Hand this off first: pipeline review
“Every Friday at 3, review the open pipeline. Flag stale deals, missing next steps and anything past its close date. Tell me the two calls to make Monday. Change nothing.”
- 42 open deals checked against your rules
- 9 stale: no activity in 21 days
- 6 missing a next step
Still yours: the CRM updates and every call. The review changes nothing on its own.





