For: Toolkit Manager daily routine | Last Updated: May 2026

This page covers your daily work rhythm — what to do every day to stay on top of the role.

Daily Habits

1. Check email inboxes — both brands. You'll receive emails to your Toolkit Manager address from both Franchise Sellers and Company Sellers communications. Triage what's urgent, archive what's resolved, flag what needs follow-up.
2. Complete your CRM tasks for the day. Open Deal Studio, filter your tasks by today, work through them. Don't delete tasks — they're your audit trail. Set the next task immediately after each one.
3. Process any seller responses on forwarded buyer profiles. If a seller has replied with a decision (mark lost / grant access / need more info), process it in DealBuilder right away. Quick turnaround keeps the buyer pipeline warm.
4. Send any 3-day buyer follow-up emails that are due. When a buyer profile has been with the seller for 3 business days without a response, send the single follow-up email. (See Managing the Buyer Process.)

⚠️ Additional daily habits to be added — review later.

Weekly / Bi-Weekly Habits

• Bi-weekly buyer screenshot email to each active seller (see Seller Management)
• Monthly seller check-in calls scheduled out for each listing
• 2-week-out expiration warnings when listings approach term-end

Tools You'll Use Every Day

See Tools & Logins for the full setup. The day-to-day tools:

• Deal Studio (CRM, pipelines, tasks)
• DealBuilder (listings, data room, buyer access)
• Notion (this handbook + SOPs)