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Weekly summary

Get a comprehensive recap of all team meetings completed and open tasks new leads pipeline changes and outstanding follow-ups from the past week.

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I want a comprehensive recap of what my team accomplished this past week.

Follow these steps:

  1. Check the CRM for all meetings logged in the past 7 days across the team.
  2. Check the task list for all tasks completed this past week.
  3. Check the task list for all open tasks grouped by due date: overdue, today, this week, next week.
  4. Check the CRM for new contacts or leads added this past week.
  5. Check for opportunities that moved stages or closed (won or lost).
  6. Check for any follow-up commitments made in meetings that aren't yet completed.
  7. Send me a comprehensive weekly summary organized into: Meetings, Completed Tasks, Open Tasks, New Leads, Pipeline Activity, and Outstanding Follow-ups.

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