{
  "version": 4,
  "kind": "lists",
  "app": "Experto",
  "exportedAt": "2026-10-01T03:45:46.677Z",
  "settings": {
    "theme": "light",
    "language": "en-US",
    "timeZone": "America/Sao_Paulo",
    "selectedListId": "comece",
    "activeTab": "lists",
    "lastSyncAt": null,
    "seededMessagesAt": null
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  "profile": null,
  "lists": [
    {
      "id": "comece",
      "name": "Start here",
      "color": "#4f7fe8",
      "position": 0,
      "kind": "account",
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "sede",
      "name": "Head office prep",
      "color": "#7a8aa0",
      "position": 1,
      "kind": "account",
      "nextListId": "loja",
      "nextEstimate": {
        "amount": 3,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "loja",
      "name": "In-store execution",
      "color": "#f2b233",
      "position": 2,
      "kind": "account",
      "nextListId": "conferencia",
      "nextEstimate": {
        "amount": 2,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "conferencia",
      "name": "Check",
      "color": "#5fc266",
      "position": 3,
      "kind": "account",
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "visita",
      "name": "Visit follow-ups",
      "color": "#f2865c",
      "position": 4,
      "kind": "account",
      "nextListId": "conferencia",
      "nextEstimate": {
        "amount": 2,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "diaria",
      "name": "Daily store routine",
      "color": "#3aa2e6",
      "position": 5,
      "kind": "account",
      "nextListId": "diaria",
      "nextEstimate": {
        "amount": 1,
        "unit": "calendar_days"
      },
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "mensal",
      "name": "Monthly store routine",
      "color": "#8c62e0",
      "position": 6,
      "kind": "account",
      "nextListId": "mensal",
      "nextEstimate": {
        "amount": 1,
        "unit": "months"
      },
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "chamados",
      "name": "Store tickets",
      "color": "#f26d6d",
      "position": 7,
      "kind": "account",
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
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  ],
  "items": [
    {
      "id": "item-1",
      "listId": "comece",
      "title": "1. Turn on sub-accounts as Stores",
      "description": "**Why:** each store in the network becomes a sub-account. That's what keeps each store's items apart and lets the manager see only what belongs to their store.\n\n**How to do it:**\n\n1. Open **Administration › Account**.\n2. Switch on **Turn on sub-accounts**.\n3. In **Call them**, choose **Stores** (or **Units**, if that's what your network calls them).\n\n**Done when:** **Manage stores** shows up on the account page.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-2",
      "listId": "comece",
      "title": "2. Add the network's stores",
      "description": "**How to do it:** in **Administration › Account › Manage stores**, create a **New store** for each location, with a name, color and photo. Use the name your network already uses day to day, like Downtown, South Mall or Airport.\n\n**What comes with it:** each store you create automatically gets its own list, **Lista - {store name}** (you can rename it), open only to that store. Use it for anything that belongs to that location alone, like the opening checklist for a new store.\n\n**Done when:** every store in operation is added.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 1,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-3",
      "listId": "comece",
      "title": "3. Turn on the key date and check business hours",
      "description": "**Key date:** in **Administration › Account**, turn on **Use key date**. Use the key date as the day the campaign or change starts in the stores. It stays fixed while the item moves through the lists, and the manager sees it too.\n\n**Business hours:** on the same page, under **Business days and hours**, check the days and hours. The deadline on each handoff, like the store's 3 business days, counts from them. If your stores open on Saturday and Sunday and you want those days to count, include both.\n\n**Done when:** the key date shows on items and your business hours are right.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 2,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-4",
      "listId": "comece",
      "title": "4. Choose who's in each list",
      "description": "**Why:** the template's lists arrive as **Admins only**. Your head office team only sees them after this step.\n\n**How to do it**, in each list's settings, under **Who’s in**:\n\n- **Head office prep:** whoever prepares campaigns, prices and materials (marketing, purchasing, operations).\n- **In-store execution, Visit follow-ups, Daily store routine and Monthly store routine:** **Specific people**, with your field consultants and whoever follows the stores. They are the ones who get the **Guest completed** notification when a store completes an item.\n- **Check:** **Specific people**, with your field consultants. Every item that arrives shows up in their notifications.\n- **Store tickets:** **Specific people**, with whoever supports the stores at head office.\n\n**Done when:** everyone at head office sees the lists they work in.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 3,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-5",
      "listId": "comece",
      "title": "5. Open the store lists to the stores",
      "description": "**How to do it:** in each list's settings, under **Stores who see it**:\n\n- **All stores:** In-store execution, Visit follow-ups, Daily store routine, Monthly store routine and Store tickets.\n- **None:** Head office prep and Check.\n\n**How it works:** in each of these lists, the manager only sees the items tagged with their store. An item with no store shows a crossed-out eye, which means no guest can see it.\n\n**Done when:** only the store lists are open to the stores.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 4,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-6",
      "listId": "comece",
      "title": "6. Invite each store's manager",
      "description": "**How to do it:** on the store's profile, in **Administration › Account › Manage stores**, invite the manager by email or link. Invite the franchisee too, if they want to follow along.\n\n**How it works for the store:**\n\n- Guests are free, unlimited and don't take up a seat.\n- A guest sees only their store's items, with the title, description, deadlines, key date and attachments.\n- They can only complete items. After completing, they have a few seconds to undo.\n- A franchisee with several stores can be a guest in all of them.\n- It works on the web and in the iPhone app.\n\n**Testing tip:** create a test store and invite yourself with another email to see exactly what the manager sees.\n\n**Done when:** every store manager has accepted the invite.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 5,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-7",
      "listId": "comece",
      "title": "7. Agree on the network's rules with the team",
      "description": "- **One item per store.** The holiday campaign for 30 stores becomes 30 items, each tagged with its store. That way every manager completes their own, and head office sees who's still missing.\n- **Same naming pattern:** `[Type] Subject`, with the types Campaign, Notice, Standard, Training, Visit and Ticket. For example, `[Campaign] Holidays · window display and posters`.\n- **To tag the store,** type `#Downtown` in **New item**: the `#Downtown` leaves the title and the item comes in with the right store. Pasting several lines, one per store, creates all the items at once.\n- **The key date** is the day the action starts in the store.\n- **Completing in the store means it's done.** The item moves on to Check by itself.\n- **Checked and it isn't right?** Use **Move to… › In-store execution**, write in the description what's missing and set a new deadline.\n- **A notice that only needs reading**, for head office and the field consultants, goes through **Administration › Messages**, with read receipts. A notice the store has to act on becomes an item in In-store execution.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 6,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-8",
      "listId": "comece",
      "title": "8. Set up each store's routines",
      "description": "The **Daily store routine** and **Monthly store routine** lists have templates with no store. For each store:\n\n1. Open the template and use **Duplicate**.\n2. On the copy, tag the store in the **Store** field.\n3. Set the first deadline in **Due by**.\n\nFrom then on, each completion brings the item back, open, due the next day (daily routine) or the next month (monthly routine).\n\n**Big network?** Ask your AI agent (step 10): \"Create an Opening checklist in Daily store routine for each store, with the template's description and due tomorrow at 10 a.m.\"\n\nThe templates can stay where they are: no guest sees an item with no store.\n\n**Done when:** every store has its daily checklists and its monthly routines.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 7,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-9",
      "listId": "comece",
      "title": "9. Take the samples through the workflow",
      "description": "**Head office prep** has a sample campaign:\n\n1. Tag the test store on the item, in the **Store** field.\n2. Complete it in **Head office prep** and watch it arrive in **In-store execution** with a deadline.\n3. Sign in as the test manager and complete it.\n4. Watch it arrive in **Check** and the notification for whoever is in the list.\n5. Try **Move to… › In-store execution** and complete it again as the manager.\n6. Complete it in **Check** to close it.\n\nDo the same with the sample follow-up in **Visit follow-ups**.\n\n**Done when:** both samples are completed in Check.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 8,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-10",
      "listId": "comece",
      "title": "10. Turn on the ticket form and the AI agent (optional)",
      "description": "**Tickets through a form:** in the **Store tickets** settings, under **Receive from another tool**, click **Turn on** and use **This list's address** in your network's ticket form. Add a field with the store name, exactly as it's set up. On the first submission, the screen asks which field is the store, and from then on every ticket comes in tagged with the right store.\n\n**AI agent:** in **Administration › AI agents**, turn on **Allow AI connections** and choose whether the AI can only read or also edit. Then each person connects their own agent (Claude, ChatGPT or any other MCP-compatible app) at getexperto.com/app/mcp. The AI only sees what that person sees.\n\n**Account context for the AI** (on the same screen): write down the stores, each consultant's region and the item naming pattern (`[Type] Subject`).\n\n**Sample requests:**\n\n- \"Create the [Campaign] Holidays · window display and posters in Head office prep for every store, one item per store, with the key date on December 1.\" (up to 50 items per request)\n- \"Which stores haven't completed the holiday campaign yet?\"\n- \"Create these three follow-ups for the Downtown store in Visit follow-ups, due Friday.\"\n\nThe AI never deletes anything.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 9,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-11",
      "listId": "sede",
      "title": "[Campaign] Sample · New collection window display",
      "description": "This is a sample item. Take it through the workflow following step **9** of **Start here**.\n\n**Item name:** `[Type] Subject`. Types: Campaign, Notice, Standard and Training.\n\n**One item per store:** tag the store in the Store field, or type #StoreName when you create the item.\n\n**Store instructions template** (copy it into real items):\n\n- **What to do:** set up the window display with the collection kit, following the attached guide.\n- **Materials:** what head office sends (point-of-sale kit, posters, files) and when it arrives.\n- **Starts on:** the key date.\n- **How to confirm:** complete the item when it's ready. The field consultant does the check.\n- **Questions:** open a ticket through the network's form.\n\n**At head office:** complete it here once the store's materials are shipped and the instructions are complete. The store gets the item with a 3-business-day deadline.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-12",
      "listId": "visita",
      "title": "[Visit] Sample · Price tags off standard",
      "description": "This is a sample item. Take it through the workflow following step **9** of **Start here**.\n\n**How to use this list:** after each visit, the field consultant adds the issues they found here, one per item, with the store tagged and the deadline agreed with the manager. The store fixes it and completes it, and the item moves on to Check.\n\n**Follow-up template:**\n\n- **What was found:** shelf 3 price tags still show the old price.\n- **What to do:** replace them with tags from the new price list.\n- **Deadline:** in the Due by field.\n- **Reference:** the operations manual page or the photo attached by the consultant.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-13",
      "listId": "diaria",
      "title": "Opening checklist",
      "description": "**Routine template.** Duplicate it for each store and tag the store (step **8** of **Start here**). Completed it? The item comes back open, due the next day.\n\n**Before opening the doors:**\n\n- Store clean and lights on\n- Window and displays matching the manual\n- Prices and tags checked\n- Register open with the day's change\n- Team in uniform and today's schedule checked\n- Equipment working\n\nAdjust the points to your network's operations manual.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-14",
      "listId": "diaria",
      "title": "Closing checklist",
      "description": "**Routine template.** Duplicate it for each store and tag the store (step **8** of **Start here**). Completed it? The item comes back open, due the next day.\n\n**Before closing:**\n\n- Register closed and balanced\n- Day's sales entered in the system\n- Restocking noted for the next day\n- Equipment turned off\n- Doors and alarm checked",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 1,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-15",
      "listId": "mensal",
      "title": "Stock count",
      "description": "**Routine template.** Duplicate it for each store and tag the store (step **8** of **Start here**). Completed it? The item comes back open, due the next month.\n\n- Count the stock on the day agreed with head office\n- Note any differences in this item's description\n- Send the count in the format your network uses",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-16",
      "listId": "mensal",
      "title": "Month-end report sent to head office",
      "description": "**Routine template.** Duplicate it for each store and tag the store (step **8** of **Start here**).\n\n- Sales and the month's KPIs, in the format your network uses\n- The basis for royalties and the marketing fund, when your network charges on sales",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 1,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-17",
      "listId": "mensal",
      "title": "Preventive maintenance",
      "description": "**Routine template.** Duplicate it for each store and tag the store (step **8** of **Start here**).\n\n- Air conditioning, equipment and lighting\n- Note in the description what was done and what needs a ticket",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 2,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-18",
      "listId": "mensal",
      "title": "Monthly team meeting",
      "description": "**Routine template.** Duplicate it for each store and tag the store (step **8** of **Start here**).\n\n- The month's results and next month's targets\n- Upcoming campaigns\n- The team's pending trainings",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 3,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    },
    {
      "id": "item-19",
      "listId": "chamados",
      "title": "[Ticket] Sample · Air conditioning not cooling",
      "description": "This is a sample ticket. Real tickets come in through the network's form (step **10** of **Start here**), already tagged with the store, and the manager follows their own ticket in this list.\n\n**How to handle it:**\n\n1. Whoever takes the ticket gives it a **Pull**.\n2. Write down in the description what was done.\n3. Complete it once it's solved. If the store solves it first, the manager can complete it.\n\n**Suggested form fields:** store, subject, description, urgency and the contact of whoever opened it.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:45:46.677Z",
      "updatedAt": "2026-10-01T03:45:46.677Z",
      "deletedAt": null
    }
  ],
  "notes": [],
  "messages": [],
  "pending": {
    "lists": [],
    "items": [],
    "notes": [],
    "messages": []
  }
}