How to stay on top of client follow-ups with Google Calendar
Capture meetings and turn them into next actions.
Approach
The Desk approach
- Sync recent meetings
- Review the highlights
- Create follow-up actions
Weekly Review
Weekly Review — April 7, 2025
Week of March 31, 2025 – April 6, 2025
Timeline events
42
Calendar events
12
Slack signals
7
Drive files
11
HubSpot deals
4
Stage changes
2
Teams signals
6
Zoom meetings
5
Asana tasks
10
Asana completed
4
Outcomes
5
Actions created
9
What mattered
Locked in the new offer, met three warm referrals, and stopped a few things that were draining focus.
What worked
Short daily outreach blocks + a clean follow-up list. The new onboarding script cut call time in half.
What didn’t
Too many ad experiments at once. We lost signal because everything changed at the same time.
Next week priorities
- Ship the new landing page
- Close 2 renewals
- Refine follow-up cadence
See it in action
See a live example of the Weekly Review, or enter The Desk directly.
FAQ
Does The Desk send emails?
By default The Desk reads your systems and creates the plan. When inline send is enabled, it only sends after you explicitly review and confirm the email.
Is it safe for client data?
Yes. The Desk stays metadata-first and only uses the access needed for the features you choose.
Can I share the recap?
Yes, share links are available.