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Use this sheet to capture where your operation really is today, so you can measure improvements from the next 1 days.

You’ve cleaned up your operations and your numbers. Now it’s time to choose the tools that will support you for the next 12–24 months. The 2026 AI & Automation Tools Guide shows which tools matter, which don’t, and how they fit together for restaurant, bar, and hospitality operators.
Download the 2026 AI & Automation Tools Guide
No fluff, no endless lists. A focused stack designed around everything you’ve done in the last 10 days.

For the next 12 days, we’re giving you a series of “profit gifts.” But if we don’t know where you are now, we can’t measure what they fix.
Today’s job is simple:
“We need to measure where you are now so every gift moving forward actually fixes something.”
This worksheet is Step 1 of a multi-step process: you establish a clear baseline today, then use the next 11 resources to close the gap between where you are and where you want to be.
Most operators skip this. They add tools, software, and SOPs without a starting line, so no one can tell if anything worked. Day 1 solves that.
By now, you’ve:
You’ve been building the foundation.
Day 11 is about the infrastructure you put on top:
“Which tools will actually help us run this new operating system in 2026, without drowning the team?”
This is where you stop reacting to random software pitches and choose a clear, simple tech stack.
This is for you if:
You run restaurants, bars, or hospitality venues (single or multi-location)
You’re an owner, CEO, CFO, COO, VP Ops, or Group F&B responsible for profit
You suspect money is leaking in COGS, waste, and variance but can’t see exactly where
You care about automation and AI only if it clearly ties back to profit and control
Not for people looking for generic “holiday marketing ideas.” This is about operations and profit.
In one focused pass, you’ll:
You run restaurants, bars, or hospitality venues (single or multi-location)
You’re an owner, CEO, CFO, COO, VP Ops, or Group F&B responsible for profit
You suspect money is leaking in COGS, waste, and variance but can’t see exactly where
You care about automation and AI only if it clearly ties back to profit and control
Not for people looking for generic “holiday marketing ideas.” This is about operations and profit.
You’ll see a practical map of the tools that matter for operators like you, broken into categories:
You’ll walk away with a short list of tools and a clear picture of how they fit together.
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To get the most from Day 1, have this ready:
Latest P&L (last full month or last 12 months)
POS summary for sales by category (food, bev, etc.)
Any internal COGS / inventory reports you already use
If you’re missing something, don’t overthink it. Fill in what you can now. You can refine later.
Today is also where we reveal the next layer of support: WISK Skool.
Think of WISK Skool as the ongoing ops & automation community for serious operators who want:
“Everything we covered in the past 10 days becomes part of your learning library inside WISK Skool launching in 2026.”
This isn’t another course. It’s the place where operators go to install and maintain the kind of system you’ve just started building.
In one focused pass, you’ll:
You run restaurants, bars, or hospitality venues (single or multi-location)
You’re an owner, CEO, CFO, COO, VP Ops, or Group F&B responsible for profit
You suspect money is leaking in COGS, waste, and variance but can’t see exactly where
You care about automation and AI only if it clearly ties back to profit and control
Not for people looking for generic “holiday marketing ideas.” This is about operations and profit.
For now, grab the tools guide, start sketching your stack, and get ready for the final piece tomorrow.
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To get the most from Day 1, have this ready:
Latest P&L (last full month or last 12 months)
POS summary for sales by category (food, bev, etc.)
Any internal COGS / inventory reports you already use
If you’re missing something, don’t overthink it. Fill in what you can now. You can refine later.
In one focused pass, you’ll:
You run restaurants, bars, or hospitality venues (single or multi-location)
You’re an owner, CEO, CFO, COO, VP Ops, or Group F&B responsible for profit
You suspect money is leaking in COGS, waste, and variance but can’t see exactly where
You care about automation and AI only if it clearly ties back to profit and control
Not for people looking for generic “holiday marketing ideas.” This is about operations and profit.
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“You’ve got COGS and inventory in your stack. To round out your 2026 OS, you’ll want a labor tool that talks to the rest of your data. TimeForge helps you align labor with demand so your prime cost picture is complete.”
Learn More About TimeForgeShow how invoices, inventory, and purchasing all connect in one place
Highlight where your current process is leaking time and margin
Map what a simple 2026 rollout could look like for your venues