I’ve been a happy Trello user for years: I use it for my editorial calendar, for keeping track of my business operations, for passion projects, as well as various team projects I run. I’ve converted at least twenty other people to Trello, and they loved it so much, they started using it for their own business, school, and personal projects.
For every entrepreneur, life is a series of events and segments of time.
Copious spare time is scarce (or non-existent) because there is always something else to do or coming up waiting in the wings.
Products to launch, networking events to attend and leads to follow up with, speaking opportunities to line up and prepare for, deadlines to meet, email newsletters to draft, edit, and schedule to release, marketing campaigns to develop, new clients to get acquainted with, trade shows to prepare for, business goals to reach. The list goes on and on.
For many entrepreneurs without a team, it is your sole responsibility to develop and produce new products and services, create and implement your marketing and social media strategies, attend to administrative tasks, serve as the sales force and deal with customer service issues, pay the bills and collect unpaid monies that are owed to you, network, build your brand, and if you are lucky, get a little bit of sleep or try to have a life outside of your business.
Listen to my conversation with Brigitte to find out how she uses Trello to:
Manage her client work (and how she went about creating her first client project board)
Manage her team (and what it took to transition her business management to Trello)
Create “white space” days, when she goes off the grid and allows her creativity to flow
Watch my conversation with Natalie to learn:
Natalie’s favorite uses of Trello
Changes that she has seen in the way she runs her business, organizes her workload, and manages her clients since she started using Trello
The way Natalie introduces her clients to Trello so that they don’t feel intimidated or overwhelmed
Nurturing current customers is easier, less expensive, and more effective than the process of acquiring new ones.
However, we tend to concentrate more on lead generation than on enhancing the experience and happiness of our existing clients.
It’s true, nurturing prospective clients is critical, but how can you make sure there’s a “happily ever after” once you and your client have committed to working together?
If you are just tuning into our Trello series, check out the last week’s post, where we talked about how Trello can help you tame your email overwhelm.
At the end of the post I asked you to share with me the areas of your life and business that you’d want to be able to manage with Trello.
The two areas that received most votes were Managing Content for a Blog and Managing Client work. So, as promised, those are my next two articles.
Has this ever happened to you? You come across a thread on Facebook where people rave about a task/project management tool:
Ooh, it’s super easy to use and crazy effective;
I no longer have to rewrite to-do lists or have them in 9 places;
I use it to pretty much run my life;
It’s been my go-to tool for client management;
I’ve been using it for both business and personal tasks just to have everything in one place. It’s amazing!
All that sounds heavenly. Excited, you create an account with that tool and start moving your tasks and projects there. For the next few days you diligently open your new tool and poke around to figure out how you can make it do the same wonders people talked about.
There is no doubt that Asana is a powerful tool for helping you delegate tasks to your team members. All of its features serve to make communication easier and to help everyone complete tasks and projects on time.
Despite all of those functionalities though, sometimes team members don’t complete tasks according to your standards or on time. When this happens, it can put important projects, like your next launch, behind schedule and cost you unexpected time and money.
So how can you delegate tasks for your team so that they always get done on time and exceed your expectations?
Remember that time you decided you were going to start checking your email only twice a day?
Maybe you kept it up for a week and then were back to checking your inbox in long lines at the grocery store, during your pedicure, and between commercials during Scandal.
It’s not just you. When we decide to make a change or create a habit, it’s more likely that they’ll revert back to old routines instead of making sustainable change in the long run.
So how can you create habits that permanently stick?
Try taking these three steps to start creating change that lasts.
As the holiday months approach, you might be experiencing a sense of relief (mixed with anxiety) about finally taking some time off with your family.
The main question you may be asking yourself is: Is my business really prepared for me to be offline?
Along with: How am I going to keep sales up or find new clients? What about my newsletter and new articles?
I get it. Even though you’ve started preparing for your vacation, you’re still worried that it’s going to have a negative impact on your bottom line, and if that’s the case, you’ll want to automate these three areas before you go on vacation.