When it comes to one tool, I can’t live without in my business, that is hands-down Trello. Trello keeps me and my business on track and organized. I use Trello to document and follow all my processes and workflows, keep my content organized, track clients, launch projects, and more!
Trello is SO customizable that you can use it to organize practically anything. Today I’m sharing 10 ways I use Trello in my business. But don’t stop there, while I stick to business here, I also use Trello to organize travel, meals, and more.
Content Calendar (aka Editorial Calendar)
Keeping my content on track is how I first fell for Trello. My editorial calendar was the very first Trello board I created. The more I’ve used it, the more that board has developed into an overall content strategy board (yet I still call it my editorial calendar).
My Trello editorial calendar board keeps track of my content planning, blog post process, content ideas, research, opt-ins, published posts, guest posts, as well as where I’ve promoted those posts, newsletters, and Instagram content,
Using Trello keeps me organized, strategic, and on track with my content. I never have to search my site for blog posts to share, search for drafts in my Google docs, or wonder if I shared that post yet.
Social Media Engagement Schedule
This board keeps me on track with my social media engagement schedule and out of the Facebook black hole (well mostly). I store the groups I want to participate in on this board, goals for engagement on specific channels, as well as who I want to connect with on Instagram, with links to their profiles (because I can’t keep up with the feed).
While my content calendar keeps current year content all organized. Prior year content lives on my content bank card. This card keeps all my previous year content organized and at my fingertips to reuse, reference, and keep promoting far beyond publish date.
I know at a click of a few filters, exactly what blog posts have what opt-ins, and what posts are under any given topic.
This board is my central operations board, where I house links and files that are part of my overall operations. Things like affiliate links, hex codes, bios, links to social media for quick reference, and coding for my website.
This board is also where I store my “master” process cards, so anytime I have a template card I use on a board it is stored here. For example, my blog post template card the master is stored on the docs board so that it’s out of the way and I have one original to update and then move over as needed. In business, you should always be updating and improving your processes, and this board is my central hub for documenting all of that.
CRM stands for Client Relationship Management. On this board, I keep track of discovery calls, coffee chats, and clients. I also keep ongoing client information on this board, like links, hours, and other information I need to access regularly.
Of course, this is quite obvious as Trello is a project management tool, but I still won’t fail to mention it. I use it when creating new programs; it allows me to lay out all the steps needed for larger scale projects.
You can use it for braindump of all the pieces of a project, and/or a timeline of tasks.
Where all my courses and educational resources are stored. It can be easy to lose resources you have or never take action on those courses you bought.
Honestly, Trello is an information hoarders dream. 😉 I have inspiration banks, for newsletters, for sales pages, for promotion ideas and more. Anytime I come across something that stands out to me in the online space, I webclip or screenshot it to save for later inspiration.
I use Trello to save all kinds of things I might find useful in my business.
This is the ACTION board when it comes to planning, organizing, and staying on track in my day-to-day operations for my business. This is where my plan for the next 90-days in my business lives. Each week has routine activities, plus special projects, and random to-dos that need to happen any given week. This board is the place that has all the goals, and activities that need to happen in that quarter for my business.
The central board that houses all my yearly goal setting. This is my map for my goals, business strategy/marketing strategy, day-to-day operations, the guide for my whole year from big picture to routines. This board I’ve developed from various planners, books, customizing it to be the ultimate tracker for my yearly goals and business strategy.
Want to learn my ultimate system for using Trello to plan my year and keep my business on track? I developed Plan Your Year With Trello to help you evaluate your business and life, and start 2019 with intention. Join me for Plan Your Year With Trello and I will guide you through exactly how I use Trello to plan my year, and then how that plan is translated into action.