The question

It’s Monday morning and forty things need attention. Which three do I actually do?

Every dashboard has something red on it. The hard part isn’t finding work; it’s choosing the few things that matter this week and leaving the rest without feeling guilty.

Where it sits on the loop

Wherever your first constraint is. If leads aren’t turning into conversations, this week’s actions sit on Imported to Engaged; if deals are stalling, on Pipeline. It belongs in the Monday planning slot and the weekly 1:1, where a leader and a rep agree what moves this week.

How to think about it

Four horizons, a few actions in each, every one with evidence and an owner.

Sort by when acting stops mattering. A deal going quiet past its close date is a today problem. A drift in deal size is a this-month pattern. Weak retention is a this-quarter structural fix. Same data, four different clocks.
No more than three per horizon. If everything is a priority, nothing is. Write the rest down and let it wait.
Every action names its evidence. “Follow up on pipeline” isn’t an action. “Call the buyer on the deal that’s been silent for 16 days past its close date” is.
Every action names an owner. You, a named rep, or the team. An action with no owner is a hope.
Start from the first constraint. Actions on the stage holding the loop back come first; everything else is housekeeping.

Common mistakes

The twenty-item list. It feels thorough on Monday and is mostly untouched by Friday.
Actions with no owner. Everyone assumes someone else has it.
Actions with no evidence. Nobody can tell later whether it was the right thing to do, or whether it worked.

In Summit53

Leaders plan the week from the Action Brief on the Revenue Engine; everyone, reps included, works it from their weekly action plan.

1. Leaders: the Action Brief

On the Revenue Engine, read the Action Brief beside the canvas. If a stage is constrained, its first slot is First constraint · <stage>.
Click View full brief. The brief groups actions by horizon: TODAY — don’t let the day end without these, THIS WEEK, THIS MONTH, THIS QUARTER, and ALREADY BEHIND — recovery window has closed.
Each item shows the action, its Evidence:, Why this horizon: and, where set, the owner. Items marked On the first constraint work on the stage holding the loop back.
Pick no more than three per horizon and agree owners in the Monday meeting.

See Diagnostics: find your first constraint.

2. Everyone: the weekly action plan

Open Action Plans in the Deals area (/crm/weekly-action-plan). My Actions holds up to six generated items: your highest-priority deal actions first, then lead work in any slots left.
Lead work rows carry a Leads, Setup or Engine badge and Open →, for example Reply to 3 leads who wrote back.
Use Add Task for anything the plan doesn’t know about, and Complete as you go.
Switch to Team Actions for a read-only summary of the other members’ plans and completion.

See Action Plans.

3. Reps: My Engine

On My Engine, TOP ACTIONS in the Today Rail lists your highest-priority open actions, with a tick to complete each in place and View full action plan. If you have no open deals, it opens with No open deals yet — here’s where your next ones come from. See My Engine.

4. Keep the rhythm: the Field guide

The masthead’s Field guide has What to do now (today’s ranked actions for the period) and a Daily routine of four short blocks. See the Revenue Engine Field guide.

From Claude or Codex

With the Summit53 plugin, the revenue-action-brief-s53 skill writes a horizoned brief for a sales leader in the chat. For example, ask:

What should I focus on today and this week across the revenue team?
What needs my attention this quarter?
Where should I spend my time this week?

Each horizon is capped (two to six items) with a closing line for anything left over, and each item names its evidence, why it sits in that horizon, and an owner. Problems where it’s too late for a full recovery go in an honest Already behind lane. Sources it couldn’t read are listed as Not assessed rather than treated as healthy. It only reads: after the brief it offers, once, to help act on an item, and nothing is drafted or sent unless you ask. For why the forecast number moved, use forecast-delta-brief instead. See the skills catalogue.

When the data is thin

An empty brief is a real answer. Each persona has its own message, for example No immediate actions required.
No open deals. The plan fills its slots with lead work instead of leaving the week blank.
Counts are a snapshot. Lead-work titles keep the numbers from when the plan was built; the links open the live list.
Whose actions. My Actions shows your own work; Team Actions summarises everyone else’s; the Revenue Engine brief follows your persona.
Nothing happens on its own. Briefs and plans suggest; you or the owner act. Completing an item only marks it done.

Do it this week

Take one page with four rows: today, this week, this month, this quarter.
Write no more than three actions in each row, starting with anything on your first constraint.
Beside each action, write the evidence in a few words and the owner’s name.
Cross out anything with no evidence or no owner, or fix it.
On Friday, tick what happened and carry over only what still matters.

Troubleshooting

My plan is all lead work. You have few or no open deals, so lead work fills the empty slots.
The brief’s actions don’t match my plan. The Revenue Engine brief is a leader’s view across the team; your plan is your own deals and leads.
The skill answered about forecast movement instead. Ask about priorities or focus; questions about why the number moved go to forecast-delta-brief.

What should I actually do this week? Few actions, each with evidence and an owner