Sales Professionals

For Sales professionals who need to stay on top of leads, seamlessly follow up and nurture relationships to close deals, Akiflow’s Folders, Projects, Sections, and Tags provides an efficient and structured way for you to manage your personal and professional tasks and time efficiently.

Folders: High-level categories

Think of folders as the domains or areas of your life or work. They group related projects, helping you stay organized at the macro level.

Suggested Folders:

  1. Personal: Tasks unrelated to work.

  2. Sales: Core sales activities and day-to-day tasks.

  3. Clients: Customer-centric tasks like account management and client follow-ups.

  4. Business Development: Strategic initiatives to identify and pursue new opportunities.

Folders are expandable or collapsible giving you a streamlined view of your Akiflow sidebar.

Projects: Break down key focus areas

Within each folder, use Projects to dive deeper into specific aspects of your role, keeping tasks actionable and trackable.

Suggested Projects:

Assign tasks to specific projects for clear segmentation. Projects can be color-coded and can have different emojis for visual organization.

Sections: Structure your workflows

Break Projects into stages, categories, or workflows using sections. These help you focus on what’s most relevant within a Project.

Suggested Sections:

Sections can help declutter your task list, making it easier to focus on specific stages or categories within your Project. They are also useful for workflows like Kanban or when breaking down projects into steps.

Tags: Add context across tasks

Tags offer flexibility to manage cross-cutting contexts like task status or ownership.

Suggested Tags:

  • Follow Up: Mark tasks needing a response or further engagement

  • Waiting For: Tasks pending external actions or feedback

  • To Contact: Prospects or clients to reach out to

  • High Value: Flag key accounts or opportunities with high potential

  • Closed: Tasks for deals that are successfully completed

You can add multiple tags to a single task for cross-referencing and clarity (i.e. a tasked tagged both as Follow Up and High Value). You can also filter asks by tags to quickly find related items.

Best Practices

  • Integrate and automate where possible: Sync Akiflow with your CRM (like HubSpot or Salesforce) using Zapier to automatically import your CRM tasks

  • Keep it simple: Use folders, projects, and sections to create structure but keep tags simple and consistent.

  • Review regularly: Use daily and weekly Rituals to revisit folders, projects, and tags and ensure that you stay aligned with your priorities.

Need help?

Reach out to our team at support@akiflow.com. We're happy to help!

Join our community to ask questions, share your workflow tips, and connect with other Akiflow users who can help you get even more out of Akiflow.