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Consulting and B2B services: Weekly and monthly performance review

A 54-point review list for tracking health, ads, the sales pipeline, monthly conversion, channel cost, and decision rules. Because cycles are long, read ratios over a 3–6 month window.

54 items6 groups22 minOctober 15, 2026

  • performance review
  • monthly report
  • checklist
  • b2b

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3 items open, 54 items in total. Members see the rest.

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Use this list for a 30-minute weekly look on Monday morning and a one-hour monthly report in the first week of the month. A consultancy may get only a handful of qualified inquiries a month, so the aim isn't to over-read percentages but to trace each inquiry and write down which data each decision rests on.

Weekly: tracking health and inquiry flow

9 items
  • Form submissions, new CRM records, and notification emails add up to the same number, and any missing record is found the same day.
  • Qualified inquiries are counted against the written fit definition (industry, size, access to the decision-maker), and a change to the definition gets a dated note in the sheet.
  • Inquiries with an empty or ‘direct’ source are checked one by one and corrected using the ‘how did you hear about us?’ answer.

6 items more in this group for members.

51 items more for members

This item has 54 items in total. With a membership you see all of it and copy any line in one click.

  1. Weekly: LinkedIn, Google, and Meta ads9 items
  2. Weekly: sales pipeline and content9 items
  3. Monthly report: funnel and pipeline9 items
  4. Monthly report: channels, cost, and attribution9 items
  5. Decisions, experiments, and the client side9 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Consulting and B2B services page

  • Message template12 min

    15 copy and message templates for selling B2B services

    Founder observation post

    Last month I met with three companies in {INDUSTRY}. All three had the same thing going on: {OBSERVATION}. That usually leads to {CONSEQUENCE}. The first step we recommend is simple: {FIRST_STEP}. How does this look at your company? Let's talk in the comments.

    15 templates · 4 groupsMembers only

  • Script15 min

    9 video and call scripts for B2B services

    0-3s1. Founder observation video (60s)

    Close-up to camera. "Last month I saw the same thing at three companies." On screen: the same line.

    9 scripts · 2 groupsMembers only

  • Copy template25 min

    Caption templates

    Three-mistakes post

    The three mistakes we see most often with {TOPIC}: 1. {MISTAKE_1} 2. {MISTAKE_2} 3. {MISTAKE_3} What the three share: {COMMON_THREAD}. Instead, we suggest starting with {SUGGESTION}; {DURATION} is enough for the first step. Which one shows up most at your company? Tell me in the comments and I'll answer one with a concrete example.

    24 templates · 5 groupsMembers only

  • Checklist15 min

    Marketing checklist for consulting firms

    • The homepage's first screen says, in one sentence, who you serve, which problem, and what you do.
    • Every service has its own page with method, duration, deliverables, and an out-of-scope section.

    36 items · 6 groupsMembers only