Free project template
Founder workspace template with every task dated from the day you start
One project per function of a young company, product, sales, marketing, money and people, with the routines each needs.
- 16 tasks
- Opens as a list
- Dated from day 1
Founder: weekly review
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Founder: weekly review
- Weekly review: cash, pipeline, product, peopleEvery Friday 16:00High
- Pick the three things that matter next weekEvery Friday 17:00
Product
- Talk to one customer about how they use itEvery Wednesday 11:00
- Write the top five things to build nextDay 4
- Ship something smallEvery 2 weeks
Sales
- Follow up every open leadEvery Monday 9:00
- Ten new outreach messagesEvery Tuesday 9:00
- Write down why you lost the last three dealsDay 8
Marketing
- Publish one post or articleEvery Thursday 10:00
- Ask a happy customer for a reviewEvery 2 weeks
Finance and admin
- Send invoices and chase late onesEvery Monday 14:00High
- BookkeepingEvery 5th of the month
- Check cash in the bank and months of runwayEvery 1st of the monthHigh
- Note the tax and filing deadlines for the yearDay 6
Hiring and team
- One-to-one with each personEvery 2 weeks
- Write down the role you will hire next and whenDay 15
About this template
In the first year a founder runs every function, and whichever one is loudest gets the week. This setup gives each function its own project with the few routines that keep it alive, so you can see which one has been ignored.
Start with the weekly founder review. It is the one task that looks across all five.
Tips from the template
- Do the weekly review even in a bad week.
- Hand a whole project to your first hire in that function.
- Keep the finance routines. They are the ones that hurt when missed.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Founder workspace and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
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Questions
Run it with the dates filled in.
Book a walkthrough to see the templates in the app.