‹ Back

📅 Weekly Pipeline Review (Friday)

🏠

📅 Status review map: Triage (0-2d) · Voicemail Left (1-3d) · Contact Made (2-7d) · Offer Sent (3-14d) · Inspection (6d) · Dispo (7-14d) · Settled (14-30d). Flag any deal stuck past expected days-in-status. Status mapping →

① TL;DR

End-of-week sweep. Catch verbal-yeses not yet under contract, review watchlist for price drops, refresh buyer criteria, plan next week's call list.

② When to use

  • Every Friday afternoon, ~2pm
  • Before logging off for the weekend

③ How to run this play (step-by-step)

  1. Review BBC Inventory pipeline
    Open BBC Inventory. For each card, confirm: status accurate? Inspection started? EMD timeline correct? Push verbal-yeses that haven't moved to under-contract.
    BBC Inventory ↗
  2. Check the rejected watchlist for price drops
    Runs the Deal Monitor against the Airtable watchlist (it also auto-runs every 48h).
    Trigger: deal monitor → paste into Claude Code (Mac)
    Manual trigger — supplements the auto 48h run.
  3. Review past week's call log
    Open your Notes/Airtable call log. For every call from this week, mark: replied / no-response / dead. Move dead ones to watchlist.
  4. Refresh Known Buyers list
    Open Airtable Known Buyers (when set up). For each active buyer, confirm: state, entry budget, deal type, last contact. Re-engage anyone silent >30 days.
  5. Plan next week's call list
    Look at Monday's expected triage tier distribution. Schedule 2-3 call blocks across Tue/Wed/Thu. Pre-allocate 1 block per tier.
  6. Update Airtable + close out the week
    Any deals not actively in pipeline: archive. Any open questions for Richard/HMHW community: queue for Monday's HMHW livestream Q&A.

⑨ Sources (go deeper)