Today I want to share with you guys one of my favorite productivity tools and that is Trello
Trello literally helps me with my productivity my organization my automation and helps run every aspect of my business
So I want to jump onto my computer here in a second and show you exactly how I use
Trello how you guys can use trello for your business to help simplify your life
And I literally use trello to help me with my facebook advertising
Writing the copy with my youtube channel ideas and creating content
We have a trello board that is specifically designated to our developers
So we have a list of all the tasks that they need to work on that they're currently working on that
They've already worked on
And it helps manage all of our clients literally everything a to z and i'm going to show you guys right here on my computer
In this video so that you guys can get some good ideas of how to even connect it with
Zapier to automate a lot of the things that might be happening in your business so you can be more productive
Organized and literally save hours of your time, especially when you're outsourcing and delegating other activities
All right
So I just figured i'd jump in
And show you several of my different trello boards of how we manage my facebook ads my development company
All of our account reps that work with our clients our youtube channel everything a to z
So give you guys some ideas on how to go through and organize structure and even automate a lot of these different tasks
So this one right here how to use trello to organize and automate your business
This is a card. I created to help me kind of organize and structure the layout of this video
You can see the different topics. I was going to go through and cover then over here
You can see the different topics of passive income digital marketing agency affiliate marketing facebook ads tesla digital marketing agency
so what I do is I go through and whenever I see an idea that I like or I have an
Idea that I like I go through and I list it down here
So what I do is before I shoot the video I go and I click on this card
And I list out all the different topics everything. I want to cover on the youtube video. Okay
Now, let's just jump over to a few of these other channels right here. So we got this arsenal 2.0
Zip tech right here. This is actually how we go through and manage our whole development team
Okay, so we have our developers in here our project managers our product managers. I'm in here from time to time overseeing everything
So we have the ungroomed the bug triage the groomed. I know this is a lot of development terms
So what we'll do is we'll move tass along here and then you can see over here
The to do the current sprint. We've got user bugs. We got in progress and we even have a mobile app
So we're literally going through and managing our entire development team with this trello board
And then if we come back over here, we've got the youtube channel ideas that I just went through with you guys
This is the facebook ad copy
so
This is I run all of my facebook ads and so to help me kind of just get my ideas down and maybe stay
Organized with everything I have the headlines over here primary text
i've got several images desktop ad copy so you can see all this down here and whenever I go through and write a new ad
i'll throw it in here because
Lots of times I like to go back and see what other ads i've written to kind of give me
Ideas, and so you can see over here
I've got the audience targeting. I just have so much in here that I can easily go through
Click on the headline add a different idea
Drag one card from one to the next it makes it super easy to go through and share all this
And I can even invite other team members now, obviously I run all the facebook ads for my business
So i'm the only one on this board, but you can see how you can easily bring in other people in your organization
You can bring in contractors outsource things delegate different items to have other people help you take care of all the different
aspects and moving parts of your business now with all that said I want to quickly show you guys how we actually
Automate a lot of these tasks with zapier, which is a simple software that communicates with other softwares on the internet
And what we do is we use zapier to automate our trello tasks when new people sign up on our software
So coming down here. We have arsenal mkg signups arsenal mkg is the name of our software
So if we click on this right here, you can see the 30-day challenge
We have a 30-day challenge promo that people come in
And once they come in we go through and we help them get an ad set up
So they'll automatically come in right here and then lauren on our team who helps with a lot of the customer support
She will assign this card over to one of our account reps and so you can see the account reps
We click on this right here. They have tasks that are automatically created through zapier. We have notes over here
We have that person's contact information and then denise who's another member of our team
she's able to go through and check and make sure that all the work's been done if we have an
Issue with an account we can go through and search for that specific account and make sure we know what was specifically done
With that account maybe where it went wrong or what the issue might have been so we can go and add notes
It's kind of like a basic crm as well. Now we cover the 30-day challenge
Well, we also have a webinar that we bring people into and we want to help them on board as well
So as soon as a new signup comes in a card is automatically created right here
So like for example this one right here, it has a checklist of everything that we need to do
we can go through and add notes and the cool thing is
Is when this new card is put in this board right here
And lauren on our team who assigns these cards when she drags it over to someone's board like for example
If I drag this over to jc
Jc would automatically get a slack message letting her know
That somebody was moved into her trello column and that she needs to go through
Check that and follow up with them and send out the welcome email
Well, we actually have the welcome email all automated
But it lets her know that she needs to go through and follow up with that person make sure that they're getting in touch
And scheduling an appointment so that we can help that person get onboarded onto our company now
There's one last cool way to go through and leverage
Trello that I want to share with you guys
And let's drag down to the arsenal to do board and this would be able to manage all of your weekly monthly tasks anything
That's on your mind
So you can see that i've got the task list over here the things that I need to do today
The ideas of things I might want to do in the future
But maybe it's not on a current list right now that I need to be doing
Youtube video ideas paid group ideas all this stuff and then when I move it to complete it, obviously it's done
But it's a simple way to go through and manage all the tasks that you're doing
And really at the end of the day
You can go through and create any of your own columns and lists and really just customize to what you want to do
I know my wife uses it for meal ideas
So we have a huge list of all meal ideas and then whenever it's this week that she's planning
She'll move over the meal ideas and then move them back over and so we can go through and cycle through all the different meal
ideas
It is a great tool for productivity for organization
Just keeping everything in line system streamlined for your business your personal life
Whatever you're gonna go through and use
And like I said, I love using zapier with it because it helps automate a lot of the tasks
You can also use slack with zapier. So then you can go have the automated messages being sent out automated emails being sent out
It's a really powerful tool for your business
So anyway guys, I hope this helped getting some ideas on how to use trello for your business
And if you guys found this video helpful, go ahead. Give it a thumbs up
And if you use trello in other ways that maybe I didn't explore here on this video
I'd love to have you drop a comment down below and hear about those different ideas
And if you're brand new here
My name is jason wardrop. I launch new videos every single week
On how to generate more leads make more money and grow your business. So with that said I will see you in the next video