A sample board for sales teams.
4 drafts to review
The draft asks
Who needs to review the scope before you can decide?
SourceCRM · Account notes. Refreshed 5 minutes ago.
The ruleA deal needs a named next step after a week without a new note.
ResponsibleMaya Chen
Dana. The Mossmere deal has no next step after last week’s scope review.
Who needs to review the scope before you can decide?
Sample data. A person reads each draft and decides what to do.
This week
Sample data · last 7 daysFlagged by the board · cleared by a person
- Wed6 flagged4 cleared
- Thu7 flagged5 cleared
- Fri5 flagged3 cleared
- Sat1 flagged0 cleared
- Sun0 flagged0 cleared
- Mon9 flagged6 cleared
- Tue8 flagged4 cleared
The repeat problem
Two quotes wait on a buyer’s scope choice. The rep can ask for the missing detail before the quote expires.
What it would have caught
A fictional example. Nothing here sends.
Day 1The flag
The board would flag Ternwell’s quote without a seat count.
Day 2The follow up
The rep would read the draft then send Tom the count request.
Day 4What happens next
Tom would confirm the count. The rep would prepare the quote.
Questions it answers
- Which deals have no next step?
- Mossmere and Reedwick. Both deal notes are past a week.
- Which follow ups did we miss?
- Ashfen’s security answer and Valegrove’s scope note.
- Which quotes need a scope answer?
- Ternwell needs a seat count. Cinder Quay needs a site count.
What it reads
- CRM
- Quote tool
- Account notes
One screen
The board checks the tools you already use and drafts each follow-up for a person to review.
You can keep your project tool, CRM or spreadsheet.
Get my $250 diagnostic$250 once for a Workflow Leak Diagnostic of your own work.
$250Diagnostic
Get my $250 diagnostic