Field Notes on Project Management Solutions episode artwork

EPISODE · Aug 11, 2025 · 12 MIN

Field Notes on Project Management Solutions

from Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow · host Sarah J. Rueppel | Ritter Insurance Marketing

Go granular with Sarah as we dive deeper into productivity tools to focus specifically on project management solutions. Use these suggestions to organize and scale your workflow!   Read the text version   Get access to Ritter Insurance Marketing Solutions – Register today   Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.   Project Management Solutions: Asana Basecamp Monday.com Trello Wrike   Resources: Field Notes on Digital Marketing Resources Field Notes on Productivity Tools Field Notes on Traditional Marketing Resources The Ultimate Agent Resource List Pt. 1: Market Yourself The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients The Ultimate Agent Resource List Pt. 3: Staying Organized   References: Gurnov, Artem. “Best 21 Project Management Tools in 2025: Expert Reviews and Comparisons.” Wrike.Com, Wrike, 3 July 2025, www.wrike.com/project-management-guide/faq/what-are-project-management-tools/. “From Agile to Waterfall: A Breakdown of Project Management Methodologies.” Park.Edu, Park University, 23 May 2025, www.park.edu/blog/from-agile-to-waterfall-a-breakdown-of-project-management-methodologies. “Top 6 Project Management Methodologies to Boost Efficiency.” Virtuallatinos.Com, Virtual Latinos, 4 Mar. 2025, www.virtuallatinos.com/blog/project-management-methodologies/. Rehkopf, Max. “What Is a Kanban Board?” Atlassian.Com, Atlassian, www.atlassian.com/agile/kanban/boards. Accessed 17 July 2025.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

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Go granular with Sarah as we dive deeper into productivity tools to focus specifically on project management solutions. Use these suggestions to organize and scale your workflow!

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Field Notes on Project Management Solutions

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