The weekly review checklist at the bottom of the Insights page is a short routine that makes sure nothing slips through. It’s shared by the whole team, so ticks are visible to everyone, and it resets every Monday.
What’s on it
General housekeeping
- Check the query overlap between your domains, if it’s shown.
- Add timeline notes for anything that changed, if notes are shown.
Client comms
- Check scheduled client reports went out.
Positive news
- Note what’s working on the growing websites.
Negative news
- Resolve or acknowledge the open critical issues, with one extra item for each of up to five critical issues.
- Review the declining websites.
A suggested routine
- Monday morning, read the weekly digest email.
- Open Insights and work down the checklist.
- Assign the actions that came out of it in the action plan, with due dates.
- Add notes for launches and changes as they happen during the week.
To have the checklist emailed with the week’s suggested actions, schedule the Action plan report. See Scheduling email reports.