Integrations to increase productivity during preparing and follow ing up client meetings
After a successful meeting you need to push the items to the following areas:
Follow up with a client
Close the meeting loop and prepare for the next cycle
- Share the MSPL report with the clients
- Print the MSPL report and handoff to the client
Small Action Items
Action items do not require any additional planning or proposal- PSA Tickets from MSPL Tasks to the team does not need any payment involved
- List of action items as a note from MSPL Widgets
Large Action Items
Action items need planning or proposal
- PSA Opportunities from MSPL Projects if the workflow needs a proposal to be sent
- PSA Projects from MSPL Projects if the workflow can go to delivery directly
Oversee and Communicate Progress
Manage the progress on the deliverables in the roadmap.
- MSPL Snapshots are for showing previous states of their scores and widgets
- MSPL Project Status is for showing the status for each project in the roadmap - synced with PSA
- MSPL Score is for showing the what Future State switched to Current state over time