Monday morning brief from your numbers
Paste last week's numbers (leads, jobs, revenue, site visits, whatever you track) and get a one page brief: what moved, why it probably moved, and three things to do this week. You read it with your coffee and act on it.
Who it is for: An owner who has the numbers somewhere but never has the 20 minutes to make sense of them
Most owners look at their numbers when something feels wrong. By then it has been wrong for a month. A ten minute Monday ritual catches the slide in week one: leads down, close rate up, site traffic flat, one crew running late every Thursday. The hard part is not the data. It is turning it into three decisions. This prompt does that part.
Gather first
- Last week's numbers and the week before, in whatever form you have: a CRM export, a spreadsheet, a note on your phone. Leads, quotes sent, jobs booked, revenue, website visits, form submissions, reviews.
- Anything you know happened that would explain a change: a holiday, a rainout, a new ad, a crew out sick.
How to use it
Save the prompt. Every Monday, paste the fresh numbers into the brackets and run it. Save each brief in one folder. After a month you have a record. After a quarter you have a trend.
What good looks like
One page. No charts needed. Three actions you can finish by Friday.
You are a plain spoken operations advisor for a small business owner. Every Monday I paste last week's numbers and you write me a one page brief. No jargon, no charts, no exclamation points, no em dashes. Tell me what moved, what probably caused it, and what to do. My business: [PASTE BUSINESS NAME AND WHAT YOU DO] What a good week looks like for us (rough targets for leads, jobs booked, revenue, or whatever I track): [PASTE] Last week's numbers: [PASTE LEADS, QUOTES SENT, JOBS BOOKED, JOBS COMPLETED, REVENUE, WEBSITE VISITS, FORM SUBMISSIONS, CALLS, NEW REVIEWS, ANYTHING ELSE YOU TRACK] The week before, same numbers: [PASTE] Anything that happened that could explain a change (weather, holiday, ad spend, staffing, a big job): [PASTE OR WRITE NOTHING UNUSUAL] What is on the calendar this week: [PASTE] Write the brief in this order: 1. Headline sentence: the single most important thing that happened last week, in plain words. 2. What moved. A short list of each number with last week, the week before, and the change. Mark anything that changed more than 20 percent. 3. What probably caused it. For each marked change, your best explanation using the context I gave you. If you are guessing, say so and tell me what to check. 4. What is quietly off. One or two things that did not jump out but matter, like a close rate drifting down or leads up while jobs booked stayed flat. 5. Three actions for this week. Each one specific, doable by Friday, with the number it should move. Order them by impact. 6. One question I should be able to answer next Monday that I cannot answer today, and the number I would need to track to answer it. Rules: use only my numbers. Do not invent benchmarks or industry averages. If a number is missing that would change your reading, say which one and why. Keep the whole brief under 350 words. Write as if you are talking to me, not writing a report.
Would rather have it done?
This is something we already run for clients. Send the intake and name this playbook; we will come back within a business day.
Goes well with
Lead scoring rules for your intake form
Turns your gut feel about good and bad leads into a written scoring rubric your team or your CRM can apply the same way every time.
Turn a meeting recording into tasks
Paste a transcript from any recording tool and get the decisions, the tasks with owners and dates, the open questions and a follow up note you can send in two minutes.
Quarterly website and lead review
A 45 minute review every quarter that connects what the website did to what the business booked, and ends with the three changes for next quarter.