How To : Create Trello Cards Straight from Your Inbox

Trello

Q: Is there an easier way to transfer information from an email to a Trello card? A: Absolutely! So this function has been super useful in instances where my clients just aren’t wired to use a tool like Trello and prefer the old school way of communicating tasks in an email (which is totally OK, by the way). You can create Trello cards simply by forwarding your email to your designated board. If you’re interested in learning more about Trello boards, I also have a blog that covers the three types of boards every business needs to have. Here’s how: Step 1: Start by opening the Trello board where you’d …

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How To : Duplicate Trello Boards so You’re Not Starting from Scratch Every Time

Trello

Q: I am onboarding three new clients and all of them are tapping into the same service. Is there an easy way to duplicate a board and set up a task management space for each client that way? 

A: First off, I LOVE this question because why in the world would you recreate a board from scratch, if you don’t need to?! In addition, if you’re presented with an opportunity to ditch the stress and simplify, standardise or automate a business process, why wouldn’t you?!

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Put Your Sales on Autopilot With a Follow-Up Sequence

Sales-Funnel

The web pages that make up your sales or opt-in funnel are only the beginning. To truly encourage sales, you need to stay in contact with your readers. The easiest way to do that is through your email manager, by sending periodic emails with various related offers. Email marketing can be huge for your business. To learn more about email marketing and get a headstart, check out this blog. Let’s take a look at a typical follow-up sequence for a free opt-in series. In this case, your reader has attended a free webinar that promoted a high-ticket training program. In the days that follow, you’ll want to stay in contact …

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Step-by-Step Sales Funnel Planning

Sales-Funnel

Feeling overwhelmed at the thought of setting up your sales funnel? You’re not alone. Many online business owners fail to properly plan out their funnel, and it shows.  They have an opt-in incentive that doesn’t appeal to their audience.  Their follow-up emails don’t flow naturally from the opt-in.  Messages are unbalanced—either too many sales pitches or not enough. Even worse, the offers don’t match the market.  Making these mistakes is common, so if you recognize yourself here, don’t feel bad. The good news? There’s an easy fix.  Step 1: Survey your market All too often we think we know what our readers and potential buyers want, but in reality, we’re …

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Why Your Funnels Leak – And What To Do About It

sales-funnels

For a business owner with a solid funnel in place, it’s easy to take a look at the number of subscribers at each level of the sales funnel and predict pretty accurately what the sales are going to be from day to day or week to week. If you’ve got a sales funnel in place, though, and your numbers aren’t looking great, chances are yYour funnel has a hole (or two or three) where subscribers are falling through. There are four common causes for funnel leaks, and once you spot them, they’re pretty easy to fix. Not Enough Traffic The very heart of your sales funnel is the traffic you bring …

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