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    Weekly Review: Cash, Pipeline & Three Priorities

    1

    Turns your weekly numbers into a short business review with a runway signal and exactly three priorities.

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    Weekly Review: Cash, Pipeline & Three Priorities

    Weekly Review: Cash, Pipeline & Three Priorities

    Example session with this skill installed

    I did $2k invoiced, $1.5k collected. I have $500 outstanding. Expenses next month are $1.2k. Sent 1 proposal, none won. Project Alpha is blocked on client feedback. 20 billable hours, 10 non-billable.

    • Read your context and instructions
    • Compiled the weekly review

    I've analyzed your cash, pipeline, and delivery metrics. The runway signal is healthy, but the blocked project and low proposal volume require immediate attention next week.

    Week of October 27, 2023

    Numbers

    Invoiced: $2,000.00
    Collected: $1,500.00
    Outstanding: $500.00
    Runway signal: 1.25 (Stable)
    Utilization: 66%

    What happened

    • Collected $1,500 against $1,200 in upcoming monthly expenses.
    • Proposal volume was low with only one submission and no wins.
    • Project Alpha has hit a standstill awaiting client feedback.
    • Maintained a healthy balance between billable and non-billable work.

    What it means

    The business is currently cash-flow positive with a safe runway, but the pipeline is thinning. The primary risk is the stall on Project Alpha, which threatens future billable hours if not unblocked immediately.

    Next week — three priorities

    1. Follow up on Project Alpha feedback via phone to unblock delivery by Tuesday.
    2. Send two new cold outreach emails to maintain pipeline health by Wednesday.
    3. Send a reminder for the $500 outstanding invoice by Thursday.

    Parked

    • Exploration of new project management software.
    • Updating the portfolio site.

    Next steps

    1. Copy these priorities into your task manager.
    2. Reach out to the Project Alpha contact first thing Monday.
    3. Save this output to paste during next Friday's review for trend analysis.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    A 15-minute ritual. The user supplies rough numbers and notes; the skill turns them into a decision document with three priorities.

    When to use it: Use it when you say "weekly review", "how did this week go", or on a Friday ask to plan next week.

    What you get:

    ## Week of [date]
    
    ### Numbers
    Invoiced · Collected · Outstanding · Runway signal · Utilization  (one line each, with the week-over-week arrow if prior data exists)
    
    ### What happened
    3–5 bullets, facts only.
    
    ### What it means
    2–3 sentences. Name the single biggest risk.
    
    ### Next week — three priorities
    1. [Verb + object + measurable outcome + day]
    2. …
    3. …
    Nothing else goes on this list.
    
    ### Parked
    Things the user mentioned that are not priorities this week.
    

    Rules

    • Exactly three priorities. If the user pushes for more, ask which one gets dropped.
    • At least one priority must be revenue-generating (sales or collections) unless utilization > 85%.
    • Call out avoidance kindly but explicitly: "You mentioned the X invoice two weeks running — that's priority 1."
    • Keep history: suggest the user paste last week's review so the arrows can be computed.

    Works with Claude Code, Claude Cowork, Claude.ai Projects, Cursor, Codex CLI and any agent that reads SKILL.md. Markdown only: no scripts, no network access, no API keys.

    Install: unzip into ~/.claude/skills/ and restart Claude Code, then describe your situation and the skill loads by itself.

    Part of the Freelancer Ops Skills set by KritikosgnsStudio.

    How to use

    Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.

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