North Vancouver
Latest filing runs: files moved vs not moved.
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Current operating signals across all three centres.
September 2026 · BI pull Oct 5 (revenue pending finalization).
Items that should be reviewed next.
Open a module for detail and actions.
Cross-centre communication coverage without exposing family-level records in this owner overview.
Communication totals and protected centre-dashboard access.
All three centres in one chronological view.
Cross-centre families, students and complete thread summaries.
Callback requests first, then newest unmatched conversations across all centres.
Nightly filing status and the latest recorded centre results.
Latest filing runs: files moved vs not moved.
Latest filing runs: files moved vs not moved.
Latest filing runs: files moved vs not moved.
One master audit file records every filing action with timestamp, centre code, and action type. Held-for-review files are identified by their "Not moved" / "Hold file" actions.
| Timestamp | Centre | Action | File | Details |
|---|---|---|---|---|
| 2026-10-02 00:00:00 | CW | Move file | Vianna Carvalho_PK3115_20261001.pdf | Moved to Vianna Carvalho_CW (file ID 1fFHd34ERxc-_xHAVTCUOGSAuydJlHcwN) |
| 2026-10-02 00:00:00 | CW | Move file | Ceci Fan_PK3146_20261001.pdf | Moved to Ceci Fan_CW (file ID 1sMzo8hktRICnC6aW0ujzqrD7bWo-IsWA) |
| 2026-10-02 00:00:00 | CW | Move file | Annalia Carvalho_PK3149_20261001.pd | Moved to Annalia Carvalho_CW (file ID 1sqRPUOw0RFZv0LUbJLq8CKs8rJVDYv8W) |
| 2026-10-02 00:00:00 | NV | Move file | Mark Galytska_PK3145_20261002.pdf | Moved to Mark Galytska_NV (file ID 1Qac53brH89dv4gJz1Lv3eO20fwkWezqG) |
| 2026-10-02 00:00:00 | NV | Move file | Mark Galytska_PK3169_20261002.pdf | Moved to Mark Galytska_NV (file ID 1x5TocnYHZVgVG1sF96YBjcnFk-v_qu3W) |
| 2026-10-02 00:00:00 | NV | Move file | Adrian Lee_PK3314_20261002.pdf | Moved to Adrian Lee_NV (file ID 1vDAWRUbp5Q_Ls2cBWsQaFXUEjO88I_oW) |
| 2026-10-02 00:00:00 | NV | Move file | Mia Kabani_PK3323_20261002.pdf | Moved to Mia Kabani_NV (file ID 1SjaZH_T6wvJVa_ThwVEJGCJsGO5-hB6m) |
| 2026-10-02 00:00:00 | NV | Move file | Makayla Ma_PK3443_20261002.pdf | Moved to Makayla Ma_NV (file ID 1q9NpdXzLd6cMzzzNVTv2t03FoFPTSX2L) |
| 2026-10-02 00:00:00 | NV | Move file | Soren Kalikias_PK3168_20261002.pdf | Moved to Soren Kalikias_NV (file ID 1Xa4addI0Xi9BoDsW8ETXhCNTpditdsD2) |
| 2026-10-02 00:00:00 | NV | Move file | Ozgu Agas_PK3257_20261002.pdf | Moved to Ozgu Agas_NV (file ID 1IhdlhJ6iC2nnHjZlhbLa5Zz5ffnkwTcs) |
| 2026-10-02 00:00:00 | NV | Move file | Ozgu Agas_PK3308_20261002.pdf | Moved to Ozgu Agas_NV (file ID 13rhEn5JFKUiy8csiz9j4FbM7fyAMHDAe) |
| 2026-10-02 00:00:00 | NV | Move file | Jia Chan_PK3117_20261002.pdf | Moved to Jia Chan_NV (file ID 17LPfYh4X4Ls_O_EwUEu02NKWN3oCIRk_) |
| 2026-10-02 00:00:00 | NV | Move file | Aden Al Himyary_PK3405_20261002.pdf | Moved to Aden Al Himyary_NV (file ID 1xoskg6Gg6qO4Oa3SmdrjtgCVFVW5lf0V) |
| 2026-10-02 00:00:00 | NV | Not moved | Alexandra Tikhomirova_PK3007_202610 | NO_STUDENT_FOLDER (NV): No folder matching Alexandra Tikhomirova_NV; closest folder names: |
| 2026-10-02 00:00:00 | BN | IGNORED | Assessments | Non-PDF item found in BN scanner folder (BN); type: application/vnd.google-apps.folder |
| 2026-10-02 00:00:00 | BN | IGNORED | CC and EFT forms | Non-PDF item found in BN scanner folder (BN); type: application/vnd.google-apps.folder |
| 2026-10-02 00:00:00 | BN | IGNORED | Template | Non-PDF item found in BN scanner folder (BN); type: application/vnd.google-apps.folder |
| 2026-10-02 00:00:00 | Discover files | Run 20261002: 15 files renamed, 17 moved to student folders, 1 not moved (NO_STUDENT_FOLDE | ||
| 2026-10-03 00:00:00 | NV | Not moved | NO_STUDENT_FOLDER__Alexandra Tikhom | NO_STUDENT_FOLDER (NV): No student folder matched Alexandra Tikhomirova_NV under rule (a) |
| 2026-10-03 00:00:00 | Discover files | Run 20261003: 0 files renamed, 0 moved to student folders, 1 not moved (NO_STUDENT_FOLDER | ||
| 2026-10-04 00:00:00 | NV | Rename file | 20261004155943_011.pdf | Renamed from scanner filename; student name and PK extracted from scanned page (NV) |
| 2026-10-04 00:00:00 | NV | Rename file | 20261004155943_010.pdf | Renamed from scanner filename; student name and PK extracted from scanned page (NV) |
| 2026-10-04 00:00:00 | NV | Rename file | 20261004155943_009.pdf | Renamed from scanner filename; student name and PK extracted from scanned page (NV) |
| 2026-10-04 00:00:00 | NV | Rename file | 20261004155943_008.pdf | Renamed from scanner filename; student name and PK extracted from scanned page (NV) |
| 2026-10-04 00:00:00 | NV | Rename file | 20261004155943_007.pdf | Renamed from scanner filename; student name and PK extracted from scanned page (NV) |
| 2026-10-04 00:00:00 | NV | Rename file | 20261004155943_006.pdf | Renamed from scanner filename; student name and PK extracted from scanned page (NV) |
| 2026-10-04 00:00:00 | NV | Rename file | 20261004155943_005.pdf | Renamed from scanner filename; student name and PK extracted from scanned page (NV) |
| 2026-10-04 00:00:00 | NV | Rename file | 20261004155943_004.pdf | Renamed from scanner filename; student name and PK extracted from scanned page (NV) |
| 2026-10-04 00:00:00 | NV | Rename file | 20261004155943_003.pdf | Renamed from scanner filename; student name and PK extracted from scanned page (NV) |
| 2026-10-04 00:00:00 | NV | Rename file | 20261004155943_002.pdf | Renamed from scanner filename; student name and PK extracted from scanned page (NV) |
| 2026-10-04 00:00:00 | NV | Rename file | 20261004155943_001.pdf | Renamed from scanner filename; student name and PK extracted from scanned page (NV) |
| 2026-10-04 00:00:00 | NV | Rename file | 20261004124113_001.pdf | Renamed from scanner filename; student name and PK extracted from scanned page (NV) |
| 2026-10-04 00:00:00 | NV | Create subfolder | Created student subfolder 'Jayne Isley_NV' (NV) | |
| 2026-10-04 00:00:00 | NV | Move file | Meredith Marcoux_PK3205_20261004.pd | Moved to Meredith Marcoux_NV (file ID 1M7UOcGb0GKHDdjicqpOWV63C1ro-c-ZF) |
| 2026-10-04 00:00:00 | NV | Move file | Berend Daams_PK3108_20261004.pdf | Moved to Berend Daams_NV (file ID 1Q9W6w1YxCxeFxPgs-Af9e5teXrCHvOaO) |
| 2026-10-04 00:00:00 | NV | Move file | Ozgu Agas_PK3110_20261004.pdf | Moved to Ozgu Agas_NV (file ID 1kk2OBfbog1gfXQ0GXQYvBDRp8B4rrpEn) |
| 2026-10-04 00:00:00 | NV | Move file | Thea Yao_PK3317_20261004.pdf | Moved to Thea Yao_NV (file ID 13_5v6W7p6eBhPu0raE3uqlYsUuPg0AL8) |
| 2026-10-04 00:00:00 | NV | Move file | Jayne Isley_PK3092_20261004.pdf | Moved to Jayne Isley_NV (file ID 1alBb7pdi794QCc-Symnp1MpY9c9pwk0u) |
| 2026-10-04 00:00:00 | NV | Move file | Steven Jang_PK3088_20261004.pdf | Moved to Steven Jang_NV (file ID 1P0eh3gM5tuQISPc3rSXU7yJnPawZoMTN) |
| 2026-10-04 00:00:00 | NV | Move file | Steven Jang_PK3075_20261004.pdf | Moved to Steven Jang_NV (file ID 1lg_V7Sqeuyyaigf_cDJGMCPt45o2tz71) |
| 2026-10-04 00:00:00 | NV | Move file | Tamara Noury_PK3356_20261004.pdf | Moved to Tamara Noury_NV (file ID 15vTDbVB1sXDP3nR_BYv-PrdvKamlJih5) |
| 2026-10-04 00:00:00 | NV | Not moved | Sammy Al Hinyary_PK3262_20261004.pd | NO_STUDENT_FOLDER (NV): No folder matching Sammy Al Hinyary_NV; closest folder names: Samm |
| 2026-10-04 00:00:00 | NV | Not moved | Olivia Pittman_PK3312_20261004.pdf | NO_STUDENT_FOLDER (NV): No folder matching Olivia Pittman_NV; closest folder names: Olivia |
| 2026-10-04 00:00:00 | NV | Not moved | Sienna Pittman_PK3011_20261004.pdf | NO_STUDENT_FOLDER (NV): No folder matching Sienna Pittman_NV; closest folder names: Sienna |
| 2026-10-04 00:00:00 | NV | Not moved | Sienna Pittman_PK3006_20261004.pdf | NO_STUDENT_FOLDER (NV): No folder matching Sienna Pittman_NV; closest folder names: Sienna |
| 2026-10-04 00:00:00 | NV | Not moved | NO_STUDENT_FOLDER__Alexandra Tikhom | NO_STUDENT_FOLDER (NV): retry item — rename skipped (already prefixed from prior run); lef |
| 2026-10-04 00:00:00 | BN | IGNORED | CC and EFT forms | Non-PDF item found in BN scanner folder (BN); type: application/vnd.google-apps.folder |
| 2026-10-04 00:00:00 | BN | IGNORED | Template | Non-PDF item found in BN scanner folder (BN); type: application/vnd.google-apps.folder |
| 2026-10-04 00:00:00 | BN | IGNORED | Assessments | Non-PDF item found in BN scanner folder (BN); type: application/vnd.google-apps.folder |
| 2026-10-04 00:00:00 | Discover files | Run 20261004: 12 files renamed, 8 moved to student folders, 5 not moved (NO_STUDENT_FOLDER |
Operating status for lead follow-up automations across the centres.
All-time booked assessments from Apptoto · Jan 2024 – Oct 2026 (1,551 bookings). Past dates include completed, cancelled and no-show.
CW data is sparse — the Collingwood inbox isn't connected so bookings aren't detected.
All future booked assessments · from Apptoto.
All-time assessment outcomes · Jan 2024 – Oct 2026, from Apptoto (1,551 bookings).
*CW inbox not connected — bookings undercounted.
Booked but cancelled before the date. True no-shows (booked, no cancel, no attendance) need Radius cross-check.
Booked but not yet happened · as of Oct 6. Includes Michelle Canosa (BN) — cancelled Oct 5, needs rebook.
Assessments scheduled Oct 6–12, 2026 · from Apptoto log.
Leads worth a reactivation attempt, ranked by warmth · from Radius export Sep 27, 2026.
Went cold recently. A personal follow-up call is most likely to land.
Stale but not dead. Best for a low-effort email or SMS campaign.
Said no after assessing. A "what changed" check-in can work.
195 total reactivation candidates. Excluded: 454 Open leads over 1 year old (effectively dead) and 27 fresh leads under 30 days (still in active follow-up).
Visual trends from finalized BI reporting, Jan–Aug 2026.
New leads per month, all centres · conversion % labelled
May peaked at 98 leads; April converted best at 48% lead → account.
Lead → account rate by centre
Burnaby North converts best at 40%; Collingwood drops off at assessments → accounts (25%).
All centres · bar widths proportional to stage counts
Biggest drop: leads → assessments (50%). Once assessed, 77% become students.
Leads that never booked an assessment and got no follow-up. As of Oct 6, 2026 · from Radius.
326 of 945 NV leads sit in Open with no assessment booked. The open-activities breakdown (how many got any follow-up at all) needs a Radius activities pull.
248 of 947 CW leads sit in Open with no assessment booked. The open-activities breakdown (how many got any follow-up at all) needs a Radius activities pull.
29 of 298 BN leads sit in Open with no assessment booked. The open-activities breakdown (how many got any follow-up at all) needs a Radius activities pull.
Days since the lead was created · as of Sep 27, 2026. The 1+ year bucket is effectively dead — these leads have sat untouched for over a year.
Share of each month's new leads still sitting in Open · 2026. Higher = worse follow-up that month.
Every morning around 6:30 AM Pacific, the automation scans Apptoto appointment notifications and records each booking, cancellation and reschedule as a completed Radius activity. Bookings and reschedules move an Open lead to Assessment Pending.
Periodic enrollment emails based on lead status and previous communications are paused while the Apptoto sync is prioritized. The sequence resumes only on Alvin’s go-ahead.
Owner view of Radius enrollment status against scheduled Helcim tuition payments.
The latest verified October check found no hold or inactive account with an active payment scheduled for Oct 1.
No verified centre-level reconciliation result was supplied for this owner snapshot.
Billing reconciliation is not available until the separate Burnaby North Helcim login is connected.
The automated check runs on the 26th at 9:38 AM Pacific and reports accounts that may need a payment paused. It never changes a subscription without owner approval.
Cross-centre operating snapshot and call performance.
Cross-centre operating snapshot from finalized 2026 reporting through August.
September 2026 contains no finalized dashboard data. The figures above therefore use August for the centre comparison and January through August for the all-centre totals.
Phone answer rates by centre — answering the phone drives enrollment.
Share of inbound calls answered in-centre vs forwarded to AnswerForce. Burnaby North's line is not on the TELUS profile, so no BN data.
93% of Collingwood inbound calls go straight to AnswerForce — CW is effectively unmanned by phone.
Across 34 centre-months, higher answer rates convert more leads to assessments (r = +0.55 after removing seasonality). At North Vancouver, every +10pp of answer rate ≈ +1.5 new accounts per month.
Full analysis: Centre performance driver analysis, Sept 29 2026.
Answer rate = answered ÷ (answered + forwarded to AnswerForce), from TELUS monthly bills mapped to calendar month. Partial edge months excluded. Burnaby North's phone line lives outside the TELUS profile — its answer rate is unknown, though BN converts best of all three centres (72% leads → assessment).
What drives performance — correlations across your data sources, not just the numbers.
Across 34 centre-months, higher answer rates convert more leads to assessments.
93% of Collingwood inbound calls go straight to AnswerForce — CW is effectively unmanned by phone, and that's the biggest prize. Survives seasonality removal; NV's wide variance (3–62%) shows dose-response.
Students on hold this month terminate next month — at all three centres.
Aug 2026 terminations ran 2–3× normal (134 vs ~58). July hold rates were the warning light. Price of inaction: ~$23k/month of recurring revenue walking out every August. A July hold re-engagement motion is the highest-ROI retention lever in the data.
Lead throughput determines everything downstream — this is arithmetic, not discovery.
Every lost lead is a lost assessment. September capacity planning matters most; price is secondary to student count as a revenue lever.
Hours and enrollment move together, but the arrow runs students → hours.
Trap: labor-hours-per-student correlates positively with terminations — a denominator artifact (both share Active Students). The level of hours says the opposite: cutting staff hours would be exactly wrong. BN is the efficiency laggard at $52/hr.
Don't change pricing on this signal alone.
The price → conversion link fades once seasonality is stripped out. Test with a real pricing experiment; don't assume.
Each targets causes, not numbers — pushing multiple outcomes at once.
Dedicated coverage during 12–5pm peak-forward windows; a July hold win-back motion before the August wave; September capacity planning; leading with capacity into surge months.
One joined panel: centre × calendar month. BI KPIs (all 3 centres, Jan 2025–Aug 2026, 60 centre-months) · TELUS answer rates (NV + CW, Apr 2025–Aug 2026, 34 centre-months; BN's line is outside the TELUS profile) · Sling labor hours (all 3 centres, Jan–Aug 2026, 24 centre-months). Method: Pearson r with n and p reported, Spearman as backup, seasonality and centre size stripped to kill the two biggest confounders, 1-month lags tested. Correlation ≠ causation — findings ranked by evidence strength. Raw data: ~/workspace/driver_analysis_panel.csv
Open threads for the next round: Apptoto booking history (completes the lead → booked → attended chain) · Burnaby North's phone line (BN converts best at 72% and we can't see why) · monthly snapshots of inbox, follow-up queue, and billing signals as history accumulates · September 2026 KPI refresh. More correlations appear here as new data sources come online.
People operations — shift sync, hiring workflows, and staff communications.
Copies instructor shift hours from Sling into Radius Employee Management → Attendance, matched on employee ID. Sling is the source of truth.
Blocked: the Radius browser session intermittently opens in UTC instead of Pacific, which would shift every typed time by 8 hours. Writes pause until a run lands on a Pacific session — the pre-check catches it before anything is written.
Automates the hiring paperwork: Approval Request form, decision template, Hiring Decisions Drive folder, and Offer Request form.
The script is ready. Final step needs a browser signed in as jta.mathnasium@gmail.com to paste it into the Google Form's script editor and arm the trigger.
AI-assisted candidate screening before the in-person interview.
Not yet built. The screening covers availability, math proficiency basics, and teaching aptitude. Interview questions, scoring rubric, and delivery method (phone vs chat) still need Alvin's input.
Labor cost vs revenue by centre, from Sling shift hours joined with BI revenue · Jan–Aug 2026.
Driver-analysis finding: staffing follows students (r = +0.68) — hours are operational coupling, not a growth lever. More hours → fewer terminations at NV (−0.69); cutting hours would be exactly wrong. Instructor-level utilization needs per-employee Sling hours, not yet joined.
Staff communication task list from Sling messages — surfacing what needs a response.
Planned. The Sling message workflow comes after the time sync completes.
Action items across the centres — add them, track them, close them out.
Private Mathnasium franchisee discussions distilled for rapid scanning, knowledge search and idea capture.
Per-thread summaries and Q&A.
Running list of actionable ideas from the forum.
Parent feedback from Google Business Profiles — monitor ratings, read reviews, draft responses.
Review data for the three centres is not piped in yet.
Once connected, this module will show: latest reviews per centre, average rating trend, unanswered reviews needing a response, and AI-drafted reply suggestions for Alvin to approve.
To feed this module:
Review the modules currently published for each centre and prepare changes for a future rebuild.
Current published module assignments and centre-page status.
Admin remains owner-only. Franchisee Forum is assigned to Owner and North Vancouver.
Switch modules on or off to stage a centre configuration.
Changes stay in this tab, reset on reload and do not affect live centre pages until their artifacts are rebuilt.
No pending changes.
Schedules and latest known results for business automation jobs.