Larkfield

Weekly meeting

Week of 10 July 2028
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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 weekCallumJessDevKieran
Calls2200
Proposals sent1300
Deals won0100
Emails sent7900

1 · Last week

2 · Pipeline changes
Deals won, lost, new or moved on last week. Open pipeline £99,800 across 14 deals (£44,377 likely)
  • No deals moved last week.
Target
£17,150 won of £20,000 this month
  • 86%November£17,150 won · 86% 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 Pemberton Yoga Studio their certificates
    Due
    3 days late
    Callum
  • Ask Freddie for a Google review
    Due
    3 days late
    Jess
  • Send Kiln Street Coffee their certificates
    Due
    3 days late
    Jess
  • Confirm the start date with Fiona
    Due
    3 days late
    Callum
  • Check parking for the van at Wild Thyme Kitchen
    Due
    3 days late
    Callum
  • Offer Leah a quote walkthrough
    Due
    2 days late
    Jess
  • Quote Dan for an EV charger
    Due
    2 days late
    Callum
  • Follow up Harriet on the decision
    Due
    1 day late
    Callum
  • Book the van MOT
    Due
    1 day late
    Jess
  • Test and certify Brunswick Wharf Primary School
    Due
    In 2 days
    Callum
  • Ask Alice for a Google review
    Due
    In 2 days
    Jess
  • Ask Jonah for a Google review
    Due
    In 2 days
    Callum
  • Order materials for Blue Door Dental
    Due
    In 2 days
    Callum
  • Book Thornbury Physiotherapy's emergency lighting test
    Due
    In 2 days
    Callum
  • Submit the building control notification for Brunswick Wharf Primary School
    Due
    In 2 days
    Jess
  • Fit the consumer unit at Fernhill Community Trust
    Due
    In 2 days
    Jess
  • Follow up Hamish on the decision
    Due
    In 2 days
    Jess
  • Offer Aaron a quote walkthrough
    Due
    In 2 days
    Jess
  • Book Harbour Lane Bakery's emergency lighting test
    Due
    In 2 days
    Jess
  • Order materials for Calder Consulting
    Due
    In 2 days
    Jess
  • Remind Rosie the EICR is due next year
    Due
    In 2 days
    Callum
  • Confirm the start date with Robert
    Due
    In 2 days
    Jess
  • Post the bakery job photos on Instagram
    Due
    In 2 days
    Jess
  • Update the price list with the new EICR prices
    Due
    In 3 days
    Callum
  • Follow up Dean on the decision
    Due
    In 3 days
    Jess
  • Take board samples to Ardent Engineering's walkthrough
    Due
    In 4 days
    Jess
  • Write the quote for Hollis & Grant Architects
    Due
    In 4 days
    Callum
  • Book Hargreaves & Lowe Estates's EICR (due next month)
    Due
    In 6 days
    Jess
  • Chase Abena for the light fittings (Fernhill Community Trust)
    Due
    In 9 days
    Callum
  • Take board samples to Little Acorns Day Nursery's walkthrough
    Due
    In 9 days
    Callum
4 · Money
£6,740 overdue · £0 due this week · £440 owed to partners
  • LE-0035
    Ashdown & Pryce
    Overdue
    £195
    38 days late
  • LE-0038
    Kiln Street Coffee
    Overdue
    £2,375
    5 days late
  • LE-0041
    Ashdown & Pryce
    Overdue
    £195
    7 days late
  • LE-0043
    Calder Consulting
    Overdue
    £3,975
    In 4 days
Waiting on a reply
Client emails where the last word is theirs

5 · Capacity

w/c 10 Jul
90%
207h booked of 229h, plus work likely to land from the pipeline
w/c 17 Jul
0%
0h booked of 229h, plus work likely to land from the pipeline
  • Kieran Walsh is booked for 105h in the week of 10 Jul, against 40h available
  • Ben Carver has 8h of work in the week of 10 Jul but no time available (time off or no hours set)
  • Lukas Brandt is booked for 32h in the week of 10 Jul, against 20h 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 Brunswick Wharf Primary School’s client portal