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playbook

Weekly Business Review

Maintain Operating Grip

Monday again.

When to run
"Run weekly review" or every Monday
Time saved
~2 hrs manual → ~30 min automated
How often
Weekly
Compounds
Stalled deal patterns emerge — earlier intervention each week

How it runs

  1. crm-pipeline → pipeline snapshot
  2. Flag stalled deals
  3. financial-reporting → cash position
  4. client-health-tracker → active client scan
  5. Set top 3 priorities

What it needs

  • carryover-items.md
  • upcoming-events.md

What you get

  • pipeline_snapshot.md
  • cash_position.md
  • weekly_priorities.md