284 - Building Kanban Boards with AI: A Guide to Business Function Charts (Part 3)

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 LearnHow to convert your workflow chart into a visual Kanban boardThe step-by-step process for setting up a deal tracking system in ClickUpHow to create templates with subtasks that ensure consistent process executionWhy mapping your business functions creates clarity for your entire teamHow to build process checklists that make delegation effortlessTime Stamps00:37 - Episode Intro01:04 - Mapping the Sales Function02:40 - Understanding Kanban Cards05:48 - Building the Sales Pipeline in ClickUp11:46 - Customizing ClickUp for Sales Stages25:51 - Core Activities for Specific Deals26:50 - Lead Management Tasks27:29 - Subtasks and Customer Qualification28:33 - Creating Checklists for Core Activities29:48 - Implementing Checklists in ClickUp34:35 - Setting Up Task Templates35:36 - Managing Sales Pipeline with Clickup40:45 - Process Recap55:52 - Final ThoughtsSnippets 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 AIKey TakeawaysThe Function Chart Is Not a Process ChartKanban Boards Create Visual ClarityTemplates Ensure Consistent ExecutionAI Can Map Your Business WorkflowsChecklists Remove Complexity from DelegationCritical Path Tracking Beats Detailed DocumentationYour Admin Team Can Implement This SystemResources⁠CFC 280⁠ - Mapping Your Workflows with AI: A Guide to Business Function Charts Part 1CFC 283 - Building Your Business Function Chart with AI: A Guide to Business Function Charts Part 2ClickUp ⁠WisprFlow Referral Link⁠⁠Claude Artifact - Sales Workflow⁠⁠Claude Artifact - Sales Function Chart⁠⁠Claude AI ⁠PowerPoint/⁠Google Slides ⁠⁠HTML Flowchart Generators⁠⁠Kanban board systems⁠⁠⁠⁠⁠⁠⁠⁠24 Things⁠⁠⁠⁠⁠⁠⁠ Construction Business Owners Need to Successfully Hire & Train an Executive Assistant⁠⁠⁠⁠⁠⁠⁠Schedule⁠⁠⁠⁠⁠⁠⁠ a 15-Minute Roadblock CallCheck out⁠⁠⁠⁠⁠⁠⁠ OpenPhone⁠⁠⁠⁠⁠⁠⁠Build a Business that Runs without you. Explore our⁠⁠⁠⁠⁠⁠⁠ GrowthKits⁠⁠⁠⁠⁠⁠⁠ Need Marketing Help? We Recommend⁠⁠⁠⁠⁠⁠⁠ Benali⁠⁠⁠⁠⁠⁠⁠Need Help with podcast production? We recommend⁠⁠⁠⁠⁠⁠⁠ Demandcast⁠⁠⁠⁠⁠⁠⁠More from Martin Holland⁠⁠⁠⁠⁠⁠⁠theprofitproblem.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠annealbc.com⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Email Martin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Meet With Martin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠More from Khalil⁠⁠⁠⁠⁠⁠⁠benali.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email Khalil⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Meet With Khalil⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠More from The Cash Flow ContractorSubscribe to our⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube channel⁠⁠⁠⁠⁠⁠⁠Subscribe to our ⁠⁠⁠⁠⁠⁠⁠Newsletter⁠⁠⁠⁠⁠⁠⁠Follow On Social:⁠⁠⁠⁠⁠⁠⁠ LinkedIn⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠ Facebook⁠⁠⁠⁠⁠⁠⁠,⁠⁠⁠⁠⁠⁠⁠ Instagram⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠X(formerly Twitter)⁠⁠⁠⁠⁠⁠⁠Visit our ⁠⁠⁠⁠⁠⁠⁠website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠ The Cashflow Contractor