All workflows·Workflow — Operations

Weekly Business Review Workflow

Turn your week's numbers and notes into a structured review — what worked, what didn't, and what to carry forward.

Setup time

20 min

One-time

Time saved

~2 hrs

/wk

Tools

Claude AI

Free tier works

Difficulty

Beginner

No code

Cost · AIM Pro

R299

approx. €16

Once-off to unlock

What this workflow does

This workflow takes your week's raw data — numbers, notes, wins, blockers, and open loops — and produces a structured business review in minutes: a performance summary, a clear-eyed assessment of what worked and what didn't, and a prioritised focus list for the week ahead. It turns an ad hoc Friday habit into a repeatable system that compounds over time.

Who it's for

  • Solo operators and consultants who want a weekly rhythm but never stick to one
  • Founders who review their business reactively rather than proactively
  • Fractional executives managing multiple clients who need a weekly reset
  • Anyone who ends the week unsure whether it was a good one or not

Input

Week's numbers + notes

Paste whatever you have — minimum scaffold provided

20 min

Output

Structured weekly review

Summary · insights · priorities

What you'll need

Claude AI (preferred)A simple weekly note or trackerGoogle Docs or Notion

What good looks like

Weekly review — w/e 26 May

3 wins · 2 blockers · 5 priorities

Next week focus

Review completed

Friday 4pm

Example output

  • A one-paragraph performance summary that is honest, not spin
  • Three things that worked this week and why — not just what happened, but what made them work
  • Two or three blockers named clearly, each with a specific next action attached
  • A prioritised list of five focus items for next week, ranked by impact with a time estimate for each
  • One strategic question worth sitting with over the weekend — specific to your situation, not a generic prompt