Reaches Section Boards

There are quite a few Boards in Richter's Monday.com account. They are divided into sections by their function.



NEW REACHES BOARD


What's on it


The pulses on this board are individual Reaches for Richter's services that are either in the sales process, or less than 2 weeks old. There is a Group (section) for every salesperson, and a new pulse is added under the correct salesperson's name every time they receive a Reach.


Who uses it


It is used by the Reach team.



What it's for


This board shows all Reaches that are currently active in sales, and therefore will not receive general bulk marketing messaging. It also features information about how and when the Reach was gotten, which is useful for informing future outreach.



Links to other boards


The pulses on this board are linked to on the Sales Progress Board under the "Reach" column, so the salesperson can see all data pertaining to the initial reach.



BMO LIST


What's on it


The pulses on this board are individual Reaches for Richter's services (the columns are identical to the Active Reaches Board). There is a Group (section) for every salesperson, and pulses are moved there from the Active Reaches board if they are not successfully brought into the sales cycle.



Who uses it


It is used by the Reach team.



What it's for


This board represents people who have reached but not yet worked with Richter. They were contacted intensively by a salesperson, but did not enter the sales cycle, or were not successfully closed. As such, they receive targeted bulk marketing material from Richter.



CLIENTS


What's on it


The pulses on this board are the Reaches that were closed and are now Clients (the columns are identical to the Active Reaches Board).



Who uses it


It is used by the Reach team.



What it's for


This board shows which Reaches turned into clients, both for evaluation of successful actions and sending of messaging targeted specifically to our clients.



UNSUBSCRIBES


What's on it


The pulses on this board are the Reaches that asked specifically not to be contacted by Richter again (the columns are identical to the Active Reaches Board). There is a section for "Unsubscribes" for those who ask off, and another for "Do Not Message" for people who are antagonistic or very clearly must not be contacted in any capacity.



Who uses it


It is used by the Reach team.



What it's for


The reaches on this board are filed for reference to ensure we do not contact these specific people again.