Project Workflow & Management

Website Design

Project Workflow & Management

Trello Cold Calling Workflow:

What Works Well

Organized Structure:

• To Call: Lists leads that are scheduled for an initial call.

• To Follow Up: Tracks leads that require follow-up after initial outreach.

• Completed: Marks calls that have been made and outcomes that are finalized.

• Action Items/Next Steps: Details follow-up tasks, such as sending reports or scheduling additional calls.

• Report: A summary of outcomes and next steps, helping track progress and results.

• Color-Coded System:

• Each list is color-coded for easy identification and prioritization of tasks.

• Efficient Task Flow:

• The workflow helps to ensure that no calls are missed, and follow-ups are scheduled.

• Cards are consistently updated to reflect task progress and deadlines

Optimized Airtable Hiring Chart

What Works Well

• Organized: Applicants are categorized by status (interview, follow-ups, incomplete requirements).

• Color-Coded: Easy visual identification of applicant progress.

• Clear Tracking: Status indicators (✔️ & ❌) for submitted documents and follow-ups.

• Efficiency: Quick reference for which applicants need action.

• Streamlined Process: Helps manage interviews and follow-ups without missing details.

• Professional: A structured system that enhances client hiring workflow

Lead Generation Sheet

What Works Well

• Organized Lead Management System

• Streamlined Lead Tracking for Efficiency

• Well-Structured Lead Database for Quick Access

• Optimized Lead Pipeline for Better Conversions

• Effective Lead Categorization for Follow-Ups

• Data-Driven Lead Management with Clear Insights

• Smart Lead Organization for Better Decision-Making

• Efficient Contact & Follow-Up System

Trip Planning Sheet

What Works Well

• Well-Organized Accommodation Planning

• Structured Travel Itinerary for Easy Access

• Clear Accommodation & Booking Details

• Efficient Trip Planning for Hassle-Free Travel

• Streamlined Travel Logistics & Pricing Info

• Easy-to-Navigate Travel & Lodging Chart

• Comprehensive Travel Planner with Key Details

Monday.com CRM —

Management Workflow

What Works Well

Organized Structure:

• Each client claim is listed as an item on the board for easy tracking.

• Claims are grouped by stages: Pending, For Follow-Up, In Process, and Completed.

• Color-coded labels help quickly identify the status of each claim.

Efficient Workflow:

• Automations assign tasks and send reminders for pending follow-ups.

• Updates and notes are added directly to each item for transparency.

• Dashboards summarize claim status and team performance in real time.

Collaboration:

• Team members can tag each other, leave updates, and share files directly on the board.

• Ensures smooth coordination and timely claim resolution.

Notion — KPI & Team Records Tracking

What Works Well

Organized Structure:

• Used Notion to track team KPIs and performance metrics.

• Created databases for outreach activities, knowledge center updates, and team records.

• Each section was clearly structured, making it easy to monitor progress and identify areas for improvement.

Centralized Dashboard:

• Combined all KPI and record pages into one main dashboard for easy access.

• Linked pages automatically update when team data changes, ensuring everything stays accurate and up to date.

Efficient Workflow:

• Used filters and tags to group tasks by priority or team member.

• Simplified reporting by visualizing data through tables and progress bars.

Collaboration:

• Team members could edit, comment, and update records in real time.

• Encouraged transparency and accountability across all outreach and knowledge center tasks.

Project Workflow & Management

What Works Well

• Organized Schedule: Clear time blocks and color-coded events.

• Professional Tools: Familiarity with Outlook for scheduling.

• Realistic Tasks: Includes diverse and practical activities.

What Works Well

• Organized: Clear sections for easy navigation.

• Comprehensive: Covers all essential trip details.

• Efficient: Well-timed schedules boost productivity.

• Professional: Polished with key contact info.

• Flexible: Includes backup options for adaptability.

What Works Well

• Professional Tone: Polite and formal communication.

• Clear Subject: Purpose is easy to identify.

• Concise: Straight to the point, saving time.

• Action-Oriented: Includes a clear follow-up request.

• Neat Layout: Clean and professional presentation..