Lea Wold 1/22/24 Lea Wold 1/22/24

Navigating Software Demos: Getting the most out of software demos with Confido Legal

We are thrilled to announce that we recently had the privilege of being featured as expert guests on Confido Legal's Case Management Jam Session Series. This insightful session delved into crucial aspects of selecting software to demo when searching for new legal case management, project management, CRM, and other software, shedding light on best practices and strategies for optimal preparation.

Lea Wold 1/18/24 Lea Wold 1/18/24

Nail Your Project Implementation in 2024

Here we are again. Can you believe it? 2023 zoomed by like a high-speed chase scene in a legal drama, and bam! 2024 is peeking around the corner. Time sure knows how to sprint, doesn’t it. As the owner of Checkmark Projects, I've seen how a well-laid plan can turn the tables for professional services firms. So, let's talk strategy As we know, planning for your business goals and reaching them are two entirely different animals. I’m not here to say what the goals should be, but I am an expert in helping you plan to get there and acting on that plan. So, let’s dive into the most crucial steps of achieving those goals. We're talking about the nitty-gritty details that make or break our success. So, buckle up and make 2024 the most epic year for your business.

Lea Wold 12/13/23 Lea Wold 12/13/23

Stay Ahead in 2024: Your Proactive Project Playbook

Here we are again. Can you believe it? 2023 zoomed by like a high-speed chase scene in a legal drama, and bam! 2024 is peeking around the corner. Time sure knows how to sprint, doesn’t it. As the owner of Checkmark Projects, I've seen how a well-laid plan can turn the tables for professional services firms. So, let's talk strategy for the incoming year. Spoiler alert: it starts now.

Lea Wold 11/6/23 Lea Wold 11/6/23

Streamline Your Work, Supercharge Your Results: The Benefits of Automating Your Business

As a business owner every second counts. Each decision shapes the trajectory of success and in this economy, the need for efficiency has never been more critical. It's time to revolutionize the way you work by embracing automation for those tasks that, while necessary, often stand between you and your full potential.

Lea Wold 10/9/23 Lea Wold 10/9/23

Navigating Sofware Selection: Considerations for Avoiding Pitfalls

Selecting the right CRM, Lead Management, or Project Management system is a pivotal decision for business owners, as it profoundly impacts daily operations, customer relationships, and overall success. A wrong choice can lead to inefficiencies, data discrepancies, and frustrated teams. It may hinder the ability to effectively nurture leads, manage client interactions, and gather valuable insights, ultimately risking lost opportunities and decreased competitiveness.

Lea Wold 9/8/23 Lea Wold 9/8/23

Beyond the Basics: 7 Critical Yet Often Overlooked Aspects of Project Planning

In the intricate dance of project planning, success hinges on more than just timelines and budgets. Often, the most critical factors are the ones overlooked. Below we'll unveil seven aspects that can significantly impact your project's trajectory, from Change Management to Risk Assessment.

Lea Wold 8/1/23 Lea Wold 8/1/23

5 Key Reasons Why Project Planning Should be a Priority for Your Organization

As a trusted professional specializing in project implementation services, I am excited to share some valuable insights on the importance of project planning.

Lea Wold 7/19/23 Lea Wold 7/19/23

What does Checkmark Projects do for our clients?

At Checkmark Projects, we provide comprehensive consulting and implementation services that strategically prioritize projects, optimize operations, and establish scalable processes for professional services businesses. We empower them to achieve remarkable growth and success!