Do you track your initial meetings?
6/04/2018 10:54 AM by
When creating an appointment email for an initial meeting, make sure you include the words "initial
" and "meeting
" on the subject.
Subject: Northwind project with SSW and Bob
Figure: Bad subject - not clear it is an initial meeting Figure: Good subjects - Make clear it is an initial meeting by having both words
Subject: Initial meeting with SSW and Bob from Northwind
Subject: Initial phone meeting with SSW and Bob from Northwind
The idea behind it is that Power BI can then track and show this.
- Figure: It's clear to see that there is no yellow in the past couple of months, which may indicate work drying up for Stephen's area
Do you feel this rule needs an update?