Keep the smallest useful set for your real business journey.
The one big idea
A tracker is useful only when it changes the next decision
Weekly tracking builds awareness, strategy, and intention because real activity and result numbers no longer sit in memory. Advanced tracking adds one more move: use target versus reality to decide what happens next.
Give the number a definition, source, owner, and target.
Enter what actually happened during the current week.
Find the part of the journey that needs attention first.
End the review with a decision you can act on.
Follow the business journey
The tracker moves from Traffic to Conversions to Sales to Money
Choose only the metrics that matter for your current journey. The workbook keeps Marc's four operating groups and the source metrics beneath them.
Traffic
- Followers
- Subscribers
- Content Published
Conversions
- 1:1 Calls Invites
- 1-1 Calls Booked
- 1:1 Calls Conducted
Sales
- New Clients
- Clients Left
- Total Clients
Money
- Cash Generated
- Cash Out
- Monthly Recurring Revenue
Make every chosen number dependable
A metric needs four things before you compare it
The point is not to track every number available. Choose what matters, then make each number clear enough to update consistently.
Definition
State what the metric includes and excludes so it means the same thing every week.
Data source
Record where the number comes from so the update does not depend on memory.
Owner
Name the person responsible for keeping the number current.
Target
Place the intended result beside reality so the weekly review can reveal where attention is needed.
Dependability comes before comparison.
If a number changes meaning, source, or owner from week to week, the gap cannot guide a clear decision.
Handle monthly values correctly
Activity flows and end-period snapshots behave differently
Some numbers accumulate during the period. Others describe the position at the end. Treating both the same makes the monthly view unreliable.
Activity flows
Add the weekly values across the period.
- Content Published
- 1:1 Calls Invites
- 1-1 Calls Booked
- 1:1 Calls Conducted
- New Clients
- Clients Left
- Cash Generated
- Cash Out
End-period snapshots
Use the value at the end of the period.
- Followers
- Subscribers
- Total Clients
- Monthly Recurring Revenue
Run the weekly CEO review
The review ends when one next action is chosen
Filling the cells is not the finish line. Move through the same four decisions and use the tracker to direct attention.
Enter reality
Update the current week using the agreed definition, source, and owner.
Compare target
Place the intended result beside what actually happened.
Find the bottleneck
Name the weakest stage in the journey instead of chasing every number at once.
Choose one action
Write the next action that responds to the weakest stage.
Definition of done
The tracker is configured, the current week is entered, one bottleneck is named, and one next action is written.
See the finished work before you begin
Your finished tracker carries the setup and the decision
The workbook holds the numbers. The CEO review turns those numbers into the weakest stage and one next action.
Your weekly decision tool
A blank structure for your own numbers, with no example targets or results filled in.
Configured metric
Metric
Definition
Data source
Owner
Target
Weekly reality
First weekly CEO review
Weakest stage or bottleneck
One next action
Use the separate practical resource
Complete the review inside the cleaned workbook
The workbook carries the source groups, weekly tracking structure, metric setup, and target-versus-reality review without filled targets, results, or client examples.
Keep the weekly rhythm simple
Four takeaways keep the tracker useful
Choose only the metrics that follow your current business journey.
Give every chosen metric a definition, data source, owner, and target.
Add activity flows across the period and use the ending value for snapshots.
Finish every weekly CEO review with one bottleneck and one next action.
Your AI Implementation Toolkit
Complete your first weekly CEO review
The guide teaches the decision process. The AI Implementation Toolkit helps you make your chosen metrics dependable, compare target with reality, identify the weakest stage, and choose one next action.
- Download the AI Implementation Toolkit file.
- Open ChatGPT, Claude, or any LLM you use.
- Upload the file and begin with your chosen metrics.