Trello and Marketing Strategy

Trying to keep on top of all the things that you need to accomplish for your business can be overwhelming. Organization can make or break your business, especially when you have a lot of moving parts.

My favorite business tool is Trello ( It is the ultimate organization tool, and the basic program is free. Not only is it a desktop tool, but it is available on mobile devices – which is great for me. I don’t always feel like pulling out my laptop when I want to work on my marketing posts on social media. It is great for teams as well; you can invite others to collaborate on specific “boards” and allow them to edit and make changes as needed.

It can be used for many different applications. I use it for project management for my clients, organizing my business tasks and long term goals, but most of all I use it for my marketing strategy. I love the flexibility (I can drag and drop as well as copy and move information) and I love that I have a high level view of what information I have ready to go.

Trello can seem overwhelming at first, but it is actually pretty easy to use, once you start to understand the various components and how they work together.

At first glance, it looks like an index card system. You create topical, high level organizations, and then within your organizations, you have individual boards.

Within these organizational boards, you have individual cards with lists. These lists can be organized by topic.

Then within these lists, you can organize your projects. I heavily use Trello to organize my social media posting. I use the due date function to decide what week I am posting specific topics to various Facebook groups. I use the checklist function to note which groups I have posted to, and the comments contain the actual post.

I tend to organize my social media by month. I can also look at the calendar view and see my monthly posting schedule when I organize my posts by month.

I also use the label function to remind myself how well certain posts did (green for awesome, red for crickets).

If I need to have something carried over to another month, I use the copy function to copy the list to a new board and card. I copy instead of move so that I have a historical reference of when I actually created the post and what I have done with it each month (which is perfect for evergreen content).

Trello has many different applications, but it is a great tool for businesses. The teams aspect is also great for delegation, if you use virtual assistants or other teams.

If you would like to see my Trello in action, please visit my website for access to my Trello Workshop. I go through the various components and show how I navigate through my marketing strategy.

I hope that this has given you some great ideas for how you can integrate Trello into your business and take your project implementation strategy to the next level.

Jen Rudd is an Online Business Manager and Mentor. She focuses on helping Solopreneurs grow their businesses through a mix of solid business fundamentals and a little NLP – neruo linguistic programming – a fancy way of saying that one creates success through a mixture of personal development, communication and psychotherapy. When she isn’t building an empire at, you can find her hanging out with her husband, two kids, two dogs, and cat in her adopted home of South Jersey.

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