Module 5 ~ Lesson 10

Lesson 10: Productivity, Accountability, Project Management Tools

Leverage Your Existing Software Solutions First!

  • Policy & Procedures
  • Accountability & daily/weekly updates and reporting
  • Your CRM/Software Solution(s)

G Suite (Google Apps for Work)

Professional email, online storage, video meetings and other business tools to communicate, collaborate, and manage. G Suite starts at $5 per user per month. Drive comes with 30 GB of storage for each user and will cost $4 a month for each additional 20 GB.

Google Drive – cloud storage and collaboration

  • Docs 
• Sheets • Slides • Forms • Sites

Features include meeting reminders and calendar sharing, so you can see when team members are busy or free. Users can also attach documents to events, as well as embed event calendars on company websites, for instance, to allow customers to set up appointments instantly.


  • Use a custom email address with your business’s domain, such as
  • 30GB per user instead of 15GB
  • No advertisements
  • Video conferencing (Google hangouts)
    • HD video conferencing for up to 25 people
    • The screen automatically focuses on who is speaking
    • Chat function
    • Easy screen sharing
    • Works on all devices
  • Integrates with Calendar, Groups, Productivity Apps


Collaboration & Document Sharing


  • Core app for paperless operations
  • Take notes, sync files (Notebooks) across your devices
  • Save web pages
  • Share files & folders with clients and colleagues


  • Cloud-based file and folder storage
  • Share and collaborate
  • Transaction storage management system
  • Manage and participate in online discussions
  • Use Groups to create a mailing list that works as a virtual bulletin board and reaches everyone’s inboxes at once.


Project Management & Team Communication Software


  • Slack is a messaging, collaboration and project management app for 
  • Has four pricing tiers, including a robust free one
  • Works with other apps (Dropbox, Evernote, Skype, Google Apps, Trello)


  • A collaboration tool that organizes your projects into boards
  • Tells you what’s being worked on, who’s working on what, and where 
something is in a process
  • Excellent for project & content management


  • Sales & Marketing – pipeline, CRM, campaigns, contact manager, forms
  • Collaboration tools – chat, email, docs, projects, meetings, storage
  • Finance – invoicing, books, expenses
  • IT & Helpdesk
  • Mobile apps
  • Integrates with Google Apps for Work

More cloud-based team collaboration, task and project management software:

Base Camp
Smart Sheet

If you have not already done so, go to the Module 4 Overview page and download the Workbook, Slide Decks, and all related Documents for this module.

Powered by WishList Member - Membership Software