Intern
What you actually do
Run steps 01 and 02 this week. Do not add a feature. Write-in, show rate, time-to-first-sequence — or the three that match your leak.
Library / Guides / How to run a weekly CRM review
Dashboards that nobody will defend are theatre. A review is a ritual: the same three numbers, aging cards, lost reasons, one action or 'hold'. Interns prepare the numbers. Operators decide. CEOs ask only for the number they will fund. This is how a spec stays alive after the setup project ends.
Same day, same length, same scoreboard. If it moves every week, it is not a ritual.
Same day, same length, same scoreboard. If it moves every week, it is not a ritual.
Vanity metrics are demoted. Opens, likes, 'interested' counts do not lead.
If no action attaches, write hold. Empty reviews are still better than skipped ones — skipped ones are how the leak returns.
Intern
Run steps 01 and 02 this week. Do not add a feature. Write-in, show rate, time-to-first-sequence — or the three that match your leak.
Operator
Protect the sequence. Vanity metrics are demoted. Opens, likes, 'interested' counts do not lead.
CEO
Do not fund more traffic or more seats until the scoreboard in this lesson is a number you will defend. If no action attaches, write hold. Empty reviews are still better than skipped ones — skipped ones are how the leak returns.
Write-in, show rate, time-to-first-sequence — or the three that match your leak.
Why: Ten numbers is how you hide.
Done when: A scoreboard a stranger could read.
Cards rotting in one stage.
Why: Counts hide rot.
Done when: A list of stuck work.
Even five of them.
Why: Otherwise you will buy the same traffic.
Done when: One pattern named or 'too few to say'.
Or hold.
Why: A meeting without an action is a dashboard hobby.
Done when: A sentence in the log.
Protect the ritual from becoming a workshop.
Why: Long reviews get skipped. Skipped reviews kill the spec.
Done when: A timer.
US-friendly Monday. If it only happened in Slack, the CRM never saw it — put that in the review too.
Leaks in calls, SMS, and carts move in days. Monthly is how you discover a silent integration failure six weeks late.
Stages are labels. Nobody knows what 'won' requires.
Open the playbook ↗Working notes
The minimum CRM, pipeline, and nurture spec before you add more pages. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system.