He shared a story on his daily, weekly, quarterly and yearly reviews and was open about which ones he’s still working on getting better at and that sparked the conversation.
I thought that since I’ve spoken about how important and what I do in my weekly reviews, I’d share with you today the exact structure, the framework if you will, of all my reviews.
- Look back
- Look ahead
It’s a simple framework to remember and stems a bit from the GTD methodology. But see what works for you.
Weekly Review Session
Look back on the week.
Review the sales pipeline. Clients and cash is lifeblood of your business. You have to be ridiculously involved in it even when you are heads down in a project.
Supplemental to this is looking back on the revenue. This is essential to see how much came in to the business.
You know when you are doing well and when you aren’t. Even if it’s a week where $0 come in, if you do this look back every week, you’ll see patterns and trends in your business.
If those normal patterns of income change, that’s when maybe you could adjust what you do based on your activity based selling.
I run through my email with the Inbox Zero methodology. This is something I try to do the times I check my email during the day, but there are times when by the weekend I haven’t fully cleaned it out.
Look back on the calls and meetings I had as well to refresh my memory on what was done, talked about, and see if any priorities came up that need to be accounted for.
This also means gathering up all the stickies, notes, and things sitting in my Inbox in Todoist. Seeing if I need to file anything if I haven’t already.
Look ahead on the week
I pull up my calendar, which I use Google Calendar to see what’s planned for the week. Every single appointment, personal and professional goes in there.
Then take all those and write them down into my weekly desk planner. This allows me to visually see what the overall day and week look like. It forces me to not over schedule and be mindful of the energy I have on any given day.
Then I go into my project management tool and schedule any tasks on the dedicated days if needed. Most of the time they are planned already, but if adjustments need to be made, this is when that happens.
Finally I look at the long-term projects and if they are already started, I make sure that at some level, the needle on them is moving forward. If it’s a busy week, then I fit in some smaller tasks in between everything else to keep the momentum going.
Execute on the week
I take a final review of what the week looks like to make sure I didn’t overload any of the days. I try to make sure that I don’t work on more than 3 high energy tasks per day.
Before I get up from my weekly review, I plan out what Monday morning will look like. This way when I get up Monday, I’m not looking around for something to do. I’m sitting down ready to tackle something.
It’s a simple framework to remember, especially for any review that you do. In the next episode I’ll share with you my monthly review.
Running your freelance business
More episodes in this topic:
What do you do when a crisis hits?
How to start building an email list as a freelancer?
How do you manage time wearing so many hats as a freelancer?
What software tools do you use for business? What is best?
How do you prevent, manage scope creep in your projects?
Do you schedule in time for exploring or reading articles online?
What is the best way to get income fast?
What happens if you can’t define a scope of work on a call?
What do I do first thing Monday morning?
How can I focus on my business when I’ve got a ton client work?
Do I have to be concerned with GDPR?
What are the tools and services that you use and would recommend to freelancers?
How do you have time for all that you do?
What podcasting gear do I use?
Does live chat bring you in business?
How do you followup with a lead after a proposal?
Did hiring a mentor really help you with starting up your business or your career?
What is my writing process
What is the easiest way to get a remote testimonial?
How do you determine a quality prospect?
How do you step away and actually take a vacation?
Are job boards reliable?
How to decrease the sales cycle or time to close?
How would you write a cold outreach email?
How to present different services that could potentially diminish your abilities in the minds of clients?
Should I bundle projects for clients or keep projects separate per client?
What product do you use for your business that you can’t live without?
What makes you stand out from other freelancers?
Do I drop this client?
How do I set a goal?
Do you meet leads and clients face-to-face?
How do I work “ON” my business and not “IN” my business?
What is the best structure for setting a goal?
How do you do a review of your week?
What do I say when a potential client says I’m too expensive?
What is activity based selling?
How to get more clients?
How to have a productive week?
Do you use a CRM for your business?
How do you choose the technology for your clients?
What is the structure of a weekly review?
What is the structure of a monthly review?
What are lead generation techniques to get me out of the feast and famine revenue cycle?
How do I know if I should buy a course?
What’s a polite way to tell existing clients you are raising your rates? And what is a reasonable percentage to go up?
How many email follow-ups should I send to a lead?
What do I do? I’m afraid to filter the tire kickers coming into my business because they are the only leads I have.
How to take the next step from contracting resource to solo business owner?
What do you think about Gutenberg? Schmutenberg!
How do I get better at sales?
How to overcome objections in sales?
How do I respond to an RFP?
How to respond to “I don’t need strategy, can you just do…”?
If you don’t have experience, how to you prove the quality without the education/experience?
How do you handle a client that has ghosted?
What do you ask during a sales call?
How to improve your sales process as a freelancer?
How to charge more as a freelancer?
How do you push past the imposter syndrome?
How do you segment your email list?
What to say when a client insists on adding something new?
What kind of content should I promote to potential clients?
Best of Season 3 - Get out of the comfort zone
Best of Season 3 - Building Relationships
S06 E12 - Undercharging, Targeting the Wrong Audience, and What You Should Do About It with Alex McClafferty
S03 Bonus - Tom McFarlin on Blogging, Balancing Work and Family, and Building a Business that Lasts
S09 E11 - Differentiation, Reputation, and Pivoting From the Top-Down with Peep Laja
S01 E11 - Kai Davis helping freelancers get more clients with outreach