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Replies posted by Heather Lancaster

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Beth MillerBeginner

asked in Community Feedback

EOS (Entrepreneurial Operating System)

You can also embed the Google Sheet link in the Karbon work for easy access leading up to the L10. Also, just for funsies, you can add a Countdown timer to the Google Sheet to keep the meeting on track 😄 =minute(A2-now()) Use this formula if A2 is the time and date of the meeting end time Then go to File>Settings>Calculation and change the sheet to “On change and every minute” Then add a Gauge Chart and create a look. The timer will update every minute while the sheet is open. Here’s a snapshot of the timer… AMAZING idea. Love this!

JanaRising Star

asked in Ask a Peer

Text messaging in Karbon

So...we send “texts” to our clients out of Karbon. We do that via email. It is a work around that doesn’t cost anything extra. You just need to know who your client's carrier is to look up the SMS gateway. So for example, say my client has a phone number with Verizon. I would send an email to 1234567890@vtext.com. If it is AT&T it would go to 1234567890@txt.att.net.

Beth MillerBeginner

asked in Community Feedback

EOS (Entrepreneurial Operating System)

@Beth Miller we are not tracking anything outside of Karbon and Ninety. We have two Level 10 work items in Karbon. One is to prep for the meeting and the other is to hold the meeting (trying to forecast capacity). We like to use Ninety in conjunction with Karbon to run the meetings, keep track of scorecard metrics, hold all the vital V/TO information, the accountability chart and you can start 1-on-1 conversations on some sort of cadence. While I like using Ninety for those features, I could see ways to build out these items in Karbon. My immediate thoughts are:Create a contact for EOS/Level10s Create Karbon work templates to layout the meeting agenda and each section that is to be covered - which you are doing Segue or Good News (5 min) Scorecard (5 min) Use a Google sheet that everyone can update to instead of Excel? This would allow for real-time updates and collaboration It would also allow you to keep history and averages Rock Review (5 min) Headlines (5 min) To-dos

Alberto E. CoverBeginner

asked in Ask a Peer

Entity Formation Template

@drich208 @max the ability to share templates would be AMAZING! Sometimes I feel like I’m reinventing the wheel or I’d just really love a fresh perspective to see how others are doing things.

Beth MillerBeginner

asked in Community Feedback

EOS (Entrepreneurial Operating System)

Hey @Beth Miller! This is a great question. We implemented EOS a few months back. We have tried to keep Karbon and Ninety (the EOS software) separate. Basically, we put all client-related to-dos in Karbon and leave the rest in Ninety. If we were not using Ninety, everything would be in Karbon as internal work items. What we have found is to-dos are being overlooked or forgotten when not being entered into Karbon. We are considering putting everything into Karbon but we haven’t gotten that far yet.

Heather LancasterRising Star

asked in Ask a Peer

Clients need historical documents and to upload things unplanned

We have started playing with a work item just called ‘Document Upload’ which is client request that stays open. Some people that correspond a lot we put a “task” in the request for each month so they can at least refer back to it for themselves on a basis of when they sent it. Not totally perfect but it works fine for now. We’ll close the work item at the end of the year and send them a new one. We threw this idea around as well, so I’m glad to hear someone is already doing that. A potential downside to this is that it keeps open work items open for each client and will negatively affect the analytics around workflow efficiency(and the team member who’s potentially assigned to it). If a firm has performance metrics or compensation tied to work completion, this may not be popular 😉 Ugh. Fair point and something I questioned. I figured it would not play nice with metrics. Good to know. Thank you.

Heather LancasterRising Star

asked in Ask a Peer

Clients need historical documents and to upload things unplanned

We have started playing with a work item just called ‘Document Upload’ which is client request that stays open. Some people that correspond a lot we put a “task” in the request for each month so they can at least refer back to it for themselves on a basis of when they sent it. Not totally perfect but it works fine for now. We’ll close the work item at the end of the year and send them a new one. We threw this idea around as well, so I’m glad to hear someone is already doing that.

Heather LancasterRising Star

asked in Ask a Peer

Clients need historical documents and to upload things unplanned

@drich208 This seems to be a hot discussion topic right now, we’re asking similar questions. The current DMS integration with OneDrive and Dropbox offers a path toward better document sharing, but allowing clients to upload unplanned isn’t really on their roadmap. That is a bummer. I’m sure a lot of people could benefit from allowing unplanned uploads.Curious though, if you’re using Google Workspace for your DMS now, check out this thread to upvote a GDrive integration. Karbon planned on adding it 2 yrs ago but dropped it due to what they thought was lack of user interest.Yes, we use Drive as out DMS. We were super sad when they decided not to do it. I asked the team to upvote the thread!

Tom KneelandRising Star

asked in Ask a Peer

Google Drive DMS

The people want Google Drive. 😢

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