Keep track of your entire business in a single location.
Stop wasting time hunting for information! With the Biz Dashboard, you’ll have quick access to everything you need at your fingertips.
Biz Details. Brand. Social Media. Courses. Idea Vault. Swipe Files. Testimonials. The list goes on and on!
If you’re a service provider, copy this board for your clients too! Once you’ve added all their information, share it with them to show a new level of customer service and professionalism that they’ve never experienced.
Set goals and actually conquer them.
The key to achieving your goals is to break them down into bite-sized action steps. Want to make $5k/month… what products or services are you going to offer? Want 1000 Instagram followers… how are you going to connect with them?
Start with your yearly goals and then break them down into quarters, months, weeks, and days, all with checklists to keep you on track.
Systems + Processes
You can’t scale a business without systems and processes. Period.
Automated systems will save you time, money, and energy.
Detailed processes (or workflows) will give you the confidence and consistency you need to succeed.
When you map these out clearly, you’ll be able to see the full picture, eliminate the excess, and streamline your business so that it almost runs itself.
See why everyone loves these templates…
What is Trello?
Trello is a visual organization tool. Think of it like index cards.
You can write stuff on the front, write more on the back, organize them, move them around, etc. Luckily for us all, Trello is much easier to keep up with than index cards.
You can use these templates with their free plan so there’s no need to spend any money. Just sign up for a free account to get started!
Ready to Organize Your Entire Biz?
Grab the Trello Trio and get started! Each board includes video instructions to walk you through the different sections.