Workflows

From Tuesday's meeting to Friday's review.

Six steps, one loop. This page walks the week the way a firm actually lives it: a meeting ends, work gets committed, priorities get protected, relationships stay warm, open files move, and Friday closes the loop. Then it starts again.

The Ventura loop
Signal
Candidate
Top 2
Work
Review
Monday

Top 2 locked. Candidates from last week's meetings reviewed.

Tuesday

Discovery call ends. Four candidates drafted, three committed.

Wednesday

Beacon Law hits 45 days. The next touch lands in the queue.

Thursday

Northwind pursuit flagged stalled. New next step, new date.

Friday

Weekly review assembled. What moved, what stalled, what's next.

One operating loop, run on the calendar the firm already keeps. Each step below is a moment in the week where firms lose momentum, and what Ventura does there instead.

Signal → review · every week
01 — CaptureWhat just happened?

The meeting ends. The work begins on time.

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 reads the meeting and drafts the candidates: each with a suggested owner and a suggested date, none of them real until a person says so.

Summary · Candidates · Suggested owner & date
Quarterly review · Pinegrove Mfg38 min · summary ready
Re-scope monthly closeMorgan · FriCommit
Send updated engagement letterPriya · MonCommit
Book Q3 planning sessionMorgan · next weekCommit
Drafted by Ventura · nothing moves until you commit
02 — CommitAn owner and a date, or it doesn't exist

You decide what gets kept.

Nothing enters the firm's work on its own. A person reviews each candidate, confirms the owner, sets the date, and commits it. Or declines it, and it's gone. Ventura never auto-creates a task. That single rule is why the task list stays believable.

Commit · Decline · Owner & date · Task queue
Candidates · This week4 reviewed
Re-scope monthly closeMorgan · FriCommitted
Send updated engagement letterPriya · MonCommitted
Book Q3 planning sessionMorgan · Jun 22Committed
Intro to insurance brokerno owner yetDeclined
3 committed · 1 declined · 0 auto-created
03 — ProtectWhat actually matters?

Two priorities, locked before the day starts.

Each morning opens with the two actions that protect the firm, held at the top of the day. Exactly two, enforced by the product, no exceptions. Everything else queues honestly underneath, where it waits its turn instead of pretending to be urgent.

Top 2 · Protected · Queue
Tasks · TodayThu · W21
Re-scope monthly close · PinegroveTop 2P1
Call Beacon Law · re-open cadenceTop 2P1
Send updated engagement letterPriyaQueued
Log June hours · Harbor DentalMarcusQueued
2 protected · 6 queued · a third P1 is not an option
04 — NurtureWho's gone too long?

The cadence runs even when the week is loud.

Every referrer carries a cadence. We build it around 45 days because that is where most firms feel the cold shoulder kick in. When a relationship drifts past its mark, the next touch lands in the queue as a candidate: a coffee, an intro, an assist from the give-first ledger.

Cadence · Give-first ledger · Next touch
Referrals · CadenceBy risk
Summit Banklast touch · gala112d
Beacon Lawcall queued today45d
Lena Ortizintro sent6d
Marsh & Colunch booked2d
Give-first · 4 intros sent this quarter12 relationships
05 — MoveOne queue for everything that needs a decision

Pursuits and files move on the same surface.

Open pursuits carry a next step with an owner and a date; client files carry health and WIP. When either stalls, the flag lands in the same queue as the rest of the week's work. One list of what needs a decision, not five tools to check.

Stalled detection · File health · Next step
Needs your attention4 files
Northwind Brewingno next step · 19dPursuit
Cedar Lane Coproposal out · 12dPursuit
Harbor Dentalno touch in 31dClient
Pinegrove Mfgscope creeping · $9K WIPClient
2 stalled pursuits · 2 drifting files · all owned by Friday
06 — ReviewFriday closes the loop

The partner meeting starts with the answer sheet open.

Ventura assembles the weekly review from the week itself: what moved, what stalled, which priorities held, and what next week's Top 2 candidates look like. The partners spend Friday deciding, not reconstructing. Monday's loop is loaded before anyone leaves.

Weekly review · Moved / stalled / protected · Next week
Firm · Weekly reviewW21 · assembled Fri 7:00
Moved9 files advanced · Atlas SOW signed9
StalledNorthwind · Cedar Lane, re-stepped2
ProtectedTop 2 held all five days10/10
Next week3 Top 2 candidates draftedW22
Assembled by Ventura · committed by the partners

Rhythm is the product.

Not the tasks, not the dashboards. A week that opens with two protected priorities and closes with an honest review, every week, for years. That compounding is what Ventura is for.

useventura.com · hello@useventura.com