If you want to enable someone else to be able to take on the work in your business that you either don’t want to do or don’t need to do, you’ll need to create business processes and procedures so that everything is done how you want it to be done. Let our marketing experts show you how.Trello is ideal if you wish to outsource tasks within your business. Still not sure how to get started, we can help. Wants More Ideas For Using Trello?Ĭheckout the hundreds of Trello board templates at Trello Inspiration. Here’s a short video on getting started on Trello. Want to organize your business and your life, sign up for a FREE Trello account, and start exploring what you can do. Trello really is one of the most versatile digital tools available for both individual and business organization, whether you're running a marketing agency or just trying to lose weight. Holiday Party - Post information, track who's coming and who isn't, assign or sign up for items to bring.Employee Manual - Cheaper than printing one out, easier to change, and infinitely simpler to find what you need quickly.Using Trello for your CRM means you can build it exactly how it should be for your business, and still keep it simple. Sales CRM - Effective small business marketing requires a CRM system, and the most powerful feature of any CRM is customization.Employee Reviews - Make a board for all reviews or a board for each employee individually.Set up columns for Before First Day, First Day, First Week, FAQs, whatever you need to cover. Onboarding New Hires - Move all those checklists and documents into Trello.Even better, Trello integrates with many cloud-based apps. The cool thing is that this simple process can be adapted to almost anything, which means that in addition with a good messaging platform like Slack, a business could manage almost every part of their operation using one simple tool. Users that follow a card also get email updates about each change. Digital marketing results for each could even be added as a column.Īnyone who is invited can view or change cards, so it makes a great team tool. After proofing and editing the article is published and moved to the Published column, and so on. Once completed, the writer would attach the document, make a note, and move the card to the Complete column. Still talking article publishing, a card for an article about Pinterest marketing tools might be added to the Ideas column with notes, links, and whatever information is necessary, then assigned to a writer and moved to the Assigned column. Each card can be assigned and followed and contains whatever information is needed for the project. A board is the big picture or goal, the cards are projects within the goal, and the columns are identifiers of progress or change.įor instance, If a board were created to manage articles published on a blog, the columns might be Content Ideas, Assigned, Completed, Published, Guest Posts, Interviews, White Papers, Case Studies, and whatever else fits into your plan.Įach column is made up of cards. Trello uses 3 components to manage almost anything imaginable: boards, cards, and columns.
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