Board image
Jun 27th, 2018. 2 min read
New App Launch: Sales for Home Healthcare
We are launching a new app for healthcare - this template is our plan for launching.

Our entire company's efforts revolve around this board. The clients and leads aspects we do use it for are things like conferences to book and follow up on after, new sales initiatives, partnership management, marketing ideas, anything we need to do to grow and operate.
Why would you recommend this template to anyone managing clients?
It's versatile, can be used in any way that fits your organization. Consider it to be the building blocks that can have lots added to it.
"I'd actually call it more common sense organization than brilliant. And it's the daily organization and prioritized task focus that leads to success. "
Joe Melton
Getting started tips
We divided everything it takes to launch our company into 6 categories that each have their own tasks and deadlines:
- Marketing and Market Research
- Sales and Marketing Tools
- Sales
- HR / Staff
- Operations
- Client Services

We constantly update the hierarchy of what are the top priorities every day in each category and adjust them easily. The due dates keep everyone focused on time goals.
Without this template I would
Be in excel Hell. Not have good way to prioritize easily. Not have due dates that were obvious.
Joe Melton
Hi I'm Joe Melton from GEOHome and this was my story
Joe Melton
Hi I'm Joe Melton from GEOHome and this is my story, check it out
GEOHome: Go To Market Plan