Lime Boards & Segments

Lime Boards (also called Lime Segments or Funnels) are kanban-style boards that visualize where connections sit in different workflows or pipelines. Each board represents a distinct process - sales funnel, partnership development, podcast guest pipeline, referral network building, or any custom workflow relevant to your business.

Boards are divided into segments (columns) representing stages within that process. Connections appear as cards that move between segments as relationships progress. Drag and drop connections from “Initial Contact” to “Discovery Call Scheduled” to “Proposal Sent” to “Closed Won,” creating visual representation of pipeline health and relationship progression.

Boards give you a strategic overview that’s impossible to achieve with lists alone: How many prospects are in each sales stage? Where are bottlenecks? Which partnerships are advancing versus stalled? Who’s ready for the next step? This spatial, visual organization makes complex relationship management intuitive and actionable.

Why Boards and Segments Matter

Visualize pipeline health at a glance

See immediately how many connections are in each stage. Too many stuck in “Proposal Sent”? Follow up more, or change the way you follow up. Too few in “Initial Contact”? Need more lead generation. Empty “Closed Won” column? Sales process needs attention. Visual boards surface problems that hide in list views.

Track multiple workflows simultaneously

Different connections serve different purposes. Sales prospects, potential partners, content collaborators, referral sources - each follows different progression paths. Boards let you manage multiple workflows without mixing them together or losing track of where each connection sits.

Prevent connections from falling through cracks

In list views, connections easily disappear into “I’ll follow up later” limbo. Boards make stalled connections visible - anyone sitting in one segment too long becomes obvious. This visibility creates accountability and prompts action.

Understand relationship progression patterns

After using boards for weeks or months, patterns emerge: How long do connections typically stay in each segment? Which segments have the highest drop-off? These insights inform strategy improvements.

Prioritize effort based on stage

Not all connections need equal attention. Someone in “Qualified Lead” deserves more time than someone in “Cold Outreach.” Boards make prioritization visual - focus your efforts on connections in high-value stages.

Celebrate progress

Moving connections through segments toward “success” stages (Closed Won, Active Partnership, Published Collaboration) provides tangible progress feedback. This gamification makes relationship building feel less abstract and more achievement-oriented.

Support strategic reviews

During weekly or monthly reviews, open boards to assess: “What moved forward this week? What’s stuck? Where should we focus next week?” Boards make strategic planning concrete rather than abstract.

Understanding Boards and Segments

What is a Board?

A board is a complete workflow or funnel for one type of relationship. Each board is independent with its own segments and connections.

Common board examples:

Sales Funnel Board

Tracks prospects from initial awareness through closed deals:

  • Segments: Cold Outreach → Initial Contact → Discovery Call → Qualified Lead → Proposal Sent → Negotiating → Closed Won / Closed Lost

Partnership Development Board

Manages potential partnership relationships:

  • Segments: Identified → Contacted → Interested → Terms Discussion → Agreement → Active Partnership

Podcast Guest Pipeline Board

Organizes potential and scheduled podcast guests:

  • Segments: Potential Guest → Reached Out → Interested → Scheduled → Recorded → Published

Referral Network Board

Builds referral source relationships:

  • Segments: New Connection → Relationship Building → Trusted → Actively Referring → Key Referrer

Content Collaboration Board

Tracks content partnership opportunities:

  • Segments: Idea Stage → Pitched → Agreed → In Production → Published → Ongoing Collaboration

Client Onboarding Board

Manages new client journey:

  • Segments: Signed → Onboarding → Active → Renewal Discussion → Renewed / Churned

You can create as many boards as you need - one for each distinct workflow in your business.

What are Segments?

Segments are the columns within a board, representing stages in that board’s workflow. Connections move left-to-right through segments as relationships progress.

Creating effective segments:

Start with a clear beginning: First segment should be the entry point - “Identified,” “New Connection,” “Initial Outreach,” “Cold Lead.”
Include decision points: Segments should represent meaningful progression milestones e.g. “Qualified” (they meet criteria), “Interested” (they responded positively), “Proposal Sent” (ball in their court).
Show both success and failure paths: Include terminal segments for both outcomes - “Closed Won” AND “Closed Lost,” “Active Partnership” AND “Not Interested.” This prevents lost/rejected connections cluttering active pipeline segments, and helps you check your win rates.
Keep segments actionable: Each segment should trigger clear next actions. “Discovery Call Scheduled” means prepare for call. “Proposal Sent” means follow up if no response. Vague segments like “Maybe Interested” are less useful.
Don’t over-segment: 5-8 segments typically work well. Too few (2-3) loses granularity. Too many (12+) makes the board overwhelming and hard to use consistently.
Match your actual process: Segments should reflect how relationships really progress in your business, not theoretical ideal processes. If you never do discovery calls, don’t include that segment.

How to Use Boards and Segments

Accessing Boards

  • Go to Connections > Kanban View to see all your boards and segments displayed visually.
  • Select which board to view if you have multiple boards. Each board shows its segments as columns with connection cards in each segment.

Adding Connections to Boards

Connections can be in multiple boards simultaneously - someone might be both a sales prospect (on Sales Board) and a potential podcast guest (on Podcast Board).

From Kanban View:

  • View the appropriate board
  • Drag a connection card from another segment or from a connection list
  • Drop it into the correct segment
  • The connection now appears in that board and segment

From Card View:

  • Open a connection’s contact card
  • Click Lime Segments in the contact card
  • Select which board(s) and segment(s) this connection belongs to
  • Save changes
  • The connection now appears in those boards/segments

Moving Connections Between Segments

Drag and drop connections between segments as relationships progress.

How to move connections:

  • In Kanban View, click and hold a connection card
  • Drag left or right to the target segment
  • Release to drop the card in the new segment
  • The move happens immediately - no save button needed

Connections can move in any direction:

  • Forward (left to right): Relationship is progressing e.g. “Initial Contact” → “Discovery Call” → “Qualified Lead”
  • Backward (right to left): Relationship regressed or additional stage needed e.g. “Proposal Sent” → “Follow-Up Needed”
  • To terminal segments: Move to “Closed Won” or “Closed Lost” when outcomes are determined

Removing Connections from Boards

If a connection no longer belongs in a board:

  • Open their contact card
  • Go to Lime Segments
  • Remove them from the board entirely
  • Save changes

Or drag them to a terminal segment (“Not Interested,” “Closed Lost”) if you want to preserve the history of their journey through the funnel before removal.

Working with Boards Effectively

Daily or weekly board reviews

Make board review part of your routine:

  • Daily: Quickly scan boards to identify which connections need action today - follow-ups, scheduled calls, proposals to send.
  • Weekly: More thorough review - where are bottlenecks? What moved forward this week? Which stalled connections need attention? Set goals for next week’s movements.
  • Monthly: Strategic assessment - conversion rates between segments, average time in each stage, overall pipeline health. Adjust strategy based on patterns.

Focus on one segment at a time

When taking action, focus on specific segments rather than jumping around randomly:

  • Monday: Work through everyone in “Follow-Up Needed” - send DMs, schedule calls
  • Tuesday: Prepare for all connections in “Discovery Call Scheduled”
  • Wednesday: Review all “Proposal Sent” connections - follow up on overdue responses
  • Thursday: Move through “Initial Contact” - send introductory messages
  • Friday: Quality check “Qualified Lead” segment - are they really qualified or should some move backward?

This segment-focused approach is more efficient than trying to remember individual connection statuses.

Track time in segment

Some users add notes about when connections entered segments:

“Moved to Proposal Sent on March 15”
If still there April 15, either follow up one last time, or move to “Not Interested”.

This time-awareness prevents connections languishing in segments indefinitely.

Combine boards with other Lime features

Boards + Check-In Schedules: Adjust check-in frequency based on segment. Daily for “Negotiating,” weekly for “Qualified Lead,” monthly for “Cold Outreach.”
Boards + Citizen Score: Move connections forward only when Citizen Score reaches thresholds. “Qualified Lead” → “Proposal” requires score 60+, for example.
Boards + Tags: Tag connections by segment for easy searching.
Boards + Dated Reminders: Set reminders based on segment transitions - moved to “Proposal Sent”? Set reminder to follow up in 5 days.

Creating and Managing Boards

How to create a new board:

  • Go to Settings > Lime Segments
  • Click Create New Funnel
  • Name the board (e.g. “Sales Funnel,” “Podcast Guests,” “Partnership Pipeline”)
  • Create segments for this board:
    • Add segment names in order from left to right
    • Define what each segment means
  • Save the board

The new board appears in Kanban View and is available for adding connections.

How to edit existing boards:

  • Go to Settings > Lime Segments
  • Select the board to edit from the dropdown list
  • Modify board name, add/remove/rename segments, or change segment order
  • Save changes

Warning: Changing segment names or removing segments may affect connections currently in those segments. Check before making major changes.

How to delete boards:

Warning: This removes all connections from that board (they remain in Lime, just not in this funnel). Only delete boards you’re certain you no longer need.

  • Go to Settings > Lime Segments
  • Select the board from the dropdown list
  • Click Edit
  • Click Delete Funnel

Board Strategy Examples

Simple Sales Funnel

  • Board: Sales Pipeline
  • Segments: Lead → Qualified → Proposal → Negotiating → Customer
  • Strategy: Move qualified leads daily, follow up on proposals weekly, focus most time on “Qualified” segment

Multi-Stage Partnership Development

  • Board: Strategic Partnerships
  • Segments: Identified → Initial Contact → Value Exploration → Terms Discussion → Pilot Project → Full Partnership
  • Strategy: Slow progression (partnerships can take months), require high Citizen Scores before advancing segments

Content Collaboration Pipeline

  • Board: Content Partners
  • Segments: Potential → Pitched Idea → Agreed → Scheduled → Completed → Ongoing
  • Strategy: “Completed” segment becomes source for future collaborations - high conversion from “Completed” to “Ongoing”

Referral Network Building

  • Board: Referral Sources
  • Segments: New Connection → Building Relationship → Asked for Referrals → First Referral Given → Active Referrer → Champion
  • Strategy: Don’t move to “Asked for Referrals” until Citizen Score 70+, celebrate “Champion” segment as highest achievement

Event-Based Funnel

  • Board: Conference Connections
  • Segments: Pre-Event Research → Met at Event → Post-Event Follow-Up → Qualified for Sales → Moved to Sales Funnel
  • Strategy: Time-bound board - created before conference, most activity during and immediately after, then connections migrate to permanent boards

Board Best Practices

Start with one board: Don’t create five boards immediately. Build one (probably sales or partnership), use it for a month, then add others as needed.
Review and adjust segments: After using a board for several weeks, you’ll discover which segments work and which don’t. Adjust freely - boards should serve your process, not constrain it.
Don’t abandon connections in terminal segments: “Closed Lost” and “Not Interested” shouldn’t be permanent graves. Some connections are “not now” rather than “not ever” - periodically review terminal segments for revival opportunities.
Move connections decisively: Boards lose value if connections stagnate. If someone’s been in “Initial Contact” for a month with no movement, either progress them, move them backward, or remove them from the board. Decisiveness keeps boards useful.
Celebrate forward movement: Each move to the right represents relationship progress. Acknowledge wins - moving someone to “Closed Won” or “Active Partnership” is an achievement worth noting. Moving someone to “Closed Lost” is useful, as you can focus on a different lead.
Use boards for forecasting: Count connections in each segment, estimate conversion rates between segments, calculate expected outcomes. If you have 20 in “Qualified Lead” with 30% typical conversion to “Closed Won,” expect ~6 new customers from current pipeline.
Don’t over-complicate: Boards should simplify relationship management, not add cognitive load. If managing your boards feels like work, simplify - fewer segments, fewer boards, clearer definitions.