The week's routine

Every day · 10 minutes

• Open Home and resolve "Needs you"
• Clear To review
• Check Handoffs and unassigned conversations
• View the Sales Today list

Every week · 30 minutes

• Answer unanswered Questions
• Approve or reject memory suggestions
• Weekly review in Results › Cycle
• Approve the agenda and record the week's videos
• Check credit usage

Every month

• Request the month's agenda and check the cadence for each channel
• Update prices, promotions, and policies in the knowledge base (and remove what expired)
• Compare revenue by source and reallocate ad spend
• Review who has access and what each person can see