Worksheet

Monday review readiness sheet

Three blocks on a single page. The first lists each saved report with its owner, filter and the column it still lacks. The second is a Friday blank check with rows for owner, stage, next action date and amount, and a count per person. The third logs wrong records fixed during the meeting.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why the weekly review still runs from a spreadsheet after go live”, www.gullysystem.com/blog/why-the-weekly-review-still-runs-from-a-spreadsheet-after-go-live