RISE Weekly Meeting
Total · 56 min
The Four
This quarter's projects + active tasks.
- 1
- 2
- 3
- 4
1-7 Day To-Do's
What ships this week.
Three accounts (Roasters Co-op, Bean Street, Origin Cafe) are negotiating renewal. Need updated tiered pricing approved by Sarah before Wednesday call.
HighPumpkin oat latte + maple chai + apple cider. Use natural light at 2pm. Lisa books photographer.
MediumTwo candidates from Indeed. Mike to do trial shifts Saturday + Sunday.
UrgentMonthly close packet for the coach. Variance to budget plus a 1-pager on the wholesale ramp.
High↻ MonthlyNew pricing on six SKUs. Test on the Heights register before pushing to Riverside.
MediumLisa's proposal: $14k. Three big buckets: paid social, the holiday gift-card push, B-roll content for the subscription tier.
High↻ QuarterlyThree bullets max. Wins, blockers, the one ask.
Low↻ WeeklyBoth locations. Look for: clutter, slow stations, customer-facing wear.
Medium↻ Weekly
7-30 Day To-Do's
Coming up. Not this week.
Three things to test: punch card vs. app, $1 off vs free drink, monthly vs cumulative.
High40 lbs/week starting October. Margin ~38%. Sarah to draft proposal.
HighFirst-90-day plan for cafe staff: training, certifications, mentorship pairing.
MediumEspresso machines, grinders, water filters. Build a single sheet with serial numbers + last-service dates + recommended interval.
MediumBuy $50 get $10. Launch day before Black Friday. Lisa owns the comms, Mike preps the registers.
LowEveryone takes the 16-question assessment by Oct 15. Compare against Q3.
High↻ QuarterlyTied to the Director of Wholesale hire. Lisa to help with the employer brand language.
MediumADP is costing us $410/mo. Gusto quote is $185/mo. Migration window in the slow week.
LowBlack Friday → Jan 2. Backup baristas, comp & schedule clarity, two-shift coverage on the big days.
Medium
Challenges & Opportunities
The 30-minute segment.
Average ticket time creeping from 4m to 7m. Mike thinks layout + understaffing. Options: rearrange bar, hire a third barista for 7-10am, both.
UrgentLisa hypothesis: shipping delays in August. Need to confirm with three customer interviews this week before deciding on retention spend.
HighCurrently 280 lbs/week on the 12kg Probat. Wholesale projections show 360 lbs/week by Q1. Decision: add a second roaster ($85k) or outsource overflow ($1.20/lb premium).
HighShe's capped. Either we hire (~$55k entry) or contract for the next 6 months ($3-4k/mo).
MediumTwo accounts paid 40+ days late in September. We invoice by hand from a spreadsheet. Need either Stripe Invoicing or QuickBooks workflow.
MediumMostly dairy. Two possible causes: portioning inconsistency, or over-prepping the morning rush bar setup.
HighTied to the Director hire. Until then, we need a triage rule: which accounts Sarah personally closes vs. which Mike or the new rep handles.
UrgentNo clear cause. Lisa to run a sender-reputation check + A/B subject lines next two sends.
LowThey have a more interesting decaf SKU. Either source a better Swiss-Water decaf or position ours differently.
Medium
Quarterly Opportunities
Bigger plays. Not this week.
Pre-LOI conversation with the landlord. 1,800 sqft, $4.50/sqft, 5-year term. Need to model break-even by quarter.
HighPremium tier at $32/mo for limited single-origins. Lisa to draft brand positioning + landing page.
HighFrees Sarah from key-account selling. Estimate $90-110k base + variable. Probably Q1.
HighFebruary. Two purposes: secure 2026 contract direct, and storytelling content for DTC.
MediumAligns with the brand. Lisa estimates 8-10 weeks of work split across the team.
LowCorporate events, weddings, conferences. Two-person cart, $1,200 day rate. Test 3 events this quarter.
MediumRetention angle and a values one. Sarah to model 2-5% of profit shared across hourly staff.
MediumThree-bag set, $48 retail. Co-marketing with a local bakery for the gifting season.
Low
Your Plan
The strategic anchor for everything above.
- Core values
Be generous with the craft · Brew with discipline · Tell the truth, kindly
- Company purpose
Acme Coffee exists to brew with integrity and pay farmers what they're worth.
- Personal purposes
- Key Purpose Indicator
Pay farmers a 25% premium over Fair Trade on every direct-trade lot.
- 3-year picture
$5M
- 1-year target
$1.7M
- 90-day sprint
$420k
- Process maps
RISE Resources
Quick links to every workbook tool.
Other Resources
External links the team uses.
- Acme Brand Guide (Notion)www.notion.so/acmecoffee/brand-guide
- Q3 financials (Google Sheets)docs.google.com/spreadsheets/d/example-q3-financials
- Wholesale CRM (HubSpot)app.hubspot.com/contacts/acme
- Staff handbook (Google Drive)drive.google.com/drive/folders/example-handbook
- Master roasting profile sheet (Cropster)app.cropster.com/acme
- Cafe POS dashboards (Square)squareup.com/dashboard/sales/reports
- DTC analytics (Shopify Admin)admin.shopify.com/store/acmecoffee