Flows
Fishing, Guides, and CIS
Follow the handoff from a client commitment to completed fishing work.
The three core areas work as one loop:
CIS creates demand. Fishing turns demand into Programs and Fishing Reports. Guides supplies the people, readiness, gear, and accountability around that work.
How the loop works
- CIS defines the trip. The company records the clients, dates, services, and the baseline guide and day demand.
- Fishing makes the work exact. That demand becomes the specific Programs the company needs to fulfill.
- Guides prepares the people. The team checks assignment, readiness, and any blocker that needs attention.
- The field day happens. A guide carries out the Program and records the result in a Fishing Report.
- The company reviews the outcome. The report becomes trusted evidence for the trip, the guide, and the close.
Rules that keep the loop clear
- CIS identifies required work; the Fishing Program is the execution unit.
- Fishing uses guide readiness as context, but does not own it.
- Guides uses the effects of completed work, but does not own the report.
- One trip date can require more than one Program.
- A transfer-only or non-fishing day should not create a false Fishing blocker.
For a scenario-led walkthrough, open Playbook. The Playbook page shows what is available today.