How to use the Peak trading staffing plan template

Start a board from it
Use this template opens a new Freero board with the Peak trading staffing plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Peak trading staffing plan”.
Follow the instruction on the board
“Use last year’s footfall by hour as the base. Book seasonal staff early; any slot still red two weeks out gets overtime offered.”
Fill in each part
- Table Columns: Day and slot · Expected footfall · Staff needed · Booked · Gap · How we fill it
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Peak trading staffing plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Stock count plan
Plan a full stock count so the numbers can be trusted: preparation, count day, recounts, reconciling and reporting.
Mystery shop findings
Go through what a mystery shopper experienced moment by moment against your standard, and turn the gaps into coaching.
Customer complaint log
Log every customer complaint with its channel, category and how it was put right, and spot the themes that keep coming back.
Shrinkage review
Break down where stock goes missing, from theft to admin errors and waste, and agree the fixes that cut losses most.
Month-end close
Track every task needed to close the books each month, who owns it and what is waiting on someone else.
Cost saving ideas
Collect ideas to cut costs from everyone who spends money, then sort them by how much they save against how hard they are.