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B2B Content Marketing, B2B Digital Marketing, Business, Content Marketing, Digital Marketing, Print Company Marketing

If you’re asking… “How Do I Switch To A New Project Management Software?” or “My Company Needs to Change Project Management Tools, What’s the Best Way?” then read on to see what we did.

 

Project management tools are supposed to be an organizer’s dream come true, right? So you would think switching from a project management tool that no long fits your needs to one that has all the bells and whistles would be a dream come true.  However, making the switch from one project management tool to the next presents a load of issues you would have never thought possible…one could say this is really an organizer’s worst nightmare?

 

Choosing the Right Project Management Tool

Choosing the right project management tool that will fit all of your wants, needs and desires may seem overwhelming and nearly impossible, but the thing to keep in mind and the best way to approach this question is to write out your top three ‘must-haves’ for your new project management tool.  

 

Below are a few features that were important to Acumen when we made the switch to our new project management system.

  • Ability to create task templates
  • Subtasks and sub-folders
  • Ability to send GIFs in a task thread

 

For our needs, it was essential that we found a project management tool that allowed us to create temples we could reuse for our monthly work for all of our clients. This would allow us to cut down the time our team spent creating new tasks every month and assigning them out.

 

It was also important for us to have the ability to create tasks within tasks, sub-tasks or ‘task inception’ if you will 😉 (get it because Inception was a dream within a dream and this is a task within a task…ok cool, just making sure).  Having this ability would allow us to breakdown a larger tasks into smaller ones and for us to know exactly where we were within a project or task.

 

Ok so the last bullet point, “ability to send a GIF” may or may not have been really vital to anyone else but me. I love sending GIFs and use them to communicate roughly 90% of my day.    

 

So in Conclusion on Switching to a New Project Management Tool

As long as you have your list of top ‘must-haves’ for a new project management tool and focus on making sure your new tool has those features, your transition from one platform to the next will be less painful than had you never made that list to begin with….keep in mind, keywords there “less painful”.  Believe me, it will still be painful, but it will be one less thing you need to worry about as you do your research.

 

Call Us at 314-736-4434

Or Submit your information below

 

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    B2B Content Marketing, B2B Digital Marketing, B2B Marketing Automation, Private Equity Digital Marketing

    Is it Actually TRUE that Investors don’t spend time online?

     

    The short answer is NO it’s not True.

    Investors are online just like the rest of us.

    And how could they not be?  Just like you they need to stay on top of industry news, finance news and market forecasts.  Where is the best place to get this info…? ONLINE!

    Phones, computers / laptops, tablets, social media, etc.  They are there.

     

    But the bigger question is what are they doing online and how can you as an investment firm effectively get in front of new investors.

     

    Today we’re going to give you one way that works all the time / every time… Promote Your Offering to Generate New Investor Leads.

     

    Promote Your Offer to Get New Investor Leads

    You want to make sure you get in front of qualified investors so you aren’t wasting time & money, and you also want to ensure that what you have to say is enticing enough to make those qualified investors, High Net Worth Individuals (HNWI), UHNWI, Family Offices, HNW CPA Firms, etc. engage with your offering.

     

    To make this happen there are 5 things you MUST do

    • Have a good looking and easy to understand Pitchbook or Prospectus as a PDF
    • Create a landing page on your website that promotes the offering and has a form to download the pitchbook / prospectus (ask for contact info & qualifying details)
    • Create Ad Campaigns that target…
      • High Earning Job Titles, Individual CPA Firms, Family Office employees, etc. in your target market on LinkedIn
      • Target investor publications on the Google Ad Network
      • Retarget visitors of your site on Facebook and the Google Ad Network
    • Use an Automation solution such as HubSpot to track investor engagement

     

    As this runs you’ll get new investor leads and identify who’s interested in your offering from existing leads by observing their behavior in the Automation / CRM solution.  Who downloaded, who’s visited your site, who’s opened additional emails, etc.

    These are your hottest investor prospects for the deal and when you see them engaging it’s time to prioritize your outreach to those investors.

     

    If you want to read more on how we approach marketing for Private Equity Firms check this page out  https://acumenstudio.com/private-equity-marketing/

     

    Call Us at 314-736-4434

    Or Submit your information below

     

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      B2B Content Marketing, B2B Digital Marketing, Content Marketing, Digital Marketing, Digital Strategy

      Project management tools come and go. There are those that work for a while and then they lose their value as your workload increases and the functionality does not meet your needs. This is why I keep my project management starting at a basic old school technique of my trusty notebook and pen while using the Wrike project management platform.

       

      As 2019 rolled around we gained a handful of new clients and that meant my workload doubled within a short amount of time. In order to keep up with the fast pace of an increasing workload, I continued using my notebook and list system to keep track and prioritize items that I had to check and follow-up on in Wrike.

       

      The 6 steps I take every morning to manage daily tasks

      1. Make coffee (the most important step)
      2. Sit-down and go through emails
      3. Make my to-do list
      4. Discuss priority items with specific team members
      5. Go through current Wrike tasks for clients and check-in
      6. Create new tasks in Wrike and assign them out.

       

      Repeat this step as needed and daily. It helps me keep track of progress and what is moving forward or on hold. Missing those important emails in the sea of subscriptions and newsletters will push you back in progress on projects. Not everyone works in the same time zones, some people get started on work super early, and some work late into the night.

       

      It is also important to understand that when managing multiple clients with various projects, that not everything can be done at once and that prioritizing is important. Each project has its differences, but the best thing to do is to sit down, organize, and get things together before seizing the day. Think strategically about how the workflow will play out for not just you, but your team as a whole.

       

      Call Us at 314-736-4434

      Or Submit your information below

       

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