Elsie - Your Online Business Manager

"Since adopting monday.com, our global marketing department has seen a 40% improvement in cross-team collaboration for successful end-to-end campaign planning and ex*****on."
Sarah Pharr
AVP, Marketing, Genpact

https://monday.com/customers/genpact

I've been quietly working away at getting certified as a referral partner for my favourite work management platform!

Keep hearing about Trello but not sure how to use it effectively? Understanding Kanban methodology is key to making the most of Trello. Here's some Kanban basics for you to get your Trello board working for you.

Super simple automations you can set up yourself in minutes!

Think of automations as your personal assistant. They keep your systems organised and save you hours every week.

Here are some of my favourite basic automations anyone can set up themselves within minutes.

1. Get notifications when a status changes. Keep your team in the loop and on top of things with notifications. Work by yourself? This can help remind you of clients awaiting responses, quotes that need following up or new clients that need onboarding.

2. Automatically move items (deals, quotes, actions etc.) to a new board or location when a date arrives. A simple but effective example of this is when a quote hasn’t been responded to in a set timeframe. A follow up call can be added to your sales team to do list. It’s also a fantastic automation for admin teams and repetitive tasks that have lots of different timeframes.

3. As a business owner you want to keep on top of things without getting constant notifications. This simple IF automation means you can be notified of the important things. You can also use this IF type automation for status updates. Get notified of the deals being closed, the outstanding quotes and tasks that need urgent action.

4. Clean up your system quickly with this super simple automation. Archive quotes that haven’t been approved, contracts that weren’t needed and contacts who have left.

All of these automations can be set up within systems (screenshots from Monday.com) or can be set up using Zapier or IFTTT.

Like the sound of these but not sure where to start? Message us to arrange a free discovery call to find out how Elsie may be able to help you.

Find out more: https://bit.ly/Elsietheobm

Just a few of the systems I love!

Some of these you can use on a daily basis to manage your workload, to do list, sales and marketing and client relationships.

Others are the systems that whirr away in the background making the magic happen. Once they are set up it’s like having an extra person managing the fiddly parts that eat in to your time if you are doing them manually yourself.

Got any questions about any of these systems or have a process that frustrates you? Get in touch for a chat to find out out more about these systems and how I could help you create automated processes.

Implementing the right systems and processes for your business can be an absolute game changer. In this 30 minute call we will discuss the areas of your business you want to improve, your goals and business needs along with what you are finding frustrating. After the call we will provide you with a personalised report which includes recommended systems, processes and automations for your business which you can then implement yourself.

Book here: https://calendly.com/elsietheobm/30min

Elsie - Your Online Business Manager updated their information in their About section.