- Open Weekly meeting. It's put together from the Studio automatically.
- Go through last week's numbers, then the pipeline changes.
- Look at capacity for the next two weeks before agreeing to new start dates.
- Add actions with an owner and a date. They become tasks.
- Keep notes in the box at the bottom; they're saved for that week.
The Monday meeting
Running the weekly catch-up from the meeting pack.
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal