How to use the Shrinkage review template

Start a board from it
Use this template opens a new Freero board with the Shrinkage review template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Shrinkage review”.
Follow the instruction on the board
“Start from the stock count results and split losses by cause. Admin errors are often bigger than theft, so check both before buying cameras.”
Fill in each part
- Theft Shoplifting and staff theft, where and what.
- Admin errors Deliveries not checked, wrong prices, scanning mistakes.
- Damage and waste Broken, expired or thrown away.
- Supplier shortfalls Short deliveries charged in full.
- Fixes Changes ranked by money saved, with owners.
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 Shrinkage review 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.
Value stream map
Follow one request through every step to delivery, with work time and wait time at each, to see where time really goes.
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.
Peak trading staffing plan
Match staff hours to the busiest days of a peak season, slot by slot, and see the gaps before the rush rather than during it.
Month-end close
Track every task needed to close the books each month, who owns it and what is waiting on someone else.