The Cash Flow Contractor 284 - Building Kanban Boards with AI: A Guide to Business Function Charts (Part 3)
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Dec 4, 2025 If tracking multiple jobs feels overwhelming, this discussion offers a solution. Discover how to create a practical Kanban board for visibility into your sales pipeline, using tools like ClickUp. Learn to transform workflow charts into visual systems and implement checklists to streamline delegation. The hosts dive into the use of AI for refining sales stages and adapting them to specific business needs. Plus, find out how to replicate this approach across different functions, ensuring your team stays organized and efficient.
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Old-School Kanban With Index Cards
- Khalil recounts using physical index cards and manila envelopes as a pre-digital Kanban system in his business.
- He uses that example to show Kanban existed long before computers and is fundamentally simple.
Visual Pipeline Reveals Bottlenecks
- A Kanban board gives instant visual clarity on the status of deals so teams can spot bottlenecks quickly.
- Khalil shows that moving cards across defined stages surfaces where work is piling up and what needs attention.
Group Cards By Custom Sales Stages
- Use a board (Kanban) view, not just task status, to track deals by meaningful sales stages.
- Group cards by a custom 'sales stage' field so the board shows the pipeline stages you actually care about.