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MONTHLY MAINTENANCE ยท 20 minutes to keep the system clean.
โ Back to Kit Dashboard
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Monthly (20 minutes)
- [ ] Close loops: archive completed projects, mark invoices paid.
- [ ] Clean CRM: update statuses, add notes, remove duplicates.
- [ ] Review subscriptions: cancel anything unused.
- [ ] Update 1 SOP based on what you actually did.
- [ ] Run the Monthly Review inside Business Reviews.
Quarterly (45 minutes)
- [ ] Do the Quarterly Deep Dive.
- [ ] Prune pages/databases you don't use.
- [ ] Refresh your top 3 priorities for next quarter.
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<img src="/icons/heart-outline_purple.svg" alt="/icons/heart-outline_purple.svg" width="40px" />
PurpleLalu ยท Your back end business, finally handled. ยท thepurplelalu.com ยท sabrina@thepurplelalu.com
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