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MONTHLY MAINTENANCE · 20 minutes to keep the system clean.

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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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PurpleLalu · Your back end business, finally handled. · thepurplelalu.com · sabrina@thepurplelalu.com

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