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The Weekly Review Method: How to Keep Clients Informed and Yourself Accountable
This episode introduces the Weekly Review Method, designed to streamline communication between service providers (like virtual assistants) and CEOs. It provides a clear overview of completed tasks, upcoming projects, and hours worked, fostering transparency and trust without micromanaging.
Takeaways:
- Improved Client Visibility: The Weekly Review Method keeps CEOs informed about the services they're paying for and allows them to plan based on upcoming tasks.
- Streamlined Delegation: Weekly reviews help CEOs understand their team's capacity and delegate tasks effectively.
- Enhanced Focus: Tracking hours worked each week allows CEOs to see where their resources are being used and make adjustments as needed.
- Reduced Micromanagement: The Weekly Review Method fosters trust and accountability, reducing the need for micromanagement.
Bonus: The episode includes a free downloadable template for the Weekly Review Method and a walkthrough of how I use Moxie for Freelancers in regards to the Weekly Review Method.
Grab Weekly Review Method Template HERE.
Grab my Moxie for Freelancers affiliate link and get 30 days free HERE.
Note, I may receive a commission when you use the link above, at no cost to you.
🎙️ Heads up! This podcast is no longer releasing new episodes—but you’ve got 109 binge-worthy ones ready to support you right where you are. 🙌
✨ Found this show and want to stay in Karalee’s world?
👉 Follow along on IG: @theproductivityimpact for behind-the-scenes ops truths + spicy story drops
đź“ş Subscribe on YouTube: @theproductivityimpact for tutorials, walkthroughs & visual systems in action
💌 Join the email list here for exclusive insights you won’t find anywhere else
Got a question or just wanna say hey?
Slide into the DMs or email Karalee at [email protected]
⚡️ Your next best step:
Check out the Operations Assessment Blueprint to see how it can transform your business from bottlenecked → streamlined. Learn more here.
đź”— Follow Karalee + The Productivity Impact everywhere:
Instagram | YouTube | Facebook
🎧 Grab binge-worthy playlists HERE.
View all episodes
By Karalee GaultThis episode introduces the Weekly Review Method, designed to streamline communication between service providers (like virtual assistants) and CEOs. It provides a clear overview of completed tasks, upcoming projects, and hours worked, fostering transparency and trust without micromanaging.
Takeaways:
- Improved Client Visibility: The Weekly Review Method keeps CEOs informed about the services they're paying for and allows them to plan based on upcoming tasks.
- Streamlined Delegation: Weekly reviews help CEOs understand their team's capacity and delegate tasks effectively.
- Enhanced Focus: Tracking hours worked each week allows CEOs to see where their resources are being used and make adjustments as needed.
- Reduced Micromanagement: The Weekly Review Method fosters trust and accountability, reducing the need for micromanagement.
Bonus: The episode includes a free downloadable template for the Weekly Review Method and a walkthrough of how I use Moxie for Freelancers in regards to the Weekly Review Method.
Grab Weekly Review Method Template HERE.
Grab my Moxie for Freelancers affiliate link and get 30 days free HERE.
Note, I may receive a commission when you use the link above, at no cost to you.
🎙️ Heads up! This podcast is no longer releasing new episodes—but you’ve got 109 binge-worthy ones ready to support you right where you are. 🙌
✨ Found this show and want to stay in Karalee’s world?
👉 Follow along on IG: @theproductivityimpact for behind-the-scenes ops truths + spicy story drops
đź“ş Subscribe on YouTube: @theproductivityimpact for tutorials, walkthroughs & visual systems in action
💌 Join the email list here for exclusive insights you won’t find anywhere else
Got a question or just wanna say hey?
Slide into the DMs or email Karalee at [email protected]
⚡️ Your next best step:
Check out the Operations Assessment Blueprint to see how it can transform your business from bottlenecked → streamlined. Learn more here.
đź”— Follow Karalee + The Productivity Impact everywhere:
Instagram | YouTube | Facebook
🎧 Grab binge-worthy playlists HERE.