Your weekly check-in

This one is for the owner. Everything else in Momentum-AI builds a machine that runs without you — this is the five minutes a week where you check that the machine is actually taking the business where you want it to go.

The problem with running on feel is that busy weeks feel successful and quiet weeks feel like crisis, and neither feeling is reliably true. You can have a rammed diary of low-value appointments, or a quiet week where three big deals moved. A dashboard replaces the feeling with five numbers. Five — not thirty.

The five numbers

Number	What it tells you	Where it lives
Leads in	How many new enquiries entered the system, all doors combined	Contacts → Contacts count over time
Speed to answer	How fast enquiries got a first reply	Conversations → Average response time trend
Bookings	How many appointments got made	Appointments → Appointment count
Show-ups	Of those booked, who actually came	Appointments → Showed appointments count
Money collected	Real money that arrived — collected, not invoiced	Payments → Total revenue trend

Build the dashboard once

It’s a two-minute job, and doing it yourself means you’ll always know where these numbers live.

1. Open your dashboards and create a new dashboard. Name it Weekly Check-In.

   

   

2. Choose Add widget, then add each of the five widgets from the table above, one shelf at a time.

   

   

3. Save changes. That’s the whole build.

   

Tempted by a sixth number?

It’s the same Add widget button whenever you want one — just be honest about whether it earns its place on the card.

What each number is telling you

• Leads in is the top of your funnel. If it drops for a few weeks running, the fix is upstream: your posting rhythm in the Social Planner, your capture doors in Forms & funnels, or perhaps a broadcast to wake your list up.
• Speed to answer is your machine-health warning light. With your AI team on shift this should be seconds, and stay that way. If it creeps up, something’s unplugged — a channel disconnected, or an AI toggled off.
• Bookings is the bridge between interest and revenue. Leads healthy but bookings soft? The gap is in the conversation — look at what Conversation AI is offering, or whether your availability is too stingy to book into.
• Show-ups responds to reminders like a plant responds to water. If fewer than roughly nine in ten bookings are turning up, revisit your reminder wording and timing in Calendars & appointments.
• Money collected is the number everything else on the card exists to serve. It’s driven by the machinery in Payments, invoices & text-to-pay.

Watch the direction, not the week

Here’s the discipline that makes five minutes enough: you’re not judging a week, you’re watching the direction. Any single week can be weird. Three weeks of a number sliding is a signal — and each number, when it slides, points you at exactly the lever that moves it.

Use the date range picker on your Weekly Check-In dashboard to compare this week against the last few. These five aren’t a report card; they’re a control panel.

Make it a standing appointment

1. Put a recurring slot in your calendar — same time every week. Friday afternoon works well.
2. Five minutes, five numbers, one question: is anything sliding three weeks straight?
3. If yes, follow the number to its lever above. If no, close the laptop and enjoy the rarest feeling in small business: knowing, rather than hoping, that things are working.

If a number looks wrong rather than bad

A blank widget or a number that makes no sense usually means a connection issue, not a business issue. Re-run the channel checkpoint tests, and if it still looks off, get in touch.