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Weekly Erik Update (CQ)

Owner: Vi | Updated: 2026-02-05

Purpose

This is the once-a-week meeting where Erik dedicates focused time to give direction to the CQ team. This is also the weekly wrap-up—a single report that tracks progress every week.

The problem this solves: - No agenda, people rambling - No demos ready, hiding behind screens - "Giant list of what I want to say" instead of structured update - Erik doesn't get the information he needs


Meeting Details

Attribute Value
When Every Tuesday, 9:00 PM Vietnam time
Duration 45 minutes max
Attendees Erik, Ryan, Vi, all CQ devs
Format Video call, cameras on

One meeting per project. CQ and Capitalist have separate meetings.


The Monday 5pm Deadline (STRICT)

The report must be READY by Monday 5:00 PM Vietnam time.

This is NOT when people start filling it. This is when the complete report is submitted.

Timeline What Happens
Monday 11am Daily standup - all ClickUp tickets updated
Monday 11am-4pm Devs ensure their updates are in ClickUp and demos uploaded
Monday 5pm Report READY and submitted
Tuesday morning Erik reviews report, prepares questions
Tuesday 9pm Meeting

Miss the deadline → Escalate to Ryan.


Collection Process

Vi's Role: Facilitate, Not Babysit

Vi facilitates the collection but devs are responsible for their own updates.

Vi Does Vi Does NOT
Remind team of deadline Chase individual devs repeatedly
Consolidate into report Write updates for devs
Flag missing items Do devs' work for them
Escalate if deadline missed Accept excuses

Dev Responsibility

By Monday 5pm, each dev must have: - [ ] All ClickUp tickets updated with current status - [ ] Demo video uploaded (if applicable) - [ ] Progress notes ready for their priorities

Source of truth: ClickUp. After the Monday 11am standup, all tickets should be up to date. Vi pulls from ClickUp to build the report.


Weekly Status Report Template (1-2 pages)

Copy template each week. Google Doc.


1. REVENUE & TRACTION (Ryan)

Metric Last Wk Prev Wk Δ Notes
Active Customers
MRR
ARR

2. PIPELINE & MARKETING (Ryan)

Metric Last Wk Prev Wk Δ
Qualified Leads
Form Submissions
Traffic (Total / SEO)

3. PARTNERSHIPS (Ryan) — Current discussions or N/A


4. PRODUCT (Vi)

Feedback Summary: Done: __ | In Progress: __ | Not Started: __

Issues Table:

Issue Customer Days Status Priority Score

Score = Impact (0-2) + Severity (0-2) + Workaround (0-2) + Time Pressure (0-2)

Current Priorities:

# Priority Owner Progress
1
2
3

Roadmap NEXT: [1] ___ [2] ___ [3] ___


5. SYSTEM (if applicable) — Releases, cost optimization

6. DEMOS

Feature Presenter Link

Demo Rules

Use Real Data

No fake data. Use real data or data that represents real use cases.

Don't Do
"Test User 1, Test User 2" Actual customer names or realistic names
Random placeholder text Real content that shows the feature working
Empty states Populated states that show value

Why: Fake data doesn't help anyone understand what's going on. Erik and the team need to see real scenarios.

Demo Storage

Store all demo videos in a central folder with naming convention:

Folder: [Google Drive]/CQ/Demos/[Year]/[Week]

File naming: YYYY-MM-DD_feature-name_dev-name.mp4

Example: 2026-02-03_crm-tagging_danny.mp4

Demo Format

  1. Keep under 3 minutes
  2. Record screen + voice walkthrough
  3. Use real or realistic data
  4. Show the complete user flow
  5. Upload by Monday 4pm (before report deadline)

What Erik Wants to Know

Erik only needs to know:

  1. Big picture - Where are we overall?
  2. Key priorities - What are the top 2-3 things we're focused on?
  3. Progress - How far along are we on each priority?
  4. Next steps - What's happening next?
  5. Delivery dates - When will things be done?

That's it. The report structure answers these questions.


Who Presents What

Move away from "Vi presents everything"

Section Who Presents
Revenue & Traction Ryan
Pipeline & Marketing Ryan
Product Overview Vi
Feature Demos Dev who built it
System Updates Relevant dev

Devs present their own work. This builds ownership.


Meeting Rules

Rule Why
Report ready Monday 5pm Erik comes prepared
Cameras on Engagement and accountability
No rambling Report already covers details
Demos use real data Everyone understands the feature
Devs present demos Builds ownership
Start and end on time Respect everyone's schedule

Escalation

Issue Escalate To
Report not ready by 5pm Monday Ryan
Dev didn't submit their updates Vi → Ryan
Demo not uploaded Vi → Ryan
Repeated misses Ryan → Erik

This deadline is not negotiable.


After the Meeting

Within 2 hours, Vi posts summary:

## CQ Weekly Update - Summary [Date]

### Decisions Made
- [Decision 1]
- [Decision 2]

### Action Items
| Action | Owner | Due |
|--------|-------|-----|
| [Action 1] | @name | [Date] |

### Erik's Direction
- [Key feedback or direction changes]

### Next Week Focus
- [Priority 1]
- [Priority 2]

Template Location

Google Doc template: [Share link to template]

Copy the template each week. Don't edit the master.


Integration with Other SOPs

SOP Connection
Weekly Planning Meeting Wednesday planning incorporates Erik's Tuesday direction
Daily Dev Update Daily updates feed into weekly report
Task Creation Standards ClickUp is source of truth

FAQ

Q: What if I don't have anything to demo? A: Show progress anyway—wireframes, partial flows. "Nothing to show" is not acceptable.

Q: What if my demo has bugs? A: Re-record until it's clean. That's why we do pre-recorded demos.

Q: What if the deadline is too tight? A: Plan ahead. Don't wait until Monday to start preparing.

Q: What if ClickUp isn't updated? A: That's a problem. ClickUp should always be current. Fix it.

Q: What if Erik has questions the report doesn't answer? A: "I'll find out and follow up by [date]." Don't make things up.


Summary

Principle Why
Monday 5pm deadline (STRICT) Erik reviews before meeting
Devs are proactive Vi facilitates, doesn't babysit
Real data in demos Fake data doesn't help
Same report structure weekly Consistency enables tracking
Devs present their work Builds ownership

This meeting is Erik's time to give direction. Come prepared so he can.