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Template · Marketing
Monthly business rhythm
Monthly business rhythm, a drop-in task list.
Month-end close, payroll, suppliers, marketing, staff one-to-ones, a cadence that holds a small operation together.
Use drops these 18 tasks into your active workspace. Remix mints a fresh workspace seeded with them, your personal copy to edit.
The list
18 tasks
To do· 9
- Staff one-to-ones for the monthHighpeople
- Update the till float and weekly cash limitMediumopsbooks
- Email the accountant the month's summaryHighbooks
- Schedule next month's marketing postsMediummarketing
- Refresh the menu / window display / waiting-room boardMediumops
- Plan the staff training session for the quarterMediumpeopletraining
- Review last month's reviews and complaintsMediumopscustomer
- Confirm cover for owner days offMediumpeoplerota
- Write the one-line update for the staff groupLowupdate
Moving· 4
- Approve supplier invoices for this monthUrgent· Todaysuppliersbooks
- Send marketing post for the monthHigh· Frimarketing
- Reorder the supplies running lowUrgent· Tomorrowsuppliersstock
- Pay the bills due before the 28thUrgent· Monbooks
Waiting· 3
- Review the rota for next monthHighpeoplerota
- Walk the floor with the front-of-house leadHighpeopleops
- Renewal coming up, review terms before signingHighrenewalbooks
Done· 2
- Month-end revenue close, all takings reconciledHighclosebooks
- Payroll run for the teamHighpayrollpeople