A weekly review helps you stay organized and proactive.
1. Review all upcoming follow‑ups
Look at the next 7–14 days.
2. Scan your contact list
Check for:
- People you haven’t contacted recently
- Projects that need attention
- Leads that need follow‑ups
3. Clean up tags
Remove duplicates or outdated tags.
4. Add missing notes
If you forgot to document something, add it now.
5. Export your data (optional)
A weekly backup keeps your CRM safe.