Ever felt overwhelmed trying to track multiple jobs across your business? In this final installment of our three-part series on business function charts, Khalil and Martin demonstrate how to build a practical Kanban board system that gives you instant visibility into your sales pipeline. Learn how to transform your workflow chart into a visual tracking system that shows you exactly where your deals stand, without requiring technical expertise.

What You’ll Learn

How to convert your workflow chart into a visual Kanban board
The step-by-step process for setting up a deal tracking system in ClickUp
How to create templates with subtasks that ensure consistent process execution
Why mapping your business functions creates clarity for your entire team
How to build process checklists that make delegation effortless

Time Stamps

00:37 - Episode Intro
01:04 - Mapping the Sales Function
02:40 - Understanding Kanban Cards
05:48 - Building the Sales Pipeline in ClickUp
11:46 - Customizing ClickUp for Sales Stages
25:51 - Core Activities for Specific Deals
26:50 - Lead Management Tasks
27:29 - Subtasks and Customer Qualification
28:33 - Creating Checklists for Core Activities
29:48 - Implementing Checklists in ClickUp
34:35 - Setting Up Task Templates
35:36 - Managing Sales Pipeline with Clickup
40:45 - Process Recap
55:52 - Final Thoughts

Snippets from the Episode

"If you don't feel organized as a contractor, if you are curious what the status of your jobs are, if you feel like you don't have systems in your business and you don't know where to start... this is how you make sense of it."- Khalil Benalioulhaj

"A pipeline is the critical path of a workflow. You're not going to say, 'I made a first call and a second call and then sent a text message.' We don't want that in our pipeline. We just want the critical path."- Khalil Benalioulhaj
"One of the first things is just talk to it. Tell it what the hell you're trying to do."- Martin Holland on using AI