What you get every Friday
Every client gets a one-page report at the end of the week: what got done, what's next, the numbers that moved, and what I caught before it reached you. Here's a sample with a made-up business, in the same format.
Sample business: a 6-person home services company. Names and numbers are invented for this example.
Weekly report · Example Co. Home Services (sample) · Week of Oct 19
Done this week
- Replied to 31 new web leads, average first reply 3 minutes. 9 booked estimates.
- Followed up with 18 quiet leads from September. 4 replied, 2 booked.
- Sent 22 invoices for completed jobs. Sent reminders on 7 overdue invoices ($4,820 outstanding, down from $9,110).
- Published 2 blog posts ("How much does water heater replacement cost in St. Louis?" and "Signs your sump pump is about to fail").
- Scheduled 12 social posts for November.
- Cleaned the CRM: merged 143 duplicate contacts, filled in 61 missing phone numbers.
Caught before it reached you
- An agent drafted a quote using last year's labor rate. Fixed, and the rate sheet the agents use is updated.
- One review reply mentioned a technician by full name. Rewritten to first name only.
Numbers that moved
| This week | Last week | |
|---|---|---|
| New leads | 31 | 26 |
| Booked estimates | 9 | 6 |
| Outstanding invoices | $4,820 | $9,110 |
| Website visits | 1,240 | 1,105 |
Next week (top of the list)
- Set up after-hours call answering on the main line.
- Turn the safety binder into 6 short training modules.
- Build the December promo landing page.
Needs your input
- Approve the holiday promo offer (10% off or free inspection?).
How to read it in two minutes
Every section has one job. Here's what to look for.
Done this week
Finished work, with counts. Not "worked on" or "made progress." If it's listed here, it happened.
Caught before it reached you
The mistakes the agents made and I fixed, plus what changed so they don't repeat. This section is never empty for long, and that's the point.
Numbers that moved
A few numbers that matter to your business, this week against last. Pulled from your own tools, so you can check them.
Next week
The top of your list, in order. If the order is wrong, tell me on the weekly call and it changes.
Needs your input
The decisions only you can make. Usually one or two lines. Answer them and the list keeps moving.
One page
If the report runs longer than a page, I've done it wrong. You should be able to read it with your Friday coffee.
Why the report matters as much as the work
You shouldn't have to wonder what you're paying for. The report is how you judge the work in two minutes, and it's how I hold myself accountable. If a week's report doesn't look worth what you're paying, that's your signal to cancel. There's no contract, so you can.
It's also the record. Over a few months, the reports show which tasks moved the numbers, which ones didn't, and what should go on the list next. That's how you measure whether AI automation is paying off without building a spreadsheet to do it.
Where the numbers come from
The agents pull the numbers straight from the tools you already use: your CRM, your website analytics, your ad accounts, your accounting software. They match totals against each source, and I check them before the report goes out. Nobody types numbers in by hand.
You can watch a shorter version of this happen in the weekly report demo. And if a weekly report that builds itself is the first thing you want, it's a common first item on the list. See reporting and dashboards and Can AI build reports and dashboards from my business data?
Want one of these in your inbox every Friday?
Book a call, or hand me your list in writing, and the first report shows up at the end of your first week. Starting at $499 a month, no contract.