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