Weekly meeting

Week of 14 June 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.
Scoreboard
This week so far, all in good fun. The leader in each row is in pink.
This weekSonnyNick
Calls32
Proposals sent01
Deals won00
Emails sent40

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
    Target
    Reached
  • 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
  • Send Kiln Street Coffee a feedback request
    Due
    5 days late
    Nick
  • Ask Freddie for a Google review
    Due
    5 days late
    Nick
  • Send Fiona the content checklist
    Due
    5 days late
    Sonny
  • Send Pemberton Yoga Studio a feedback request
    Due
    5 days late
    Sonny
  • Get team bios from Maya
    Due
    5 days late
    Sonny
  • Quote Dan for a careers section
    Due
    2 days late
    Sonny
  • Book Juniper Wellness Clinic's First Impressions Call (Google Meet)
    Due
    2 days late
    Nick
  • Review this week's Instantly replies
    Due
    1 day late
    Nick
  • Follow up Harriet on the decision
    Due
    1 day 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
  • Set up redirects from the old Fernhill Community Trust site
    Due
    In 2 days
    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
  • 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 5 days
    Sonny
  • Follow up Dean on the decision
    Due
    In 5 days
    Nick
  • Prepare three homepage concepts for Ardent Engineering
    Due
    In 5 days
    Nick
  • Write the proposal for Hollis & Grant Architects
    Due
    In 5 days
    Sonny
  • Renew the domain for Hargreaves & Lowe (expires next month)
    Due
    In 6 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
    34 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
    3 days late
Waiting on a reply
Client emails where the last word is theirs

5 · Capacity

w/c 14 Jun
146%
192h booked of 132h, plus work likely to land from the pipeline
w/c 21 Jun
0%
0h booked of 132h, plus work likely to land from the pipeline
  • Sonny Morgan is booked for 93h in the week of 14 Jun, against 32h available
  • Nick Lyons is booked for 31h in the week of 14 Jun, against 28h available
  • Lukas Brandt is booked for 40h in the week of 14 Jun, against 20h available
  • Mira Kowalczyk is booked for 28h in the week of 14 Jun, 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