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Monthly Archives: November 2016

a few months ago

Organize Your Business and Life With Trello

Trello is my go to app/tool for organizing my business, my projects, and my personal life.

There is so much you can do with Trello and it is free.

I don't get paid to promote Trello. I do get some swag now and again. They sent me a t-shirt one time and some chocolate. They gave me some stickers for my boards and the ability to upload custom backgrounds.

Click here for your invite to Trello.

How I use Trello for my businesses:

I have a Trello organization for each of my businesses. Then I have boards for the different projects within those organizations.

On the boards I have columns and cards. these can be dragged anywhere I want them to be.

One of my favorite parts of Trello is the ability to copy and move the cards and columns. The next thing I really like are the checklists.

You can also copy a checklist from board to board with one click.

You can add calendar to the board. You can also add deadlines on different tasks.

I have a board for my leads and clients. I have a board for each project I am working on. I am a very visual person so seeing the boards really helps me.

In my VA company, we have a  Trello board set up for each client. Each client can see their own board, add feedback, and see what is going on at any time. We manage all the output and delegation of tasks from each Trello board.

I created some video tutorials that are very easy to follow. Some of them are very popular with great feedback about how helpful they are so don't hesitate to learn how you can simplify your business and your life.

Trello Tutorial Organize your business and Life: 

 

How to use Trello as a CRM for Entrepreneurs, Consultants and Biz Owners:

 

Trello Tutorial How to Use Trello for Project Management:

 

Fun Trello Hacks Tutorial- How to Add Some Fun To Your Trello Boards

Fun Trello Hacks Tutorial- How to Add Some Fun To Your Trello Boards

https://youtu.be/pbxWgTtgYWA

Trello Tutorial Task Management

Trello Tutorial Task Management

https://youtu.be/SPvq11PP-z8

You can start your Free account here. All you need to do is sign up through your google account. This makes it much faster to log in but also makes it very simple to send tasks and comments right from your gmail to your Trello boards.

A personal Trello tip: Shopping Lists

I create a board called Shopping List
Then I create columns for each of the stores we shop at.
We go to Aldi's, Whole Foods, Trader Joes, Walmart, and Publix.
  • So I create a column for each of those stores.
  • Then I create the shopping lists of what we buy from each of those stores.
  • There are certain foods that we buy at each of the stores.
  • I create a checklist of those food items.
  • Then I check off all the items.
  • Whenever I run out of something, let's say I run out of ground turkey which I always get at Aldi's,
  • I go to the Aldi's shopping column and UNCHECK ground turkey.
  • Then when we are grocery shopping, the Trello App is super handy, I know what I need because it is unchecked,
  • once I buy it again, I recheck the item on the list
The different things you can do with Trello are limited only by your imagination.
I did not renew my dropbox or my Evernote this year because I can do all that plus much more in Trello.
It also works across all my Apple devices, iPhone, iPad, iMac, and MacBook Pro.
It also syncs right away.
When you are working on a project with someone else, you can see the changes in real time on your boards.
You can tag people, you can reply by email, and you can create as many organizations and teams as you want to, all free.
I hope you find these tutorials helpful as you begin to plan and organize your next year's goals.

 

What Can You Hire A Virtual Assistant For?

There are a few questions I hear from agents consistantly. Agents undertsand the importance of delegating and have every intention of doing so. However, there are a few things that hold them back from taking action.

 

#1. ” I want to delegate my tasks but I don't know what to delegate.” 

This is the most asked question about hiring a virtual assistant. I created a list of 21 things you can take off your plate right now and delegate without the investment of time to train a virtual assistant.
To get my pdf version of the 21 things you can delegate, click here.

I just set up this funnel, so please let me know if anything in the funnel path is broken.

 

#2. ” I don't have time to train a virtual assistant”. 

Not to worry, we get that! This is why in 2008 I started to train our virtual assistants and many of our vas are with us after years of working.

I do all the trainings, I do all the managing, I do all the quality controls.

One day I will be able to hire a manager who does this with me but for now, it is me.

I am VERY close to my virtual assistants making sure they feel comfortable and increase their skill levels year after year.

 

#3. ” I don't know how to vet and hire a virtual assistant.” 

This is already being done for you. We do all the vetting, hiring and processing. This saves you tons of time and frustration. I have heard so many stories of agents hiring , then training, then the assistant quits and they have to start all over again. If a VA quit, we all fill in to get your tasks done and hire another va to take the place of the one who quits.

I don't know what I would do without our virtual assistants. They do so much for us. Text me to get started: 561-502-1577.

Here is what one of our agents has to say:

 

Dear Coach Katerina,
Just a note to say how pleased I am with the roll out. Your service and that of the VA's are truly exceptional!  I love the organizational process, the thoroughness, and the time you take to explain everything. Through the combined efforts, my level of professionalism is raised and I'm so excited that I can now be more consistent with tasks, giving me the ability to help my clients even more. LOVE it!
Thank you so much!
Christine