WEEKLY CLIENT PLANNING

Week starting:

[ ] Check client and personal commitments in every calendar you use.
[ ] Confirm appointment times, duration, people and locations.
[ ] Allow for preparation, travel and follow-through.
[ ] Review promises due this week.
[ ] Choose the next actions that fit the time available.
[ ] Set useful reminders.
[ ] Confirm any changed plans with the people involved.

This week’s most important promises:
1.
2.
3.

What needs to move or be discussed:

End-of-week note — what will I change next week?

A practical template from Roomto · https://roomto.ai/guides/how-to-plan-your-week-around-clients