This is what consistency looks like in practice.
You don’t need new priorities every week.
You need one clear focus and consistent execution.
DAILY CADENCE
“Protect the Basics”
Time | Role | Focus | What to Do | Where in Pipeline |
Morning (5–10 min) | Owner | Signal Check | Scan new leads, overdue tasks, low-engagement members | Leads, Tasks, Opportunities |
Morning (15–30 min) | Manager | Execution | Contact new leads, complete follow-ups, update tasks | Leads, Tasks |
Midday (15–30 min) | Manager | Member Care | Personal check-ins (new + low engagement) | Opportunities,Clients (New Members) |
End of Day (5-10 min) | Manager | Close the Loop | Log outcomes, update statuses | Leads, Clients |
Why this works:
Daily consistency prevents silent revenue leaks.
WEEKLY CADENCE
“Reinforce What Works. Fix What Doesn’t.”
Day | Role | Focus | What to Do | Where in Pipeline |
Monday | Owner | Direction | Review trends, set weekly focus | Studio Dashboard |
Tuesday | Manager | Accountability | Review tasks + follow-up gaps | Tasks |
Wednesday | Manager | All-Star Members | Identify & shout out loyal members | Clients |
Thursday | Manager | Retention | Check low-engagement members | Opportunities |
Friday | Owner + Manager | Alignment | Quick sync on wins & blockers | Tasks |
Why this works:
Weekly rhythms turn insight into predictable execution.
MONTHLY CADENCE
“Set Direction Once. Execute All Month.”
Role | Focus | What to Do | Where in Pipeline |
Owner | Review & Reset | Review revenue vs goal, lead volume, conversion trends, new members (last 90 days), retention signals | Studio Dashboard, Opportunities, Clients |
Owner | Decide Monthly Focus | Identify the primary constraint and choose one priority for the month (e.g. conversion, retention, execution) | Studio Dashboard, Tasks |
Manager | Translate Strategy | Break the monthly focus into weekly actions, assign tasks, clarify ownership and expectations | Tasks, Leads, Clients |
Owner + Manager | Execute & Adjust | Review progress, remove blockers, capture learnings, and prepare inputs for next month | Tasks, Studio Dashboard |
Why this works:
Owners set direction, and Managers own execution.
QUARTERLY CADENCE
“Strengthen the System”
Role | Focus | What to Do |
Owner | Strategy | Review trends across 90 days |
Owner | Team | Assess workload, ownership, gaps |
Owner | Retention | Review churn + early member trends |
Owner | Process | Simplify what’s not working |
Why this works:
Great studios don’t add complexity — they remove friction.
WHAT THIS CALENDAR IS (AND IS NOT)
This calendar IS:
✔ Opinionated — it's informed by world class operators
✔ Realistic
✔ Built for small teams with big goals
✔ Focused on execution
This calendar is NOT:
✘ About perfection
✘ About automation for automation’s sake
✘ About living in dashboards
Pipeline exists to support this rhythm, not replace leadership.
HOW TO USE THIS CALENDAR IN REAL LIFE
Start small:
Lock in daily lead follow-up and member check-ins
Add weekly accountability
Layer in monthly planning
Consistency beats intensity.
HOW THIS MAPS TO PIPELINE
Opportunities View → Daily signals
Tasks View → Accountability engine
Leads View → Growth execution
Clients & Opportunities View → Retention engine
Studio Dashboard → Strategic clarity
Top-performing studios don’t do more.
They do the right things — on a rhythm.
Pipeline simply makes that rhythm visible and executable.
Let's get after it 🚀