The Orbit weekly review: a 20-minute Friday audit
A weekly review keeps your CRM honest and your relationships warm. In Orbit it takes about 20 minutes: read Ava's metrics briefing, clear the Overdue Follow-up smart view, close or revive stale deals, batch through your agent cards, and reset your GTD task lists. Do it every Friday and nothing important slips through the week.
How do I run a weekly review in Orbit?
Block 20 minutes on Friday afternoon. Work the list top to bottom and stop when you reach the end.
- 1Read Ava's briefing. Ava delivers a Monday metrics report; on Friday, reread it against how the week actually went. Where did the numbers move and why?
- 2Open the Overdue Follow-up smart view. Every contact in there needs a touch or a decision. Approve the bumps Tess drafted, or move them to a longer cadence.
- 3Scan stale deals. Any deal that has not moved in two weeks gets a call, a nudge, or an honest move to closed-lost. A pipeline full of zombies lies to you.
- 4Batch your agent cards. Clear the whole stack in one pass: approve, edit, dismiss. This is the same loop covered in approving agent suggestions.
- 5Reset your GTD tasks. Move anything Waiting that came back into Today or Next, file new inputs from your inbox, and make sure Today for next week is real, not aspirational.
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.
Why review relationships, not just the pipeline?
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. June, the relationship agent, 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.
Pro tips
- Sort one smart view by last-touched date to surface fading relationships, not just stuck deals.
- Treat closed-lost as a clean outcome. A deal honestly closed frees attention; a deal pretending to be alive steals it.
- Do the agent-card batch as part of the review, not throughout the week. One focused pass beats constant interruptions.
- End by making next week's Today list real. If everything is in Today, nothing is. Push the maybes to Next.
- Reread Ava's report at the end of the week, not just Monday. The gap between plan and reality is the most useful number you have.
Keep exploring
Frequently asked questions
How often should I review my CRM?+
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 agent cards during the week.
What should a weekly CRM review include?+
Read your metrics briefing, clear the overdue follow-up view, close or revive stale deals, batch through agent 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.
How do I find stale deals in Orbit?+
Use a smart view or your pipeline view to surface deals that have not moved in two weeks. Each one needs a decision: a call, 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.
How do I find contacts I am letting fade?+
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. June, the relationship agent, can draft the check-ins once you decide who is worth the touch.
When is the best time to do a weekly review?+
Friday afternoon works well because the week is fresh in your mind and you close the loop before the weekend. Reading Ava's briefing at the end of the week, against what actually happened, is more useful than only seeing it cold on Monday. Pick a fixed time and protect it.
Twenty minutes that buys back your week
Ava reports, Tess drafts, your review decides. Free plan, no credit card.
Free forever plan. No credit card. No spam.