Each board represents one funnel - a distinct workflow or pipeline. For example:

  • Sales pipeline (Prospect → Qualified → Proposal → Negotiation → Closed)
  • Content partnerships (Identified → Contacted → Interested → Scheduled → Published)
  • Referral network (New connection → Relationship building → Trusted → Active referrer)

Create as many funnels as you need for different types of relationships or business processes.

Tip: If your funnel is getting too busy, create different funnels for different Quarters, industries, or campaigns.

Find out more about using funnel boards strategically.