Consulting Sales Pipeline

Consulting Sales Pipeline

Use This Board A simple CRM to track leads, opportunities, speaking gigs and referral sources. This board was provided by founding user Jerry Vieira from The QMP Group. Jerry is one of the few management consultants never wanting for work. It is because he works this...
Weekly Project Plan

Weekly Project Plan

Use This Board This is an example of a visual project plan. In this case, we’ve mapped out a hypothetical website project for a taco cart.  Your plan can also be a project tracking tool if you use the check mark to notate tasks being completed. You can move...