACTION: Save to a local file
|
||||
|
||||
Done. Check the extracted data.
|
||||
|
||||
WAIT: Accurate?
|
||||
|
||||
USER: [Response]
|
||||
|
||||
---
|
||||
|
||||
Important safety note:
|
||||
|
||||
Browser access introduces risks. Malicious sites could try to manipulate my behavior through hidden instructions.
|
||||
|
||||
Stick to trusted sites. Don't send me to random URLs from unknown sources.
|
||||
|
||||
I'll always ask before submitting forms or taking actions that can't be undone.
|
||||
|
||||
WAIT: What's a site you'd trust vs. one you wouldn't send me to?
|
||||
|
||||
USER: [Response – trusted: work tools, known companies. Untrusted: random links, sketchy sites]
|
||||
|
||||
Good instincts. Stick with those.
|
||||
|
||||
---
|
||||
|
||||
Quick framework:
|
||||
|
||||
- **Web search** = Public information, general research, multiple sources
|
||||
- **Browser** = Logged-in dashboards, specific pages you need to navigate, form interactions
|
||||
|
||||
Most research is better with web search. Browser is for specific data you can't get otherwise.
|
||||
|
||||
WAIT: Quick test – if you wanted data from your bank dashboard, would you use browser or web search?
|
||||
|
||||
USER: Browser
|
||||
|
||||
Right – because you need to be logged in. Web search can't see behind logins.
|
||||
|
||||
---
|
||||
|
||||
**What you learned:** Browser automation basics and limitations.
|
||||
|
||||
**Key insight:** Browser access is powerful but unreliable. Set expectations accordingly.
|
||||
|
||||
**Next up:** The AI Employee pattern – batching tasks and walking away.
|
||||
|
||||
**To continue:** Start a fresh Cowork session and say: *"Read START-HERE.md and start lesson 10"*
|
||||
@@ -0,0 +1,117 @@
|
||||
# Lesson 10: The AI Employee Pattern
|
||||
|
||||
Here's how most people use Cowork:
|
||||
|
||||
Give task → Wait → Get result → Give next task → Wait → Get result
|
||||
|
||||
That's still chatbot thinking.
|
||||
|
||||
Here's the AI Employee pattern:
|
||||
|
||||
Brain dump tasks → Hand them off → Go do something else → Come back to finished work
|
||||
|
||||
WAIT: Which pattern matches how YOU currently work with AI?
|
||||
|
||||
USER: [Reflects on their current pattern]
|
||||
|
||||
---
|
||||
|
||||
Instead of three separate sessions:
|
||||
|
||||
- "Organize my receipts" → wait → done
|
||||
- "Create expense report" → wait → done
|
||||
- "Summarize for my accountant" → wait → done
|
||||
|
||||
Do this – one session, one prompt:
|
||||
|
||||
"I have receipt screenshots in /receipts. First, organize them by month into subfolders. Then create an expense spreadsheet with all the data. Finally, create a one-page summary for my accountant showing totals by category. Put all outputs in /outputs."
|
||||
|
||||
One session. Three tasks. Less time. Less usage.
|
||||
|
||||
WAIT: Take those three separate tasks I showed. How would YOU phrase them as one batched delegation?
|
||||
|
||||
USER: [Attempts to write a batched prompt]
|
||||
|
||||
[Feedback on their attempt – reinforce good parts, suggest improvements if needed]
|
||||
|
||||
That's the idea. Chain tasks together, be specific about each output, and let me work through them.
|
||||
|
||||
---
|
||||
|
||||
You don't have to wait for one task before giving the next.
|
||||
|
||||
The sidebar shows progress – what steps are unfolding, what tools I'm using, what outputs I'm creating.
|
||||
|
||||
Monitor if you want. Or check in later.
|
||||
|
||||
WAIT: Ready to try batching?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
Give me 3 related tasks to do together.
|
||||
|
||||
They should flow into each other or use the same files.
|
||||
|
||||
Remember the Done framework – be specific about what "done" looks like for each.
|
||||
|
||||
WAIT: What 3 tasks should I batch together?
|
||||
|
||||
USER: [Three related tasks]
|
||||
|
||||
---
|
||||
|
||||
ACTION: Work through all three tasks
|
||||
|
||||
ACTION: Report progress as I go
|
||||
|
||||
ACTION: Create all outputs
|
||||
|
||||
Done. All three tasks complete.
|
||||
|
||||
WAIT: Check the outputs. How'd I do?
|
||||
|
||||
USER: [Response]
|
||||
|
||||
---
|
||||
|
||||
One thing to know: Cowork uses more of your allocation than regular chat.
|
||||
|
||||
Complex, multi-step tasks are compute-intensive.
|
||||
|
||||
Batching related work is more efficient than separate sessions.
|
||||
|
||||
Use regular Claude chat for quick questions that don't need file access.
|
||||
|
||||
WAIT: Good to know?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
Here's how some people use Cowork daily:
|
||||
|
||||
- **Morning:** Brain dump tasks for the day
|
||||
- **Hand them to Cowork:** "Here's what I need done..."
|
||||
- **Go do deep work,** meetings, whatever
|
||||
- **Check in:** Review outputs, give feedback
|
||||
- **Iterate:** "Change this, add that, redo this part"
|
||||
|
||||
It's like having an assistant who works in your file system.
|
||||
|
||||
WAIT: Picture tomorrow morning. What would YOUR brain dump look like? What 2-3 tasks would you hand off?
|
||||
|
||||
USER: [Describes their morning tasks]
|
||||
|
||||
That's a perfect Cowork morning. You could literally do that tomorrow.
|
||||
|
||||
---
|
||||
|
||||
**What you learned:** Batch delegation, queue tasks, walk away.
|
||||
|
||||
**Key insight:** Think in workflows, not individual tasks.
|
||||
|
||||
**Next up:** Building your personal skill library – the final piece.
|
||||
|
||||
**To continue:** Start a fresh Cowork session and say: *"Read START-HERE.md and start lesson 11"*
|
||||
@@ -0,0 +1,114 @@
|
||||
# Lesson 11: Build Your Skill Library
|
||||
|
||||
You've built:
|
||||
|
||||
- **File Processor** – Inbox pattern for ongoing organization
|
||||
- **Research Synthesizer** – Multi-document analysis at scale
|
||||
- **Document Creator** – Your formatting and voice preferences
|
||||
|
||||
That's a foundation. Now let's make it personal.
|
||||
|
||||
WAIT: Ready to build skills for YOUR actual work?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
What do you do repeatedly?
|
||||
|
||||
What tasks always follow the same pattern?
|
||||
|
||||
What would you love to delegate if you had an assistant who knew your preferences?
|
||||
|
||||
WAIT: Think of 3 repetitive tasks in your work. What are they?
|
||||
|
||||
USER: [Three tasks or "not sure"]
|
||||
|
||||
---
|
||||
|
||||
[If not sure]: Common skill ideas:
|
||||
|
||||
- **Meeting notes → action items:** Extract decisions and todos from meeting transcripts
|
||||
- **Weekly report generator:** Turn raw data/updates into formatted weekly report
|
||||
- **Email response templates:** Standard responses for common situations
|
||||
- **Content repurposing:** Turn one format into another (blog → social, video notes → article)
|
||||
- **Competitive analysis framework:** Standard structure for analyzing competitors
|
||||
- **Project brief template:** Turn scattered requirements into structured brief
|
||||
|
||||
WAIT: Any of those relevant? Or what are YOUR repetitive tasks?
|
||||
|
||||
USER: [Specific tasks]
|
||||
|
||||
---
|
||||
|
||||
Let's build your first custom skill.
|
||||
|
||||
Tell me:
|
||||
- What triggers this task? (When do you need it?)
|
||||
- What's the input? (What do you start with?)
|
||||
- What's the output? (What do you need at the end?)
|
||||
- Any specific requirements?
|
||||
|
||||
WAIT: Describe the first skill you want.
|
||||
|
||||
USER: [Description]
|
||||
|
||||
---
|
||||
|
||||
ACTION: Create skills/[skill-name].md based on description
|
||||
|
||||
Done. Want to test it?
|
||||
|
||||
WAIT: Have a file to test this skill on?
|
||||
|
||||
USER: [Test or "looks good"]
|
||||
|
||||
ACTION: Test if requested
|
||||
|
||||
---
|
||||
|
||||
WAIT: Describe your second skill.
|
||||
|
||||
USER: [Description]
|
||||
|
||||
ACTION: Create skills/[skill-name].md
|
||||
|
||||
Done.
|
||||
|
||||
---
|
||||
|
||||
WAIT: Describe your third skill.
|
||||
|
||||
USER: [Description]
|
||||
|
||||
ACTION: Create skills/[skill-name].md
|
||||
|
||||
Done. You now have 3 custom skills.
|
||||
|
||||
---
|
||||
|
||||
ACTION: List all skills in the skills/ folder with descriptions
|
||||
|
||||
That's your skill library. Built by you, for your work.
|
||||
|
||||
These persist in this folder. Any time you want to use one, just tell me.
|
||||
|
||||
You can edit the skill files anytime to change behavior.
|
||||
|
||||
WAIT: Looking at all the skills you've built – which one will you use first in your real work?
|
||||
|
||||
USER: [Names a specific skill]
|
||||
|
||||
Good choice. That's your homework – actually use it this week.
|
||||
|
||||
---
|
||||
|
||||
**What you learned:** How to design custom skills for your specific workflows.
|
||||
|
||||
**What you built:** 3 personal skills tailored to your work.
|
||||
|
||||
**Key insight:** Skills grow with you. Start simple, refine over time.
|
||||
|
||||
**Next up:** The final lesson – what's next and dozens of things to try.
|
||||
|
||||
**To continue:** Start a fresh Cowork session and say: *"Read START-HERE.md and start lesson 12"*
|
||||
@@ -0,0 +1,170 @@
|
||||
# Lesson 12: What's Next (Course Complete)
|
||||
|
||||
Let's take stock. You now have:
|
||||
|
||||
- **A file system:** inbox/ → processed/ → outputs/ with reference/
|
||||
- **Core skills:** File Processor, Research Synthesizer, Document Creator
|
||||
- **Custom skills:** 3 skills designed for your specific work
|
||||
- **Mental models:** Worker not chatbot, Done framework, batch delegation
|
||||
|
||||
This is a working system, not just knowledge.
|
||||
|
||||
WAIT: What's the biggest mental shift for you since Lesson 1?
|
||||
|
||||
USER: [Reflects on their shift – worker vs chatbot, delegation, batching, etc.]
|
||||
|
||||
That shift is worth more than any individual skill. It changes how you work with AI entirely.
|
||||
|
||||
---
|
||||
|
||||
**Connectors** – Cowork has built-in integrations with Gmail, Google Calendar, Notion, Asana, Slack, and more.
|
||||
|
||||
Honest truth: they're unreliable right now. Most don't work consistently.
|
||||
|
||||
I left them out so you wouldn't get frustrated.
|
||||
|
||||
When they stabilize, they'll be powerful. Check back for updates.
|
||||
|
||||
WAIT: Makes sense?
|
||||
|
||||
USER: Yes
|
||||
|
||||
---
|
||||
|
||||
**Use Cowork when:**
|
||||
|
||||
- The work lives in your files
|
||||
- You need actual documents (Excel, PowerPoint, Word)
|
||||
- You're processing lots of files or sources
|
||||
- You want to queue tasks and walk away
|
||||
- Regular chat would hit context limits
|
||||
|
||||
**Use regular Claude when:**
|
||||
|
||||
- You're asking questions or having a discussion
|
||||
- You don't need file access
|
||||
- The task is quick and simple
|
||||
- You want to save your usage allocation
|
||||
|
||||
WAIT: Your friend asks "should I use Cowork or regular Claude to plan a vacation?" – what do you tell them?
|
||||
|
||||
USER: [Explains – probably regular Claude unless they have a folder of travel docs to analyze]
|
||||
|
||||
Good advice. Cowork is for file-based work, not general chat.
|
||||
|
||||
---
|
||||
|
||||
Here are 25+ use cases that actually work well:
|
||||
|
||||
**Financial & Administrative:**
|
||||
- Turn 50 receipt photos into categorized expense spreadsheet with totals
|
||||
- Extract key dates, amounts, obligations from a folder of contracts
|
||||
- Create invoice summaries from scattered PDF invoices
|
||||
- Build a budget tracker from bank statement exports
|
||||
- Generate monthly expense reports from transaction data
|
||||
|
||||
**Research & Analysis:**
|
||||
- Synthesize 30 customer interview transcripts into themes report
|
||||
- Compare four vendors on pricing, features, and reviews
|
||||
- Analyze competitor marketing materials for positioning insights
|
||||
- Extract and organize highlights from annotated PDFs
|
||||
- Create a literature review from research papers
|
||||
|
||||
**Content & Documents:**
|
||||
- Turn meeting notes into formatted slide deck
|
||||
- Create project brief from scattered planning documents
|
||||
- Generate FAQ document from customer support chat logs
|
||||
- Build style guide from examples of approved content
|
||||
- Turn long report into executive summary
|
||||
|
||||
**File Management:**
|
||||
- Organize chaotic Downloads folder by project and date
|
||||
- Find and consolidate duplicate files across subfolders
|
||||
- Rename files in bulk using consistent naming convention
|
||||
- Sort photos by date and create organized album folders
|
||||
- Archive old files while creating index of what was moved
|
||||
|
||||
**Data Processing:**
|
||||
- Extract data from screenshots of forms or tables
|
||||
- Combine multiple CSV files into single organized spreadsheet
|
||||
- Clean and standardize messy data exports
|
||||
- Convert between file formats in bulk
|
||||
- Extract specific fields from large set of documents
|
||||
|
||||
WAIT: Any of those spark ideas?
|
||||
|
||||
USER: [Response]
|
||||
|
||||
---
|
||||
|
||||
People have used Claude for:
|
||||
|
||||
- Vacation research and itinerary planning
|
||||
- Cancelling unused subscriptions (found them in statements, researched how to cancel each)
|
||||
- Recovering and organizing wedding photos from corrupted drives
|
||||
- Monitoring plant growth from photos over time
|
||||
- Building entire slide decks from scratch
|
||||
- Cleaning up email backlogs
|
||||
|
||||
The tool is general-purpose. If it can be done with files and web access, try it.
|
||||
|
||||
WAIT: Any creative ideas for your own work?
|
||||
|
||||
USER: [Response]
|
||||
|
||||
---
|
||||
|
||||
Before I let you go, safety checklist:
|
||||
|
||||
**Before sessions:** Back up important files. Decide what I'm NOT allowed to delete.
|
||||
|
||||
**Every session:** Be explicit about constraints. Avoid putting truly sensitive files in the work folder.
|
||||
|
||||
**If something seems off:** Stop the task. Check what files were modified.
|
||||
|
||||
I'm powerful, but I can make mistakes. Review my work. Keep backups.
|
||||
|
||||
WAIT: What's ONE safety habit you'll commit to?
|
||||
|
||||
USER: [Commits to a specific habit]
|
||||
|
||||
Good. Stick with that.
|
||||
|
||||
---
|
||||
|
||||
Here's your homework:
|
||||
|
||||
Today, pick ONE real task from your actual work.
|
||||
|
||||
Something you were going to do manually.
|
||||
|
||||
Delegate it to Cowork instead.
|
||||
|
||||
Use the Done framework. Be specific.
|
||||
|
||||
See what happens.
|
||||
|
||||
That's how you actually learn – by doing real work.
|
||||
|
||||
WAIT: What's the first real task you're going to try?
|
||||
|
||||
USER: [Response]
|
||||
|
||||
---
|
||||
|
||||
Remember:
|
||||
|
||||
- I'm a worker, not a chatbot. Put me to work.
|
||||
- Specific inputs = specific outputs.
|
||||
- Skills make me consistent. Build them over time.
|
||||
- Batch tasks. Walk away. Come back to finished work.
|
||||
|
||||
The tool is early. It will get better. Start learning now.
|
||||
|
||||
Thanks for learning with me.
|
||||
|
||||
**Course Complete.**
|
||||
|
||||
WAIT: Go delegate something real. I'll be here when you need me.
|
||||
|
||||
USER: [Exits or continues exploring]
|
||||
@@ -0,0 +1,22 @@
|
||||
# Customer Feedback Scenario
|
||||
|
||||
**Used in:** Lesson 6 - Research Synthesis
|
||||
|
||||
## Purpose
|
||||
20 customer feedback documents for multi-document synthesis practice.
|
||||
|
||||
## Files Needed (20 documents)
|
||||
Mix of feedback formats:
|
||||
- Survey responses (5-7) - structured feedback
|
||||
- Email complaints/praise (5-7) - unstructured
|
||||
- Interview transcripts (3-5) - conversational
|
||||
- Support ticket summaries (3-5) - brief, problem-focused
|
||||
|
||||
Content requirements:
|
||||
- Some themes should repeat across documents
|
||||
- Include 2-3 contradictions (Customer A loves X, Customer B hates X)
|
||||
- Varying levels of detail
|
||||
- Mix of positive, negative, and neutral feedback
|
||||
- Common topic: a fictional product or service feature
|
||||
|
||||
Good fictional context: "Basecamp Coffee" loyalty program feedback
|
||||
@@ -0,0 +1,33 @@
|
||||
From: jennifer.martinez.1987@gmail.com
|
||||
To: support@basecampcoffee.com
|
||||
Subject: App is BROKEN - extremely frustrated
|
||||
Date: November 16, 2024 9:47 AM
|
||||
|
||||
Hello,
|
||||
|
||||
I'm writing because I've had it with your Basecamp Rewards app. I've been a loyal customer for a year before this program launched, and I was excited to finally get rewarded for my patronage. But this app experience has been a nightmare.
|
||||
|
||||
Here's what happened this morning:
|
||||
1. Opened the app to check my balance before ordering
|
||||
2. App showed 127 points
|
||||
3. Tried to scan at checkout - app crashed
|
||||
4. Restarted the app - now shows 0 points
|
||||
5. Barista scanned my physical card instead
|
||||
6. App STILL shows 0 points three hours later
|
||||
|
||||
This is not the first time. Last week the app logged me out and wouldn't accept my password. The week before that, it kept freezing on the home screen. I've deleted and reinstalled twice.
|
||||
|
||||
I use apps all day for work. I'm not technologically illiterate. This app is just broken.
|
||||
|
||||
What I want:
|
||||
1. Confirmation that my points (should be around 145 now with today's purchase) are safe
|
||||
2. A timeline for when the app will actually work reliably
|
||||
3. Some kind of compensation for the frustration - bonus points, a free drink, something
|
||||
|
||||
I love Basecamp's coffee. But this app is making me consider switching to the Starbucks across the street where at least the app works.
|
||||
|
||||
Please respond within 24 hours.
|
||||
|
||||
Jennifer Martinez
|
||||
Member ID: BC-6621
|
||||
Phone: (503) 555-8294
|
||||
@@ -0,0 +1,33 @@
|
||||
From: robert.j.kowalski@gmail.com
|
||||
To: support@basecampcoffee.com
|
||||
Subject: Points disappeared - demanding explanation
|
||||
Date: November 17, 2024 4:52 PM
|
||||
|
||||
To whom it may concern,
|
||||
|
||||
I am extremely disappointed with your loyalty program.
|
||||
|
||||
I had 142 points saved up. I was planning to redeem them this weekend for a free drink and pastry with my wife. I opened the app today and my balance shows ZERO.
|
||||
|
||||
I called your Alberta location and spoke with someone named "Jamie" who said my points "expired" because I hadn't made a purchase in 60 days.
|
||||
|
||||
NOBODY TOLD ME POINTS EXPIRE.
|
||||
|
||||
I signed up in-store on September 5th. The person at the register just said "sign up for rewards and earn free drinks." Nothing about expiration. No email warning. No app notification. Nothing.
|
||||
|
||||
I went on vacation for two months to visit family overseas. I come back excited to use my rewards and they're gone.
|
||||
|
||||
This is not how you treat loyal customers. I've been coming to Basecamp for THREE YEARS - long before this rewards program existed. Is this how you reward loyalty? By taking away points with zero warning?
|
||||
|
||||
What I want:
|
||||
1. My 142 points restored immediately
|
||||
2. An explanation of why there was no warning
|
||||
3. A commitment to change this policy or at least WARN customers before their points expire
|
||||
|
||||
If this is not resolved satisfactorily, I will be taking my business elsewhere and leaving reviews on Yelp and Google explaining exactly how your "rewards" program works.
|
||||
|
||||
Awaiting your urgent response.
|
||||
|
||||
Robert Kowalski
|
||||
BC-3847
|
||||
(503) 555-0193
|
||||
@@ -0,0 +1,42 @@
|
||||
From: david.oconnor.music@gmail.com
|
||||
To: feedback@basecampcoffee.com
|
||||
Subject: Thoughts on Rewards Program - Good and Bad
|
||||
Date: November 19, 2024 10:24 AM
|
||||
|
||||
Hey Basecamp,
|
||||
|
||||
Wanted to share some honest feedback on the rewards program after using it for a few months. I'll try to be balanced because I think there's genuine good and bad here.
|
||||
|
||||
THE GOOD:
|
||||
- Love the concept of a points-based system over punch cards
|
||||
- The earning rate seems fair to me
|
||||
- Redemption for drinks works smoothly
|
||||
- I like being able to track my history in the app
|
||||
- The physical card is a nice option for when my phone dies
|
||||
|
||||
THE BAD:
|
||||
- The app is really unreliable. Crashes maybe 1 in 5 times I open it
|
||||
- Points sometimes take hours or even a day to show up after a purchase
|
||||
- The balance display seems buggy (shows different amounts randomly)
|
||||
- Staff knowledge is inconsistent. Kenji at Pearl knows everything. The guy at Mississippi location looked at me blankly when I asked about points expiration
|
||||
- Food redemption options are limited - mostly pastries and sandwiches
|
||||
|
||||
THE FRUSTRATING:
|
||||
- I like that points expire because it keeps me coming back (yeah, I know, I'm weird)
|
||||
- BUT the communication about this is terrible
|
||||
- No email warnings, no app notifications, nothing
|
||||
- I only know about it because I asked specifically
|
||||
|
||||
SUGGESTIONS:
|
||||
- Fix the app (seriously, this should be priority #1)
|
||||
- Add redemption variety (merch, seasonal drinks, local partner items)
|
||||
- Train all staff consistently on the program
|
||||
- Send email alerts when points are about to expire
|
||||
- Consider a tier system for regulars
|
||||
|
||||
Overall I'm still using the program and still coming to Basecamp, but it feels like a B- execution of an A concept. There's a great loyalty program in here trying to get out.
|
||||
|
||||
Happy to chat more if useful.
|
||||
|
||||
David O'Connor
|
||||
BC-4455
|
||||
@@ -0,0 +1,29 @@
|
||||
From: tom.bradley.pdx@outlook.com
|
||||
To: feedback@basecampcoffee.com
|
||||
Subject: Thank you for Basecamp Rewards!
|
||||
Date: November 11, 2024 2:33 PM
|
||||
|
||||
Hi there!
|
||||
|
||||
I just wanted to send a quick note to say THANK YOU for the Basecamp Rewards program. I know companies probably get more complaints than compliments, so I wanted to balance that out.
|
||||
|
||||
I've been coming to your Hawthorne location for about 8 months, usually grabbing a cortado on my way to work. When the rewards program launched, I signed up immediately and it's been great.
|
||||
|
||||
What I love:
|
||||
- The earning rate feels generous. I'm getting a free drink every couple weeks which is awesome
|
||||
- The app is easy to use (I just scan and go)
|
||||
- The redemption process is seamless
|
||||
- Your staff actually know how the program works and can answer questions
|
||||
|
||||
I've already told several coworkers about it and at least two have signed up. One of them (hi Rachel!) is now a regular at Basecamp instead of the chain she used to go to.
|
||||
|
||||
A few small suggestions if you're looking for ways to improve:
|
||||
- Would love to see merchandise as a redemption option (I want a Basecamp tumbler!)
|
||||
- Maybe some kind of referral bonus? I'm telling friends anyway, might as well get points for it
|
||||
- Birthday rewards would be a nice touch
|
||||
|
||||
But honestly, those are minor. The program is great as is. Keep up the good work!
|
||||
|
||||
Cheers,
|
||||
Tom Bradley
|
||||
BC-4103
|
||||
@@ -0,0 +1,29 @@
|
||||
From: michelle.nguyen.pdx@yahoo.com
|
||||
To: feedback@basecampcoffee.com
|
||||
Subject: Shoutout to Kenji at the Pearl District location
|
||||
Date: November 9, 2024 6:18 PM
|
||||
|
||||
Hi!
|
||||
|
||||
I just wanted to give a huge shoutout to Kenji who works at your Pearl District location.
|
||||
|
||||
I'm not super tech-savvy (I'm 58, sue me) and I was struggling to figure out this rewards app. I'd been earning points on my physical card but wanted to see my balance and didn't understand how to link them.
|
||||
|
||||
Kenji was SO patient with me. He spent probably 10 minutes walking me through:
|
||||
- How to download the app
|
||||
- How to create an account
|
||||
- How to link my physical card to the app
|
||||
- How to scan the QR code
|
||||
- What all the buttons mean
|
||||
|
||||
He didn't make me feel dumb or rush me even though there were people in line. He even wrote down the steps on a napkin so I could remember later!
|
||||
|
||||
He also clearly explained the points expiration policy (60 days - good to know!) and showed me how to check when my points would expire in the app. I really appreciated him being upfront about that because I might have been upset if I lost points without knowing.
|
||||
|
||||
Because of Kenji, I actually understand how to use this program now. I've already redeemed my first free drink and I'm telling all my book club ladies to sign up.
|
||||
|
||||
Please give him some recognition. Good employees like that are rare.
|
||||
|
||||
Warmly,
|
||||
Michelle Nguyen
|
||||
Member ID: BC-7742
|
||||
@@ -0,0 +1,41 @@
|
||||
From: amanda.chen.design@gmail.com
|
||||
To: feedback@basecampcoffee.com
|
||||
Subject: Suggestion: VIP Tiers for Basecamp Rewards
|
||||
Date: November 13, 2024 11:15 AM
|
||||
|
||||
Hi Basecamp Team,
|
||||
|
||||
I wanted to share some thoughts on your rewards program as a very frequent customer.
|
||||
|
||||
Quick background: I'm a freelance designer and I work from your Division St location probably 5-6 days a week. I usually spend $10-15 per visit between coffee and food. By my rough math, I've spent over $400 at Basecamp since the rewards program launched in August.
|
||||
|
||||
Here's my suggestion: I think you should consider adding VIP tiers.
|
||||
|
||||
Right now, someone who comes once a week and someone who comes every day get the exact same benefits. As a heavy user, I'd love some recognition. Not asking for anything crazy, but maybe:
|
||||
|
||||
**Silver (300+ points lifetime)**
|
||||
- 10% bonus on points earned
|
||||
- Early access to seasonal drinks
|
||||
|
||||
**Gold (750+ points lifetime)**
|
||||
- 15% bonus on points earned
|
||||
- Monthly surprise reward
|
||||
- Free size upgrade on drinks
|
||||
|
||||
**Platinum (1500+ points lifetime)**
|
||||
- 20% bonus on points earned
|
||||
- Free drink on your birthday
|
||||
- Exclusive member events/tastings
|
||||
- Name on a "regulars wall" or something fun
|
||||
|
||||
I've seen other coffee shops do this (shoutout to Dutch Bros' loyalty tiers) and it really makes customers feel valued.
|
||||
|
||||
I know this would take development work, but I think it would increase loyalty and spending. The psychology of "I'm almost at Gold status" is powerful.
|
||||
|
||||
Either way, I'll keep coming. Your oat milk lavender latte is unmatched.
|
||||
|
||||
Best,
|
||||
Amanda Chen
|
||||
BC-5178
|
||||
|
||||
P.S. The app has been glitchy for me lately - sometimes shows wrong points balance. Might want to look into that.
|
||||
@@ -0,0 +1,54 @@
|
||||
BASECAMP REWARDS - CUSTOMER INTERVIEW
|
||||
Date: November 20, 2024
|
||||
Interviewer: Sarah (Basecamp Marketing)
|
||||
Customer: Patricia K., 52, Real Estate Agent
|
||||
Visit Frequency: Rarely now (used to be 4x/week)
|
||||
Member Since: August 2024
|
||||
|
||||
=========================================
|
||||
|
||||
SARAH: Patricia, thank you for agreeing to talk with us. I understand your visit frequency has changed since the rewards program launched?
|
||||
|
||||
PATRICIA: Yes, and I'll be honest with you, it's because of the program. Not in a good way.
|
||||
|
||||
SARAH: I'm sorry to hear that. Please tell me what happened.
|
||||
|
||||
PATRICIA: So I'd been coming to Basecamp for almost three years. Always the Belmont location. I knew all the baristas by name. When the rewards program launched, I thought "great, finally getting recognized for my loyalty."
|
||||
|
||||
SARAH: What went wrong?
|
||||
|
||||
PATRICIA: Several things. First, the sign-up process was confusing for me. The young man at the register was in a hurry and just handed me a card and said "download the app." No explanation of how it worked, no mention of points expiring. I didn't download the app for weeks because I didn't think I needed to - I had the card.
|
||||
|
||||
SARAH: And then?
|
||||
|
||||
PATRICIA: I came in maybe once or twice a week for a month, always used my card. Then one day I downloaded the app to check my balance, and it showed zero points. I asked at the counter and they said I never "activated" my card by linking it to an account. All those purchases - gone. Nobody told me I had to do that.
|
||||
|
||||
SARAH: Oh no. I'm so sorry.
|
||||
|
||||
PATRICIA: It gets worse. I was upset but I thought okay, fresh start, I'll use the app properly now. So I did for another few weeks. Built up maybe 80 points. Then I went on a work trip for about two months - real estate conferences, that kind of thing. When I got back, my points had expired.
|
||||
|
||||
SARAH: The 60-day policy...
|
||||
|
||||
PATRICIA: Which nobody ever told me about! Not when I signed up, not in the app, not via email. I had to find out by asking why my points were gone. It felt like a trap. Like you're punishing people for not coming often enough rather than rewarding people for coming at all.
|
||||
|
||||
SARAH: I can understand why that would be frustrating.
|
||||
|
||||
PATRICIA: I've been going to Stumptown now. They have a simpler program. But honestly, I miss Basecamp's coffee. I really do. I just feel... burned.
|
||||
|
||||
SARAH: Is there anything that would bring you back?
|
||||
|
||||
PATRICIA: [pauses] Maybe. If you fixed a few things. Better communication about how the program works. Warning emails before points expire. Maybe a longer expiration window for people who travel for work. And train your staff better - some of them are great, like Devon at Pearl District, but others clearly don't understand the program at all.
|
||||
|
||||
SARAH: That's really valuable feedback. Can I ask - what was your experience with the app itself?
|
||||
|
||||
PATRICIA: Clunky. I'm not a technophobe but this app feels like it was designed by people who didn't think about older users. Buttons are small, things are confusingly labeled, and it crashes sometimes. Once I was in line and it crashed and I had to restart it while people waited behind me. Embarrassing.
|
||||
|
||||
SARAH: Is there anything positive you can say about the program?
|
||||
|
||||
PATRICIA: [thinks] The concept is good. Earning points toward free drinks makes sense. And when it works correctly, it's satisfying to redeem. I did redeem once - a free latte - and that felt nice. The staff who DO understand the program are helpful and friendly. It's just inconsistent.
|
||||
|
||||
SARAH: Thank you for being so honest with us, Patricia. This feedback is exactly what we need.
|
||||
|
||||
PATRICIA: I hope you actually do something with it. Because right now you're losing good customers over a program that's supposed to keep them.
|
||||
|
||||
[END OF INTERVIEW]
|
||||
@@ -0,0 +1,50 @@
|
||||
BASECAMP REWARDS - CUSTOMER INTERVIEW
|
||||
Date: November 18, 2024
|
||||
Interviewer: Marcus (Basecamp Marketing)
|
||||
Customer: Tyler R., 26, Software Developer
|
||||
Visit Frequency: 2-3x per week
|
||||
Member Since: October 2024 (6 weeks)
|
||||
|
||||
=========================================
|
||||
|
||||
MARCUS: Hey Tyler, thanks for chatting with us. You're a relatively new member so we'd love to hear your fresh perspective.
|
||||
|
||||
TYLER: Yeah, happy to help. I just moved to the neighborhood a couple months ago and Basecamp is my new spot.
|
||||
|
||||
MARCUS: Great! So tell me about your first impression of the rewards program.
|
||||
|
||||
TYLER: Honestly? I almost didn't sign up. The barista mentioned it when I was checking out and I was kind of in a rush, so I almost just said no. But she was like "it takes 30 seconds and you earn free drinks" and I was like okay fine. And yeah, it literally took 30 seconds. Downloaded the app, scanned a code, done.
|
||||
|
||||
MARCUS: Nice. How's it been since then?
|
||||
|
||||
TYLER: Pretty smooth actually. I've earned... let me check... 87 points so far. So I'm like halfway to a free drink. The app is decent - not amazing but it does the job.
|
||||
|
||||
MARCUS: What do you mean "not amazing"?
|
||||
|
||||
TYLER: Like, it's fine. It shows my points, I can scan it at checkout, it has a history of my purchases. But it's kind of slow to load sometimes and the UI feels a little dated. I'm a developer so I'm probably more critical than most people. For a coffee shop loyalty app, it's perfectly adequate.
|
||||
|
||||
MARCUS: Have you experienced any issues?
|
||||
|
||||
TYLER: Yeah, one thing. My points didn't show up after a purchase last week. The app still showed my old balance even though I'd bought a latte. I asked the barista and she was like "sometimes it takes a few hours to sync." And she was right, it showed up later that night. But that's kind of weird? Like, modern apps should sync in real-time. It makes me slightly nervous that I could lose points.
|
||||
|
||||
MARCUS: That's helpful to know. What about the earning rate - does it feel fair?
|
||||
|
||||
TYLER: [shrugs] I haven't really thought about it much. One point per dollar, right? Seems standard. I'll get a free drink after spending like $80? That's not life-changing but it's free stuff for doing nothing different, so whatever.
|
||||
|
||||
MARCUS: What about the redemption options?
|
||||
|
||||
TYLER: I haven't redeemed yet so I can't really say. Looking at the app... looks like mostly drinks and pastries? That works for me. Oh, one thing though - I wish I could see exactly how many points I need for each item without going like three screens deep. That's a UX thing.
|
||||
|
||||
MARCUS: Noted. How about staff knowledge of the program?
|
||||
|
||||
TYLER: Everyone I've talked to seems to know what they're doing. No complaints there. Actually, the person who signed me up - think her name was Devon? - explained everything really well. Even mentioned that points expire after 60 days which I appreciated. I probably would have been annoyed to find that out the hard way.
|
||||
|
||||
MARCUS: Last question - any suggestions for improvement?
|
||||
|
||||
TYLER: Make the app faster. Add real-time syncing. Maybe some gamification? Like a progress bar showing how close I am to my next reward? Oh, and send me a notification when I have enough points to redeem. I'm not going to remember to check.
|
||||
|
||||
MARCUS: All great suggestions. Thanks Tyler!
|
||||
|
||||
TYLER: No problem. Good luck with the program. It's got potential.
|
||||
|
||||
[END OF INTERVIEW]
|
||||
@@ -0,0 +1,58 @@
|
||||
BASECAMP REWARDS - CUSTOMER INTERVIEW
|
||||
Date: November 14, 2024
|
||||
Interviewer: Sarah (Basecamp Marketing)
|
||||
Customer: Lisa M., 34, Marketing Manager
|
||||
Visit Frequency: Daily
|
||||
Member Since: Program launch (August 2024)
|
||||
|
||||
=========================================
|
||||
|
||||
SARAH: Thanks so much for taking the time to chat with us today, Lisa. We really appreciate hearing from our regular customers.
|
||||
|
||||
LISA: Of course! I'm here every day anyway so might as well be useful.
|
||||
|
||||
SARAH: So tell me, how has your experience been with Basecamp Rewards overall?
|
||||
|
||||
LISA: Overall pretty positive. I mean, I was already coming here every day before the program launched, so now I'm basically getting rewarded for something I was doing anyway. That feels good.
|
||||
|
||||
SARAH: What specifically do you like about it?
|
||||
|
||||
LISA: The simplicity mostly. I scan my phone, I get points, eventually I get free stuff. It's not complicated. I appreciate that because some loyalty programs have all these rules and tiers and special days and it's like... I just want coffee, you know?
|
||||
|
||||
SARAH: Makes sense. How about the app experience?
|
||||
|
||||
LISA: [sighs] Okay, so that's where it gets complicated. When it works, it's fine. Easy to use. Clean interface. But it doesn't always work. I'd say maybe two or three times a week it does something weird - crashes, shows the wrong balance, logs me out for no reason.
|
||||
|
||||
SARAH: That must be frustrating.
|
||||
|
||||
LISA: It is! Especially when there's a line behind me and I'm trying to get it to load. I've started just pulling up my QR code before I even get in line, just in case. And I always double-check with the barista that my points went through.
|
||||
|
||||
SARAH: Have you had any issues with points not tracking correctly?
|
||||
|
||||
LISA: Once, yeah. I bought a drink and food, should have gotten like 11 points, and only 5 showed up. But I kept my receipt and the barista fixed it the next day. No big deal but I shouldn't have to babysit it, you know?
|
||||
|
||||
SARAH: Definitely. How about the redemption options?
|
||||
|
||||
LISA: They're okay. I've redeemed for free lattes mostly. That's pretty much all I want anyway. I know some people want more variety but for me it's fine. Although - actually, can I make a suggestion?
|
||||
|
||||
SARAH: Please!
|
||||
|
||||
LISA: Seasonal drinks. Let me redeem for those! The autumn maple latte is my weakness and I'd love to use points for it. Right now I can only redeem for the standard menu items.
|
||||
|
||||
SARAH: That's great feedback. How about your interactions with staff regarding the program?
|
||||
|
||||
LISA: Honestly, mostly great. The morning crew here at Division knows me and they're all really helpful. Priya especially - she's like a rewards program encyclopedia. But I went to the Sellwood location once and the person there seemed confused when I asked a question about point expiration. Wasn't a big deal but made me realize the training might be inconsistent.
|
||||
|
||||
SARAH: Speaking of point expiration - what do you think about that policy?
|
||||
|
||||
LISA: So I actually think it's fine. 60 days is reasonable for someone who comes regularly. And I understand why you do it - you don't want people hoarding points for years. But I think you need to communicate it better. I only know about it because I asked. Put it in the app! Send email reminders! Don't let people be surprised.
|
||||
|
||||
SARAH: Last question - what would make the program even better?
|
||||
|
||||
LISA: Fix the app - that's number one. Number two, more redemption variety. Number three, maybe some kind of status for regulars? I've earned probably 600 points since launch. Would be nice to be recognized somehow. Not asking for a parade, but maybe a "gold member" badge or something.
|
||||
|
||||
SARAH: This has been incredibly helpful. Thank you, Lisa!
|
||||
|
||||
LISA: Anytime. Now if you'll excuse me, I need my cortado.
|
||||
|
||||
[END OF INTERVIEW]
|
||||
@@ -0,0 +1,50 @@
|
||||
BASECAMP REWARDS - CUSTOMER INTERVIEW
|
||||
Date: November 15, 2024
|
||||
Interviewer: Marcus (Basecamp Marketing)
|
||||
Customer: James W., 41, Attorney
|
||||
Visit Frequency: 3-4x per week
|
||||
Member Since: Declined to join (interviewed as non-member)
|
||||
|
||||
=========================================
|
||||
|
||||
MARCUS: James, thanks for talking with us. I understand you've chosen not to join Basecamp Rewards - we're really curious to understand why.
|
||||
|
||||
JAMES: Sure. I'll try not to be too much of a curmudgeon about it. [laughs]
|
||||
|
||||
MARCUS: Please, be honest. That's what we need.
|
||||
|
||||
JAMES: Okay, so a few reasons. First, I'm privacy-conscious. I know it's just coffee, but I don't love the idea of a company tracking every purchase I make, when I make it, what I order. That data is valuable and I don't know what you're doing with it.
|
||||
|
||||
MARCUS: Fair point. What else?
|
||||
|
||||
JAMES: The value proposition doesn't make sense to me mathematically. I did the math when the barista was pitching it. You spend $150 to earn 150 points, which gets you what, a $5 drink? That's a 3.3% return. I'd rather just... buy my coffee and not think about it.
|
||||
|
||||
MARCUS: Some people find value in the "free" feeling of a reward.
|
||||
|
||||
JAMES: I get that, psychologically. But I'm an attorney. I read fine print for a living. When I asked about the terms, the barista mentioned points expire after 60 days. So now I have to worry about "use it or lose it"? I travel for work. Some months I barely come in. I'd lose points constantly. It's stress I don't need over a latte.
|
||||
|
||||
MARCUS: Have you heard anything from other customers about the program?
|
||||
|
||||
JAMES: Actually, yes. I was here last week and the woman behind me was arguing with the barista about missing points. Her app showed a different balance than the system. It took like five minutes to sort out. The whole line was waiting. I thought, "yeah, I made the right choice."
|
||||
|
||||
MARCUS: Ouch. What would it take to get you to join?
|
||||
|
||||
JAMES: [thinks] Make the value better - maybe 5% return instead of 3%. Or add other benefits that don't require tracking every purchase. Like a membership that gets me a 10% discount always. I'd pay for that upfront. No points, no tracking, just a discount.
|
||||
|
||||
MARCUS: Interesting. What about the app - does that factor in?
|
||||
|
||||
JAMES: I mean, I haven't used it since I'm not a member. But I've watched people use it in line and it seems... slow. Like people are always waiting for it to load or fumbling with it. One guy in front of me had to restart it twice. Not inspiring confidence.
|
||||
|
||||
MARCUS: What about just using a physical card?
|
||||
|
||||
JAMES: Then I have another card to carry around. And presumably I'd still need to "activate" it somehow? More friction. Look, I know I sound difficult. I'm just not the target customer for this kind of thing. I value simplicity and privacy over small discounts.
|
||||
|
||||
MARCUS: That's totally valid. Last question - what's your overall impression of how Basecamp has implemented this?
|
||||
|
||||
JAMES: Honestly? It feels like you launched something before it was ready. The app issues people talk about, the inconsistent staff knowledge, the harsh expiration policy without good communication - those are all signs of rushing to market. The bones of a good program are there. But right now it seems like it's causing more headaches than happiness for a lot of people.
|
||||
|
||||
MARCUS: That's tough to hear, but valuable. Thanks for your honesty, James.
|
||||
|
||||
JAMES: Hey, you asked. Now if you'll excuse me, I need a completely un-tracked americano.
|
||||
|
||||
[END OF INTERVIEW]
|
||||
@@ -0,0 +1,38 @@
|
||||
BASECAMP REWARDS CUSTOMER SURVEY
|
||||
Submitted: November 12, 2024
|
||||
Customer ID: BC-4892
|
||||
|
||||
============================================
|
||||
RATING QUESTIONS (1-5 scale)
|
||||
============================================
|
||||
|
||||
1. Overall satisfaction with Basecamp Rewards: 4
|
||||
2. Ease of earning points: 4
|
||||
3. Value of redemption options: 3
|
||||
4. App experience: 2
|
||||
5. Staff helpfulness with program questions: 5
|
||||
6. Likelihood to recommend to a friend: 4
|
||||
|
||||
============================================
|
||||
OPEN-ENDED RESPONSES
|
||||
============================================
|
||||
|
||||
What do you like most about Basecamp Rewards?
|
||||
|
||||
I love that I'm finally getting something back for my daily coffee habit. I've been coming here for two years and it's nice to feel appreciated. The staff at the downtown location are fantastic - Marcus always reminds me to scan my card and even helped me set up the app on my phone. I've already redeemed two free lattes which felt great.
|
||||
|
||||
What could we improve?
|
||||
|
||||
The app is honestly pretty frustrating. It crashes on me at least once a week when I try to check my points balance. Yesterday it showed I had 340 points, then I refreshed and it said 280, then back to 340. I just don't trust it so I always ask the barista to check for me. Also wish there were more options for redemption - I don't really want pastries but that's half the rewards menu.
|
||||
|
||||
Any additional comments?
|
||||
|
||||
Keep the program going! Just fix that app. I shouldn't have to ask staff to verify my balance every visit.
|
||||
|
||||
============================================
|
||||
DEMOGRAPHIC INFO
|
||||
============================================
|
||||
|
||||
Visit frequency: Daily
|
||||
Typical purchase: Medium latte ($5.50)
|
||||
Member since: August 2024
|
||||
@@ -0,0 +1,44 @@
|
||||
BASECAMP REWARDS CUSTOMER SURVEY
|
||||
Submitted: November 8, 2024
|
||||
Customer ID: BC-7231
|
||||
|
||||
============================================
|
||||
RATING QUESTIONS (1-5 scale)
|
||||
============================================
|
||||
|
||||
1. Overall satisfaction with Basecamp Rewards: 2
|
||||
2. Ease of earning points: 2
|
||||
3. Value of redemption options: 2
|
||||
4. App experience: 1
|
||||
5. Staff helpfulness with program questions: 2
|
||||
6. Likelihood to recommend to a friend: 2
|
||||
|
||||
============================================
|
||||
OPEN-ENDED RESPONSES
|
||||
============================================
|
||||
|
||||
What do you like most about Basecamp Rewards?
|
||||
|
||||
I like the concept. Free coffee is always nice.
|
||||
|
||||
What could we improve?
|
||||
|
||||
Where do I start? First, the points earning rate is stingy. I spend $6-7 every visit and get what, 6 points? I need 150 points for a free drink? That's 25 visits! My old coffee shop gave me every 10th drink free. This is worse math.
|
||||
|
||||
Second, my points expired without warning. I had 89 points and they just vanished. Apparently there's a 60-day expiration policy? Nobody told me that when I signed up. That's not a loyalty program, that's a points trap.
|
||||
|
||||
Third, the app doesn't work half the time. I've given up on it.
|
||||
|
||||
Fourth, the staff at the Eastside location had no idea how to help me when my points disappeared. They just said "contact support" and handed me a card with an email address.
|
||||
|
||||
Any additional comments?
|
||||
|
||||
I'm reconsidering whether to keep coming here. The coffee is good but this program left a bad taste in my mouth (pun intended).
|
||||
|
||||
============================================
|
||||
DEMOGRAPHIC INFO
|
||||
============================================
|
||||
|
||||
Visit frequency: 2-3 times per week
|
||||
Typical purchase: Large cold brew + muffin ($9.25)
|
||||
Member since: September 2024
|
||||
@@ -0,0 +1,42 @@
|
||||
BASECAMP REWARDS CUSTOMER SURVEY
|
||||
Submitted: November 15, 2024
|
||||
Customer ID: BC-3156
|
||||
|
||||
============================================
|
||||
RATING QUESTIONS (1-5 scale)
|
||||
============================================
|
||||
|
||||
1. Overall satisfaction with Basecamp Rewards: 5
|
||||
2. Ease of earning points: 5
|
||||
3. Value of redemption options: 4
|
||||
4. App experience: 5
|
||||
5. Staff helpfulness with program questions: 5
|
||||
6. Likelihood to recommend to a friend: 5
|
||||
|
||||
============================================
|
||||
OPEN-ENDED RESPONSES
|
||||
============================================
|
||||
|
||||
What do you like most about Basecamp Rewards?
|
||||
|
||||
Everything! The app is super easy to use - I just scan the QR code at checkout and watch my points go up. I love the little animation when you earn points, it's satisfying. The earning rate is actually really generous compared to other places. I calculated it and I basically get a free drink every 2 weeks, which is amazing for how often I come.
|
||||
|
||||
The redemption is easy too. I just showed my phone to the barista and she knew exactly what to do. Redeemed my first free drink last week and I'm already halfway to my next one.
|
||||
|
||||
What could we improve?
|
||||
|
||||
Would love to see some merchandise options in the rewards - like a free tumbler at 500 points or something. Also maybe some exclusive member events? Like a coffee tasting for loyal members? That would be really cool.
|
||||
|
||||
The pastry selection for redemption is good but I'd love to see the seasonal drinks available as redemption options too.
|
||||
|
||||
Any additional comments?
|
||||
|
||||
This is the best loyalty program I've been part of. Keep it up!
|
||||
|
||||
============================================
|
||||
DEMOGRAPHIC INFO
|
||||
============================================
|
||||
|
||||
Visit frequency: Daily (sometimes twice)
|
||||
Typical purchase: Oat milk latte + breakfast sandwich ($12.50)
|
||||
Member since: August 2024
|
||||
@@ -0,0 +1,42 @@
|
||||
BASECAMP REWARDS CUSTOMER SURVEY
|
||||
Submitted: November 10, 2024
|
||||
Customer ID: BC-5543
|
||||
|
||||
============================================
|
||||
RATING QUESTIONS (1-5 scale)
|
||||
============================================
|
||||
|
||||
1. Overall satisfaction with Basecamp Rewards: 3
|
||||
2. Ease of earning points: 3
|
||||
3. Value of redemption options: 3
|
||||
4. App experience: 2
|
||||
5. Staff helpfulness with program questions: 4
|
||||
6. Likelihood to recommend to a friend: 3
|
||||
|
||||
============================================
|
||||
OPEN-ENDED RESPONSES
|
||||
============================================
|
||||
|
||||
What do you like most about Basecamp Rewards?
|
||||
|
||||
It's fine. I like that it exists. The physical card is convenient since I don't always have my phone on me. Staff are generally helpful when I have questions.
|
||||
|
||||
What could we improve?
|
||||
|
||||
The app has some issues. It logged me out randomly and I couldn't figure out how to get back in for a week. The password reset emails took forever to arrive. Eventually Sarah at the counter just manually looked up my account and added my points from a receipt I'd saved.
|
||||
|
||||
I also think the expiration policy should be communicated better. I knew about it because I actually read the terms and conditions (I know, I'm that person), but I've heard other customers complaining that they didn't know. You should tell people when they sign up. Like really clearly. Not buried in fine print.
|
||||
|
||||
The redemption options are okay but a bit limited. More variety would be nice - maybe partner with local bakeries for special redemption options?
|
||||
|
||||
Any additional comments?
|
||||
|
||||
It's a decent program but feels a bit half-baked (sorry). The bones are there, just needs some refinement.
|
||||
|
||||
============================================
|
||||
DEMOGRAPHIC INFO
|
||||
============================================
|
||||
|
||||
Visit frequency: 3-4 times per week
|
||||
Typical purchase: Drip coffee ($3.50)
|
||||
Member since: August 2024
|
||||
@@ -0,0 +1,42 @@
|
||||
BASECAMP REWARDS CUSTOMER SURVEY
|
||||
Submitted: November 18, 2024
|
||||
Customer ID: BC-8876
|
||||
|
||||
============================================
|
||||
RATING QUESTIONS (1-5 scale)
|
||||
============================================
|
||||
|
||||
1. Overall satisfaction with Basecamp Rewards: 4
|
||||
2. Ease of earning points: 4
|
||||
3. Value of redemption options: 2
|
||||
4. App experience: 3
|
||||
5. Staff helpfulness with program questions: 3
|
||||
6. Likelihood to recommend to a friend: 3
|
||||
|
||||
============================================
|
||||
OPEN-ENDED RESPONSES
|
||||
============================================
|
||||
|
||||
What do you like most about Basecamp Rewards?
|
||||
|
||||
The earning rate is pretty good - 1 point per dollar is easy to understand and track. I appreciate the simplicity. The app works okay for me most of the time, though I've heard others have had issues.
|
||||
|
||||
What could we improve?
|
||||
|
||||
PLEASE add more redemption options! I'm vegetarian and literally half the food redemptions are things I can't eat. The turkey sandwich, the ham croissant, the bacon breakfast wrap - none of these work for me. I've been saving up points but there's almost nothing I actually want to redeem for except plain drinks.
|
||||
|
||||
Also, I'd love a tier system. I come here every single day and get the same rewards as someone who comes once a week. Would be nice to have VIP status or something for your most loyal customers. Maybe early access to new drinks? Or a birthday bonus?
|
||||
|
||||
Staff seem hit or miss on their program knowledge. Some know everything, others look confused when I ask about my points.
|
||||
|
||||
Any additional comments?
|
||||
|
||||
The program has potential. Just needs more options and maybe some recognition for heavy users like me.
|
||||
|
||||
============================================
|
||||
DEMOGRAPHIC INFO
|
||||
============================================
|
||||
|
||||
Visit frequency: Daily
|
||||
Typical purchase: Chai latte ($5.00)
|
||||
Member since: September 2024
|
||||
@@ -0,0 +1,44 @@
|
||||
BASECAMP REWARDS CUSTOMER SURVEY
|
||||
Submitted: November 14, 2024
|
||||
Customer ID: BC-2209
|
||||
|
||||
============================================
|
||||
RATING QUESTIONS (1-5 scale)
|
||||
============================================
|
||||
|
||||
1. Overall satisfaction with Basecamp Rewards: 4
|
||||
2. Ease of earning points: 4
|
||||
3. Value of redemption options: 4
|
||||
4. App experience: 3
|
||||
5. Staff helpfulness with program questions: 5
|
||||
6. Likelihood to recommend to a friend: 4
|
||||
|
||||
============================================
|
||||
OPEN-ENDED RESPONSES
|
||||
============================================
|
||||
|
||||
What do you like most about Basecamp Rewards?
|
||||
|
||||
Finally a local coffee shop with a real loyalty program! I was tired of those paper punch cards that I always lose. Having everything digital is great. The baristas at the Pearl District location are awesome - they really know the program inside and out. Devon explained the point expiration thing to me when I signed up which was helpful.
|
||||
|
||||
The free drink I redeemed tasted extra good knowing it was free!
|
||||
|
||||
What could we improve?
|
||||
|
||||
The app could be more reliable. Sometimes it takes a while to update after a purchase - like I'll buy something, scan my code, but my points don't show up for a few hours. A bit nerve-wracking but they always come through eventually.
|
||||
|
||||
Would love to see bonus points days - like double points on slow days (Tuesdays?) to incentivize visits.
|
||||
|
||||
The expiration policy seems fair to me since Devon explained it upfront. 60 days is reasonable if you're a regular customer. But I could see how it would frustrate occasional visitors.
|
||||
|
||||
Any additional comments?
|
||||
|
||||
Overall positive experience. I've already told friends about it. One suggestion: partner with a local bakery for expanded food options? The pastries are good but variety is the spice of life!
|
||||
|
||||
============================================
|
||||
DEMOGRAPHIC INFO
|
||||
============================================
|
||||
|
||||
Visit frequency: 4-5 times per week
|
||||
Typical purchase: Cappuccino + scone ($8.25)
|
||||
Member since: August 2024
|
||||
@@ -0,0 +1,36 @@
|
||||
BASECAMP COFFEE ROASTERS - SUPPORT TICKET
|
||||
==========================================
|
||||
|
||||
Ticket ID: TKT-2024-1847
|
||||
Created: November 12, 2024 2:14 PM
|
||||
Status: Open
|
||||
Priority: Medium
|
||||
Category: Points Issue
|
||||
Customer: Nicole F. (BC-4521)
|
||||
|
||||
-------------------------------------------
|
||||
CUSTOMER MESSAGE:
|
||||
-------------------------------------------
|
||||
|
||||
I made a purchase this morning at the Hawthorne location. Large oat milk latte + avocado toast = $14.50. I scanned my app at checkout like I always do. The barista said it went through.
|
||||
|
||||
It's been 6 hours and my points haven't updated. I should have 14 new points but my balance still shows 203 (same as yesterday).
|
||||
|
||||
I have my receipt. Transaction number BC-HAW-111224-0847.
|
||||
|
||||
Please add my points. This is the second time this has happened this month.
|
||||
|
||||
-------------------------------------------
|
||||
CUSTOMER HISTORY:
|
||||
-------------------------------------------
|
||||
- Member since: August 2024
|
||||
- Current balance: 203 points
|
||||
- Total earned: 412 points
|
||||
- Redemptions: 2
|
||||
- Previous tickets: 1 (TKT-2024-1203, resolved - same issue)
|
||||
- Visit frequency: 4-5x/week
|
||||
|
||||
-------------------------------------------
|
||||
AGENT NOTES:
|
||||
-------------------------------------------
|
||||
[Awaiting response - checking with tech team on sync delays]
|
||||
@@ -0,0 +1,49 @@
|
||||
BASECAMP COFFEE ROASTERS - SUPPORT TICKET
|
||||
==========================================
|
||||
|
||||
Ticket ID: TKT-2024-1892
|
||||
Created: November 15, 2024 9:33 AM
|
||||
Status: Open
|
||||
Priority: High
|
||||
Category: App/Technical Issue
|
||||
Customer: Mark D. (BC-6103)
|
||||
|
||||
-------------------------------------------
|
||||
CUSTOMER MESSAGE:
|
||||
-------------------------------------------
|
||||
|
||||
I cannot log into the app anymore. Here's what's happening:
|
||||
|
||||
1. I open the app
|
||||
2. I enter my email (markd_portland@gmail.com) and password
|
||||
3. I tap "Log In"
|
||||
4. The spinning wheel appears for about 30 seconds
|
||||
5. Then I get an error message: "Something went wrong. Please try again."
|
||||
|
||||
I've tried:
|
||||
- Restarting my phone (iPhone 14)
|
||||
- Deleting and reinstalling the app
|
||||
- Resetting my password (got the email, set a new one, still can't log in)
|
||||
- Trying on my iPad (same issue)
|
||||
- Trying on wifi vs cellular (same issue)
|
||||
|
||||
This has been going on for 3 DAYS. I've made purchases during this time and had baristas manually look up my account by phone number to add points, but this is ridiculous.
|
||||
|
||||
I need to be able to log in. I have 178 points and I want to redeem soon.
|
||||
|
||||
PLEASE FIX THIS.
|
||||
|
||||
-------------------------------------------
|
||||
CUSTOMER HISTORY:
|
||||
-------------------------------------------
|
||||
- Member since: September 2024
|
||||
- Current balance: 178 points
|
||||
- Total earned: 178 points
|
||||
- Redemptions: 0
|
||||
- Previous tickets: 0
|
||||
- Visit frequency: Daily
|
||||
|
||||
-------------------------------------------
|
||||
AGENT NOTES:
|
||||
-------------------------------------------
|
||||
[Escalated to dev team - appears to be account-specific authentication issue. Similar tickets: TKT-2024-1856, TKT-2024-1901. Possible pattern.]
|
||||
@@ -0,0 +1,45 @@
|
||||
BASECAMP COFFEE ROASTERS - SUPPORT TICKET
|
||||
==========================================
|
||||
|
||||
Ticket ID: TKT-2024-1923
|
||||
Created: November 17, 2024 11:47 AM
|
||||
Status: Resolved
|
||||
Priority: Medium
|
||||
Category: Redemption Issue
|
||||
Customer: Aisha J. (BC-3892)
|
||||
|
||||
-------------------------------------------
|
||||
CUSTOMER MESSAGE:
|
||||
-------------------------------------------
|
||||
|
||||
I tried to redeem a free drink today at the Alberta location and it didn't work.
|
||||
|
||||
I had 162 points. I ordered a medium lavender latte (150 points). I showed the barista my app with the "Redeem" screen. She said she couldn't find where to enter it in her system. She tried for a few minutes while other customers waited, then just gave me the drink for free and said to contact support.
|
||||
|
||||
So now I'm confused:
|
||||
1. Did my points get deducted or not? App still shows 162.
|
||||
2. How SHOULD redemption work? The barista seemed like she'd never done one before.
|
||||
3. Can I still redeem 150 points for another drink or did I "use" my redemption?
|
||||
|
||||
This was awkward and I felt bad holding up the line. Please clarify.
|
||||
|
||||
-------------------------------------------
|
||||
CUSTOMER HISTORY:
|
||||
-------------------------------------------
|
||||
- Member since: August 2024
|
||||
- Current balance: 162 points (unchanged)
|
||||
- Total earned: 287 points
|
||||
- Redemptions: 1 (previous - successful at different location)
|
||||
- Previous tickets: 0
|
||||
- Visit frequency: 2-3x/week
|
||||
|
||||
-------------------------------------------
|
||||
AGENT NOTES:
|
||||
-------------------------------------------
|
||||
[11/17 3:15pm] Called customer. Explained redemption process (barista scans customer QR, selects "Redeem" on POS, chooses reward). Her points were NOT deducted - she got a free drink without losing points due to staff error.
|
||||
|
||||
Told her she can redeem her 150 points anytime. She was happy about the "accidental bonus" drink.
|
||||
|
||||
Flagged Alberta location for retraining on redemption process. This is 3rd ticket mentioning Alberta staff confusion this month.
|
||||
|
||||
Status: RESOLVED
|
||||
@@ -0,0 +1,47 @@
|
||||
BASECAMP COFFEE ROASTERS - SUPPORT TICKET
|
||||
==========================================
|
||||
|
||||
Ticket ID: TKT-2024-1956
|
||||
Created: November 19, 2024 4:22 PM
|
||||
Status: Open
|
||||
Priority: Low
|
||||
Category: Account/Card Issue
|
||||
Customer: George T. (BC-2947)
|
||||
|
||||
-------------------------------------------
|
||||
CUSTOMER MESSAGE:
|
||||
-------------------------------------------
|
||||
|
||||
I lost my physical Basecamp Rewards card. I think it fell out of my wallet somewhere.
|
||||
|
||||
I don't use the app - I'm 71 years old and prefer the physical card. Can I get a replacement?
|
||||
|
||||
Also want to make sure nobody else can use my points if they find my card. I had about 95 points I think.
|
||||
|
||||
Please let me know what to do. I usually go to the Mississippi location.
|
||||
|
||||
-------------------------------------------
|
||||
CUSTOMER HISTORY:
|
||||
-------------------------------------------
|
||||
- Member since: August 2024
|
||||
- Current balance: 94 points
|
||||
- Total earned: 244 points
|
||||
- Redemptions: 1
|
||||
- Previous tickets: 0
|
||||
- Visit frequency: 3x/week
|
||||
- App status: Never downloaded
|
||||
|
||||
-------------------------------------------
|
||||
AGENT NOTES:
|
||||
-------------------------------------------
|
||||
[11/19 5:30pm] Left voicemail for customer. Summary of what to tell him:
|
||||
|
||||
1. Deactivated old card number (BC-2947-PHYS-0823) so it can't be used
|
||||
2. His points are safe - tied to his account, not the card
|
||||
3. New card will be available at Mississippi location - just give name and phone number
|
||||
4. Recommend setting up app as backup, but not required
|
||||
5. Staff at Mississippi can help link new card to existing account
|
||||
|
||||
Note: This is a good customer - visits regularly, always uses physical card. Make sure his experience getting the new card is smooth. Asked Mississippi manager (Devon) to expect him.
|
||||
|
||||
Status: Waiting for customer pickup
|
||||
@@ -0,0 +1,33 @@
|
||||
MARCH TRAINING SCHEDULE - DRAFT v2
|
||||
|
||||
Week 1 (March 4-8):
|
||||
- Tue 2-4pm: New hire orientation (Devon + Tina lead)
|
||||
- Thu 3-5pm: POS system deep dive
|
||||
|
||||
Week 2 (March 11-15):
|
||||
- Tue 2-4pm: Espresso fundamentals refresher
|
||||
- Thu 3-5pm: Milk steaming techniques
|
||||
- Sat 7-8am: Pre-open latte art practice (optional)
|
||||
|
||||
Week 3 (March 18-22): **LAUNCH WEEK**
|
||||
- Mon 2-4pm: NEW - Spring menu drink training
|
||||
- Wed 2-3pm: NEW - Lavender latte specific prep
|
||||
- Thu: No training (focus on launch prep)
|
||||
- Fri 3/21: SPRING MENU LAUNCHES
|
||||
|
||||
Week 4 (March 25-29):
|
||||
- Tue 2-4pm: Customer service scenarios
|
||||
- Thu 3-5pm: Rush hour workflow optimization
|
||||
|
||||
NOTES:
|
||||
- All sessions in back training area
|
||||
- Maria leading unless noted
|
||||
- Need to print recipe cards before Week 3
|
||||
- Cross-reference with regular schedule for conflicts
|
||||
|
||||
CONFIRMED ATTENDEES:
|
||||
New hires: Alex, Jordan
|
||||
Refresher: Everyone else as available
|
||||
|
||||
---
|
||||
TO DO: Get Jake's approval, then share with team
|
||||
@@ -0,0 +1,26 @@
|
||||
WEEKLY SCHEDULE TEMPLATE
|
||||
|
||||
MON TUE WED THU FRI SAT SUN
|
||||
OPEN 5:30 ___ ___ ___ ___ ___ ___ ___
|
||||
MORNING ___ ___ ___ ___ ___ ___ ___
|
||||
MID ___ ___ ___ ___ ___ ___ ___
|
||||
CLOSE 6PM ___ ___ ___ ___ ___ ___ ___
|
||||
|
||||
SHIFT REQUIREMENTS:
|
||||
- Opener: Key holder, cash drawer setup
|
||||
- Morning rush: Minimum 3 staff until 10am
|
||||
- Mid: 2 staff minimum, lunch prep
|
||||
- Close: Key holder, cleaning checklist, deposit
|
||||
|
||||
SPECIAL NOTES:
|
||||
- Launch week (3/21-27) needs extra coverage
|
||||
- Training sessions Tuesdays 2-4pm in March
|
||||
- Maria unavailable Thursdays
|
||||
|
||||
ROLES TO FILL:
|
||||
- Lead Barista: _______________
|
||||
- Register: _______________
|
||||
- Bar Support: _______________
|
||||
- Float: _______________
|
||||
|
||||
Print and post in break room by Friday
|
||||
@@ -0,0 +1,22 @@
|
||||
[Photo Description - IMG_2847.jpg]
|
||||
|
||||
Image shows: Overhead shot of practice latte art session
|
||||
|
||||
Details visible:
|
||||
- Three ceramic cups with varying quality rosetta patterns
|
||||
- Left cup: Wobbly lines, milk not integrated well
|
||||
- Center cup: Clean rosetta with good contrast
|
||||
- Right cup: Heart pattern (simpler, but well-executed)
|
||||
|
||||
Background elements:
|
||||
- Training station with milk pitchers
|
||||
- Laminated technique cards on counter
|
||||
- Maria's hands visible doing a pour demonstration
|
||||
|
||||
Notes on photo:
|
||||
- Good "before and after" progression shot
|
||||
- Could use for training materials
|
||||
- Also might work for social media "behind the scenes" content
|
||||
- Taken during 2/28 training session
|
||||
|
||||
Original file location: Sarah's phone camera roll
|
||||
@@ -0,0 +1,14 @@
|
||||
# Done Framework Scenario
|
||||
|
||||
**Used in:** Lesson 3 - The "Done" Framework
|
||||
|
||||
## Purpose
|
||||
Files for practicing specific, detailed delegations. Should be organizeable multiple ways so the student's constraints actually matter.
|
||||
|
||||
## Files Needed (15-20 files)
|
||||
Mix that could be organized by:
|
||||
- Date (some files have dates, some don't)
|
||||
- Project (files from 2-3 different projects)
|
||||
- Type (documents, images, data)
|
||||
|
||||
Include some ambiguous files that could go multiple places - this teaches why constraints matter.
|
||||
@@ -0,0 +1,14 @@
|
||||
category,item,project,estimated_cost,actual_cost,status,notes
|
||||
Ingredients,Lavender syrup (case),Spring Menu,45.00,,pending,Order by 2/28
|
||||
Ingredients,Hibiscus tea (bulk),Spring Menu,32.00,,pending,
|
||||
Ingredients,Maple syrup (local),Spring Menu,28.00,,pending,Cascade Farms
|
||||
Equipment,Milk pitchers (3),Training,67.50,67.50,complete,For practice station
|
||||
Equipment,Thermometers (6),Training,35.00,38.99,complete,Digital instant-read
|
||||
Materials,Training binders,Training,42.00,,pending,Need 8 copies
|
||||
Marketing,Instagram ads,Marketing,200.00,,approved,March campaign
|
||||
Marketing,Printed menus,Marketing,85.00,,pending,Spring design
|
||||
Marketing,Table tents,Marketing,45.00,,pending,New drink promos
|
||||
Marketing,Influencer gifting,Marketing,150.00,,proposed,Free drinks + merch
|
||||
Supplies,Spring cups (sleeve),Spring Menu,124.00,,pending,Custom printed
|
||||
Staffing,Launch week OT,Spring Menu,280.00,,estimated,Extra coverage
|
||||
Misc,Photography,Marketing,0.00,0.00,complete,Sarah doing in-house
|
||||
|
@@ -0,0 +1,41 @@
|
||||
SPRING LAUNCH PRE-FLIGHT CHECKLIST
|
||||
Target Date: March 21, 2024
|
||||
|
||||
=== 2 WEEKS OUT (by 3/7) ===
|
||||
[ ] All ingredients ordered and confirmed
|
||||
[ ] Training manual printed
|
||||
[ ] Marketing content 80% ready
|
||||
[ ] Menu boards designed
|
||||
[ ] Staff schedule for launch week drafted
|
||||
|
||||
=== 1 WEEK OUT (by 3/14) ===
|
||||
[ ] All staff trained on new drinks
|
||||
[ ] POS updated with new items
|
||||
[ ] Instagram grid planned
|
||||
[ ] Influencer RSVPs confirmed
|
||||
[ ] Custom cups delivered
|
||||
[ ] Practice runs complete
|
||||
|
||||
=== 3 DAYS OUT (by 3/18) ===
|
||||
[ ] Final inventory check
|
||||
[ ] Menu boards installed
|
||||
[ ] All photos/videos ready to post
|
||||
[ ] Staff briefing completed
|
||||
[ ] Soft launch for regulars?
|
||||
|
||||
=== DAY BEFORE (3/20) ===
|
||||
[ ] Influencer preview event (4-6pm)
|
||||
[ ] Final prep station setup
|
||||
[ ] Morning team briefed
|
||||
[ ] Social media scheduled
|
||||
[ ] Backup ingredients confirmed
|
||||
|
||||
=== LAUNCH DAY (3/21) ===
|
||||
[ ] Extra staff on morning shift
|
||||
[ ] Social media posted by 6am
|
||||
[ ] Monitor customer feedback
|
||||
[ ] Document with photos/video
|
||||
[ ] Celebrate with team!
|
||||
|
||||
OWNER/SIGN-OFF: _____________
|
||||
DATE COMPLETED: _____________
|
||||
@@ -0,0 +1,11 @@
|
||||
drink_name,category,units_sold_q4,units_sold_jan,units_sold_feb,avg_rating,cost_to_make,price
|
||||
House Drip,Coffee,2847,892,834,4.2,0.45,3.50
|
||||
Vanilla Latte,Espresso,1923,601,589,4.5,1.20,5.75
|
||||
Mocha,Espresso,1567,534,498,4.4,1.35,6.00
|
||||
Cold Brew,Coffee,892,198,245,4.6,0.85,4.50
|
||||
Chai Latte,Tea,1234,412,398,4.3,1.10,5.25
|
||||
Matcha Latte,Tea,678,234,267,4.1,1.45,6.25
|
||||
Hot Chocolate,Other,1456,567,423,4.0,0.95,4.25
|
||||
Seasonal Pumpkin,Seasonal,1823,0,0,4.7,1.40,6.50
|
||||
Iced Americano,Espresso,1102,278,312,4.3,0.75,4.25
|
||||
Cortado,Espresso,445,156,178,4.8,0.90,4.50
|
||||
|
@@ -0,0 +1,32 @@
|
||||
NORTHWEST PROVISIONS - Spring 2024 Catalog
|
||||
Specialty Ingredients for Craft Beverages
|
||||
|
||||
FEATURED NEW ITEMS:
|
||||
|
||||
LAVENDER:
|
||||
- Sequim Valley Dried Lavender (8oz) - $18.50
|
||||
- Lavender Simple Syrup (32oz) - $14.99 *RECOMMENDED*
|
||||
- Lavender Extract (4oz) - $22.00
|
||||
|
||||
FLORALS & BOTANICALS:
|
||||
- Hibiscus Flowers (dried, 1lb) - $24.00
|
||||
- Rose Water (16oz) - $12.50
|
||||
- Elderflower Syrup (32oz) - $16.99
|
||||
- Butterfly Pea Flower (4oz) - $28.00
|
||||
|
||||
SEASONAL SYRUPS:
|
||||
- Maple Syrup, Grade A (gallon) - $45.00
|
||||
- Honey, Local Wildflower (5lb) - $38.00
|
||||
- Brown Sugar Syrup (32oz) - $11.99
|
||||
|
||||
ALTERNATIVE MILKS (commercial):
|
||||
- Oat Milk, Barista Blend (case/12) - $52.00
|
||||
- Almond Milk, Barista (case/12) - $48.00
|
||||
- Coconut Milk, Barista (case/12) - $54.00
|
||||
|
||||
ORDER MINIMUMS: $150 for free delivery
|
||||
DELIVERY: Tuesday/Thursday to Seattle metro
|
||||
CONTACT: orders@nwprovisions.com
|
||||
|
||||
---
|
||||
Jake - circled the lavender syrup and maple. Should we try the butterfly pea flower for a future special? -S
|
||||
@@ -0,0 +1,36 @@
|
||||
DRAFT - Review before sending
|
||||
|
||||
TO: Local food bloggers list
|
||||
SUBJECT: You're Invited: Spring Menu Launch at Basecamp Coffee
|
||||
|
||||
---
|
||||
|
||||
Hi [NAME],
|
||||
|
||||
We've been fans of your work covering Seattle's coffee scene, and we'd love to invite you to an exclusive preview of our Spring Awakening menu at Basecamp Coffee Roasters.
|
||||
|
||||
WHAT: Spring Menu Preview Event
|
||||
WHEN: Thursday, March 20th, 4-6pm (one day before public launch!)
|
||||
WHERE: Basecamp Coffee, [ADDRESS]
|
||||
INCLUDES: First taste of all three new drinks, meet our head barista Maria, photo opportunities
|
||||
|
||||
Our spring lineup features:
|
||||
- Lavender Honey Latte (locally-sourced lavender!)
|
||||
- Maple Oat Cold Brew (featuring Cascade Farms maple)
|
||||
- Hibiscus Sunrise (caffeine-free, beautiful for photos)
|
||||
|
||||
We'd love for you to join us and share your experience with your followers. Complimentary drinks and a small gift bag included!
|
||||
|
||||
Please RSVP by March 15th to confirm your spot.
|
||||
|
||||
Warmly,
|
||||
Sarah
|
||||
Basecamp Coffee Roasters
|
||||
|
||||
---
|
||||
|
||||
NOTES:
|
||||
- Need Jake to approve influencer list
|
||||
- Should we offer to cover parking?
|
||||
- Add press kit attachment with drink photos?
|
||||
- CC Tina for headcount/staffing that day
|
||||
@@ -0,0 +1,22 @@
|
||||
SPRING AWAKENING MENU - MARKETING COPY
|
||||
|
||||
Headline: Wake Up to Spring at Basecamp
|
||||
|
||||
Body:
|
||||
This March, we're launching three new drinks inspired by the Pacific Northwest spring. Each beverage is crafted with locally-sourced ingredients and our signature house roast.
|
||||
|
||||
LAVENDER HONEY LATTE
|
||||
Floral notes meet golden honey in this calming spring sipper. Made with real lavender from Sequim Valley Farms.
|
||||
|
||||
MAPLE OAT COLD BREW
|
||||
Our slow-steeped cold brew meets organic oat milk and a hint of pure maple. Smooth, sustainable, satisfying.
|
||||
|
||||
HIBISCUS SUNRISE
|
||||
A caffeine-free option bursting with tart hibiscus and a whisper of citrus. Perfect for afternoon pick-me-ups.
|
||||
|
||||
Available starting March 21st - first day of spring!
|
||||
|
||||
CTA: Tag us in your spring drink photos #BasecampSpring
|
||||
|
||||
---
|
||||
NOTES: Run this by Sarah before posting. Need hero images for each drink.
|
||||
@@ -0,0 +1,36 @@
|
||||
BRAIN DUMP - Don't lose these thoughts!
|
||||
|
||||
FUTURE DRINK IDEAS:
|
||||
- Summer: coconut cold brew? Mango something?
|
||||
- Fall: obviously pumpkin returns, but also... apple cider latte?
|
||||
- Butterfly pea flower color-changing drink (saw in vendor catalog)
|
||||
- "Build your own" seasonal flavor option?
|
||||
|
||||
TRAINING IMPROVEMENTS:
|
||||
- What if we did "barista certification" levels? Bronze/Silver/Gold
|
||||
- Partner with coffee roaster for origin education
|
||||
- Customer could vote on best latte art Fridays?
|
||||
- Video library for new hires to watch at home
|
||||
|
||||
MARKETING IDEAS:
|
||||
- Loyalty program finally??? Punch cards or app?
|
||||
- Collaborate with the bookstore next door
|
||||
- "Coffee and..." pairings with local bakery
|
||||
- Monthly latte art competition on social
|
||||
- Behind-the-beans documentary series
|
||||
- Farmers market booth when weather warms up
|
||||
|
||||
SPRING LAUNCH ADDITIONS:
|
||||
- Should we do a "first 50 customers" free drink thing?
|
||||
- Photo backdrop for Instagram moments?
|
||||
- Launch day playlist - spring vibes
|
||||
- Press release to local news?
|
||||
|
||||
RANDOM:
|
||||
- Fix that squeaky door
|
||||
- Staff appreciation day after launch madness
|
||||
- Look into sustainable cup options
|
||||
- Maria mentioned wanting to do community classes
|
||||
|
||||
---
|
||||
Review this before Q2 planning meeting!
|
||||
@@ -0,0 +1,29 @@
|
||||
TEAM MEETING NOTES - February 15, 2024
|
||||
Attendees: Jake, Maria, Sarah, Devon, Tina
|
||||
|
||||
SPRING MENU UPDATE (Jake)
|
||||
- Finalized three drinks for launch
|
||||
- Need to order lavender syrup by 2/28
|
||||
- Recipe testing scheduled for early March
|
||||
- Price points discussed: $6.25-$6.75 range
|
||||
|
||||
TRAINING STATUS (Maria)
|
||||
- Two new hires starting next week
|
||||
- Latte art workshop went well, scheduling another
|
||||
- Suggestion: create video tutorials for consistency
|
||||
- Need to update POS training for new menu items
|
||||
|
||||
MARKETING PLANNING (Sarah)
|
||||
- Instagram engagement up 15% from reels
|
||||
- Want to do countdown campaign for spring launch
|
||||
- Considering influencer partnership - local food bloggers
|
||||
- Budget request: $200 for promoted posts
|
||||
|
||||
ACTION ITEMS:
|
||||
[ ] Jake - finalize vendor order
|
||||
[ ] Maria - draft training schedule for March
|
||||
[ ] Sarah - create content calendar
|
||||
[ ] Devon - update menu boards design
|
||||
[ ] Tina - coordinate launch day staffing
|
||||
|
||||
Next meeting: March 1st
|
||||
@@ -0,0 +1,13 @@
|
||||
date,platform,post_type,content_theme,reach,likes,comments,shares,saves,link_clicks
|
||||
2024-01-05,Instagram,Reel,Latte art,2847,234,18,45,67,
|
||||
2024-01-12,Instagram,Photo,New year menu,1523,189,12,8,23,
|
||||
2024-01-19,Instagram,Story,Behind scenes,892,45,8,2,,
|
||||
2024-01-26,Instagram,Reel,Barista day-in-life,3201,287,34,78,89,
|
||||
2024-02-02,Instagram,Photo,Valentine drinks,1876,201,22,12,34,
|
||||
2024-02-09,Instagram,Carousel,Coffee tips,1654,178,41,23,98,
|
||||
2024-02-14,Instagram,Reel,Valentine special,2987,312,28,56,45,
|
||||
2024-02-21,Instagram,Photo,Staff spotlight,1102,156,67,5,12,
|
||||
2024-02-28,Instagram,Story,Sneak peek spring,1456,89,23,11,,
|
||||
2024-02-02,Facebook,Photo,Valentine drinks,567,45,8,12,,34
|
||||
2024-02-14,Facebook,Link,Blog post,423,23,4,8,,89
|
||||
2024-02-21,Facebook,Event,Spring launch,234,12,6,34,,156
|
||||
|
@@ -0,0 +1,38 @@
|
||||
SPRING MENU - RECIPE DEVELOPMENT
|
||||
|
||||
=== LAVENDER HONEY LATTE ===
|
||||
Base: Double shot espresso
|
||||
Milk: Whole (or oat milk option)
|
||||
Syrup: 1oz lavender syrup
|
||||
Addition: 0.5oz local honey
|
||||
Top: Light foam, dried lavender sprinkle
|
||||
|
||||
NOTES FROM TESTING:
|
||||
- Lavender overpowers at 1.5oz - keep at 1oz
|
||||
- Honey should go in AFTER espresso, before milk
|
||||
- Pairs well with our medium roast
|
||||
- Iced version: reduce syrup to 0.75oz
|
||||
|
||||
=== MAPLE OAT COLD BREW ===
|
||||
Base: 12oz cold brew concentrate + 4oz water
|
||||
Milk: Oat milk barista blend (2oz)
|
||||
Syrup: 0.75oz maple syrup
|
||||
Top: Light oat foam
|
||||
|
||||
NOTES:
|
||||
- Use the Cascade Farms maple (better flavor than commercial)
|
||||
- Swirl maple into cold brew before adding milk
|
||||
- Consider maple drizzle on foam for presentation
|
||||
|
||||
=== HIBISCUS SUNRISE ===
|
||||
Base: 10oz hot water (180°F - NOT boiling)
|
||||
Tea: Hibiscus blend steep 4 min
|
||||
Addition: Orange peel
|
||||
Sweetener: Honey (optional, on side)
|
||||
|
||||
NOTES:
|
||||
- Caffeine-free option important for menu
|
||||
- Beautiful red color - very Instagrammable
|
||||
- Can serve iced in summer
|
||||
|
||||
TRAINING: All staff need recipe practice before 3/21
|
||||
@@ -0,0 +1,21 @@
|
||||
Basecamp Coffee Roasters - March Brainstorm Session
|
||||
|
||||
MENU IDEAS:
|
||||
- Lavender honey latte - could tie into spring theme
|
||||
- Maple oat cold brew - customers keep asking for oat options
|
||||
- Hibiscus iced tea - non-coffee option for warmer weather
|
||||
- What about a "trail mix" themed drink? Almond butter, chocolate?
|
||||
|
||||
TRAINING THOUGHTS:
|
||||
- New baristas struggling with latte art consistency
|
||||
- Should we document the pour technique for rosetta?
|
||||
- Lavender drink will need specific steaming temp training
|
||||
- Maria suggested "drink of the week" practice sessions
|
||||
|
||||
RANDOM:
|
||||
- Need to order new aprons before launch
|
||||
- Someone mentioned competitor doing loyalty punch cards
|
||||
- Farmers market booth in April?
|
||||
|
||||
---
|
||||
Meeting with roaster scheduled for 3/20 to discuss bean pairings
|
||||
@@ -0,0 +1,25 @@
|
||||
CUSTOMER FEEDBACK COMPILATION - Recent Reviews
|
||||
|
||||
GOOGLE (Feb 2024):
|
||||
"Love the cozy vibe! The vanilla latte is perfect but the new guy seemed unsure about the foam. Still 5 stars!" - MountainMike
|
||||
|
||||
"Best cold brew in town. Wish you had more non-dairy options though." - SarahK
|
||||
|
||||
"Waited 12 minutes for a simple drip coffee during morning rush. Staff was friendly but seemed overwhelmed." - Anonymous
|
||||
|
||||
YELP (Jan-Feb 2024):
|
||||
"Came for the seasonal pumpkin latte in fall, devastated it's gone. PLEASE bring it back or do something similar for spring!" - CoffeeLover206
|
||||
|
||||
"Barista Maria is amazing - she taught me the difference between a cortado and macchiato. This is why I come here." - DevonT
|
||||
|
||||
INSTAGRAM DMs:
|
||||
"Do you guys do any latte art classes? I'd pay for that!"
|
||||
"When are you getting oat milk??" (multiple requests)
|
||||
"Your holiday drinks were so cute! Will there be spring specials?"
|
||||
|
||||
COMMON THEMES:
|
||||
- Seasonal drinks are popular, people want more
|
||||
- Some inconsistency in drink prep (training issue?)
|
||||
- Interest in alternative milks
|
||||
- Staff friendliness is a strength
|
||||
- Wait times during rush mentioned 3x
|
||||
@@ -0,0 +1,35 @@
|
||||
BASECAMP SOCIAL MEDIA CALENDAR - MARCH 2024
|
||||
|
||||
THEME: Spring Awakening Campaign
|
||||
|
||||
WEEK 1 (Mar 4-10): TEASE
|
||||
- Mon: Behind-scenes story - "Something's brewing"
|
||||
- Wed: Poll - "What spring flavor are you craving?"
|
||||
- Fri: Reel - Latte art practice session (training content!)
|
||||
- Sun: Staff spotlight - Maria
|
||||
|
||||
WEEK 2 (Mar 11-17): BUILD
|
||||
- Mon: Ingredient reveal - lavender close-up
|
||||
- Wed: "7 days until spring" countdown begins
|
||||
- Fri: Reel - Taste test reactions (staff trying new drinks)
|
||||
- Sun: Throwback to last spring + hint
|
||||
|
||||
WEEK 3 (Mar 18-24): LAUNCH
|
||||
- Mon: Full menu reveal post
|
||||
- Wed: Story takeover - drink prep tutorials
|
||||
- Thu: Countdown "Tomorrow!"
|
||||
- Fri 3/21: LAUNCH DAY - morning post + stories all day
|
||||
- Sat: UGC reshare from customers
|
||||
- Sun: "How was your first week of spring?" engagement
|
||||
|
||||
WEEK 4 (Mar 25-31): SUSTAIN
|
||||
- Feature customer photos
|
||||
- Individual drink spotlights
|
||||
- "Which spring drink are you?" quiz
|
||||
|
||||
HASHTAGS: #BasecampSpring #SeattleCoffee #SpringMenu2024
|
||||
|
||||
CONTENT TO CREATE:
|
||||
- Hero images of each drink (need photographer?)
|
||||
- Recipe process videos
|
||||
- Staff reaction reels
|
||||
@@ -0,0 +1,42 @@
|
||||
BARISTA TRAINING MANUAL - OUTLINE
|
||||
|
||||
SECTION 1: BASECAMP BASICS
|
||||
- Our story and values
|
||||
- Customer service philosophy
|
||||
- Dress code and hygiene
|
||||
- Opening/closing procedures
|
||||
|
||||
SECTION 2: COFFEE KNOWLEDGE
|
||||
- Bean origins and roasting
|
||||
- Grind settings and extraction
|
||||
- Tasting notes vocabulary
|
||||
- Storage and freshness
|
||||
|
||||
SECTION 3: DRINK PREPARATION
|
||||
- Espresso shots (timing, crema, troubleshooting)
|
||||
- Milk steaming (texture, temperature, alternatives)
|
||||
- Recipe cards for standard menu
|
||||
- [ADD: Spring menu recipes when finalized]
|
||||
|
||||
SECTION 4: LATTE ART
|
||||
- Basic heart
|
||||
- Rosetta progression
|
||||
- Practice techniques
|
||||
- Common mistakes
|
||||
|
||||
SECTION 5: CUSTOMER INTERACTIONS
|
||||
- Greeting standards
|
||||
- Handling complaints
|
||||
- Upselling naturally
|
||||
- Regulars and preferences
|
||||
|
||||
SECTION 6: OPERATIONS
|
||||
- POS system guide
|
||||
- Inventory and restocking
|
||||
- Health and safety
|
||||
- Emergency procedures
|
||||
|
||||
---
|
||||
STATUS: Sections 1-2 complete, 3-4 in progress
|
||||
Need Maria to review latte art section
|
||||
Print deadline: March 1st for new hires
|
||||
@@ -0,0 +1,44 @@
|
||||
MASTER TO-DO LIST - Q1 2024
|
||||
|
||||
URGENT (This Week):
|
||||
[ ] Order lavender syrup - Jake
|
||||
[ ] Finalize training schedule - Maria
|
||||
[ ] Create Instagram content calendar - Sarah
|
||||
[ ] Print new hire orientation packets - Devon
|
||||
|
||||
SPRING MENU:
|
||||
[ ] Approve final recipes
|
||||
[ ] Test all drinks with oat milk option
|
||||
[ ] Design menu board graphics
|
||||
[ ] Order custom spring cups
|
||||
[ ] Set up POS with new items and prices
|
||||
[ ] Take hero photos of each drink
|
||||
[ ] Write menu descriptions
|
||||
|
||||
TRAINING:
|
||||
[ ] Complete training manual sections 3-4
|
||||
[ ] Print recipe cards (laminated)
|
||||
[ ] Schedule practice sessions
|
||||
[ ] Video record standard pour technique
|
||||
[ ] Update POS training module
|
||||
[ ] Order practice supplies (milk, cups)
|
||||
|
||||
MARKETING:
|
||||
[ ] Book influencer collaborations
|
||||
[ ] Design Instagram grid layout
|
||||
[ ] Write launch day captions
|
||||
[ ] Create stories templates
|
||||
[ ] Set up promoted post budget
|
||||
[ ] Coordinate with local food bloggers
|
||||
|
||||
GENERAL:
|
||||
[ ] Fix espresso machine drip tray
|
||||
[ ] Order spring aprons
|
||||
[ ] Update Google Business hours for launch
|
||||
[ ] Staff meeting March 1st - agenda needed
|
||||
|
||||
DUE DATES:
|
||||
- Feb 28: Vendor orders
|
||||
- Mar 1: Training materials ready
|
||||
- Mar 15: All marketing content created
|
||||
- Mar 21: LAUNCH DAY
|
||||
@@ -0,0 +1,22 @@
|
||||
================================
|
||||
INVOICE
|
||||
================================
|
||||
JAVA TECH SOLUTIONS
|
||||
POS & Payment Systems
|
||||
|
||||
Invoice: JTS-5521
|
||||
November 8, 2025
|
||||
|
||||
Basecamp Coffee Roasters
|
||||
Attn: Accounts Payable
|
||||
|
||||
Monthly Service Agreement:
|
||||
- Square POS support
|
||||
- Network maintenance
|
||||
- Backup verification
|
||||
- 24/7 support access
|
||||
|
||||
MONTHLY FEE: $149.00
|
||||
|
||||
Auto-billed to card on file.
|
||||
Questions? support@javatechsolutions.com
|
||||
@@ -0,0 +1,9 @@
|
||||
Date,Platform,Followers,Engagement Rate,New Followers,Top Post Type,Notes
|
||||
2025-07-31,Instagram,3892,4.2%,127,Photo - latte art,
|
||||
2025-08-31,Instagram,4105,4.5%,213,Reel - behind scenes,First reel over 5k views
|
||||
2025-09-30,Instagram,4289,4.1%,184,Photo - fall menu,
|
||||
2025-10-31,Instagram,4521,4.8%,232,Reel - pumpkin latte,Best month yet
|
||||
2025-11-30,Instagram,4687,3.9%,166,Carousel - holiday drinks,
|
||||
2025-12-31,Instagram,4892,4.4%,205,Photo - holiday decor,
|
||||
,,,,,
|
||||
Goal Q1 2026:,Reach 5500 followers,Post 4x/week,One reel per week,,
|
||||
|
@@ -0,0 +1,33 @@
|
||||
CATERING AGREEMENT
|
||||
|
||||
Event: Seattle Tech Startup Mixer
|
||||
Date: October 25, 2025
|
||||
Time: 6:00 PM - 9:00 PM
|
||||
Location: WeWork South Lake Union
|
||||
|
||||
CLIENT: Innovate Seattle LLC
|
||||
VENDOR: Basecamp Coffee Roasters
|
||||
|
||||
SERVICES PROVIDED:
|
||||
|
||||
Coffee Service:
|
||||
- Drip coffee (regular & decaf) - unlimited
|
||||
- Espresso drinks (2 baristas on-site)
|
||||
- Cold brew station
|
||||
|
||||
Food:
|
||||
- Assorted pastries (100 pieces)
|
||||
- Light appetizers (coordinated with caterer)
|
||||
|
||||
PRICING:
|
||||
Setup & Service Fee: $350.00
|
||||
Coffee & Beverages: $425.00
|
||||
Pastries: $175.00
|
||||
Equipment Rental: $100.00
|
||||
--------------------------------
|
||||
TOTAL: $1,050.00
|
||||
|
||||
50% deposit due upon signing.
|
||||
Balance due day of event.
|
||||
|
||||
AGREED: _________________ Date: _______
|
||||
@@ -0,0 +1,33 @@
|
||||
PERFORMANCE REVIEW
|
||||
|
||||
Employee: Marcus Williams
|
||||
Position: Shift Lead
|
||||
Review Period: July - December 2025
|
||||
Reviewer: [Owner]
|
||||
|
||||
RATINGS (1-5 scale):
|
||||
|
||||
Customer Service: 5 - Exceptional
|
||||
Technical Skills: 4 - Exceeds Expectations
|
||||
Reliability: 5 - Exceptional
|
||||
Leadership: 4 - Exceeds Expectations
|
||||
Communication: 4 - Exceeds Expectations
|
||||
|
||||
HIGHLIGHTS:
|
||||
- Zero no-shows in 6 months
|
||||
- Successfully trained 3 new baristas
|
||||
- Handles rush periods excellently
|
||||
- Customers frequently mention him by name
|
||||
|
||||
AREAS FOR GROWTH:
|
||||
- Inventory management (learning in progress)
|
||||
- Conflict resolution with newer staff
|
||||
|
||||
COMPENSATION:
|
||||
Current: $23.50/hr
|
||||
Recommended: $25.00/hr (6.4% increase)
|
||||
Effective: January 1, 2026
|
||||
|
||||
OVERALL: Marcus is an essential part of our team.
|
||||
Promoting to Assistant Manager in Q2 2026 if growth
|
||||
continues.
|
||||
@@ -0,0 +1,30 @@
|
||||
EMPLOYMENT AGREEMENT
|
||||
|
||||
This Employment Agreement ("Agreement") is entered into as of
|
||||
August 1, 2025, by and between:
|
||||
|
||||
EMPLOYER: Basecamp Coffee Roasters LLC
|
||||
ADDRESS: 412 Summit Ave, Seattle, WA 98102
|
||||
|
||||
EMPLOYEE: Jordan Chen
|
||||
POSITION: Shift Lead Barista
|
||||
|
||||
TERMS OF EMPLOYMENT:
|
||||
|
||||
1. Start Date: August 15, 2025
|
||||
2. Compensation: $24.00 per hour
|
||||
3. Schedule: Full-time (32-40 hours/week)
|
||||
4. Benefits: Health insurance after 90 days
|
||||
401(k) eligible after 6 months
|
||||
Free drinks on shift
|
||||
50% discount off shift
|
||||
|
||||
5. Probationary Period: 90 days
|
||||
|
||||
SIGNATURES:
|
||||
|
||||
_________________________ Date: ________
|
||||
Employer
|
||||
|
||||
_________________________ Date: ________
|
||||
Employee
|
||||
@@ -0,0 +1,24 @@
|
||||
================================
|
||||
INVOICE
|
||||
================================
|
||||
Pacific Northwest Dairy Co.
|
||||
5521 Farm Lane
|
||||
Olympia, WA 98501
|
||||
|
||||
Invoice #: PND-44521
|
||||
Date: September 3, 2025
|
||||
|
||||
Bill To:
|
||||
Basecamp Coffee Roasters
|
||||
|
||||
Item Qty Price Total
|
||||
-----------------------------------------------------------
|
||||
Whole Milk (gallon) 24 $4.25 $102.00
|
||||
Oat Milk (half gallon) 36 $5.50 $198.00
|
||||
Heavy Cream (quart) 12 $6.00 $72.00
|
||||
-----------------------------------------------------------
|
||||
SUBTOTAL: $372.00
|
||||
TAX (10.25%): $38.13
|
||||
TOTAL: $410.13
|
||||
|
||||
Due upon receipt
|
||||
@@ -0,0 +1,24 @@
|
||||
================================
|
||||
INVOICE
|
||||
================================
|
||||
Green Valley Coffee Suppliers
|
||||
1847 Harvest Road
|
||||
Portland, OR 97210
|
||||
|
||||
Invoice #: GVC-2025-0892
|
||||
Date: August 12, 2025
|
||||
|
||||
Bill To:
|
||||
Basecamp Coffee Roasters
|
||||
Seattle, WA
|
||||
|
||||
Description Qty Unit Price Total
|
||||
-----------------------------------------------------------
|
||||
Ethiopian Yirgacheffe (5lb) 12 $47.50 $570.00
|
||||
Colombian Supremo (5lb) 8 $42.00 $336.00
|
||||
Shipping - - $45.00
|
||||
-----------------------------------------------------------
|
||||
TOTAL: $951.00
|
||||
|
||||
Payment Due: September 12, 2025
|
||||
Terms: Net 30
|
||||
@@ -0,0 +1,24 @@
|
||||
================================
|
||||
INVOICE
|
||||
================================
|
||||
Artisan Syrups NW
|
||||
Portland, Oregon
|
||||
|
||||
INV-2025-2234
|
||||
October 30, 2025
|
||||
|
||||
BILL TO:
|
||||
Basecamp Coffee Roasters
|
||||
Seattle, WA
|
||||
|
||||
Flavored Syrup Order:
|
||||
Vanilla (750ml) x 12 ............ $84.00
|
||||
Caramel (750ml) x 12 ............ $84.00
|
||||
Hazelnut (750ml) x 8 ............ $56.00
|
||||
Lavender (750ml) x 6 ............ $48.00
|
||||
Seasonal Pumpkin (750ml) x 12 ... $96.00
|
||||
|
||||
Subtotal: $368.00
|
||||
Shipping: $28.00
|
||||
---------------------------------
|
||||
TOTAL: $396.00
|
||||
@@ -0,0 +1,23 @@
|
||||
================================
|
||||
RECEIPT
|
||||
================================
|
||||
COSTCO WHOLESALE #1192
|
||||
Seattle, WA
|
||||
Member: BASECAMP COFFEE LLC
|
||||
|
||||
Date: August 24, 2025
|
||||
Time: 10:42 AM
|
||||
|
||||
HALF & HALF 64OZ x3 $17.97
|
||||
SUGAR 25LB $15.49
|
||||
HONEY BEAR 5LB x2 $23.98
|
||||
PAPER TOWELS 12PK $18.99
|
||||
SANITIZER WIPES $14.99
|
||||
TRASH BAGS 200CT $21.99
|
||||
|
||||
SUBTOTAL $113.41
|
||||
TAX $11.62
|
||||
---------------------------------
|
||||
TOTAL $125.03
|
||||
|
||||
VISA ****4521
|
||||
@@ -0,0 +1,21 @@
|
||||
================================
|
||||
RECEIPT
|
||||
================================
|
||||
RESTAURANT DEPOT
|
||||
Member: Basecamp Coffee
|
||||
|
||||
Date: November 18, 2025
|
||||
|
||||
MILK 2% (4 GAL) $15.96
|
||||
BUTTER UNSALTED 5LB $18.99
|
||||
EGGS LARGE (5 DOZ) $14.75
|
||||
VANILLA EXTRACT 16OZ $24.99
|
||||
CINNAMON GROUND 1LB $8.99
|
||||
|
||||
SUBTOTAL $83.68
|
||||
TAX $8.58
|
||||
---------------------------------
|
||||
TOTAL $92.26
|
||||
|
||||
APPROVED
|
||||
Mastercard ****7219
|
||||
@@ -0,0 +1,22 @@
|
||||
================================
|
||||
RECEIPT
|
||||
================================
|
||||
IKEA Seattle
|
||||
Renton, WA
|
||||
|
||||
Receipt #: 892-5521-4478
|
||||
Date: July 15, 2025
|
||||
|
||||
LACK Side Table x2 $19.98
|
||||
POANG Chair $99.00
|
||||
FRAKTA Bags (10pk) $9.90
|
||||
RIBBA Frame x4 $19.96
|
||||
FEJKA Plant $4.99
|
||||
|
||||
Subtotal: $153.83
|
||||
Sales Tax: $15.77
|
||||
---------------------------------
|
||||
TOTAL: $169.60
|
||||
|
||||
Payment: VISA ****4521
|
||||
Thank you for shopping at IKEA!
|
||||
@@ -0,0 +1,22 @@
|
||||
================================
|
||||
RECEIPT
|
||||
================================
|
||||
TARGET
|
||||
Seattle - University Village
|
||||
|
||||
12/14/2025 2:33 PM
|
||||
|
||||
HAND SOAP 4PK $11.99
|
||||
TISSUES (6 BOX) $14.99
|
||||
AIR FRESHENER x3 $8.97
|
||||
CLEANING SPRAY $4.99
|
||||
DISH SOAP $3.99
|
||||
SPONGES 6PK $4.49
|
||||
|
||||
SUBTOTAL $49.42
|
||||
TAX $5.07
|
||||
---------------------------------
|
||||
TOTAL $54.49
|
||||
|
||||
RedCard Debit ****2277
|
||||
5% Saved: $2.86
|
||||
@@ -0,0 +1,23 @@
|
||||
================================
|
||||
RECEIPT
|
||||
================================
|
||||
COSTCO WHOLESALE #1192
|
||||
Seattle, WA
|
||||
Member: BASECAMP COFFEE LLC
|
||||
|
||||
Date: August 24, 2025
|
||||
Time: 10:42 AM
|
||||
|
||||
HALF & HALF 64OZ x3 $17.97
|
||||
SUGAR 25LB $15.49
|
||||
HONEY BEAR 5LB x2 $23.98
|
||||
PAPER TOWELS 12PK $18.99
|
||||
SANITIZER WIPES $14.99
|
||||
TRASH BAGS 200CT $21.99
|
||||
|
||||
SUBTOTAL $113.41
|
||||
TAX $11.62
|
||||
---------------------------------
|
||||
TOTAL $125.03
|
||||
|
||||
VISA ****4521
|
||||
@@ -0,0 +1,26 @@
|
||||
[SCREENSHOT - Google Calendar]
|
||||
|
||||
Captured: January 3, 2026 at 8:15 AM
|
||||
|
||||
-----------------------------------------
|
||||
WEEK OF JANUARY 5, 2026
|
||||
-----------------------------------------
|
||||
|
||||
MON 1/5:
|
||||
- 9:00 AM: Staff meeting
|
||||
- 2:00 PM: Green Valley rep (coffee tasting)
|
||||
|
||||
TUE 1/6:
|
||||
- 10:00 AM: Health inspector visit
|
||||
- 4:00 PM: Interview - barista candidate
|
||||
|
||||
WED 1/7:
|
||||
- 8:00 AM: Espresso machine maintenance
|
||||
- All day: Marcus PTO
|
||||
|
||||
THU 1/8:
|
||||
- 6:00 PM: Capitol Hill Business Assoc mtg
|
||||
|
||||
FRI 1/9:
|
||||
- 11:00 AM: Accountant quarterly review
|
||||
-----------------------------------------
|
||||
@@ -0,0 +1,21 @@
|
||||
# File Chaos Scenario
|
||||
|
||||
**Used in:** Lesson 4 - File Organization (The Big Flex)
|
||||
|
||||
## Purpose
|
||||
The "big demo" - 50+ messy files that showcase content-aware organization at scale.
|
||||
|
||||
## Files Needed (50+ files)
|
||||
Simulate a neglected Downloads folder:
|
||||
- Invoices (PDF) - 10+
|
||||
- Receipts (images, PDFs) - 10+
|
||||
- Screenshots - 5+
|
||||
- Documents (contracts, letters, notes) - 10+
|
||||
- Spreadsheets - 5+
|
||||
- Random downloads - 10+
|
||||
|
||||
Key requirements:
|
||||
- Many files should have unhelpful names (IMG_xxxx, Document1, download(1), etc.)
|
||||
- Content should be clearly identifiable when READ (invoices should say "Invoice", etc.)
|
||||
- Include some duplicates or near-duplicates
|
||||
- Mix of dates spanning several months
|
||||
@@ -0,0 +1,24 @@
|
||||
[SCREENSHOT - Error Message]
|
||||
|
||||
Captured: October 3, 2025 at 2:14 PM
|
||||
|
||||
-----------------------------------------
|
||||
TOAST POS ERROR
|
||||
-----------------------------------------
|
||||
|
||||
! Connection Error
|
||||
|
||||
Unable to process card payment.
|
||||
Error Code: NW-4421
|
||||
|
||||
Possible causes:
|
||||
- Network connectivity issue
|
||||
- Card reader disconnected
|
||||
- Service temporarily unavailable
|
||||
|
||||
[Retry] [Use Offline Mode] [Cancel]
|
||||
|
||||
Note to self: Third time this week.
|
||||
Need to call Toast support about
|
||||
recurring network drops.
|
||||
-----------------------------------------
|
||||
@@ -0,0 +1,21 @@
|
||||
[SCREENSHOT - Square Dashboard]
|
||||
|
||||
Captured: August 15, 2025 at 9:47 AM
|
||||
|
||||
-----------------------------------------
|
||||
SQUARE DASHBOARD - Daily Sales Summary
|
||||
-----------------------------------------
|
||||
|
||||
Today's Sales: $1,847.52
|
||||
Transactions: 127
|
||||
Average Sale: $14.55
|
||||
|
||||
TOP SELLERS:
|
||||
1. Latte (12oz) - 43 sold
|
||||
2. Drip Coffee - 38 sold
|
||||
3. Cappuccino - 22 sold
|
||||
4. Cold Brew - 19 sold
|
||||
5. Croissant - 31 sold
|
||||
|
||||
Peak Hour: 8:00 AM - 9:00 AM ($412.00)
|
||||
-----------------------------------------
|
||||
@@ -0,0 +1,23 @@
|
||||
[SCREENSHOT - Yelp Review Alert]
|
||||
|
||||
Captured: December 28, 2025 at 3:45 PM
|
||||
|
||||
-----------------------------------------
|
||||
NEW REVIEW - Basecamp Coffee Roasters
|
||||
-----------------------------------------
|
||||
|
||||
***** (5 stars)
|
||||
"Best coffee in Capitol Hill!"
|
||||
|
||||
Review by Sarah M. - Local Guide
|
||||
|
||||
"Finally found my new regular spot! The
|
||||
baristas actually know what they're doing
|
||||
and the Ethiopian pour-over was incredible.
|
||||
Love the cozy vibe and the pastries are
|
||||
fresh. Will definitely be back!"
|
||||
|
||||
Photos attached: 2
|
||||
|
||||
[Respond] [Share] [Flag]
|
||||
-----------------------------------------
|
||||
@@ -0,0 +1,11 @@
|
||||
Item,Current Stock,Reorder Point,Preferred Vendor,Last Order,Unit Cost
|
||||
Ethiopian Yirgacheffe (5lb),8,5,Green Valley Coffee,$47.50,2025-12-20
|
||||
Colombian Supremo (5lb),6,5,Green Valley Coffee,$42.00,2025-12-20
|
||||
House Blend (5lb),12,8,Green Valley Coffee,$38.00,2025-12-15
|
||||
Decaf (5lb),4,3,Green Valley Coffee,$44.00,2025-12-10
|
||||
Whole Milk (gal),18,12,Pacific NW Dairy,$4.25,2026-01-08
|
||||
Oat Milk (half gal),24,15,Smith Brothers,$5.50,2026-01-10
|
||||
Vanilla Syrup (750ml),8,6,Artisan Syrups NW,$7.00,2025-12-28
|
||||
Caramel Syrup (750ml),6,6,Artisan Syrups NW,$7.00,2025-12-28
|
||||
To-go cups 12oz,400,200,Cascade Paper,$0.18,2025-12-15
|
||||
To-go cups 16oz,350,200,Cascade Paper,$0.19,2025-12-15
|
||||
|
@@ -0,0 +1,21 @@
|
||||
================================
|
||||
INVOICE
|
||||
================================
|
||||
FRESHBAKE WHOLESALE
|
||||
"Quality Pastries for Coffee Shops"
|
||||
|
||||
Invoice #: FB-8827
|
||||
Date: December 2, 2025
|
||||
|
||||
Ship To: Basecamp Coffee Roasters
|
||||
|
||||
Daily Pastry Order (Week of 12/1):
|
||||
- Croissants (plain) x 48............. $96.00
|
||||
- Croissants (almond) x 24............ $72.00
|
||||
- Muffins (assorted) x 36............. $54.00
|
||||
- Scones (cranberry) x 24............. $48.00
|
||||
- Cinnamon rolls x 24................. $60.00
|
||||
|
||||
WEEKLY TOTAL: $330.00
|
||||
|
||||
Delivery included. Net 15.
|
||||
@@ -0,0 +1,35 @@
|
||||
PARTNERSHIP PROPOSAL
|
||||
|
||||
From: Local Harvest Farmers Market
|
||||
To: Basecamp Coffee Roasters
|
||||
Date: October 8, 2025
|
||||
|
||||
PROPOSAL: Weekend Market Pop-Up
|
||||
|
||||
Hi there!
|
||||
|
||||
We'd love to have Basecamp Coffee at our Saturday
|
||||
farmers market in Capitol Hill. Here's what we're
|
||||
thinking:
|
||||
|
||||
DETAILS:
|
||||
- Location: Cal Anderson Park
|
||||
- Dates: Nov - March (Saturdays, 10am-2pm)
|
||||
- Space: 10x10 tent space provided
|
||||
- Power: Available (additional $25/week)
|
||||
|
||||
TERMS:
|
||||
- Booth fee: $75/week OR
|
||||
- Revenue share: 12% of sales (no booth fee)
|
||||
|
||||
BENEFITS:
|
||||
- Exposure to 2,000+ weekly visitors
|
||||
- Cross-promotion on our social media
|
||||
- Featured in weekly newsletter
|
||||
|
||||
We think your coffee would be a huge hit with
|
||||
our customers! Let us know if you're interested.
|
||||
|
||||
Best,
|
||||
Maria Chen
|
||||
Market Coordinator
|
||||
@@ -0,0 +1,31 @@
|
||||
COFFEE ROAST PROFILE NOTES
|
||||
|
||||
From: Green Valley Coffee Suppliers
|
||||
Re: Custom Roast Development
|
||||
|
||||
BASECAMP HOUSE BLEND - FINAL PROFILE
|
||||
|
||||
Bean Composition:
|
||||
- 40% Colombia Supremo
|
||||
- 35% Brazil Santos
|
||||
- 25% Guatemala Huehuetenango
|
||||
|
||||
Roast Level: Medium (City+)
|
||||
Target temp: 415°F
|
||||
Development time: 2:15 after first crack
|
||||
|
||||
TASTING NOTES:
|
||||
- Chocolate, caramel forward
|
||||
- Light citrus finish
|
||||
- Low acidity, full body
|
||||
- Works well with milk
|
||||
|
||||
RECOMMENDED BREWING:
|
||||
- Espresso: 18g in, 36g out, 28 sec
|
||||
- Drip: 1:16 ratio
|
||||
- Pour over: 1:15 ratio, 205°F water
|
||||
|
||||
This profile approved October 2025.
|
||||
Minimum order: 50 lbs per batch.
|
||||
|
||||
Contact: roasting@greenvalleycoffee.com
|
||||
@@ -0,0 +1,33 @@
|
||||
PROMOTIONAL FLYER
|
||||
|
||||
***************************************
|
||||
BASECAMP COFFEE ROASTERS
|
||||
GRAND RE-OPENING CELEBRATION
|
||||
***************************************
|
||||
|
||||
After our summer renovation, we're excited
|
||||
to show off our new look!
|
||||
|
||||
JOIN US:
|
||||
Saturday, August 10, 2025
|
||||
8:00 AM - 4:00 PM
|
||||
|
||||
SPECIALS:
|
||||
- 20% off all drinks
|
||||
- Free pastry with any espresso drink
|
||||
- Live music 11am - 2pm
|
||||
- Latte art demonstrations
|
||||
|
||||
NEW FEATURES:
|
||||
- Expanded seating area
|
||||
- New espresso machine
|
||||
- Outdoor patio now open!
|
||||
- USB charging at every table
|
||||
|
||||
FIRST 50 CUSTOMERS:
|
||||
Free Basecamp tote bag!
|
||||
|
||||
412 Summit Ave, Capitol Hill
|
||||
@basecampcoffeesea
|
||||
|
||||
***************************************
|
||||
@@ -0,0 +1,29 @@
|
||||
[SCREENSHOT - Text Conversation]
|
||||
|
||||
Captured: September 8, 2025 at 11:22 AM
|
||||
|
||||
-----------------------------------------
|
||||
Messages with: Marcus (Shift Lead)
|
||||
-----------------------------------------
|
||||
|
||||
Marcus: Hey, the espresso machine is making
|
||||
that weird noise again
|
||||
|
||||
You: The grinding sound or the steaming?
|
||||
|
||||
Marcus: Steaming. Really loud when pulling
|
||||
shots
|
||||
|
||||
You: Ok don't force it. Switch to the
|
||||
backup grinder for now
|
||||
|
||||
Marcus: Got it. Should I call the repair
|
||||
guy?
|
||||
|
||||
You: I'll handle it. Send me a video of
|
||||
the sound when you get a chance
|
||||
|
||||
Marcus: Will do. Also we're low on oat milk
|
||||
|
||||
You: Delivery coming tomorrow morning
|
||||
-----------------------------------------
|
||||
@@ -0,0 +1,29 @@
|
||||
TO: All Staff
|
||||
FROM: Management
|
||||
DATE: December 1, 2025
|
||||
RE: Holiday Schedule & Bonus
|
||||
|
||||
HOLIDAY HOURS:
|
||||
|
||||
Dec 24 (Christmas Eve): 7am - 2pm
|
||||
Dec 25 (Christmas): CLOSED
|
||||
Dec 26: Regular hours
|
||||
|
||||
Dec 31 (New Year's Eve): 7am - 4pm
|
||||
Jan 1 (New Year's Day): CLOSED
|
||||
Jan 2: Regular hours
|
||||
|
||||
HOLIDAY PAY:
|
||||
- Time and a half for Dec 24 & Dec 31
|
||||
- Anyone working both gets additional $50 bonus
|
||||
|
||||
YEAR-END BONUS:
|
||||
All employees with 6+ months tenure will
|
||||
receive a bonus based on hours worked:
|
||||
- Full-time (avg 32+ hrs): $300
|
||||
- Part-time (avg 16-31 hrs): $150
|
||||
- Part-time (under 16 hrs): $75
|
||||
|
||||
Bonuses will be in your Dec 20 paycheck.
|
||||
|
||||
Thank you for a great year!
|
||||
@@ -0,0 +1,13 @@
|
||||
Date,Item,Quantity Sold,Revenue,Notes
|
||||
2025-10-01,Latte 12oz,47,$282.00,
|
||||
2025-10-01,Latte 16oz,31,$217.00,
|
||||
2025-10-01,Drip Coffee,52,$208.00,
|
||||
2025-10-01,Cappuccino,23,$161.00,
|
||||
2025-10-01,Cold Brew,28,$168.00,
|
||||
2025-10-01,Americano,19,$95.00,
|
||||
2025-10-01,Mocha,14,$98.00,
|
||||
2025-10-01,Pumpkin Spice Latte,38,$266.00,New seasonal - strong start!
|
||||
2025-10-01,Croissant,34,$136.00,
|
||||
2025-10-01,Muffin,22,$77.00,
|
||||
2025-10-01,Scone,15,$52.50,
|
||||
TOTAL,,,,$1760.50,Best Wednesday in months
|
||||
|
@@ -0,0 +1,32 @@
|
||||
BASECAMP COFFEE ROASTERS
|
||||
Business Insurance Certificate Summary
|
||||
|
||||
Policy Number: COM-882-4521-WA
|
||||
Effective: July 1, 2025 - June 30, 2026
|
||||
Carrier: Pacific Northwest Business Insurance
|
||||
|
||||
COVERAGE SUMMARY:
|
||||
|
||||
General Liability:
|
||||
- Per Occurrence: $1,000,000
|
||||
- Aggregate: $2,000,000
|
||||
- Products/Completed Ops: $1,000,000
|
||||
|
||||
Property Coverage:
|
||||
- Building: N/A (tenant)
|
||||
- Business Personal Property: $150,000
|
||||
- Equipment Breakdown: Included
|
||||
|
||||
Workers Compensation:
|
||||
- Per Washington State requirements
|
||||
- Employer's Liability: $500,000
|
||||
|
||||
Additional Coverage:
|
||||
- Business Interruption: 12 months
|
||||
- Food Spoilage: $10,000
|
||||
- Cyber Liability: $50,000
|
||||
|
||||
Annual Premium: $4,892.00
|
||||
Payment: Monthly ($407.67)
|
||||
|
||||
Agent: Sarah Kim, (206) 555-9182
|
||||
@@ -0,0 +1,23 @@
|
||||
================================
|
||||
INVOICE
|
||||
================================
|
||||
NORTHWEST PEST CONTROL
|
||||
Commercial Services Division
|
||||
|
||||
Invoice Number: NPC-11234
|
||||
Service Date: September 15, 2025
|
||||
|
||||
Client: Basecamp Coffee Roasters
|
||||
412 Summit Ave, Seattle
|
||||
|
||||
QUARTERLY SERVICE:
|
||||
- Interior inspection & treatment
|
||||
- Exterior perimeter spray
|
||||
- Rodent station check (6 stations)
|
||||
- Documentation for health dept
|
||||
|
||||
Service Fee: $175.00
|
||||
---------------------------------
|
||||
AMOUNT DUE: $175.00
|
||||
|
||||
Next service: December 2025
|
||||
@@ -0,0 +1,31 @@
|
||||
KING COUNTY PUBLIC HEALTH
|
||||
Food Establishment Inspection Report
|
||||
|
||||
Establishment: Basecamp Coffee Roasters
|
||||
Address: 412 Summit Ave, Seattle WA 98102
|
||||
Permit #: FE-2025-44821
|
||||
Inspection Date: September 22, 2025
|
||||
Inspector: M. Thompson
|
||||
|
||||
INSPECTION TYPE: Routine
|
||||
|
||||
SCORE: 94/100 - PASS
|
||||
|
||||
VIOLATIONS NOTED:
|
||||
|
||||
1. MINOR - Handwashing sign missing at back sink
|
||||
Corrected on-site: YES
|
||||
|
||||
2. MINOR - One food handler card expired (staff member
|
||||
not present - card expires 9/30/25)
|
||||
Correction deadline: October 6, 2025
|
||||
|
||||
OBSERVATIONS:
|
||||
- Food storage temperatures: COMPLIANT
|
||||
- Equipment cleanliness: SATISFACTORY
|
||||
- Employee hygiene: SATISFACTORY
|
||||
- Pest control: NO ISSUES
|
||||
|
||||
NEXT INSPECTION: Approximately March 2026
|
||||
|
||||
This report is public record.
|
||||
@@ -0,0 +1,30 @@
|
||||
LA MARZOCCO LINEA PB
|
||||
Quick Reference Guide - Daily Maintenance
|
||||
|
||||
EVERY SHIFT:
|
||||
[ ] Purge steam wands after each use
|
||||
[ ] Wipe down steam wands with damp cloth
|
||||
[ ] Empty and rinse drip tray
|
||||
[ ] Wipe portafilter baskets
|
||||
|
||||
END OF DAY:
|
||||
[ ] Backflush with cleaning detergent
|
||||
[ ] Run 3 cycles with detergent, 5 without
|
||||
[ ] Remove and soak portafilters
|
||||
[ ] Wipe down entire machine exterior
|
||||
[ ] Empty grounds container
|
||||
[ ] Check water reservoir level
|
||||
|
||||
WEEKLY:
|
||||
[ ] Deep clean drip tray
|
||||
[ ] Clean group head screens
|
||||
[ ] Descale steam wands
|
||||
[ ] Check and clean dispersion screens
|
||||
|
||||
MONTHLY:
|
||||
[ ] Replace group head gaskets if worn
|
||||
[ ] Check pressure gauge readings
|
||||
[ ] Inspect steam wand tips
|
||||
|
||||
For service: Emerald City Equipment
|
||||
(206) 555-8832
|
||||
@@ -0,0 +1,13 @@
|
||||
Day,Open,Close,Morning Lead,Afternoon Lead,Notes
|
||||
Monday,6:00 AM,6:00 PM,Marcus,Jordan,
|
||||
Tuesday,6:00 AM,6:00 PM,Jordan,Alex,
|
||||
Wednesday,6:00 AM,6:00 PM,Marcus,Sam,
|
||||
Thursday,6:00 AM,6:00 PM,Jordan,Marcus,
|
||||
Friday,6:00 AM,7:00 PM,Marcus,Jordan,Extended hours
|
||||
Saturday,7:00 AM,6:00 PM,Jordan,Jamie,Weekend crew
|
||||
Sunday,7:00 AM,5:00 PM,Marcus,Jamie,Early close
|
||||
,,,,,
|
||||
Week of Jan 13-19 2026,,,,,
|
||||
Monday,6:00 AM,6:00 PM,Marcus,Jordan,
|
||||
Tuesday,6:00 AM,6:00 PM,Alex,Sam,Jordan PTO
|
||||
Wednesday,6:00 AM,6:00 PM,Marcus,Sam,Jordan PTO
|
||||
|
@@ -0,0 +1,34 @@
|
||||
SQUARE PAYMENT PROCESSING
|
||||
2025 Fee Summary
|
||||
|
||||
Merchant: Basecamp Coffee Roasters
|
||||
Merchant ID: SQ-88421-WAC
|
||||
|
||||
ANNUAL SUMMARY (Jan-Dec 2025):
|
||||
|
||||
Total Processed: $487,224.50
|
||||
Total Transactions: 32,847
|
||||
|
||||
FEES BREAKDOWN:
|
||||
Card Present (tap/chip): 2.6% + $0.10
|
||||
Volume: $421,892.00
|
||||
Fees: $11,398.19
|
||||
|
||||
Card Not Present (online): 2.9% + $0.30
|
||||
Volume: $65,332.50
|
||||
Fees: $2,090.95
|
||||
|
||||
TOTAL FEES: $13,489.14
|
||||
Effective Rate: 2.77%
|
||||
|
||||
MONTHLY AVERAGE:
|
||||
Transactions: 2,737
|
||||
Volume: $40,602
|
||||
Fees: $1,124
|
||||
|
||||
Hardware:
|
||||
- Square Terminal (x1)
|
||||
- Square Reader (x2)
|
||||
- All equipment owned, no rental fees
|
||||
|
||||
Next statement: February 1, 2026
|
||||
@@ -0,0 +1,22 @@
|
||||
================================
|
||||
INVOICE
|
||||
================================
|
||||
Cascade Paper & Supply
|
||||
Invoice Number: CPS-2025-1147
|
||||
Invoice Date: October 18, 2025
|
||||
|
||||
SOLD TO:
|
||||
Basecamp Coffee Roasters
|
||||
412 Summit Ave
|
||||
Seattle, WA 98102
|
||||
|
||||
LINE ITEMS:
|
||||
- To-go cups 12oz (case of 500).... $89.00
|
||||
- To-go cups 16oz (case of 500).... $95.00
|
||||
- Napkins (bulk 5000).............. $42.00
|
||||
- Stir sticks (box of 1000)........ $12.00
|
||||
- Paper bags medium (500).......... $67.00
|
||||
|
||||
TOTAL DUE: $305.00
|
||||
|
||||
Please remit payment within 30 days.
|
||||
@@ -0,0 +1,32 @@
|
||||
SOCIAL MEDIA POST DRAFTS
|
||||
|
||||
For week of November 10, 2025
|
||||
|
||||
---
|
||||
MONDAY - Instagram
|
||||
[Photo: Latte art close-up]
|
||||
"Monday mornings hit different with the perfect
|
||||
pour. What's your go-to order to start the week?"
|
||||
#SeattleCoffee #LatteArt #MondayMotivation
|
||||
---
|
||||
|
||||
WEDNESDAY - Instagram Story
|
||||
Poll: Pumpkin Spice or Maple Oat?
|
||||
Behind the scenes: Making our house-made syrups
|
||||
|
||||
---
|
||||
FRIDAY - Instagram
|
||||
[Photo: Cozy corner seating]
|
||||
"Weekend plans? We've got the perfect spot to
|
||||
catch up with friends or get lost in a good book.
|
||||
Open til 6pm Saturday & Sunday."
|
||||
#CapitolHillSeattle #CoffeeShopVibes #WeekendPlans
|
||||
---
|
||||
|
||||
SATURDAY - Story
|
||||
Customer feature (get permission first!)
|
||||
Repost any tagged content
|
||||
|
||||
---
|
||||
Notes: Ask Marcus to take latte art video
|
||||
Check if maple syrup photo came out ok
|
||||
@@ -0,0 +1,9 @@
|
||||
Employee,Role,Hourly Rate,Weekly Hours,Hire Date,Status
|
||||
Marcus Williams,Shift Lead,$25.00,38,2024-03-15,Active
|
||||
Jordan Chen,Shift Lead,$24.00,36,2025-08-15,Active
|
||||
Alex Rivera,Barista,$19.00,28,2025-02-01,Active
|
||||
Sam Park,Barista,$18.50,24,2025-06-10,Active
|
||||
Taylor Johnson,Barista,$18.00,20,2025-09-01,Active
|
||||
Casey Brown,Barista,$18.00,16,2025-10-15,Active - Probation
|
||||
Jamie Lee,Weekend Barista,$18.50,12,2024-11-01,Active
|
||||
Morgan Kim,Barista,$18.00,0,2025-04-20,Inactive - Left 11/30
|
||||
|
@@ -0,0 +1,24 @@
|
||||
================================
|
||||
INVOICE
|
||||
================================
|
||||
Green Valley Coffee Suppliers
|
||||
1847 Harvest Road
|
||||
Portland, OR 97210
|
||||
|
||||
Invoice #: GVC-2025-0892
|
||||
Date: August 12, 2025
|
||||
|
||||
Bill To:
|
||||
Basecamp Coffee Roasters
|
||||
Seattle, WA
|
||||
|
||||
Description Qty Unit Price Total
|
||||
-----------------------------------------------------------
|
||||
Ethiopian Yirgacheffe (5lb) 12 $47.50 $570.00
|
||||
Colombian Supremo (5lb) 8 $42.00 $336.00
|
||||
Shipping - - $45.00
|
||||
-----------------------------------------------------------
|
||||
TOTAL: $951.00
|
||||
|
||||
Payment Due: September 12, 2025
|
||||
Terms: Net 30
|
||||
@@ -0,0 +1,30 @@
|
||||
CUSTOMER FEEDBACK SUMMARY
|
||||
|
||||
Collected via: Comment cards & Google reviews
|
||||
Period: Q4 2025 (Oct-Dec)
|
||||
|
||||
POSITIVE THEMES (87 mentions):
|
||||
- Friendly staff (34)
|
||||
- Quality of coffee (28)
|
||||
- Cozy atmosphere (15)
|
||||
- Location/convenience (10)
|
||||
|
||||
NEGATIVE/CONSTRUCTIVE (23 mentions):
|
||||
- Wait times during morning rush (8)
|
||||
- Limited parking (6)
|
||||
- Would like more food options (5)
|
||||
- Music too loud sometimes (4)
|
||||
|
||||
SPECIFIC REQUESTS:
|
||||
- More vegan pastry options (3 requests)
|
||||
- Loyalty punch card program (5 requests)
|
||||
- Later hours on weekends (2 requests)
|
||||
- Decaf cold brew (3 requests)
|
||||
|
||||
ACTION ITEMS:
|
||||
[x] Talked to Freshbake about vegan options
|
||||
[ ] Research loyalty program options
|
||||
[ ] Consider 7pm close on Saturdays
|
||||
|
||||
Overall sentiment: 89% positive
|
||||
Google rating: 4.7 stars (142 reviews)
|
||||
@@ -0,0 +1,29 @@
|
||||
PERMIT RENEWAL REMINDER
|
||||
|
||||
City of Seattle
|
||||
Department of Finance & Administrative Services
|
||||
|
||||
Business License Renewal Notice
|
||||
|
||||
License #: BL-2024-88492
|
||||
Business: Basecamp Coffee Roasters LLC
|
||||
Type: Food Service Establishment
|
||||
|
||||
CURRENT LICENSE EXPIRES: December 31, 2025
|
||||
|
||||
RENEWAL FEE: $175.00
|
||||
(Due by December 15, 2025 to avoid late fee)
|
||||
|
||||
Late fee after Dec 15: $50.00
|
||||
License suspension after Jan 15 if not renewed
|
||||
|
||||
RENEWAL OPTIONS:
|
||||
1. Online: seattle.gov/license
|
||||
2. Mail: Enclosed form with payment
|
||||
3. In person: Seattle Municipal Tower
|
||||
|
||||
ALSO DUE FOR RENEWAL:
|
||||
- Food Handler Permits (2 staff expiring)
|
||||
- Fire Safety Inspection (scheduled Jan 2026)
|
||||
|
||||
Questions? (206) 684-8484
|
||||
@@ -0,0 +1,30 @@
|
||||
BASECAMP COFFEE ROASTERS
|
||||
Staff Meeting Notes
|
||||
|
||||
Date: September 10, 2025
|
||||
Attendees: All staff (7 present, 2 absent)
|
||||
|
||||
AGENDA ITEMS:
|
||||
|
||||
1. FALL MENU LAUNCH (Sept 15)
|
||||
- Pumpkin spice latte returning
|
||||
- NEW: Apple cider chai
|
||||
- NEW: Maple oat latte
|
||||
- Training session Thursday 9am
|
||||
|
||||
2. SCHEDULE CHANGES
|
||||
- Marcus taking vacation Oct 5-12
|
||||
- Need coverage for morning shifts
|
||||
- Jordan approved for extra hours
|
||||
|
||||
3. EQUIPMENT
|
||||
- New grinder arriving next week
|
||||
- Training required - DO NOT USE until trained
|
||||
- Steam wand on machine 2 needs service
|
||||
|
||||
4. REMINDERS
|
||||
- Health inspection coming (exact date TBD)
|
||||
- Keep storage areas clean
|
||||
- Update expired food handler cards
|
||||
|
||||
NEXT MEETING: October 8, 2025
|
||||
@@ -0,0 +1,21 @@
|
||||
[SCREENSHOT - Instagram Analytics]
|
||||
|
||||
Captured: November 22, 2025 at 7:32 PM
|
||||
|
||||
-----------------------------------------
|
||||
@basecampcoffeesea - INSIGHTS
|
||||
-----------------------------------------
|
||||
|
||||
Post Performance (Last 30 Days):
|
||||
- Reach: 12,847
|
||||
- Impressions: 28,441
|
||||
- Profile Visits: 892
|
||||
- Website Clicks: 156
|
||||
|
||||
Top Post: "New seasonal menu drop"
|
||||
- 847 likes, 52 comments
|
||||
- Saved: 124 times
|
||||
|
||||
Follower Growth: +287 this month
|
||||
Total Followers: 4,521
|
||||
-----------------------------------------
|
||||
@@ -0,0 +1,23 @@
|
||||
================================
|
||||
RECEIPT
|
||||
================================
|
||||
CASH & CARRY
|
||||
Smart Foodservice
|
||||
Seattle Location
|
||||
|
||||
Date: September 28, 2025
|
||||
|
||||
Chocolate chips 5lb $24.99
|
||||
Flour AP 25lb $12.99
|
||||
Brown sugar 4lb $4.99
|
||||
Baking powder 5lb $9.99
|
||||
Salt kosher 3lb $3.99
|
||||
Cocoa powder 2lb $11.99
|
||||
|
||||
Subtotal $68.94
|
||||
Tax $7.07
|
||||
---------------------------------
|
||||
Total $76.01
|
||||
|
||||
Business Account
|
||||
Basecamp Coffee
|
||||
@@ -0,0 +1,23 @@
|
||||
================================
|
||||
INVOICE
|
||||
================================
|
||||
ROASTER'S CHOICE IMPORTS
|
||||
Specialty Green Coffee
|
||||
|
||||
Invoice: RCI-7745
|
||||
Date: January 10, 2026
|
||||
|
||||
TO: Basecamp Coffee Roasters
|
||||
|
||||
GREEN COFFEE BEANS:
|
||||
- Guatemala Huehuetenango (25kg).... $287.50
|
||||
- Kenya AA Nyeri (15kg)............. $247.50
|
||||
- Brazil Santos (30kg).............. $195.00
|
||||
- Sumatra Mandheling (20kg)......... $230.00
|
||||
|
||||
Subtotal: $960.00
|
||||
Freight: $85.00
|
||||
---------------------------------
|
||||
INVOICE TOTAL: $1,045.00
|
||||
|
||||
Terms: Net 30
|
||||
@@ -0,0 +1,23 @@
|
||||
================================
|
||||
INVOICE
|
||||
================================
|
||||
Emerald City Equipment Repair
|
||||
Phone: (206) 555-8832
|
||||
|
||||
INVOICE #: ECE-9921
|
||||
DATE: November 5, 2025
|
||||
|
||||
Customer: Basecamp Coffee Roasters
|
||||
|
||||
Service Performed:
|
||||
- La Marzocco Linea PB diagnostic
|
||||
- Replaced steam wand valve
|
||||
- Descaling service
|
||||
- Labor (2.5 hours @ $85/hr)
|
||||
|
||||
Parts: $127.00
|
||||
Labor: $212.50
|
||||
-----------------------------------
|
||||
INVOICE TOTAL: $339.50
|
||||
|
||||
Thank you for your business!
|
||||
@@ -0,0 +1,22 @@
|
||||
================================
|
||||
INVOICE
|
||||
================================
|
||||
CLEAN SWEEP JANITORIAL
|
||||
Commercial Cleaning Services
|
||||
|
||||
Invoice #: CSJ-2025-889
|
||||
Date: January 6, 2026
|
||||
|
||||
Basecamp Coffee Roasters
|
||||
412 Summit Ave
|
||||
|
||||
DECEMBER 2025 CLEANING:
|
||||
- Daily floor cleaning (22 days)
|
||||
- Weekly deep clean (4x)
|
||||
- Window cleaning (2x)
|
||||
- Restroom supplies restocked
|
||||
|
||||
Monthly Service: $425.00
|
||||
Supplies: $67.00
|
||||
---------------------------------
|
||||
TOTAL: $492.00
|
||||
@@ -0,0 +1,29 @@
|
||||
LEASE RENEWAL NOTICE
|
||||
|
||||
Date: November 15, 2025
|
||||
|
||||
To: Basecamp Coffee Roasters LLC
|
||||
412 Summit Ave
|
||||
Seattle, WA 98102
|
||||
|
||||
From: Summit Avenue Properties LLC
|
||||
|
||||
RE: Lease Renewal - Suite 100
|
||||
|
||||
Dear Tenant,
|
||||
|
||||
Your current lease agreement for the above-referenced
|
||||
property is set to expire on February 28, 2026.
|
||||
|
||||
We are pleased to offer you the following renewal terms:
|
||||
|
||||
- Term: 24 months (March 1, 2026 - Feb 28, 2028)
|
||||
- Monthly Rent: $4,200 (3% increase from current)
|
||||
- Security Deposit: No change required
|
||||
- CAM Fees: Estimated $380/month
|
||||
|
||||
Please respond by December 31, 2025 to confirm your
|
||||
intent to renew.
|
||||
|
||||
Best regards,
|
||||
Summit Avenue Properties LLC
|
||||
@@ -0,0 +1,28 @@
|
||||
VENDOR COMPARISON NOTES
|
||||
|
||||
Date: August 20, 2025
|
||||
Re: Switching milk suppliers
|
||||
|
||||
CURRENT: Pacific Northwest Dairy
|
||||
- Price: Good
|
||||
- Quality: Good
|
||||
- Delivery: Tues/Fri only
|
||||
- Issue: Often out of oat milk
|
||||
|
||||
OPTION 1: Organic Valley (through UNFI)
|
||||
- Price: 15% higher
|
||||
- Quality: Excellent
|
||||
- Delivery: Mon/Wed/Fri
|
||||
- Pros: Consistent stock, organic option
|
||||
- Cons: Higher cost, minimum order $200
|
||||
|
||||
OPTION 2: Smith Brothers
|
||||
- Price: Similar to current
|
||||
- Quality: Good
|
||||
- Delivery: Daily available
|
||||
- Pros: Flexible, local
|
||||
- Cons: Smaller selection
|
||||
|
||||
DECISION: Try Smith Brothers for oat milk only,
|
||||
keep PNW Dairy for regular dairy. Revisit in
|
||||
3 months.
|
||||
@@ -0,0 +1,21 @@
|
||||
================================
|
||||
RECEIPT
|
||||
================================
|
||||
ACE HARDWARE
|
||||
Capitol Hill - Seattle
|
||||
|
||||
08/30/2025 11:15 AM
|
||||
|
||||
SPRAY PAINT BLACK $7.99
|
||||
PAINT ROLLER KIT $14.99
|
||||
DROP CLOTH $8.99
|
||||
PAINTERS TAPE 2" $6.49
|
||||
SPACKLE $5.99
|
||||
SANDPAPER PACK $4.99
|
||||
|
||||
SUBTOTAL $49.44
|
||||
TAX $5.07
|
||||
---------------------------------
|
||||
TOTAL $54.51
|
||||
|
||||
VISA DEBIT ****8832
|
||||
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Reference in New Issue
Block a user