How to keep follow-ups clear with Square
Turn Square updates into next actions.
Approach
The Desk approach
- Sync recent updates
- Review key changes
- 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
Is it read-only?
Yes. Moonshot only reads metadata.
Do I need to change my workflow?
No. Keep using Square as-is.
Can I share the review?
Yes, share links are built in.