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Introduction to

For Branch Managers

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What Modeeri Is

  • ✅ A system for checklists, tasks, accountability, and visibility�
  • ✅ A tool that ensures standards are executed consistently in-store�
  • ✅ A single source of truth for “did this get done?”

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What Modeeri Isn’t

  • ❌ A replacement for managers or leadership�
  • ❌ A one-time setup you forget about�
  • ❌ A reporting tool with no follow-up

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Why Modeeri Exists

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  • To make sure daily tasks are actually completed, not just talked about�
  • To replace paper checklists, WhatsApp messages, and guesswork�
  • To give managers clear visibility into what’s happening in-store�
  • To create consistent standards across every shift and every location�
  • To help teams work better, faster, and with less stress

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What Success Looks Like

Adoption - Teams are using it

  • 80% on-time completion of core daily checklists�
  • All pilot locations active�
  • Clear ownership per checklist�
  • Paper checklists largely eliminated

Accountability - Managers are enforcing it

  • 90%+ completion rate�
  • Missed checklists followed up on�
  • Managers review reports weekly�
  • Checklists refined and simplified

Standardization - Leadership is relying on it

  • Checklists standardized across locations�
  • Data used for audits, reviews, ops meetings�
  • Leadership relies on reports, not verbal updates�
  • Expansion to more locations underway

30 Days

60 Days

90 Days

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In-Store Rollout Flow (Branch Manager-Led)

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Prepare

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(Before Staff Training)

Train Your Team

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(Same Day)

Go Live

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(Immediately After Training)

First Week

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Stabilize

Ongoing Ownership

  • Checklists, roles, and users are finalized

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  • Start date is set

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  • Training scheduled before first checklist is due
  • Explain why Modeeri is used

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  • Walk staff through the mobile app (and/or share the training video)
  • Staff start using Modeeri in real shifts

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  • Paper checklists stop

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  • Modeeri becomes part of daily work
  • Review completion daily

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  • Follow up on missed checklists

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  • Fix timing, unclear tasks, or gaps

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  • Report issues or feedback
  • You onboard new staff

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  • You enforce usage

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  • Target 80%+ checklist completion

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Branch Manager Expectations�

You are expected to:

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  • Train all current and new staff members on Modeeri �
  • Ensure checklists are completed daily and on time�
  • Review checklist completion and submissions every day �
  • Follow up immediately on missed or late checklists�
  • Enforce Modeeri as part of daily work for every relevant employee (not optional)�
  • Collect staff feedback and report issues or improvements

As a Branch Manager, you are responsible for the success of Modeeri at your location.

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Support Escalation Framework�

1. In-App AI Chatbot

� First line of support via the Support button in the app

2. Live Human Support

� Escalated directly within the same chat if needed

3. Branch Manager

� For operational or in-store issues

4. Area / Operations Manager

� If further escalation is required

5. Modeeri Customer Success Manager

� Final escalation point�

Rule:

Always start in the app before escalating.

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