A weekly review keeps your CRM honest and your relationships warm. In Orbit it takes about 20 minutes: check where your numbers moved, clear the Overdue Follow-up smart view, close or revive stale deals, batch through Hiro's cards, and reset your GTD task lists. Do it every Friday and nothing important slips through the week.
Block 20 minutes on Friday afternoon. Work the list top to bottom and stop when you reach the end.
A pipeline review catches deals. A relationship review catches the people fading out before they are deals or after they stopped being clients. Do both. The second one is where referrals live.
Most people audit deals and stop. But the contacts quietly drifting away, the old client who has not heard from you in five months, the warm intro you never followed up, those never show in a pipeline. They show in a smart view sorted by last-touched date.
Add a "fading" pass to your review: filter contacts you have not touched in 60 or 90 days and pick three to reconnect with. Hiro drafts these check-ins, but the review is when you decide who matters. This is how you keep a real sales routine for solopreneurs instead of only firefighting hot deals.
The whole point of GTD tasks is a trusted system. Your Friday review is the trust-building ritual: empty the inbox, harden Today, push the rest to Next, Waiting, or Someday.
Once a week is the sweet spot for a solo operator. A weekly review is frequent enough to catch fading relationships and stalling deals before they cost you, but not so often that it becomes busywork. In Orbit it takes about 20 minutes if you keep up with Hiro's cards during the week.
Check your numbers, clear the overdue follow-up view, close or revive stale deals, batch through Hiro's cards, and reset your GTD task lists. Add a pass for fading relationships by sorting contacts by last-touched date. That covers both the pipeline and the people behind it.
Use a smart view or your pipeline view to surface deals that have not moved in two weeks. Each one needs a decision: a nudge or an honest move to closed-lost. Letting dead deals sit in the pipeline inflates your forecast and steals attention from the deals that are real.
Build a smart view filtered by last-touched date, then sort oldest first. Contacts you have not reached in 60 or 90 days rise to the top. Pick a few to reconnect with each week. Hiro can draft the check-ins once you decide who is worth the touch.
Friday afternoon works well because the week is fresh in your mind and you close the loop before the weekend. Ask Hiro to recap the week against what you planned, which is more useful than a cold Monday number. Pick a fixed time and protect it.
Hiro recaps and drafts, your review decides. Try the CRM free, no credit card.
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