The agenda for the Monday team meeting: run through it top to bottom, then add actions and notes at the bottom.How it works
- Everything here is pulled together for you from the Studio. There's nothing to fill in apart from actions and notes.
- Work down the numbered sections in order: last week, pipeline, this week, money, capacity, then agree actions.
- Each action you add becomes a task for that person, due by the date you pick.
- Notes are saved with this week, so you can look back with ← Week. The pack is also in Monday's morning email, if that's switched on in Settings.
1 · Last week
Won
£0
0 deals
New deals
3
£18,500
Proposals sent
4
Cash in
£0
0 invoices paid
Invoiced
£11,430
5 sent
2 · Pipeline changes
Deals won, lost, new or moved on last week. Open pipeline £118,050 across 14 deals (£47,835 likely)
- Kingsway Removals website → Discovery completed · £6,500
- Westbrook Wine Merchants website and wine club → Awaiting decision · £13,950
- Halcyon Florist website and shop → Discovery form sent · £5,500
- Little Acorns Day Nursery website → Discovery completed · £6,500
- Juniper Wellness Clinic website → Proposal sent · £9,800
- Foxglove Bridal website → Awaiting decision · £9,800
- Blue Door Dental website → Awaiting decision · £6,500
- Penrose Property Maintenance website → First Impressions Call booked · £5,500
- Ravensbourne Tutors website → Discovery form sent · £6,500
- Sterling Lettings website → Discovery completed · £6,500
- Hollis & Grant Architects website → Discovery completed · £14,950
- Elm Tree Nursery website → Enquiry in · £6,500
Target
£6,500 won of £20,000 this month
- November · £6,500 won · target reached
- December · £0 won · £1,070 short
- January · £0 won · £20,000 short
Win/loss reviews to do
A few lines on why a deal was won or lost, so we learn from it
3 · This week
Calls and meetings
- Mon 09:00 Weekly meeting: Sonny & Nick
- Mon 11:00 Coffee with Imogen Hartwell
- Tue 10:00 First Impressions Call: Penrose Property Maintenance · Penrose Property Maintenance
- Wed 11:00 Design review (round 1): Northgate Accountants · Northgate Accountants
- Wed 14:00 First Impressions Call: Westbrook Wine Merchants · Westbrook Wine Merchants
- Thu 10:00 First Impressions Call: Foxglove Bridal · Foxglove Bridal
Due this week
Launches, partner work and admin deadlines
- Launch Meadowcroft Builders website · 12 Nov
- To review Meadowcroft Builders: mobile polish and speed pass · Mira Kowalczyk
Who's away
- Everyone's in.
Tasks due by Sunday
- Get team bios from MayaSonny · 3 Nov
- Ask Freddie for a Google reviewNick · 3 Nov
- Send Kiln Street Coffee a feedback requestNick · 3 Nov
- Send Fiona the content checklistSonny · 3 Nov
- Send Pemberton Yoga Studio a feedback requestSonny · 3 Nov
- Book Juniper Wellness Clinic's First Impressions Call (Google Meet)Nick · 4 Nov
- Quote Dan for a careers sectionSonny · 4 Nov
- Review this week's Instantly repliesNick · 5 Nov
- Follow up Harriet on the decisionSonny · 5 Nov
- Send Harbour Lane Bakery their monthly reportNick · 6 Nov
- Ask Jonah for a Google reviewSonny · 6 Nov
- Run the launch checklist for Meadowcroft BuildersSonny · 6 Nov
- Set up the Framer project and CMS for Calder ConsultingNick · 6 Nov
- Send Imran the content checklistNick · 6 Nov
- Follow up Hamish on the decisionNick · 6 Nov
- Book Sterling Lettings's First Impressions Call (Google Meet)Nick · 6 Nov
- Post the latest case study on LinkedInNick · 6 Nov
- Ask Alice for a Google reviewNick · 6 Nov
4 · Money
£2,570 overdue · £195 due this week · £950 owed to partners
Waiting on a reply
Client emails where the last word is theirs
5 · Capacity
w/c 2 Nov
36%
47h booked of 132h, plus work likely to land from the pipeline
w/c 9 Nov
34%
44h booked of 132h, plus work likely to land from the pipeline
- Lukas Brandt is booked for 23h in the week of 2 Nov, against 20h available
6 · Actions
Who's doing what by when. Each one becomes a task on their list
- No actions yet.
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal