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How To Agree Your Sales Strategy With MindGenius Online

MindGenius Online has thousands of possible uses within an organization to help individuals and teams to plan strategy more thoroughly, stay on track and get the right things done on time.

MindGenius Online does this in 3 simple but highly productive and engaging interfaces through strategy (which can be used independently or in sync):

  1. A brainstorming, idea-capturing, mapping interface to allow the quick capture and visualisation of ideas – ideal for scoping and planning any task or project
  2. Task Board area for quickly creating Task Cards (with typical task data) and placing them in “swimlanes” to enable them to be monitored and managed on a pathway or journey to completion. A highly visual and effective way to manage priorities, tasks and projects through to completion
  3. Timeline calendar view which automatically converts the crucial task information from the other two interfaces into a time-bound plan or schedule – very important for people who need to visualise and manage tasks with start and end dates as a focus

Note: Initial use of MindGenius Online to plan out a block of work can be done by either; entering the tool and starting from the very start with no data; or you can select one of our many useful Templates (e.g. a step-by-step process) as a guide to help you get started. Feel free to push the boundaries of how MindGenius Online can help you once you understand how the product works and apply it to other challenging tasks.


In this “How To” example we will demonstrate MindGenius Online functionality using a pre-prepared Template outlining how to organise and agree your companies sale strategy. This template lets you facilitate a team based discussion to consider some of the key considerations to develop a sales strategy and help you focus and agree the key tasks to learn from the discussions and the analysis. As with all “Projects” created in MindGenius Online, the first starting point is to include important background information such as Objectives and Outcomes, as well as adding other Team Members to collaborate with.

project detials on mindgenius online sales strategy template


The Template is in a highly visual Map format, accessed from the “Map” Tab on the main menu bar. The template has been prepopulated with the key questions to be considered to help define your companies sales strategy. 

Using the MindGenius Online Template, with the Branches acting as “Prompts”, you can now carry out two simple functions:

  1. Navigate the map Branches– to assist in navigating and moving through the Map to follow the process, the Map Explorer function is extremely valuable. It replicates the map structure and any item can be isolated on the map view by clicking on the Topic within Map Explorer. The +/- symbols on both Map Explorer and mapped Branches can be used to expand/collapse the desired level of detail or hierarchy.
  2. Capture all the ideas and answers to each question– by clicking on each Branch to highlight each question and easily and quickly using “Type and Enter/Return” functions on your keyboard to record the answers.

Notes can be added to any Branch (e.g. to provide further guidance, explanation, areas of importance, etc) – using the “Write a Note” area in the Branch Properties panel (expandable / collapsible from the right-hand side of Map area).

sales strategy shwoing notes in branch properties

As a team initially just capture all the ideas and answers to the question using type and return functionality (shown in the image below) highlighting the branch for the question being answered.

sales strategy mind map

As the team starts to try and answer many of the questions they will realise that additional work may be required to provide accurate data or analysis to help make the development of the strategy more valid. To maintain a track of the questions and their status you can use the status option to provide tracking. The prepopulated template has identified the following options but feel free to add your own: Able to Answer, Need to Work On, Unable to Answer, Answered, Understood and Documented. You will notice that as the status of the question is updated the task board will seamlessly reflect the updated status.


sales strategy mind map


Sometimes the output from these discussions can generate a lot of ideas that may need sorted and/or prioritized. MindGenius Online provides the ability to use “Tags” to help clarify and make sense of the information as well as Filter to help focus on the emerging discussions and outcomes.



mindgenius online how to use tags in branch properties in sales strategy blog
how to filter your map using mindgenius online

The template has also been prepopulated with some tasks to illustrate how seamlessly tasks that are identified on the map are instantly created on the task board. Once the discussions have been concluded and the key tasks have been agreed then simply add start or end date or update status to instantly create a task board.

mindgenius online mind map shwoing branch properties
mindgenius online taskboard showing many task columns


With the key tasks now agreed you are now at the stage of tracking the agreed actions and moving the business forward. 

The Task Board is designed to bring a high degree of visibility, process flow and all-important tracking to this stage. Task Cards are used to record the key task properties / data, including owner, start date, due date and status. Progress of Tasks through a pre-determined journey is visualised and tracked by simply moving the cards along “swim lanes. 

Once again, the Template has been pre-populated to give you some idea of how MindGenius Online can manage the process. However, you can customise the “swim lane” headings to adapt or create your own process / project flow or journey through to completion.

You will note that any Tasks created using the mapping interface have been synchronised through to the Task Board. You can, of course, add new Task Cards within the Task Board simply by using the green + icons.

MindGenius Online provides the ability to create Tasks, including assigning ownershiptimescales and deadlines.

Task information can easily be applied to map Branches (as shown pre-populated in the Template) and / or using the Task Board (Tasks tab).

Tasks added to a Map are automatically added as Task Cards to the MindGenius Online Task Board.

mindgenius online taskboard showing many task columns

As start and end dates are added to the task cards the timeline will also give an alternative view for understanding the project current status. The example shown (from the Template) shows how the Timeline has interpreted the Task Start and End Dates from the Task Cards, but importantly portraying the project data in an alternative view to aid understanding of the overall project flow and current status.

sales strategy timeline on mindgenius online


The all-important tracking of priorities, tasks and the overall process or project is a key element of MindGenius Online and can be done through the use of either (or both) the Task Board area or the Timeline (Calendar) view. The Timeline has been building up automatically in sync with the data being input into either the Map branches of the Task Cards within the Task Board.

Ongoing task management, including instant and live collaboration with MindGenius Online is another productive way of managing and progressing the project. At this stage, the Task Board will be a prime visual guide to progress, with the detail and team collaboration contained within the Task Cards.

screenshot of mindgenius online showing how to write a comment

Ensuring that you understand the current status of a project it is very important to have an insight into the current status of the agreed tasks.  MindGenius Online provides you with that oversight showing all overdue, open, not assigned tasks, tasks with no date and closed tasks and a simply click will get you to the detail.

screenshot of mindgenius online showing overdue tasks

We use MindGenius Online to run all areas of our business, and agreeing our sales strategy is just one example.  Why not give MindGenius Online a try for organising your own sales strategy. The pre-prepared example will offer a guide to setting this up but you can easily edit any of the details to suit your own processes.

Use Our MindGenius Online Example to Plan Your Sales Strategy

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