TRELLO For Freelancers: My Stupid Simple Template for Dominating Your Projects
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Күн бұрынIf you're a freelancer who's juggling multiple projects at the same time, it may be time to start using a project management system. The good news is that this doesn't have to be complicated OR expensive. This video is your simple freelancer's guide to using Trello on your projects without spending a dime or overcomplicating things. By the end of this video, you'll have everything you need to stay on top of all your projects as a graphic designer, music producer, photographer, videographer, copywriter, or any other freelance gigs you're juggling.
Get The Ultimate Client Onboarding Process here ➡ 6figurecreative.com/onboarding
Get This Trello Template Here ➡️ 6figurecreative.com/trello
0:00 Intro
1:20 Trello overview
2:36 Templates
3:55 Onboarding process
5:26 Deadlines
7:00 Breakout cards
8:59 Checklist templates
11:41 Next steps
12:48 Conclusion
@MeganSarmardin 10 күн бұрын
Thank you. I just found you. I am a freelance musician, creative, website designer, everything... I really love Trello. And thank you for your video. It's going to make my life easier!
@benjaminhull6688 2 жыл бұрын
Absolutely will be using this! Thanks Brian!
@lisekorsedahl3639 2 жыл бұрын
Thank you! Great and simple template - love the checklist!
@BrettCaporn 2 жыл бұрын
Great stuff Brian. Definitely see much value in using this. Have been using trello to keep track of bands I am contacting and building relationships with, plus my actual clients for a while now (thanks to your recommendation in PPC) . This will complement my existing trello board for sure! BIG UPs \m/
@JMLCreates 9 ай бұрын
Thank you for explaining all of this. I can see great value in this template. This type of board will be very helpful for me to keep track of my freelance graphic design projects.
@janan7268 2 жыл бұрын
WOW! :D thanks alot this is very intuitive and powerful system for us creatives, i was not a checklist person but after seeing how you implemented it i'm really excited to try it out!
@CoveJasmin Жыл бұрын
Will definitely use this - thanks!
@nicolajaamandholm 2 жыл бұрын
This is amazing! I've heard of trello but never actually used it. Definitely going to! Love your content
@6FigureCreative 2 жыл бұрын
Thanks for giving it a try, Nicolaj! Let me know how it works out for you or if you have any questions about it:)
@iusetheforce6460 2 жыл бұрын
Great system. Thanks for helping me get started with Trello!
@6FigureCreative 2 жыл бұрын
Thanks for the kind words, Master Yoda☄
@heyandre.design 8 ай бұрын
So useful. Thank you so much!
@amazongtr 2 жыл бұрын
Nice one, Brian. Glad we´re together in the mission of making life easier for musicians and producers out there! Just one point, this is actually a KanBan board, not a Scrum board. Scrum uses it, but several other methodologies use it as well. Scrum is a methodology with rather complex workflows and a complete mindset that needs to be shared by the whole project team. ;)
@phineesrobert417 2 жыл бұрын
Dude is everywhere lol Love this
@timmccaffrey 9 ай бұрын
So great! Thanks so much for sharing. I am going to convert this to my design business immediately. I literally have been doing this system but in steno pads for the last 10 years.
@6FigureCreative 9 ай бұрын
That's awesome! Truth be told, the tool doesnt matter as much as the act of following the process. Dont feel bad doing it on paper if you prefer it!
@timmccaffrey 9 ай бұрын
@@6FigureCreative you should see the stacks of steno pads I have saved over the years. This video was the kick in the ass I needed. I'm already sending off your video to my friends in other fields that will definitely increase their workflow and improve their lives. It's a great tool. I just needed the simplification of your video. Thanks for my new addiction. P.S. I was up until 3am applying your system to 5 different pieces of my life. HA! It really does work for everything.
@mysheeplives 2 жыл бұрын
Brilliant! I'm getting really sloppy with my admin and I think this is really going to change my working environment :D Thanks
@6FigureCreative 2 жыл бұрын
Glad to help, Jessica! Let me know if you have any questions about it as you're getting up and running.
@Toneshed 2 жыл бұрын
Awesome! Been doing the same since taking Brian’s PPC a while ago. Dropped a paid Pipedrive subscription for it…
@6FigureCreative 2 жыл бұрын
Hope Pipedrive has been helpful! Just to clarify, Pipedrive is a CRM that should be used for managing customer relationships. While Pipedrive does offer basic tasks management and a calendar integration, it's not really a project management tool. It's built solely to manage your sales process with clients. A project management system (like Trello) is built to manage the projects AFTER you've turned the person into a customer. So in this case, you'd "pass them off" from Pipedrive to Trello. That can be done either manually or through an automation. Hope this is helpful for anyone who may have been confused!
@Toneshed 2 жыл бұрын
@@6FigureCreative I use Trello as my CRM tool currently. That was the point I wanted to make. Sorry for the confusion...
@LennyYT 11 ай бұрын
Thanks for the insights! What do you do with email comms associated with the project, any best practices? TYSM
@6FigureCreative 11 ай бұрын
Absolutely! I used to keep all client communication inside my CRM (i've switched between Pipedrive, Close, and Dubsado over the years. All have pros and cons. Now i keep all clients inside Twist (like slack but better). You can have each client in the own channel, and they can create threads based on different topics (like old-school message board)
@LennyYT 11 ай бұрын
@@6FigureCreative so no more Trello?
@LennyYT 11 ай бұрын
Great video. I don't see that you added the docs resources into the cards, how do you connect the two?
@6FigureCreative 11 ай бұрын
Hey Lenny, I'm not sure what you're referring to. Can you clarify?
@LennyYT 11 ай бұрын
@@6FigureCreative sure. In your video You referrenced a Word doc. Where and how is your preferred way to put that i'n Trello?
@himynameissascha 2 жыл бұрын
Hey Brian 👋🏼 Do also have a Trello and onboarding template for bands?
@6FigureCreative 2 жыл бұрын
Hey Sascha! You can find most of our free resources here: 6figurecreative.com/resources/ Including an onboarding guide and a Trello Project Management Template
@zacpritchett5251 2 жыл бұрын
Was literally just signing up to trello today! So strange
@6FigureCreative 2 жыл бұрын
We’re watching you, Zac 👀
@zacpritchett5251 2 жыл бұрын
@@6FigureCreative wow someone's ads are really well targeted 😮😅
@davidryanolson6928 2 жыл бұрын
Nice hat
@6FigureCreative 2 жыл бұрын
I've gotta support my coaching clients:)
@siloebro 2 жыл бұрын
Great hints man!!!! Sorry but the "onboarding" area of your site says "error" when I put in my email :/
@6FigureCreative 2 жыл бұрын
Hey Epstein! I'm not sure what happened:( I just tested it out with one of my email addresses and an incognito browser window and it all worked fine. Were you on 6figurecreative.com/onboarding/ ?
@siloebro 2 жыл бұрын
@@6FigureCreative Yes I'm on that link! I've tried rn with Firefox and microsoft edge) and it does not work..I already used this mail in your site in the past...Could that be related? thanks :)
@siloebro 2 жыл бұрын
Tried via mobile and it works!! Thanks 😊
The Viable Coach
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Brittany McBean
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6 Figure Creative
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