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

**March 25, 2026 at 10:03 AM** · 56m 58s

### 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) `high`
- [ ] 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) `high` (due 2024-03-28)
- [ ] Complete inventory update and barcoding in RentalWorks with a firm deadline of next Friday. `high` (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) `medium` (due 2024-03-22)
- [ ] Clarify and tighten billing expectations for Versatile, addressing the current delays and establishing a clearer process. — @Speaker C (Katie) `medium`

### Topics
CSR Hiring, Role Reporting & Structure, Billing Process, Warehouse Operations, Mondo Performance & Succession, Operational Dashboard, RentalWorks Training, Inventory Management

**Sentiment:** neutral

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*Generated by Call Assistant on 2026-04-09 10:12*