The best GUIDEs are organized. Thankfully with GUIDEcx, there's more ways to stay organized. Today I want to share a tip that helped me know within seconds who needed my attention and who didn't need as much handholding. Back in my early onboarding days I had a weekly meeting with my CEO to discuss three things:
I always dreaded this meeting because it took too long to prepare for it. I wish I had GUIDEcx at the time because of the Project Tag feature. When I learned that I could tag projects as "🐌" for "Slow Moving" it became a game changer. With GUIDEcx, I can tag and filter between truly healthy customers and customers who were just slow moving and not at risk. Other ways I've seen tags get used is to identify what kind of service package was purchased. Not only does it help the onboarder immediately know what kind of service the customer is expecting, but it also helps with reporting and filtering! GUIDEchallenge #5 is to tag all your projects. |
Project Tags are the name of the game for organizing your projects! We’ve seen some pretty creative ones, what ways do you use project tags?
At GUIDEcx we use them in a lot of different ways - one of our favorites is using project tags to identify what kind of service package was purchased! Not only does it help us know right off the bat the kind of service they are expecting so we can meet their expectations, but it helps us with reporting and also filtering!