Tag: excel template crm

Herding Cats or Project Management

You start with your cats all neatly corralled on your “to do” list as the day begins.  You review which ones need some attention so they don’t wander off. You feed a few by making a phone call here or

Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Customer Reach Day (CRM), is Wednesday

Persistence pays off, week in and week out. So if you tried to reach that important customer on Monday, Wednesday is your day to try them back. Waiting for them to call you, will most likely not happen. The question

Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Big Picture – See the forest and the trees

How you organize and keep track of your client and project information is an integral part of what will make you successful. I’ve talked to a lot of sales folks keeping track of their business conversations via e-mail organized into

Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

New Year Planning Starts Now

The closer we get to Thanksgiving, the closer we are to the new year.  From a business planning standpoint, if you haven’t already started thinking about the who, what, where, why and when (5Ws) of your business,  it’s time to

Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

How do you – To Do?

How do you capture all of those ideas that pop into your head, during those inspirational moments, whenever they happen?  Are you able to remember them and write them down later or more likely as Christina Tosi comments in this

Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Top 10 Project Management Dashboard Traits

Every business manager from Hospitality to Healthcare, Marketing to Mobile and Sales to Customer Support is looking for a way to see what they face for the day.  A dashboard, which integrates information from multiple components into a unified display, is a great

Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

The EA is Your Networking Superman

As an independent business owner you quickly get to know the people who can either make or break your day.  One of those key people, when it comes to networking is the Executive Assistant (EA).  This is the one person,

Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Small Business Owner Quote of the Week

“If you ain’t making waves, you ain’t kickin’ hard enough.” — Unknown

Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

What’s Your Priority?

Some people work well with priority codes (1,2,3 or A,B,C) while others don’t. Author David Allen published an article entitled Why ABC Priority Codes Don’t Work, where he offers up an alternate formula of context, time, energy and priority for

Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Project Management Quote of the Week

“Operations keeps the lights on, strategy provides a light at the end of the tunnel, but project management is the train engine that moves the organization forward.” — Joy Gumz

Tagged with: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
Top