Routine template for founders
Founder weekly routine that reminds you when each one is due
Cash checked Monday, sales calls daily, the Friday review, investors updated monthly.
- 6 routines
- 3 at a set time
- Reminders when they are due
Founder's numbers
Days and times are the pack's own. Change any of them after you add it.
- Cash and the 13-week forecastEvery Mon at 9:00Update cash in the bank, then roll the 13-week forecast forward a week. Flag any week where cash dips below your floor.
- 3 customer conversationsEvery weekday, 3 timesThree conversations with customers or prospects: sales, support or feedback. Write down one line from each that should change what you build or say.
- Chase receivablesEvery Tue at 10:00Go through unpaid invoices, oldest first: a reminder, a call, or a firm date. Note each promise to pay.
- Friday reviewEvery Fri at 16:00Cash, sales, product, people, and what next week is for.
- Investor updateEvery month on the 3rdHalf a page: the numbers, what went well, what did not, what you need. Send it on the same day every month, good month or bad.
- Quarterly planningEvery quarter on the 25thA morning away from the inbox: review last quarter's goals, choose three for the next, and decide what you will stop doing.
About this pack
A company is run on a few numbers looked at often. Cash and the forecast on Monday, customer conversations every working day, the Friday review with the one thing next week is for, and the update investors get whether or not the month was good.
How to use it in Palby Planner
- 1Open Routines and press Packs.
- 2Find Founder's numbers and open it. Every routine is ticked, with its day and time.
- 3Untick any you don't want. A routine you already have is shown, and it isn't added twice.
- 4Press Add. Each one reminds you on WhatsApp or Telegram when it is due, until you tick it off.
Packs like this one
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Questions
Yes. Copy it as a checklist or print it, with no sign-up. Adding it to Palby Planner, with the reminders, needs an account.
Link WhatsApp or Telegram and a message arrives at the routine's time, or at 10am if it has none, but only if it isn't done yet. Tap Done, snooze it, or mute that routine.
Yes. Every routine is yours once it's added: rename it, move its day or time, or delete it. Untick the ones you don't want before you add the pack.
Type it in one line, like "stretch daily at 9pm", and it becomes a routine with that day and time.
Get a nudge when each one is due.
The packs are free. The app reminds you when each one is due.