Weekly meeting

Week of 5 January 2026
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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

2 · Pipeline changes
Deals won, lost, new or moved on last week. Open pipeline £118,050 across 14 deals (£47,835 likely)
Target
£6,500 won of £20,000 this month
  • 33%November£6,500 won · 33% of £20,000
    Target
    Reached
  • 0%December£0 won · 0% of £20,000
    Still to win
    £1,070
  • 0%January£0 won · 0% of £20,000
    Still to win
    £20,000
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
  • Nothing in the diary.
Due this week
Launches, partner work and admin deadlines
Who's away
  • Everyone's in.
Tasks due by Sunday
  • No tasks due.
4 · Money
£0 overdue · £0 due this week · £950 owed to partners
  • Nothing overdue or due.
Waiting on a reply
Client emails where the last word is theirs

5 · Capacity

w/c 5 Jan
0%
0h booked of 132h, plus work likely to land from the pipeline
w/c 12 Jan
0%
0h booked of 132h, plus work likely to land from the pipeline
Open capacity
6 · Actions
Who's doing what by when. Each one becomes a task on their list
  • No actions yet.
Notes
Kept with this week's pack. Press Save notes when you're done
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders’ client portal