Weekly meeting

Week of 5 April 2027
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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)
  • No deals moved last week.
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
  • Quote Dan for a careers section
    Due
    3 days late
    Sonny
  • Get team bios from Maya
    Due
    3 days late
    Sonny
  • Send Fiona the content checklist
    Due
    3 days late
    Sonny
  • Send Pemberton Yoga Studio a feedback request
    Due
    3 days late
    Sonny
  • Book Juniper Wellness Clinic's First Impressions Call (Google Meet)
    Due
    3 days late
    Nick
  • Send Kiln Street Coffee a feedback request
    Due
    3 days late
    Nick
  • Ask Freddie for a Google review
    Due
    3 days late
    Nick
  • Review this week's Instantly replies
    Due
    3 days late
    Nick
  • Follow up Harriet on the decision
    Due
    3 days late
    Sonny
  • Post the latest case study on LinkedIn
    Due
    Today
    Nick
  • Ask Jonah for a Google review
    Due
    Today
    Sonny
  • Run the launch checklist for Meadowcroft Builders
    Due
    Today
    Sonny
  • Send Imran the content checklist
    Due
    Today
    Nick
  • Follow up Hamish on the decision
    Due
    Today
    Nick
  • Book Sterling Lettings's First Impressions Call (Google Meet)
    Due
    Today
    Nick
  • Ask Alice for a Google review
    Due
    Today
    Nick
  • Send Harbour Lane Bakery their monthly report
    Due
    Today
    Nick
  • Set up the Framer project and CMS for Calder Consulting
    Due
    Today
    Nick
  • Book the launch with Gary (not a Friday)
    Due
    In 2 days
    Nick
  • Add the Christmas opening hours banner for Harbour Lane Bakery
    Due
    In 2 days
    Sonny
  • Set up redirects from the old Fernhill Community Trust site
    Due
    In 2 days
    Nick
  • Send Thornbury Physiotherapy their monthly report
    Due
    In 2 days
    Sonny
  • Set up the Framer project and CMS for Blue Door Dental
    Due
    In 2 days
    Sonny
  • Update the price list with the new Care Plan Plus wording
    Due
    In 3 days
    Sonny
  • Follow up Dean on the decision
    Due
    In 3 days
    Nick
  • Write the proposal for Hollis & Grant Architects
    Due
    In 4 days
    Sonny
  • Prepare three homepage concepts for Ardent Engineering
    Due
    In 4 days
    Nick
  • Renew the domain for Hargreaves & Lowe (expires next month)
    Due
    In 7 days
    Nick
  • Prepare three homepage concepts for Little Acorns Day Nursery
    Due
    In 8 days
    Sonny
  • Send Ashdown & Pryce their monthly report
    Due
    In 9 days
    Nick
4 · Money
£8,240 overdue · £0 due this week · £950 owed to partners
  • TT-0033
    Ashdown & Pryce
    Overdue
    £195
    32 days late
  • TT-0036
    Kiln Street Coffee
    Overdue
    £2,375
    5 days late
  • TT-0038
    Calder Consulting
    Overdue
    £5,475
    In 4 days
  • TT-0041
    Ashdown & Pryce
    Overdue
    £195
    1 day late
Waiting on a reply
Client emails where the last word is theirs

5 · Capacity

w/c 5 Apr
169%
223h booked of 132h, plus work likely to land from the pipeline
w/c 12 Apr
0%
0h booked of 132h, plus work likely to land from the pipeline
  • Sonny Morgan is booked for 120h in the week of 5 Apr, against 32h available
  • Nick Lyons is booked for 36h in the week of 5 Apr, against 28h available
  • Lukas Brandt is booked for 40h in the week of 5 Apr, against 20h available
  • Mira Kowalczyk is booked for 28h in the week of 5 Apr, against 25h available
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