Thank you so much. I'm trying to use Trello to organize better and this will be helpful for parties. Love how it's set up and I totally appreciate that you've made it public. IF you by chance have a way to organize Incentives with Trello, I'd appreciate that too. I just don't have a creative mind AT ALL and so I kinda have been copying people and utilizing that way. Thanks again! You are awesome!
Thank you so very much for this!!! I have been trying to figure out a follow up system for my business and just have not found something that works for me. This is fantastic and your explanations are hugely helpful! Just curious, is there a reason you changed the shared board to months rather than 1st follow-up, 2nd, etc. Did you find that worked better?
Are you still using Trello for follow up? If so, have you done any updated training videos? I'm looking to switch over to the paid version to see if this will be a good replacement for the previous system I used. Thanks
No I currently use Google Sheets If you're a digital girl, I share my sheet here (along with instructions) ua-cam.com/video/xTVM2Wwuk5g/v-deo.html I track EVERYTHING. If the Workstation goes down, I have everything I need. All their info, their order dates, what they ordered, when I sent them a thank you & what was in it, their tracking numbers + it tells me if it was delivered, I use formulas to tell me how much people spend over specific timeframes (quarterly, yearly, etc), if I've had a join convo, if they're in my customer group, how they prefer to be contacted, etc
Thanks so much for this, this is awesome! I am learning so much for your youtube channel! :) So question for you, Once you follow-up with them in the “day after delivery” list, what would you do with their customer card if you do not sell products that are refillable? Would you just delete their card? Would you maybe have a “yearly follow-up “ list and put their customer card there?
Ok, thanks so much! so I will move them from the “day after delivery” list to a September 2021 list and build the relationship with them just like you are saying. :)
Hey there! I don't. I had moved over to Google Sheets (ua-cam.com/video/xTVM2Wwuk5g/v-deo.html) for a few years but just recently... like last week, moved my customer follow up to Notion. It's still a spreadsheet base though.
@@wicklesskimberly Hello - As a new Scentsy consultant I've been binge-watching your videos because they are awesome and teaching me so much. I'm curious if you have a video for how you are using Notion now as your follow-up system.
@@wicklesskimberly Thank you so much. Took me a little to work out how to copy the board as i didn't have the option until I went into settings and found there is an option to get all the things basically. Thanks for sharing x
This is just superb, been searching for "starting a mlm" for a while now, and I think this has helped. Ever heard of - Teyazon Financial Blaster - (should be on google have a look ) ? Ive heard some amazing things about it and my colleague got excellent results with it.
Thank you for sharing!! I use trello as my personal planning system and this is easily usable for ANY for of comunication system you want to set up!
Thank you so much. I'm trying to use Trello to organize better and this will be helpful for parties. Love how it's set up and I totally appreciate that you've made it public. IF you by chance have a way to organize Incentives with Trello, I'd appreciate that too. I just don't have a creative mind AT ALL and so I kinda have been copying people and utilizing that way. Thanks again! You are awesome!
How did you quickly enter in the date-time stamp? That's super nifty to quickly see when that card was entered
for this video you have earned heaven
Thank you for sharing! Do you keep attaching orders to a person's card as you go or start fresh every time they order?
Keep all the records on one card
Thank you so very much for this!!! I have been trying to figure out a follow up system for my business and just have not found something that works for me. This is fantastic and your explanations are hugely helpful! Just curious, is there a reason you changed the shared board to months rather than 1st follow-up, 2nd, etc. Did you find that worked better?
Changing it to the month they ordered means less moving cards. If theyre firsr second third follow up, you'll be moving every card every time
Are you still using Trello for follow up? If so, have you done any updated training videos? I'm looking to switch over to the paid version to see if this will be a good replacement for the previous system I used. Thanks
No I currently use Google Sheets If you're a digital girl, I share my sheet here (along with instructions) ua-cam.com/video/xTVM2Wwuk5g/v-deo.html
I track EVERYTHING. If the Workstation goes down, I have everything I need. All their info, their order dates, what they ordered, when I sent them a thank you & what was in it, their tracking numbers + it tells me if it was delivered, I use formulas to tell me how much people spend over specific timeframes (quarterly, yearly, etc), if I've had a join convo, if they're in my customer group, how they prefer to be contacted, etc
Good Work Kim...Thank for Demo-ing that program.
*What video editing program do you use for your videos ???*
This was with screencastomatic and quick time. I use Loom now though. Editing is with Final Cut Pro
If I am using Trello on. The Mobile App how do I view your boards??
GAH I HEART YOUR SOUL!!! Thanks for sharing!
Amy Earnest lol absolutely! You’re so welcome!
Thanks so much for this, this is awesome! I am learning so much for your youtube channel! :) So question for you, Once you follow-up with them in the “day after delivery” list, what would you do with their customer card if you do not sell products that are refillable? Would you just delete their card? Would you maybe have a “yearly follow-up “ list and put their customer card there?
I'd keep there card in the month they ordered & just build the relationship for those 12 months
Ok, thanks so much! so I will move them from the “day after delivery” list to a September 2021 list and build the relationship with them just like you are saying. :)
thank you for this!!! do you still use this system 3 years later?
Hey there! I don't. I had moved over to Google Sheets (ua-cam.com/video/xTVM2Wwuk5g/v-deo.html) for a few years but just recently... like last week, moved my customer follow up to Notion. It's still a spreadsheet base though.
@@wicklesskimberly Hello - As a new Scentsy consultant I've been binge-watching your videos because they are awesome and teaching me so much. I'm curious if you have a video for how you are using Notion now as your follow-up system.
@@CarrieAbner-ISCthank you! my follow up is back over in Google Sheets 😊
You are so awesome 👏 Thank you so much for sharing 💗
Maximo Scent you’re so welcome!!
how do i link scentsy to it?
You are so techy!!
You’re so silly!
Sick!
Thanks girl just “stole” it!😉
MsMexanese Yassss!!
@@wicklesskimberly Thank you so much. Took me a little to work out how to copy the board as i didn't have the option until I went into settings and found there is an option to get all the things basically. Thanks for sharing x
Vicki Smith hey! Are you doing it on mobile or desktop? Want to shoot me a message & we can troubleshoot? m.me/kimberlyppulito
How would you do this for leads
Just add a card for each lead & set a due date for when you want to check in
Do you use Maven at all or just Trello?
Leslie Ann just Trello
This is just superb, been searching for "starting a mlm" for a while now, and I think this has helped. Ever heard of - Teyazon Financial Blaster - (should be on google have a look ) ? Ive heard some amazing things about it and my colleague got excellent results with it.