Trello business plan12/9/2023 ![]() ![]() I could go on all day about the different ways to use a Trello board for my creative business, but this is just what works for me. You can also create a board to keep track of leads and projects you are working on, to make sure you are not overbooking yourself. You can keep all the contact info, project info, and links to invoices, contracts, etc. If you are not using a CRM, Trello is a great place to keep track of all the client projects for your creative business. From the swimming pool times to the dates of daycare closings to the latest recipes I want to try or movies I want to watch, it’s a great hub of information. Personal boards – This is how I keep up with the info that I need to keep my family running smoothly.This is where I keep track of blog posts, freebies, newsletters, and my Instagram posts and stories. That’s why I plan ahead (sometimes months ahead) with an editorial calendar on Trello. Editorial and content calendars – Keeping up with my own content is a massive undertaking.For example, when I was working on my ebook, I had a Trello board to keep track tofthe deadlines for each chapter, as well as my launch plan. Project planning – I create Boards for specific projects when necessary.I copy the 3-month goal card into my weekly schedule board to make sure I do not lose track of the big picture. Business development – I keep all my 3-month, 1-year, 5-year, and 10-year goals in a Trello board that I revisit each quarter.It’s easier for me (and my team members) to have them all in one place. Frenchly brand info – My colors, logos, fonts…all those fun things have their own Trello board. ![]() ![]() This includes random ideas, conversations I had with someone, a link to a blog post that I want to read…anything that doesn’t have a home elsewhere. Mind dump – I have a Trello board where I dump anything I am not sure how to categorize, or if I want to categorize it at all.I could access it on my phone via the app, so it went with me everywhere. This helped me plan out my week according to upcoming tasks. A weekly to-do list – I recently switched to a tool called Sunsama, but I used Trello for a long time and really loved it.Because of that, I have a huge army of Trello boards, all tailored to different purposes like these: I don’t know about you, but there are a lot of moving parts in my photography business. I use Trello for all my projects, from my social media calendar, clients projects, goal settings and business development. There are so many categories to choose from! Why construct an entire system from scratch when you can build on something that’s already got the basic structure you need? If you’re a complete newbie to Trello, I’d recommend that you look through their templates as you get started. I use them in my creative business all the time. Now, you probably already know how I feel about templates. Fortunately, Trello has some great board templates for creative businesses that you can use as a starting point. Now that you understand the bones of Trello, you may still feel overwhelmed about setting it up. It helps me see at a glance which board I need, but it also just makes things look nice! This isn’t a factor for productivity but as a visual worker, I also customize the backgrounds. So all of my personal boards have a home, while my Frenchly things are separate. You can name and organize your lists however makes the most sense in your workflow. The information itself appears on the cards.īy clicking on a card, you can add color labels (and name them, which I love!), due dates, attachments, and a whole lot more. Your lists are a way of categorizing all the different types of things you’ll need to put on that board. Think of your Trello board as a bulletin board that you pin important things to. It can be used for pretty much anything from a reminder app to a low-key CRM. The layout is a little unique, especially if you’ve never used a program like it before. True beginners will need some extra info before diving into Trello. To create an image like this one, there is a lot of moving parts besides the actual shooting day: from gathering inspiration to creating a mood board and a shot list, prop and ingredient shopping, cooking, shooting and editing, a project management tool like Trello is a powerful asset to keep track of all the steps of each different project.
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