Daily checks
- Review the overview screen for items needing attention.
- Move leads that changed status.
- Reply to client messages or portal updates.
- Check invoices that were paid, failed, or became overdue.
- Clear the next-action items that should happen today.
Weekly reviews
- Look at pipeline movement, not just total lead volume.
- Review upcoming invoices and anything overdue.
- Check active projects for stalled milestones or missing deliverables.
- Review any automation, integration, or payout warnings.
Monthly maintenance
- 1Archive or clean up stale records.
- 2Review templates and workflows that are no longer matching how you sell.
- 3Check team permissions and connected integrations.
- 4Look at collections, disputes, and payout timing as operating signals.