Inner Circle
Join Inner CircleJoin
← Back to Library
Content

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

📅 December 4, 2025 ⏱️ 58:48 🎤 Kilo, Martin Holland

Chapters

Click to jump to section

  • 0:00
    Introduction to Kanban Boards
    The hosts review previous episodes on workflow mapping and function charts, setting the stage for building Kanban boards.
  • 4:10
    Why Kanban Boards are Useful
    The hosts discuss the benefits of Kanban boards for visual tracking of job statuses and identifying bottlenecks in the sales process.
  • 6:01
    Kanban Concept & Tool Agnostic
    The hosts explain the core concept of Kanban as 'visual cards' and emphasize that the underlying methodology is more important than the specific software tool.
  • 7:45
    Reviewing Workflow and Function Chart
    A quick recap of the sales workflow and the derived function chart, highlighting how sub-functions and core activities were identified.
  • 11:26
    Building the Sales Pipeline in ClickUp
    The hosts demonstrate how to use AI to generate sales pipeline stages and set up a Kanban board in ClickUp, including custom fields and color coding.
  • 20:19
    Integrating Core Activities & Checklists
    The hosts show how to add core activities as subtasks and create checklists within ClickUp for each core activity, emphasizing customization for specific deals.
  • 30:26
    Creating a Task Template
    The hosts explain how to save the detailed task setup as a template for automatic application to new deals, streamlining the process.
  • 34:03
    The Broader Application of this Method
    The discussion expands on how this method can be applied beyond sales to other business functions like operations, marketing, and HR, using AI as a thought partner.
  • 44:55
    Who This System Benefits Most
    The hosts clarify that while not for everyone, this system is highly beneficial for contractors struggling with organization, systems, accountability, and scaling their business.

Speakers

K
Kilo
Host
M
Martin Holland
Host

Key Takeaways

✦

Utilize AI to map out your sales workflow, breaking it down into distinct stages (e.g., New Lead, Qualification Call, Design Appointment Scheduled) for clear visualization.

✦

Define core functions and sub-functions of your business using AI to understand 'what your business does,' which then informs software needs, role assignments, and process improvements.

✦

Implement Kanban boards (like in ClickUp) to visually track the status of each job or 'deal' through your sales pipeline, providing a quick overview of progress and bottlenecks.

✦

Integrate core activities and checklists as subtasks within each Kanban card, ensuring that every step required for a specific stage is clearly defined and accounted for.

✦

Create templated tasks in your project management software (e.g., ClickUp) so that every new deal automatically comes with pre-defined subtasks and checklists, saving time and ensuring consistency.

✦

Don't get fixated on a specific tool; the underlying philosophy of Kanban (visual cards) and the clear definition of processes are more crucial than the software itself.

Want the full experience?

Join the Inner Circle for full access to every episode, AI-powered insights, personalized coaching, and a network of industry leaders.

Join Inner Circle →
POWER100

Inner Circle Membership Portal © 2026 Power100. All rights reserved.

power100.io