Trello Cold Calling Workflow

Organized Pipeline

To Call – Scheduled initial calls
To Follow Up – Leads needing follow-up
Completed – Finalized calls and outcomes
Action Items – Next steps (reports, rescheduling, etc.)
Report – Summary of results and progress

Color-Coded System
Lists are color-coded for quick prioritization and visibility.

Efficient Task Flow
Ensures no missed calls, timely follow-ups, and consistently updated cards to track deadlines and progress.

Monday.com CRM — Management Workflow

Structured Claim Tracking
Each client claim is tracked as an item and organized by stages: Pending, For Follow-Up, In Process, and Completed, with color-coded labels for quick status visibility.

Efficient System
Automations assign tasks and send follow-up reminders. Updates, notes, and files are added directly to each item for full transparency. Dashboards provide real-time summaries of claim status and performance.

Seamless Collaboration
Team members can tag, comment, and share files within the board — ensuring smooth coordination and timely claim resolution.

Notion — KPI & Team Records Tracking

Structured Performance Monitoring
Built databases to track team KPIs, outreach activities, knowledge center updates, and records — all clearly organized for easy progress monitoring.

Centralized Dashboard
Integrated all pages into one main dashboard with auto-updating linked databases to ensure accuracy and real-time visibility.

Efficient & Collaborative System
Used filters and tags for prioritization, simplified reporting with tables and progress indicators, and enabled real-time team updates to promote transparency and accountability.

Trip Planning Sheet

What Works Well

Well-Organized Accommodation Planning
Structured Travel Itinerary for Easy Access
Clear Accommodation & Booking Details
Efficient Trip Planning for Hassle-Free Travel
Streamlined Travel Logistics & Pricing Info
Easy-to-Navigate Travel & Lodging Chart
Comprehensive Travel Planner with Key Details

Optimized Airtable Hiring Chart

A structured hiring system designed to track applicants efficiently from initial screening to final decision. Candidates are categorized by status (Interview, For Follow-Up, Incomplete Requirements) with color-coded labels for quick visual tracking.

Clear indicators (✔️ / ❌) monitor document submissions and pending actions, making it easy to identify which applicants require immediate attention. The system streamlines interviews, follow-ups, and record-keeping ensuring a smooth and professional recruitment workflow.

Lead Generation Sheet

A well-structured lead management system designed to organize prospects efficiently and track progress across the pipeline. Leads are categorized clearly for easy follow-ups, quick access to contact details, and better conversion monitoring.

The sheet supports data-driven decision-making through organized tracking, streamlined updates, and a clear view of next steps ensuring no opportunity is missed and follow-ups are handled on time.

QuickBooks Financial Tracking and Bookkeeping

A structured financial management system used to monitor invoices, expenses, and payment records with accuracy and consistency. Transactions are clearly organized to ensure up-to-date financial data and simplified reporting.

The workflow supports timely invoicing, expense tracking, and reconciliation while maintaining audit-ready records. This ensures financial visibility and smooth day-to-day business operations.

Box Document Management for Accounting

A secure and organized cloud-based filing system used to store financial documents, invoices, receipts, and reports in one centralized location. Folders are structured by client, category, and date for quick retrieval and easy reference.

Access permissions are managed carefully to ensure data security while allowing seamless collaboration. This system supports organized record-keeping, audit readiness, and efficient document sharing within the accounting workflow.

Snappy Leads Prospecting System

A structured lead sourcing workflow using Snappy Leads to identify and extract targeted business contacts efficiently. Prospects are filtered based on industry, role, and company criteria to ensure high-quality outreach lists.

Collected data is organized, verified, and integrated into CRM systems for accurate tracking and follow-ups. This process supports data-driven outreach, improves targeting accuracy, and helps maintain a consistent lead generation pipeline.