Customer Board

Client requests, opportunities, and service issues. Everything that affects the customer relationship in one place.

The Customer Board tracks requests and opportunities related to your clients. When a crew hears about a potential upsell, a change request, or a warranty issue, it lands here for the right people to follow up.

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What Goes Here

Card Type	Examples
Change Request	Client wants to modify scope, change schedule, adjust service
Enhancement Opportunity	Client expressed interest in additional services (lighting, irrigation, new beds)
Warranty Request	Plant replacement, work that needs to be redone, quality issues
Testimonial Potential	Client gave great feedback, might be willing to provide a review

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Columns

Cards move through these columns as follow-up progresses:

Column	What It Means
New	Opportunity or request just came in, needs review
Scoping	Gathering details, preparing quote, assessing feasibility
Sent / Scheduled	Proposal sent to client or service scheduled
Signed / Sold / Done	Client approved, work completed, or testimonial captured
Declined / Void	Client passed, or request no longer valid

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Who Works This Board

Account managers, salespeople, and anyone responsible for client relationships and revenue growth. This board connects field observations to sales opportunities.

Daily habit: Review this board to catch new opportunities quickly. Enhancement opportunities age fast. A client who mentioned interest last week may have already called a competitor.

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Example Flow

1

Opportunity Identified

A crew member tells Lana: "Mrs. Thompson at 123 Oak asked about adding lighting to her patio. She seemed pretty interested."

2

Card Created

The LeanBoard Agent creates a card on the Customer Board in the New column.

3

Account Manager Reviews

The account manager sees the card, looks up the property, and schedules a site visit. Card moves to Scoping.

4

Proposal Sent

After the site visit, a lighting proposal is sent to Mrs. Thompson. Card moves to Sent / Scheduled.

5

Closed

Mrs. Thompson approves the proposal. Card moves to Signed / Sold / Done. Revenue captured.

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Why This Matters

Your field teams see opportunities every day that the office never hears about. A client mentions they're thinking about a new patio. Another asks if you do holiday lighting. Someone compliments the work and says they'd recommend you.

Without a system, these moments disappear. With the Customer Board, they become tracked opportunities.

Every card on this board started with someone noticing something. Celebrate crews who surface opportunities. They're driving revenue, not just mowing lawns.

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Tips

• Move fast on enhancement opportunities. Interest fades. A card that sits in New for a week is a cold lead.

• Capture context. When the card is created, the details from the field request are included. Add to them as you learn more.

• Track wins. When a card moves to Signed/Sold, that's a win worth recognizing. It started with a field team member paying attention.

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Related Pages

Working with Cards

Creating, editing, assigning, and moving cards.

Field to Office Workflow

How requests flow from the field to boards.

LeanBoards Overview

All six system boards and how Kanban works.