Tuesday, 25 AugustNYSE opens 17:30 GST · check-in 18:00 to 18:30 GST
Consistency
Three duties, every day
DoneMissedPendingNo market
Waiting on Mounir
Due today or overdue
Sponsors
| Brand | Category | Offer | Budget | Our ask | Fit | Status | Next action | Due | Owner | Last touch |
|---|
Follow-upsDid today's follow-ups go out?
Last 26 weeks
LessMoreMissed
Recent days
Rules
Every CRM lead with a due follow-up gets touched the same day. Log the count, not the intent.
A day counts when at least one follow-up went out and it is logged before midnight GST.
Replies get logged too. Reply count shows which channel deserves more time.
A missed day is logged as missed with a one-line reason. Silent gaps are worse than honest ones.
Trading check-in
Cumulative P&L · last 30 market days
Check-in script
- What is P&L on the day right now, realised and open?
- What positions are open? Symbol, direction, size, and the thesis in one line each.
- Anything you are tempted to do that is outside the plan?
- State of mind: calm, focused, anxious, FOMO, tilted, revenge.
- Any rule broken today? Which one?
- Lock the phone now. Confirm the time.
Recent check-ins