Your weekly reviewNew
Thirty minutes on Friday so nothing slips through the cracks.
1Check your numbers#
- On Dashboard, look at new leads, appointments and pipeline value for the week.
2Clean up your pipeline#
- Open Opportunities and update every deal that moved.
- Mark closed deals Won or Lost.
3Plan next week#
- Schedule next week’s social posts in the Social Planner.
- Send one email or text to your sphere or past clients.
Still stuck?Ask Jtek AI. It knows your account and answers in seconds.
Checked against the Jtek app in October 2026.