Board image
Jul 2nd, 2018. 2 min read
Business Development Tracker
Our team meets weekly to review our potential leads & clients. It allows us to track the stage of potential new projects, define follow up actions & determine which ones will be a great fit for us to pursue. It has streamlined our business development efforts and work more efficiently .
Getting started tips
This template is best utilized when you have many leads and need to define actionable tasks to follow up on as well as track when those tasks need to be completed by. Each column contains valuable information to ensure that each person knows the critical details of the potential project. The groups of pulses are organized by Top 3, Open Leads & Closed. The team utilizes these groups in order to categorize which projects we have the high likely-hood of winning.
Tim Conway
Why we love this template
The updates are real time so everyone is always current with the progress. The pulses contain the pertinent information so the champion of each one has the tools they need to complete their work. The board focuses our efforts and allows us to better monitor our progress in regards to business development.
Without this template I would
I would be spending a lot more time updating our previous excel spreadsheet and then emailing it out to my respective team members. Additionally, I would have to take even more time to follow up with co-workers who were not able to meet with me to update our spreadsheets offline.
Hi I'm Tim Conway from Dome Construction and this was my story
Hi I'm Tim Conway from Dome Construction and this is my story, check it out
Joe's Group Business Development