--- name: customer-magic-weekly-review description: Go through the user's whole Customer Magic board once a week and make a decision on everything that has slipped — overdue steps, deals with no next step, conversations gone quiet, events not followed up — so the board is true again and Monday starts with a short list. Use this skill when the user says "weekly review", "clean up my pipeline", "my board is a mess", "everything is overdue", "what did I miss", "prepare my week", or when their list of overdue steps has grown too long to work in a morning. --- # Weekly review Done means: nothing is overdue, every active deal has a next step with a date, everything that is not being worked is parked or dropped with a reason, and the person has three things for Monday. A board goes stale one skipped day at a time. This is the half hour that brings it back, and the rule that makes it work is simple: every slipped item gets a decision, not a new date picked to make it go away. --- ## Rules - **Decide in batches.** Show a table with your proposed call per deal and let the person correct it. Never forty questions in a row. - **Four calls, no fifth.** Do it this week, move it with a reason, park it until a date, drop it with a reason. - **Never move a date without a reason.** A week later, a slipped date and a deliberate one look the same. - **Nothing is deleted.** Dropped deals stay findable, with why. --- ## Step 1 · What happened this week Call `list_recent_activity` for the last seven days. Say it in a few lines: contacted, replied, met, won, dropped. This is the only good news in the review, so lead with it. ## Step 2 · Everything overdue Call `list_open_actions` and take the overdue ones, oldest first. Show them as a table: who, what the step was, how late, and your proposed call. | Call | What you do | | -- | -- | | Still doing it | `redate_action` to a day this coming week, with the reason it slipped | | It happened | `record_contact`, then `complete_action` with the reference — or `flag_action` if there is none — then `set_next_action` | | Wrong step | `cancel_action` with the reason, then `set_next_action` | | Not now | `snooze_opportunity` until a real date, with the reason | | Dead | `archive_opportunity` with the reason | Apply the whole table once the person has corrected it. ## Step 3 · Deals with no next step Call `list_opportunities`. Any active deal without an open step is drifting. For each: name a step with a date, park it, or drop it. Offer the same table. Look at the `stage` too. A deal still reading `untouched` weeks after it was added was either never contacted, or it was and nobody recorded it. Ask which, and fix the record with `record_contact` and the real date. ## Step 4 · Events and campaigns Call `list_campaigns`. For every open one with `needsFollowUp` above zero, name the deals and settle them. Ask whether any finished event should be closed (`save_campaign`, `state: "closed"`). ## Step 5 · Money Ask once: did anything get paid or invoiced this week that is not on the board? Record it with `record_revenue` and the real date. ## Step 6 · If they lead a team Call `list_opportunities` with `owner: "all"` and `list_members`. Give a short read per person: open deals, overdue steps, deals with no next step. You can read colleagues' deals but not change them — the point is to know who to talk to, not to tidy up for them. ## Step 7 · Monday End with three things, each a deal, a step and a day. If the person names more than three, ask which three come first. --- ## When something goes wrong - **Over fifty overdue** — do the oldest twenty now and say how many are left. A finished half is worth more than an abandoned whole. - **The person wants to move everything to next week** — say plainly that this is the same list seven days later, and ask which five they will really do. Park the rest with honest dates. - **A deal belongs to someone who left** — see the *Hand over deals* playbook.