hello everyone and welcome back to the keep productive YouTube channel on
today's feature I'm gonna be passing over to Louise from solopreneur sidekick
and she will be doing a feature today about how she plans and organizes her
goals inside of Trello this will be an exciting feature if you're a Trello user
there was definitely some gems that you will learn from this feature so feel
free to use the timestamps below and learn all about how Louise uses her
Trello now Louise runs a fantastic channel here on YouTube and I will
include it below it is a fantastic because if you're in the marketing field
or you're actually learning all about Matt you know Bing and running your own
business it's definitely a fantastic resource for that and I found her
initially through some Squarespace features she actually helped me with
Adam fixing some things my Squarespace account so a big thank you to her it is
fantastic to have her on and I was very excited to bring her talking all about
trail it today so without further ado thank you very much Dooley's I will be
on her trial soon so do make sure to subscribe and do comment below with any
questions you have for it so guys without further ado thank you very much
and we'll dive into this today and super excited to be here for everyone watching
if you haven't yet subscribed to this channel make sure that you do because it
is full of so many amazing tips my name is Louise and I also have a YouTube
channel it's called solopreneur sidekick and I talk all about entrepreneurship
and make the tech in online business as easy as possible so if you are an
entrepreneur or dreaming about starting your own business definitely come and
hang out with me over there but after you subscribe to this channel so in
today's video I'm going to share with you how I hit my business goals using
Trello Trello is an amazing free project management tool that you can use to keep
your entire business organized so I'm going to be sharing with you three of my
top boards that I use and that you can implement in your own business board
number one is all about tracking your goals I think it's super important that
we track our goals on a daily basis so that we know where we're at and what
needs to be improved so for example one of the biggest goal
in business we need to track is our sales so I have a board specific for
that and then what I do is I come over here and add a list so I'm going to
click on that and then type in big goals and I use cards to list out all of my
sales goals so for example I would love to get 1,000 sales this year and what's
great about this is now every time you come and take a look at this board
you're reminded of your big goals next what I do is I separate out my list by
the month so I type in April sales May sales and so on you get the idea so now
every time that a sale comes in I add a card I type in the date that the sale
came in the name of the person who purchased and any other helpful sales
data that I have so for example I use email marketing to generate sales and I
love to know what email prompted people to buy so I'll type in something like
this and I have two different ways that I drive sales one is through a free
trial and one is through a webinar so I actually use labels for this if you
click on the little pencil icon and then edit labels you can set up labels for
your own business so then I can just simply color code all of my sales and
really get a quick glance at what drove those sales so I find this a really nice
and easy way to track my sales goals as well as gather important information
along the way and when the month is complete I simply come up here and write
down how many sales I got for that month board number two is all about your
content I use this for my youtube channel but you can use this for your
blog your podcast whatever type of content you are creating for your
business as you know there are a lot of steps involved so I use this board to
keep my team on track make sure that we don't forget anything and that we're
keeping on sketch so this is our Content Marketing Board
which is visible to all members on our team the most important part I want to
draw your attention to is this video template card so I'm gonna click on that
and as you can see each member of our team has their tasks for each video laid
out in a checklist so for example we have my tasks which are to write the
script and film the video a know who does all of our graphic design Nathan
who does our editing uploading and blog post formatting and Kyla who schedules
all our pins to Pinterest so you can easily add something like this for
yourself just scroll up to the top click on checklist title your checklist click
Add and then you can add your items down here so then what you want to do is exit
here and you want to keep this under an important links list okay so this stays
here at all times then when it's time to create a video you're going to click on
this little pencil symbol click copy type in the title of an upcoming video
that you're creating so I'm going to do how to upload YouTube videos to a GTV
okay and then I'm going to change the list to videos in progress create card
ok awesome so as you can see we now have a card for this specific video that has
all of the tasks already laid out on this card so then we do a few more
things I come in here and I add a due date so this one is going to come out on
April 1st for example ok great
and with Trello you can actually add a powerup so that you can view the
calendar view and if I click on that I can see the calendar view of our video
schedule we like to work a month in advance so when you normally come in
you'll see all the videos for the month already laid out so working with this
specific video a team member will come in here click on this and as they
complete their tasks they can come in and check these off okay and
then what we like to do is also add labels because if we were to just leave
it like that you would just see four out of twenty completed so we've actually
added labels for each person as well so you're gonna click that little pencil
icon then edit labels and as you can see we all have an individual label for when
we are done our tasks so in this example an O has completed all of her tasks so
she would also come and add in this label and then that way I know that she
has down in her part for that video so when all items are done it's going to
look like this and then we know that it has been posted
and it gets moved to this column over here board number three is all about the
follow-up I don't know about you but I used to be terrible at following up with
pitches that I sent out but since implementing this board I've had a much
higher success rate so hopefully this helps you in your business as well so
this is my follow-up board the way that I format this one is I first create a
list for people that I want to pitch so I'm gonna click add a list title this to
pitch and then I write down the names of cool channels that I want to work with
other collaborations I add them all as an individual card so for example let's
say I wanted to collab with keep productive I would put their name in
here and then I can click on the card and add more details in the description
area here so I would add in more details as well as their email so then it's time
for me to actually send out the email so I have another list called waiting on
response another list called followed up and finally booked
so once I've actually sent that email to keep productive I move their card over
to the waiting on response tab and what I really like about this is I can come
in here and it will tell you on what date you moved the card over so you know
what date you sent out the email so if it's been awhile and you have
heard back from them you can send them a follow-up email once you've done that
you're going to move them to the followed up tab so as I said this
already has given me way better results and it's very likely that you will be
moving that card into the booked tab so those are the three most important
Trello boards that allow me to hit my business goals I hope you found this
video helpful and that these boards help you hit your business goals as well
thanks again to Francesco and team for having me on the channel today this is
so much fun and I hope to be back soon and if you haven't yet subscribed to
this channel make sure that you do for it tons more awesome tips on how to be
more productive