The perfect software can make managing your work much easier and can make your clients love your services. You just have to find the best one for your company. To do this, you will first need to ask yourself one question…
What is it that makes your clients most angry with you?
If you haven’t had many clients, you may have not received any negative feedback just yet. But if you have had clients in the past and they have given you negative feedback, what is it? For many of our clients, they receive feedback about unclear processes, doing things too slowly, being disorganized, or losing things. As a business, you want your clients to love working with you and recommend you to everyone. To help you achieve this, I’m going to recommend an amazing software to you–Trello. Trello is an amazing project management system that helps you to streamline each and every day. There are many ways you can use Trello including:
- Project Management
- Customer Relationship Management (CRM)
- Social Media Content Organization
- Blog Content Management
Trello is by far one of the best software for businesses to use to help make sure their clients love them. For an explanation of how to use Trello for these management systems, please watch the video below and continue reading.
The One Software That Will Make Your Clients Love You
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When using Trello, you have many different options for project management tools. You can create cards and write down different tasks, add people to tasks, create due dates, write out a checklist, and much more. It is very useful for when you are needing to do many different things.
To make your clients love you, keeping track of the things you need to do them is crucial. Trello will help you to not forget about tasks or lose track of a due date. You can create daily, weekly, and monthly to-do’s so you will never forget about even the smallest of tasks. Trello helps you to keep everything all in one place.
Customer Relationship Management (CRM)
Many people use Hubspot or Salesforce for their customer relationship management (CRM) tools, which work great. But if you do not use a CRM, we highly recommend you get one. Trello is a great option for a CRM tool because it can help you do more than just manage your projects. You can move your clients names to different cards depending on where they are at in your sales funnel. You can create a card for each prospect you have, and once they ask for a quote, you can move them to your quote card. You can even keep track of clients you haven’t heard from in a while. Trello is just an overall easy way to keep track of your customers.
Social Media Content Organization
With Trello, you can put all of your images and posts that you will be posting on social media on your dashboard. As you can see in the video above, you can type your captions and hashtags, load an image, and see every post all in one spot. Once the images and captions are approved and ready to be posted, all you have to do is copy and paste the card into the social media platform. For an easier way to get your posts ready, our Finally Visible Academy can help you plan your social media content and even schedule it to save you a ton of time.
Blog Content Management
If you create blog content, it can be hard to organize the different titles, topics, and SEO keywords you need to use. Yet another way you can manage your projects using Trello is to keep all of this information organized so your content writer will know what to write about. Create cards for the keywords you need them to use, the topics of future blogs posts, and much more. You can also use this system for optimizing pages for different keywords and move each page to a new card once it has been optimized.
I hope you find Trello useful and that your clients will love you with your new management system! Trello can help you do so many things to stay on track and organized. For some great Trello templates that will make using it even easier, be sure to visit our Finally Visible Academy. Our monthly membership will come with templates to help you with blogging, social media, emails, and much more.