Board image
May 22nd, 2018. 1 min read
How I manage my clients and track my projects
I use this board to keep track of website sales, projects, revenues from projects, and contacts for those projects. It's extremely helpful to provide me and other people on my team an overview of what's in my pipeline for projects, what I'm currently working on, and how much revenue is expected to come in, and when to expect it.
Getting started tips
I recommended using monday.com, having used it at another job, to keep track of this aspect of the company. Getting started was really easy!
"The Best of the Best"
Vincent Yancoskie
Why we love this template
The amount of information that this template can display in a small amount of time is invaluable. You don't have to research different parts of each project because all the answers are right there!
Without this template I would
This template save about 5 minutes every time some asked me for an update on projects. That may not seem like a lot at first, but it really does add up.
Vincent Yancoskie
Hi I'm Vincent Yancoskie from Gradelink and this was my story
Vincent Yancoskie
Hi I'm Vincent Yancoskie from Gradelink and this is my story, check it out
Client management