What each day actually is. This goes to the technician the moment you book them — it is the difference between “Thursday” and a call they can plan around.
Everything you learn on a call is written back here. The second gig with the same person costs no questions at all — that is what makes a hundred calls survivable.
What this technician is, department by department — built from everything you have confirmed about them so far, not from any one gig. A department you have never asked about shows no stars rather than a bad score.
The full assessment — use it to onboard someone new to the bench, or before a high-stakes booking. Everything you confirm here is saved to their bench profile.
Be honest about the context, not optimistic. The same role is a different job in a breakout room and on a televised general session, and this is where most bad bookings are actually made.
Anything ticked here becomes a requirement and gets priority in the screening call.
Paste whatever you have. Everything drawn from text is treated as an unverified claim — it sets a starting position and decides what you ask on the call.
Set what you know. An unknown is more useful than a guess.
Questions chosen for this job, prioritised by what is unproven and what matters. Mark each one as you go — the answers feed straight into the verdict.
Ordered by severity. This is what you tell your operations lead, not the client.
The gaps one step from closing — worth saying to the technician.
Every gap mapped to the Reboot Academy course that closes it, most important first. Send this to the technician — a decline they can act on is worth more to both of you than a decline they cannot.