Daily, Weekly & Monthly

The rule — Not sure what to do? Work the rhythm: daily comms, weekly project check, monthly reports.

🌅 Daily — Communication

Check for outstanding client communication, both directions:

• Did a client email us that we still owe a reply?
• Is there anything we need to send a client today?
• Handle each one per Communication Principles — one topic per email, start from a template in Email Templates.

📅 Weekly — Move every project forward

Walk every active client in Asana / SGA Status and check:

• Is each active task actually moving? Update any stale status.
• Anything in QA Review or Ready to Send to push out?
• Anything ready for the client to review so we can get revisions back?
• Anything at risk of missing its due date? (Full View → Overdue / upcoming.)
• Any missing dependencies or client assets blocking work? Chase them.
• Stagger due dates so reviews don't all land on the same day.

📊 Monthly — Report to every client

• Open SGA Status → Report (/report/{client}) for each client.
• Confirm all hours are logged — fix any completed task flagged with no hours (see Hours & Billing).
• Export the report markdown, build the full monthly report, and send it (monthly recap email).
• Archive the month's completed work.