Weekly Business Review
A 20-minute weekly business review for inquiries, quotes, deposits, revenue, profit, follow-ups, and fixes.
Use this as practical business workflow guidance, then adjust it for your bakery policies, availability, and local requirements. It is not legal, tax, accounting, or licensing advice.
Spend 20 minutes each week on this.
Numbers
- Inquiries received:
- Quotes sent:
- Quotes accepted:
- Deposits collected:
- Orders delivered:
- Revenue booked:
- Estimated profit:
- Hours worked:
Follow-Ups
- Quotes waiting on a reply:
- Deposits due:
- Balances due:
- Design confirmations due:
- Reviews or proof permission to request:
What Worked
- Best order this week:
- Most profitable order:
- Smoothest client conversation:
- Content or post that got attention:
What To Fix
- Underpriced order:
- Confusing client question:
- Missing policy:
- Workflow bottleneck:
Next Week
- One pricing change:
- One policy or template improvement:
- One marketing action:
- One CakePricr workflow to test:
When this gets repetitive, move it into CakePricr.
Printable templates are useful for starting clean. CakePricr is the upgrade when you want to price the cake, save the quote, track deposits and balances, and keep the order organized after the client says yes.