Weekly Task Checklist
2026-W16
0/126
Tasks Done
Summary Report
Report
Reset Week
0
MON
0
TUE
0
WED
0
THU
0
FRI
Monday
Control & Cash Positioning
0%
Complete
8:30–8:45
Review Incoming Leads
0/4
Daily lead check — no lead left behind.
Check email inbox for new enquiries / leads
Check Go High Level for new leads
Log all new leads in CRM
Assign next action / respond within 24 hrs
Lead notes
8:45–9:15
Weekly Control Setup
0/4
Review inbox (operations, accounts, project admin)
Flag urgent items only
Review staff leave / availability
Confirm week's critical deliverables with Russell
9:15–10:00
Cash Flow Snapshot
0/6
Xero bank reconciliation (ensure accounts are current)
Review aged receivables
Identify invoices >14 days
Prepare debtor follow-up list
Check upcoming bills due within 7 days
Send Russell 5-line cash summary:
Bank balance
Invoices issued last week
Cash received last week
Outstanding receivables
Bills due this week
10:00–11:30
Debtor Follow-Up
0/4
Call overdue clients
Send reminder emails
Log notes in CRM
Escalate slow payers
11:30–12:00
Team Operations Check
0/3
Confirm what drawings / reports are due this week
Confirm any missing consultant information
Update project tracking board
1:00–2:30
CRM & Pipeline
0/6
Update all live opportunities
Confirm proposal status
Ensure every job has:
Fee proposal issued
Signed acceptance
Deposit invoice raised (if required)
2:30–3:30
Process Improvement Block
0/6
Document one process per week
Proposal issue workflow
Invoice workflow
WC submission workflow
File naming structure
Look for automation opportunities
3:30–4:00
Weekly Report
0/1
Weekly report summary to Russell
Notes