Objective: We are looking for a freelancer to help us create a structured, easy-to-use platform using readily available tools to support our business objectives. The platform should enable goal-setting, task allocation, and tracking over a three-year period while remaining highly visual and collaborative. Background: Our business model is inspired by frameworks like The Orbit or Scale at Speed, focusing on five key areas: 1. Corporate & Financial 2. People 3. Customers & Our Products 4. Sales & Marketing * (e.g., subdivided into Outbound Activity, Inbound Activity, etc.) 5. Key Martin & Nicky Goals Each of these areas will be further divided into subcategories and actionable tasks. For example, Sales & Marketing → Inbound Activity → Setting up Paid Ads → Creating Creative Assets. Platform Requirements: * Collaborative & Task-Based: The platform should allow task allocation between two primary users (Martin & Nicky) on a daily, weekly, and monthly basis, with a clear link to overarching business goals. * User-Friendly & Visual: We prefer a tool that is intuitive, visually structured, and easy to navigate. * Tool Compatibility: * We are familiar with Trello and use Microsoft 365. * We have lightly explored Notion but are not highly experienced with it. * Open to recommendations on the best platform for our needs. Deliverables: * Set up the chosen platform with a structured framework aligning with our five key business areas. * Create templates for task allocation, tracking, and progress updates. * Provide guidance or a brief tutorial on how to effectively use the system. Ideal Freelancer: * Experience setting up Trello, Notion, ClickUp, or other project management tools. * Ability to create structured templates with a business strategy in mind. * Strong understanding of goal tracking and task management best practices. If you can provide examples of similar work or recommendations on the best tools for our needs, that would be highly beneficial. Looking forward to your proposals!
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