Versatile Ops Review: CSR Hire, Mondo's Role, Dashboard, & Billing

March 25, 2026 at 10:03 AM|56 min
Neutral

Bottom Line

The team aligned on hiring a CSR to offload Donna for billing, while debating Mondo's long-term role and the need for better operational systems. A key decision was made to post the CSR role under the Versatile brand.

Key Takeaways

CSR Hiring:: The team agreed to post a $25/hr CSR role under the Versatile brand to handle production supply duties, freeing Donna to focus solely on billing.

Mondo's Future:: Leadership is evaluating whether Mondo's primary value is customer relationships versus operational management, with a potential succession plan involving Eric.

Operational Dashboard:: Mike will design a centralized dashboard/screen to display schedules, priorities, and SOPs, reducing reliance on multiple systems and improving warehouse visibility.

Billing Bottleneck:: Billing delays are linked to Sean holding information; Donna is now working to catch up on stage billing with the goal of improving timeliness.

Decisions Made

• Post the CSR job under the Versatile brand (not Avon) — decided by Speaker A (Mike) and confirmed by Speaker C (Katie)

• Donna will shift to a billing-only role under Michelle — confirmed by group discussion
Action Items
Finalize and post the CSR job description under the Versatile brand at $25/hour. — Speaker A (Mike) / Speaker C (Katie)
Schedule an in-person RentalWorks training session for warehouse/production supply staff, ideally for a day Mike is present (targeting next Tuesday-Thursday). — Speaker C (Katie) (due 2024-03-28)
Complete inventory update and barcoding in RentalWorks with a firm deadline of next Friday. (due 2024-03-22)
Design a comprehensive dashboard/screen view pulling from RentalWorks and a master Google Sheet to display schedules, priorities, and SOPs for warehouse visibility. — Speaker A (Mike) (due 2024-03-22)
Clarify and tighten billing expectations for Versatile, addressing the current delays and establishing a clearer process. — Speaker C (Katie)
Decisions
Post the CSR job description under the Versatile brand, not Avon. — Speaker A (Mike)
Donna will shift to focus exclusively on billing under Michelle's oversight.
Topics
CSR Hiring Role Reporting & Structure Billing Process Warehouse Operations Mondo Performance & Succession Operational Dashboard RentalWorks Training Inventory Management

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