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)
- Won£10,950
- Moved toDiscovery form sent£6,500
- Moved toDiscovery form sent£14,950
- Moved toDiscovery form sent£6,500
- Moved toDiscovery completed£5,500
- Moved toEnquiry in£6,500
- Moved toDiscovery form sent£9,800
- Moved toDiscovery completed£6,500
- Moved toProposal sent£9,800
- Moved toDiscovery completed£11,500
Target
£6,500 won of £20,000 this month
- 33%November£6,500 won · 33% of £20,000TargetReached
- 0%December£0 won · 0% of £20,000Still to win£1,070
- 0%January£0 won · 0% of £20,000Still 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
- OutcomeWon
- OutcomeWon
- OutcomeWon
- OutcomeWon
- OutcomeWon
- OutcomeLost
3 · This week
Calls and meetings
- Build preview: Fernhill Community TrustFernhill Community TrustWhenFriday, 15:30
Due this week
Launches, partner work and admin deadlines
- Meadowcroft Builders: mobile polish and speed passMira KowalczykPartner workTo review
Who's away
- Everyone's in.
Tasks due by Sunday
- No tasks due.
4 · Money
£195 overdue · £2,375 due this week · £950 owed to partners
Waiting on a reply
Client emails where the last word is theirs
- Priyanka Rao · Ravensbourne TutorsRe: Homepage concepts for Ravensbourne TutorsWaiting for3 days
- owen@kestrelandvanejoinery.example · Kestrel & Vane JoineryRe: A quick idea for Kestrel & Vane JoineryWaiting for4 days
5 · Capacity
w/c 26 Oct
19%
25h booked of 132h, plus work likely to land from the pipeline
w/c 2 Nov
28%
37h booked of 132h, plus work likely to land from the pipeline
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’ client portal