With Manage Your Business With Trello Bundle, you get my system for planning and keeping your business on track.

Get Trello templates for:

• Yearly planning board
• Business operations hubs
• Learning hub
• 90-day planning board
• CRM board
• Content strategy board
  
• Content bank board
  
• Social media evergreen bank
• Content Project Board

There are video walkthroughs of each board where I explain my process and how each board works to support your business operations.

You get 9 templates + walkthrough videos showing you how to customize each board. The modules also include suggested automations. In addition you get access to Trello 101: Learn the basic functions of Trello course with 20+ trainings.

Manage Your Business With Trello Bundle

Your short-cut to getting your buisness operations organized using Trello!

We will cover:

MODULE 1: Yearly Strategic Planning Board

• Yearly Strategic Intro Video [3:13]
• Yearly Strategic Planning Board Walkthrough [39:31]

MODULE 2: Business Operations Hub

• Business Operations Hub Board Walkthrough [18:02]

MODULE 3: Learning Hub

• Learning Hub Board Walkthrough [8:04]

MODULE 4: 90-Day Planning Board

• 90-Day Planning Board Walkthrough [23:20]

MODULE 5: CRM (Customer Relationship Management)

• CRM Board Walkthrough [11:55]
• Automation using Zapier [12:18]

MODULE 6:  Content Strategy Board

• Overview Of Board [5:35]
• Blog Post Process Card Template Set-up [8:15]
• Monthly Blog Card [4:19]
• Monthly Newsletter Card [2:52]
• Monthly Social Media List [3:14]
• Content Ideas/Research List [6:30]
• Editorial Calendar List [7:48]
• Opt-in/Offer List [6:10]
• Labels + Automation [8:19]
• Email Marketing List [6:09]
• Guest Posting/Pitching Lists [4:14]
• Template List  [3:29]
• BONUS | Butler Automation Suggestions [7:44]
• BONUS | Working w/ Teams [6:27]

MODULE 7:  Content Bank Board

• Overview Of Board [6:27]
• How To Build From Posts Published Already [6:09]
• How to Move From Editorial Calendar At End Of Year/When You Chose [4:24]
• How To Move Blog Post Cards Automatically From Your Editorial Calendar [5:48]
• Reset of Content Strategy Board At End Of Year [8:21]

MODULE 8: Social Media Evergreen Bank

• How It Works + What My Workflow Looks Like [11:51]
• Set-Up Of Board [5:44]
• Set-Up Of Zapier [6:00]
• Set-up Of Zapier For Twitter [1:16]
• BONUS | Set-up of Card + Zapier If You Want To Pull In Your Own Graphic [4:49]
• Bonus | Possible Butler Automations [6:19]

MODULE 9: Content Project Board

• Overview Of Board [1:58]
• Braindump/What Is Needed List [1:49]
• Materials/Set-up Board + Important Links List [3:33]
• Course Creation Lists [9:08]
• Promotion/Marketing List [6:39]
• How To Turn Checklists Into Cards [5:38]
• How To Manage To-Dos + Keeping Organized [6:22]
• How To Build A Template For Next Time [4:22]

BONUSES

• End of Year Board Reset [7:52]
• 90-Day Planning Quarterly Reset [9:30]
• How To Beautify Your Boards  [8:05]
• Trello Chrome Extensions [4:22]
• PLUS TRELLO 101- with 20+ tutorials on using the features of Trello itself.

Want a sneak peek at what the yearly strategic planning board looks like? 👇

Never heard of Trello? Check out this post