Weekly Growth Review Runbook

Run this weekly to turn CRM, content, social metrics, and local conversations into a practical growth plan.

Inputs

  • CRM lead source counts and conversions
  • pipeline changes
  • tasks completed/missed
  • email/SMS response rates if available
  • social metrics and top content
  • open-house and listing activity
  • local/farm notes
  • user corrections and preferences from the week

Review sections

1. Pipeline reality

  • new leads by source
  • booked appointments
  • signed clients/listings
  • stuck opportunities
  • oldest hot lead without next step
  • source quality notes

2. Follow-up quality

  • leads without first response
  • leads without next task
  • overdue tasks by category
  • unanswered client/prospect emails
  • nurture campaigns that need fresh content

3. Content performance

  • top 3 posts by reach/engagement/business signal
  • posts that produced DMs, profile visits, saves, shares, or clicks
  • underperforming formats to stop or revise
  • questions/comments that should become content

4. Farm-area opportunities

  • local questions buyers/sellers are asking
  • community events or changes
  • listing activity themes
  • seller objections noticed this week
  • one direct-mail/email/social idea

5. Next week’s plan

Produce:

  • 3 revenue priorities
  • 5 content ideas
  • 1 CRM cleanup action
  • 1 prospecting block recommendation
  • 1 experiment to measure

Output format

Weekly growth review — [week]

What worked
- ...

What needs attention
- ...

Pipeline/follow-up actions
1. ...

Content plan
1. ...
2. ...
3. ...
4. ...
5. ...

Experiment
- Hypothesis:
- Action:
- Metric:
- Review date: