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The Essentielle Studio
United States
Приєднався 20 кві 2021
The Essentielle Studio
How I Organize My Business with Notion | Notion Business Dashboard Template | Essentielle Studio
In today's video, I'll be sharing how I organize my business using Notion! This template is a simple and comprehensive solution designed to help businesses effectively track and manage key aspects of their operations. It offers a range of features to support client/project tracking, revenue tracking, quarterly goals, marketing efforts, and more!
💖 LINK TO NOTION TEMPLATE
theessentiellestudio.co/shop/p/business-dashboard-template
📌 CHAPTERS
0:00 Intro
0:31 Homepage
3:04 CRM Page
7:30 Revenue Tracker
9:25 Business Offerings
10:57 Quarterly Goal Planning
12:26 Marketing & Content
📱 LET'S CONNECT
Website: theessentiellestudio.co/
Instagram: theessentiellestudio
💖 LINK TO NOTION TEMPLATE
theessentiellestudio.co/shop/p/business-dashboard-template
📌 CHAPTERS
0:00 Intro
0:31 Homepage
3:04 CRM Page
7:30 Revenue Tracker
9:25 Business Offerings
10:57 Quarterly Goal Planning
12:26 Marketing & Content
📱 LET'S CONNECT
Website: theessentiellestudio.co/
Instagram: theessentiellestudio
Переглядів: 247
Відео
How To Setup A Client Portal Using Trello
Переглядів 11 тис.3 роки тому
In this video, I'll be giving a breakdown of how I set up the client portals that I use for my design projects using Trello.com. This is a great way to provide for streamlined communication and easy organization when working with clients. LINK TO TRELLO BOARD!!: trello.com/b/qbUYxmTg Website: theessentiellestudio.co/ Instagram: theessentiellestudio Music Info: Lofi Jazz - Hip Hop ...
Your video making is very good and your content ideas are very good. If you give me permission I will share some information with you to increase the channel. You get lots of subscribe and views. best regards. Thank you.
this is good, please dont speak too fast
This was really helpful! Thank you for sharing! ❤
Wow this is very helpful! Thank you so much! Do you happen to have the updated trello board? :D
Glad it was helpful! Yes I do! I Will be making a new video on it soon 💖
I’ve just found you, but I love this video. Very helpful & informative. Trello is an amazing tool. The client experience with the portal, would be second to none. Hope to see some more videos from you soon.
Love this walkthrough and your organization for client projects! Gave me some great inspiration
Thank you 🎉for this video !
This is insane the client experience you're creating for them. Blown away! 🤯
I just found your video it was perfect! I have a similar client board that I use but I was struggling with the flow. You pretty much solved it! Thank you! I also use Dubsado and I was curious about how you use it for clients when you are actively working with them. Do you also create a Client Portal within Dubsado for each client? (FREE template!! That is very generous! Thank you again ❤
Glad it was helpful! I don't use the Dubsado client portal since it's so limited for what I'd need. I prefer an external client portal so I have extra details!
Thank you. @TheShaylaNicole is right. How is it that you only have 1 video. Thank you again.
This is amazing. I notice in the template you said this was the old one. Have you did the new version yet?
Yes, I've created a newer version. I'll be making an updated video on it soon!
while this maybe makes sense to you I think a rocket model would simplify the process and make it easier for none teknical clients to understand the process. Making the client know where you are in the process at all times. Also adding a bit of fun to the process + you can say we have lift-off!! when a project is done. Lesser processes can kickstart bigger blocks on the rocket your building and so on.
So the client will need to download Trello ?
Yes! They'll need to create a Trello account. But it's free!
Soooo helpful! (and the fact that the template was free, woooo. Thank you for your kindness & generosity) I back the comment about you making more videos. All God's timing though! 🤎
This is incredible!! I had some sort of client portal in Trello and struggled to make it simple and more intuitive until I found you! Thanks for your generous sharing the template and making this walkthrough ❤️
Try the rocket model and brake it into building blocks. Starting with the foundation and work your way up. subtasks are put into blocks like a countdown system witch tiggers next step in the overall countdown system til you have lift-off. Adding in check points from the client at different states in the design phases.
This is so fire! Thanks for sharing
OMG ! You are so awesome Alexandra! Thank you so much for giving the link for free! ^_^
Do you have to pay for a user account for your client to access the workspace?
you do not!
Yo, this video was really helpful!!! I'm trying to keep the business in order and you just helped a great deal. Can't wait to see what content you put out next!!! Blessings!!!
This was SO helpful! Thank you!
Love this, could you share this Trello board?
Yep, I've added the link to the bio!
This video is TOO good for it to be your only one! I went to your page looking for a part two and this was it. Sis! We need more content from you. Also, can you do a video showing how you designed your card cover images and sharing the dimensions used?
Thank you so much! Will hopefully be creating more videos soon. I've added the template to the bio if you want to use it! :)
Seriously. I have been binge watching Trello videos and so many people speak way too quickly with not enough explaining on certain things for someone who may be new to Trello.
Is it possible to share this Trello board?
Hi! I've added it to the bio! :)
Thanks girl! Great help!
Thank you this helps so much an it looks awesome. Maybe you can make a video about how you keep track on all your to do's with all your projects in Trello? I am really curious if you work with a masterboard or something like that?
Glad this helped! I currently don't have a masterboard within Trello. But I keep track of my overall projects using Dubsado!
Love this!
I love this! Very informative and easy to follow thank you so much!