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HomeΒ /Β WorkflowsΒ /Β Surveys & the GM's Office
AI Workflow Β· Surveys & the GM's Office

Ask your members.
Troy tells you what they said.

Troy drafts the survey from the event, sends it only to the people who were there, and reads every answer β€” scores, comments, and trends β€” into findings you can take to the board. And when the GM has a question about any department, Troy answers it from the club's own data.

Book a walkthrough→How it works
Surveys are included in Pro and Max. Dining surveys and the dining board report are in Max.
T

Troy

Drafts it. You approve it.

Working
How did the member-guest survey come back?
68 responses, 87% positive β€” 6 points above your other events. Members loved the course setup. Dinner pacing needs attention: several comments mention long waits between courses.

Troy's read Β· Member-Guest Invitational

Responses68
Score87% positive
Going wellCourse setup
Needs attentionDinner pacing
Worth watchingRegistration
Open results
Download PDF
Troy's read

Hundreds of answers. One page you can act on.

Troy reads every score and every comment, then writes the summary: what's going well, what needs attention, and what's worth watching, in your members' own words. Dining surveys trend night by night, against last month and last year.

Troy's read Β· Member-Guest Invitational

Complete

87%

positive Β· 68 responses

β–² 6 pts above your other events

Members loved the course. Dinner service was the one sore spot, and it came up in several comments.

Going well

Course setup

β€œThe greens were the best they have been all year.”

Needs attention

Dinner pacing

β€œWe waited forty minutes between courses.”

Worth watching

Registration

β€œIt took me a while to find the sign-up link.”

Dining survey Β· Dinner

Board PDF ready

This month

90%

positive

Last month

88%

β–² 2 pts

Last October

84%

β–² 6 pts

MayJunJulAugSepOct
This year
Last year

Recommendation Β· Keep the new Friday menu. Scores rose every month since it launched.

Findings, not spreadsheets

A short summary and up to five findings, each tagged Needs attention, Worth watching, or Going well, with the comments that back it up.

Every night of dining

Dining surveys go out automatically to the members who dined that day, on the schedule you set, and build a trend you can compare with last year.

Ready for the board

Download a board-ready PDF: this period against the last one and the same period last year, the monthly trend, and Troy’s recommendations.

What actually changes

The same job, by hand today and with Troy tomorrow.

Your team keeps every decision. Troy takes the re-typing, the chasing, and the double-checking.

✍️ Writing the survey

Drafted from the event

Before

Open the survey tool, write the questions from scratch, export the member list, and hope it reaches the right people.

With Troy

Ask Troy and it drafts four to six questions from the event itself. You edit them, see exactly who will receive it, and send.

πŸ“Š Reading the results

Troy's read

Before

Scroll through every response, then copy scores and comments into the board report by hand at the end of the month.

With Troy

Troy summarizes the results, pulls out the comments that matter, and compares them with your other events. The board PDF is one click.

❓ Answering the GM’s questions

Ask Troy

Before

A quick question β€” is the ballroom free, did the reminder go out, are invoices caught up β€” means calling or emailing three department heads.

With Troy

Ask Troy. It answers from the club's own current data, across events, F&B, staff, venues, and surveys.

The workflow

Troy drafts. Your team approves.

Every step that matters has a person on it β€” nothing is hidden, and nothing goes out on its own.

1

Draft

2

Send

3

Read

4

Report

T

Troy does

Drafts four to six questions from the event or the dining service.
Shows exactly who will receive it, with a live count, before anything goes out.
Scores every answer, summarizes the comments, and compares with your other events.
Builds the board-ready PDF and answers follow-up questions.
βœ“

Your team does

Edits the questions, or keeps the club’s standard set.
Sends it, or turns on the dining schedule after previewing it.
Reads Troy’s findings and decides what to act on.
Shares it with the board or the committee.
Every step ends with your team. Nothing is final until a person approves it.
1

Draft

Ask Troy to draft the survey from the event or the dining service, or use your club’s standard questions. Edit anything.

2

Send

Choose registered attendees, or members by classification. Dining surveys go only to the members who dined that day.

3

Read

As answers come in, Troy writes its read, tracks the scores over time, and builds the board PDF.

Surveys

The right questions, to the right members.

Every survey is tied to something that actually happened β€” an event or a night in the dining room β€” so the answers are fresh and the scores mean something.

πŸ“

Surveys you can run

  • Post-event surveys, sent from the event
  • Member surveys, sent to any group you choose
  • Dining surveys for breakfast, brunch, lunch, and dinner
  • Results from another survey tool, uploaded and read the same way
🎯

Who receives it

  • Registered attendees only, or members by classification
  • A live count and sample names before you send
  • Dining surveys only to members who dined that day
  • A no-login email link, with a copy of their answers
πŸ“ˆ

Scores & trends

  • One clear score: the percent of answers that are positive
  • You decide which answers count as positive
  • Responses and scores over time
  • Dining compared with last period and last year
🧠

Troy's read

  • A summary and up to five tagged findings
  • Members' comments quoted word for word
  • Positive trends, opportunities, and recommendations
  • Board-ready PDF reports
The GM's Office

One place to ask about the whole club.

Ask Troy a question about any department and get an answer from the club's current data β€” then take the board-ready reports to committee.

T

Ask Troy

Answers from your club's current data

How many invoices are still unverified?
Four, all from this week’s produce deliveries.
F&B
Has the reminder for the golf outing gone out yet?
Not yet. It’s drafted and waiting in Ready to send for tomorrow morning.
Events
Are members getting happier lately?
Yes. Survey scores are up 4 points this quarter, led by dining.
Surveys
πŸ’¬

Ask Troy anything

  • β€œAre members getting happier lately?”
  • β€œHow many invoices are still unverified?”
  • β€œHas the reminder for the golf outing gone out yet?”
  • β€œIs the ballroom available Saturday?”
πŸ”€

Across departments

  • Events, venues, and announcements
  • F&B invoices, GL coding, and spend
  • Staff schedules and invitations
  • Survey results and member feedback
βœ…

One approval queue

  • Announcements and newsletters waiting for approval
  • Grouped by due today, this week, and later
  • Send now, schedule, or skip
  • Nothing reaches a member until a person approves it
πŸ“‘

Ready for the board

  • Dining survey board report
  • Monthly F&B unit-cost briefing
  • Month-close review of inventory value
  • Every report as a PDF, ready to share
Ask Troy

Just say what you need.

Ask about any survey the way you would ask a colleague. Troy answers from your own results.

β€œHow did the member-guest survey come back?”
β€œWhat did members say in the dinner survey last Friday?”
β€œHas our dinner feedback improved over the last 3 months compared with last year?”
β€œWhich survey question dropped the most over the last 6 months, and what did people write about it?”
β€œWhat surveys are still collecting?”
Who uses it

Built around the roles at your club.

Everyone sees what their job needs β€” and nothing they shouldn't.

General Manager

Asks Troy about any department and takes the board-ready reports to committee.

Events & Communications

Drafts and sends post-event surveys and member surveys.

F&B & Dining

Sets up the dining surveys and watches the nightly trend.

Board & committees

Get the PDF: scores, trends, and what members actually said.

Questions

What clubs ask us.

Surveys are included in Pro and Max. Dining surveys and the dining board report are in Max.

No. A person decides every send: send a survey now, or preview a recurring survey once, choose its days and times, and turn the schedule on. After that it goes out on its own at the time you set.

You choose: registered attendees only, or members by classification, with a live count before you send. Dining surveys go only to members who dined that day.

As the percent of answers that are positive. Troy suggests which answers count as positive for each rating question, and your club can change that. We don't relabel it as NPS or any other named score.

No. Upload your results summary and Troy reads it the same way β€” scores, comments, and findings β€” alongside the surveys you send from VisionTroy.

Yes. Troy answers from the club's current data across events, venues, announcements, F&B invoices, staff, and surveys. Each person only sees what their role allows.

Event and member surveys are in Pro and Max. Dining surveys and the dining board report are in Max.
More AI workflows

It doesn't stop at one department.

The same Troy connects the work across your club β€” a request from one desk becomes the next step on another.

🍽

F&B & Cost Control

Supplier invoices become live unit costs, GL codes, price alerts, and a faster month-end close.

Learn more β†’

πŸ“‹

BEOs

Describe the function and Troy drafts the BEO from your own history β€” one live sheet, every department on the latest version.

Learn more β†’

🏷

GL Coding

Course-maintenance and golf shop invoices read line by line and coded to your own chart of accounts β€” ready for accounting.

Learn more β†’

πŸŽ€

Events & Announcements

Build the season in minutes, draft every announcement on a timeline, and assemble the newsletter from your department heads.

Learn more β†’

See every workflow β†’

See it on your operation

Bring your last survey results. We'll show you the after.

A 30-minute walkthrough on your own club β€” Troy runs it, and you approve.

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