Systems and Processes

How To : Setup Your Trello Notifications so You Don’t Miss Out

Trello

Q: I don’t want to miss any updates made to a Trello card. How do I ensure that I get updates even when I’m not tagged? A: If you want to receive updates whenever team members make changes to specific cards, you want to use the “watch” function.  When you watch a card, you are notified each time there’s a new comment on the card or when someone moves or archives it. You’ll also receive notifications about card due dates and such – regardless of whether you’re tagged or not.  How to: Step 1: Open up the Trello card that you want notifications about Step 2: Under the Actions menu, select …

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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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