Intern
What you actually do
Prepare the one-pager. Tick the boxes. Capture the action line. You are the clerk of the review.
Library / Tool / Monday CRM review: fifteen minutes, one action or hold
Monday review is an operating habit: write-in, show rate, time-in-stage, lost reasons, one action or the word hold. This checklist is what an intern runs and a CEO sits through. If the meeting needs Slack archaeology, the CRM failed — fix the record, do not praise the thread.
Monday review is an operating habit: write-in, show rate, time-in-stage, lost reasons, one action or the word hold. This checklist is what an intern runs and a CEO sits through. If the meeting needs Slack archaeology, the CRM failed — fix the record, do not praise the thread.
Fifteen minutes. If it runs an hour, you are debating definitions. Stop and write the definition.
Three numbers beat twelve. Write-in, the leak number of the 90, and aging.
Hold is a valid outcome. A forced action every week is how you create junk work.
The intern prepares screenshots before the meeting. The meeting does not 'pull the data live' as a personality.
What you reward (clever Slack memory) is what you get instead of a CRM.
Intern
Prepare the one-pager. Tick the boxes. Capture the action line. You are the clerk of the review.
Operator
Three numbers. Definitions. Action or hold. No Slack archaeology.
CEO
If Monday requires Slack, you do not have a CRM. The action line is the product of the meeting.
Write-in %, show rate, aging cards, lost reasons, unmatched payments, one action, hold.
Numbers from GHL (or Klaviyo if that is the layer), not from Slack search
Each number has a definition on a spec page
Action attaches to an owner and a date
If a number is a vibe, the action is instrument, not more traffic
Screenshots of the three numbers. Exceptions listed.
Why: Live clicking is theatre.
Done when: A one-pager exists at 9:00.
Test or production: forms/books that missed.
Why: Traffic on a miss is expensive.
Done when: Pass/fail + tickets.
Show, speed, RPR, recare — whichever you chose.
Why: Unowned 90 is a deck.
Done when: Number said aloud.
Cards past exit. Reasons this week.
Why: Rot is the backlog.
Done when: One aging action or hold.
Owner, date. Or hold.
Why: Meetings without this line did not happen.
Done when: Logged.
One-pager before the meeting. You do not wait to 'just pull it up'.
Protect the slot. Refuse a second workstream that is not the action. If the number is a vibe, fund instrument, not media.
Hour of stories. Slack search. No action line. Dashboard pretty. Leak unchanged.
A stranger can see last Monday’s action and whether it shipped. If not, the review is journaling.
You can. Monday is so the week can still change. Friday is a recap. Prefer Monday.
Then the meeting is working. Hiding them is how you buy more ads.
Not to start. GHL views + this checklist. BI later if volume demands, same definitions.
This lives in the browser until you copy it out. The point is to write the spec before anyone opens Workflows or Flows. Print or screenshot when it is true.
Screenshots, not live clicking as the culture.
Zero is the goal on tests; production misses are tickets.
Show, speed, RPR, recare — the one you chose.
If it took a story, rewrite the definition, do not debate.
Proposal >7d, booked-not-held, etc.
If lost is empty, that is the finding.
Stripe vs Won, two ESPs, two writers.
Owner + date, or the word hold.
If no, do not add a second action.
Over = definition fight. Stop and write.
This week
This week: run the checklist once, log action or hold, write definitions for any number that took more than a minute to explain.
Working notes
Pick the one sequence that deserves the next 90 days. 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 — not for a tour of tools.