The document discusses online mind mapping and task management tools for consultants and advisors, highlighting the benefits of using mind maps for organizing information during client interactions. It emphasizes how mind maps improve collaboration, allow for effective data visualization, and streamline the planning process. The document also features specific use cases and examples for financial advisors, marketing consultants, and health coaches, showcasing the practical applications of these tools.

1. Online Mind Mapping
And Task Management
For consultants and advisors

2. What Is Mind Mapping?
• A mind map is a diagram that visualizes information
• It’s a way to take notes, analyze, brainstorm and plan
• The subject is placed in the center of the map
• Related keywords, ideas & notes branch off in all directions
• Result: radiant, 2-dimensional structure that reflects hierarchies

3. Benefits for Consultants
Mind maps offer great benefits over traditional note taking systems,
especially during discovery process and subsequent progress meetings:
• Mind maps capture information quickly, yet in a highly organized manner
• They visualize the whole situation, provide great overview
• Involve clients more deeply in discovery process
• Provide basis for moving forward, with clear goals and next steps
• Allow to link and cross-reference individual pieces of the situation
• Provide a centralized document that is easy to review and update

4. Use Cases
• Take notes during initial discovery process
• Keep map as centralized document & update regularly
• Analyze client’s current situation
• Brainstorm goals with your client
• Outline a strategy
• Present your strategy to client
• Formulate clear, actionable tasks for client
…and more!

5. Example: Financial Advisor
Analyzing financial situation of client’s family during first discovery meeting
• Write client’s name in the center of map
• Write main categories around center:
- Exploration of values
- Family network
- Goals (Education, retirement, legacy, lifestyle)
- Assets (Income, accounts, insurance, property)
• Take notes in map during first client meeting
> Ensure client can view map during process!
• Map entire financial situation of client, attach
notes, comments and files to topics in map
where available
• Use colors, icons and images to highlight problems
and opportunities
• Share map with client

8. Example: Marketing Consultant
• Step 1: Create a thorough analysis of client’s marketing efforts in mind map
• Compare social media accounts to competitors
• Analyze ROI of ads
• Website: analyze keywords and UI
• …
• Attach links to findings, upload reports and statistics to map
• Add comments, colors and icons to improve clarity

10. Step 2: Add suggestions for improvement to map; create concrete strategy

11. Step 3: Formulate actionable tasks

12. Example: Health Coach
Step 1:
• Ask client to keep a food and exercise diary for a week
• Create mind map about for client’s current situation
• Add info from food and exercise diary to map
• During meeting, note down how client feels vs. how he’d like to feel

14. Step 2: Create weekly meal & exercise planner and share with client

15. A proven SaaS productivity suite…
MindMeister is the market-leading
collaborative mind mapping
and brainstorming solution
MeisterTask is the most intuitive, agile
task management tool for efficient
collaboration
…for a seamless workflow from ideation to execution: Turn your mind
maps directly into agile project boards, share them with your client and
collaboratively turn your strategy into reality

16. Benefits
Organize & prioritize
and save time and money
Data and analysis based on MeisterLabs Customer Survey 2015

17. Benefits
Improve client collaboration
anytime, anywhere
• Collect & share data
with clients
• Centralized data
• No duplicate work
Data and analysis based on MeisterLabs Customer Survey 2015

18. The market-leading online
mind mapping software
• Customize and brand maps
no hassle, just easy
• Add attachments, notes, links
comments, images
• History mode
lets you see your entire change history
• Presentation mode
with dynamic slideshows & live broadcasts
• Intuitive award-winning user interface
easy to use, no learning required
• Consumption-based pricing
manageable costs, pay as you go
“This app allows you to capture your brainstorming with a mind map. It’s so easy and intuitive to
use, you can shift your brain into high gear no matter where you are.”
Shama Hyder, Forbes

19. The most intuitive online project and task
management tool
• Seamless import from MindMeister
• Customizable notification system:
Never miss a task
• Intuitive time tracking
• Visualized task relationships
• Automations for increased
productivity
• Focus column that stands out
• Customize your workflow
(Kanban, Scrum, sprints, funnels…)
• Comments & likes to get feedback
and be social
Torbjørn Hundseth, Norwegian eLearning
“I’ve tested Trello, Blossom, and Asana, just to name a couple of project management tools.
But MeisterTask is in my opinion the far better solution, and will definitely be implemented by our team!”

20. Better Together
• Analyze, take notes & visualize
• Outline a strategy
• Convert your ideas into
actionable tasks
• Enhance your task with due dates,
documents, tags, etc.
• Assign and discuss tasks
• Automate and track
MindMeister and MeisterTask work seamlessly together.
Brainstorm and collect your ideas, then convert them into structured,
actionable tasks.