Tag: Project Management

W5T Mobile Top 10

Awesome things you can do with the W5 Templates mobile app. 1. Voice record client / project notes 2. Call a client / one touch 3. Message a client 4. Record your business mileage 5. Record business expenses 6. Create a

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Trick or Treat?

Lots of CRM templates are serious tricks. No, really. They make promise after promise and simply don’t deliver and are beyond complicated. Want a treat instead? Check out W5 Templates free trial! We make it easy for you. No more

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Sunday morning roll call

Reflect, Plan, Relax Start your week off on a great note. Take 60 minutes on Sunday morning reviewing your active and prospective projects. With no interruptions, it’s the perfect time to sit back and reflect. What progress did you make the

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Red Light, Green Light

As kids we played red light, green light. A simple game of stop and start, where if you were caught moving as “red light” was called, you were out of the game.  As project, business and sales managers the game

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Project Management Simplicity

While attending a family celebration this past weekend I was reminded of the importance of being organized and pre-planing. When I complemented our host on how smooth and seamless the activities flowed, she thanked me and interjected that she in

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W5Templates Receives US Patent

FOR IMMEDIATE RELEASE  W5Templates, awarded US PTO protection for CRM Excel Dashboard Small companies can secure software patents PITTSBURGH, PA – W5Templates was awarded US Patent (9,400,777) protection for a management data processing system and dashboard sorting method operating within

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Less Labor – More Day

Get more done As Labor Day approaches it’s a good time to ask the question, how can we labor less and get more out of our work days. The simple answer is “productivity”. The dictionary definition of productivity is “expressed

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The Three R’s

There is a theory that there are three R’s to forming habits. If you’ve read them, then keep reading. You never know where you will find inspiration. If you haven’t, then definitely keep reading. This will help you keep those

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Out With the Old, In With the New

August is here and it’s time to start prepping for fall– it seems crazy to think about right now with these insane temperatures and humidity indexes, but trust us: it’s for the best. Getting ready for busier seasons in the

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Just stop.

One of the hardest things about deskwork is the desk. You sit and sit and sit, staring at the computer. You scroll through Excel spreadsheets, edit Word documents, update things on InDesign, and add posts to WordPress. And still, you

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