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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? 👇

 

Never heard of Trello? Check out this post