Sample template · Human editorial review pending. This demonstration material is not an approved publication. No author credentials or review dates have been invented.
How to use it
Use a notebook or spreadsheet. Review the same areas each week. Track facts rather than impressions; do not collect unnecessary customer details.
01Customer follow-up
Which enquiries need a response? Record one next action and due date for each.
Your notes:
02Work in progress
What is due next? Are inputs, responsibilities, and delivery dates clear?
Your notes:
03Content routine
What useful question will you answer? Which existing channel will you use?
Your notes:
04Cash and costs
Record cash actually received separately from promised work. Check upcoming direct costs.
Your notes:
05Outcome, not only views
Track completed enquiries, deliveries, repeat requests, or another relevant outcome. Explain what the measure does and does not show.
Your notes:
06One improvement
Choose one recurring friction point and one small change for next week.
Your notes: