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SALES-OPERATIONS5 MIN READ

Build a Kanban Flow for Sales Ops Requests

Design a basic Kanban workflow for sales-operations request intake.

Sales Ops has 89 open requests and no shared view of started work, blocked work, or aging work. Kanban: define and visualize workflow, actively manage items, and improve flow. The common trap is treating a request list as a workflow. A list shows demand; it does not show flow, WIP, blockers, or aging. Define item and boundaries Use one request as the work item. Start when Sales Ops accepts it into Ready; finish when the requester has the delivered answer or change. Start and finish definitions prevent hidden work from sitting outside the system. Visualize states Create Intake, Ready, In…

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