From meeting to weekly action.
The canonical Ventura loop is Signal → Task → Weekly Review → Action → File Health Update. These six steps show how that rhythm plays out across Tasks, Referrals, Pursuits, Clients, and Meet.
Step 1
Capture the meeting
What just happened?
Most of the work that needs to happen this week was decided in a meeting that happened last week. The notes get written, sometimes; the next steps get half-remembered, mostly.
Ventura's first move is to make the meeting itself a first-class surface. Paste raw notes. Push a transcript. The conversation has structure — Ventura reads for it.
Meeting transcript
14m · Auto-captured
Step 2
Create the follow-up
What should we do about it?
Hidden inside every meeting are five or six candidate actions: a task, a referral touch, a pursuit update, a client next step. Most of them die because they never make it onto a list.
Ventura surfaces the candidates with their context. You decide which ones are worth keeping. Accepted actions land in the right module — Tasks, Referrals, Pursuits, Clients — connected to the meeting that created them.
Suggested
Send Catalyst SOW v2
Intro Lena → Henderson
Coffee w/ Patrick
Step 3
Nurture the relationship
Who's gone too long?
Trust is built in 45-day increments. A banker who sent you three deals two years ago and hasn't heard from you in eight months is a different banker now — to the rest of the world if not to you.
Ventura watches the cadence so you don't have to. Bankers, lawyers, accountants, lenders, and advisors with their current status, last meaningful touch, and where you've been give-first.
45-day cadence
Sarah Donovan
Patrick Chen
Devon Park
Step 4
Move the pursuit
What's owed, and to whom?
Every active pursuit is a small clock running between the last touch and the next one. The pursuits that fail tend to fail quietly: nineteen days of nothing, then the prospect goes elsewhere.
Ventura tracks the queue and the pipeline together. Owners, values, next steps, deadlines, and the at-risk surface that flags stalled pursuits before they go cold.
Pipeline
Qual.
Proposal
Decision
Step 5
Review the client file
What's happening on the work?
Once a relationship becomes an engagement, the failure mode shifts from referral cadence to file health. WIP creeps. Recovery dips. A milestone slips. A file goes quiet not because the work is done, but because nobody asked the client for the missing piece.
Ventura's Clients surface shows portfolio health at a glance, with WIP, recovery, and file-health rules. The files that need attention surface before they bite.
File health
Step 6
Start the week with clarity
What actually matters?
By Monday morning, the loop has done its work. The week opens with a small, calm list of priorities — the things that move the firm, not the things that shouted loudest in the last 24 hours.
Two protected priorities. The cadence reminders that need a touch. The pursuits that need a follow-up. The client files that need a partner's eyes. The rest can wait.
Week 21
Send Catalyst SOW v2
Call Sarah Donovan
Review CFO pack
Coffee w/ Patrick
Rhythm is the product.
Software doesn't save advisory firms; follow-through does. Ventura is where that rhythm lives.