WEBVTT 1 00:00:00.560 --> 00:00:04.240 If you're feeling like a marketing hot mess, today, we're talking 2 00:00:04.240 --> 00:00:07.919 about streamlining your marketing processes with the amazing Lucy 3 00:00:07.919 --> 00:00:10.665 Reyes of Cheers to Productivity. Let's get into 4 00:00:13.925 --> 00:00:17.359 it. You're 5 00:00:17.359 --> 00:00:21.060 listening to the Mindful Marketing Podcast. I'm Andrea Jones. 6 00:00:24.125 --> 00:00:27.965 I've recorded over 300 podcast episodes. Yeah. It's a 7 00:00:27.965 --> 00:00:31.404 lot of podcast episodes, and I've tried a lot of different virtual 8 00:00:31.404 --> 00:00:34.739 recording studios, but my favorite has been 9 00:00:34.879 --> 00:00:38.719 Riverside. Riverside makes their virtual recording studio look 10 00:00:38.719 --> 00:00:42.165 so profesh. My guests love it. Plus, I 11 00:00:42.165 --> 00:00:46.005 also low key love recording YouTube videos in here as well because 12 00:00:46.005 --> 00:00:49.605 it's so easy to use. My team also loves Riverside because it 13 00:00:49.605 --> 00:00:53.370 spits out separate audio, video tracks, making editing easy 14 00:00:53.370 --> 00:00:57.210 breezy, lemon squeezy. And if you want a little magic, they've got 15 00:00:57.210 --> 00:01:00.965 this tool called Magic Clips, which uses AI 16 00:01:01.025 --> 00:01:04.865 to take your video and turn it into perfect social media sized videos. 17 00:01:04.865 --> 00:01:08.580 I'm talking vertical videos for TikTok and Instagram, Facebook Reels, all the 18 00:01:08.580 --> 00:01:12.180 places you can post these videos with the captions included, and you 19 00:01:12.180 --> 00:01:15.935 don't have to hunt and search for that perfect clip. So if you 20 00:01:15.935 --> 00:01:19.774 wanna try this out for yourself, click the link that goes 21 00:01:19.774 --> 00:01:23.140 with this video. Or if you're listening to the audio on the podcast, it's in 22 00:01:23.140 --> 00:01:26.980 the show notes. Okay? Click that link. Use the 15% off 23 00:01:26.980 --> 00:01:30.500 coupon code. It's Drea, DREA, and try 24 00:01:30.500 --> 00:01:33.025 Riverside for yourself. Thank you, Riverside. 25 00:01:35.405 --> 00:01:39.244 Lucy, welcome to the show. Hi. Thank you so much for 26 00:01:39.244 --> 00:01:42.990 having me. I'm so excited to have this conversation with you. I'm excited that 27 00:01:42.990 --> 00:01:46.430 you're here. We were talking before the show. I feel like I know you because 28 00:01:46.430 --> 00:01:49.490 you've been in my community. We're in other communities together. 29 00:01:50.415 --> 00:01:54.195 And I just love your mission and your business, 30 00:01:54.735 --> 00:01:58.575 all about productivity. How did that start, though? Let's go 31 00:01:58.575 --> 00:02:02.170 back, rewind, origin story. How did you get into 32 00:02:02.230 --> 00:02:05.830 talking about productivity? Yeah. So it's actually a 33 00:02:05.830 --> 00:02:09.345 funny story because that's not how I first came 34 00:02:09.345 --> 00:02:13.185 into the online space. I remember back when I was still my corporate job and 35 00:02:13.185 --> 00:02:16.720 my husband was still my boyfriend. And we were 36 00:02:17.040 --> 00:02:20.800 driving from back into town from going out of town, and I 37 00:02:20.800 --> 00:02:24.400 remember searching up like, oh, we should start a side hustle. Like, let's make some 38 00:02:24.400 --> 00:02:27.555 extra money on the side. And so, I went to Pinterest and I 39 00:02:27.855 --> 00:02:31.455 found all the pins that were saying this is how you start a blog and 40 00:02:31.455 --> 00:02:35.250 this is how you make money online. And so I dived into that, and I 41 00:02:35.250 --> 00:02:38.690 started a mom blog, which I still have to this day. It's not, like, my 42 00:02:38.690 --> 00:02:42.344 focus. But over time, I learned how to 43 00:02:42.344 --> 00:02:45.965 build that up. I have that up and running, and then I transitioned into becoming 44 00:02:46.025 --> 00:02:49.704 a blog coach. I was still working my corporate job. I got 45 00:02:49.704 --> 00:02:53.530 completely burnt out with all the demands of my corporate 46 00:02:53.530 --> 00:02:57.370 job. It was a very demanding industry, and, eventually, I just 47 00:02:57.370 --> 00:03:01.025 had to quit. And that period, looking back, I'm 48 00:03:01.025 --> 00:03:04.625 like, oh, wow. Like, I was so burnt out. I had to take a break 49 00:03:04.625 --> 00:03:08.460 from my entire business. Like, I just completely shut down. I got pregnant, and I 50 00:03:08.460 --> 00:03:12.140 couldn't function anymore. Like, I was in bed throughout my entire 51 00:03:12.140 --> 00:03:15.875 pregnancy with my daughter. And coming back 52 00:03:15.875 --> 00:03:19.555 was kinda like this moment of realizing, like, wait. I don't 53 00:03:19.555 --> 00:03:23.155 even like what I'm teaching right now. Like, what is it that I want to 54 00:03:23.155 --> 00:03:26.849 do? It wasn't until I had a conversation with a person, with 1 of my 55 00:03:26.849 --> 00:03:30.690 friends, that she pointed out that just because you're good at something doesn't 56 00:03:30.690 --> 00:03:34.335 mean that someone else is good at something. That was kind of the moment for 57 00:03:34.335 --> 00:03:37.935 me of, like, oh, looking back at my mom 58 00:03:37.935 --> 00:03:41.570 blog, most of the posts ended up becoming time management for working 59 00:03:41.570 --> 00:03:45.010 moms, and I just didn't realize that was my 60 00:03:45.010 --> 00:03:48.770 thing. And that's when I went all in. I had 61 00:03:48.770 --> 00:03:52.395 all this content. I used to be curious to blogging, so I completely 62 00:03:52.535 --> 00:03:56.375 changed my business. I rebranded. I hosted a summit so that way I could 63 00:03:56.375 --> 00:04:00.200 get that owed me into the past. Like, she's 64 00:04:00.200 --> 00:04:03.560 gone. This is what I do now. And I was just 65 00:04:03.560 --> 00:04:07.015 been productivity, organization, systems, Trello ever 66 00:04:07.015 --> 00:04:10.695 since. I hear you on the mom life. Like, it is it is 67 00:04:10.695 --> 00:04:14.180 something else. It's a whole new level of, like I wouldn't say 68 00:04:14.180 --> 00:04:17.860 balancing because it's never quite balanced. Maybe 69 00:04:17.860 --> 00:04:21.665 balancing is the right word then. Because it's like, okay. Sometimes 70 00:04:21.665 --> 00:04:24.865 it's more over here, more over there. But it it is like a whole new 71 00:04:24.865 --> 00:04:28.545 level of productivity that's needed when you have these littles that you're chasing 72 00:04:28.545 --> 00:04:32.389 after, which I love that this this is like birth from necessity, all of the 73 00:04:32.389 --> 00:04:35.750 things you're talking about here. So for those people are who are 74 00:04:35.750 --> 00:04:39.025 listening, can you define what productivity 75 00:04:39.245 --> 00:04:42.925 means to you? Yeah. So productivity has, you 76 00:04:42.925 --> 00:04:46.605 know, some negative connotations of, like, you have to do more, you have to hustle, 77 00:04:46.605 --> 00:04:50.010 you have to do this. And just like, you know, we have the mindful 78 00:04:50.010 --> 00:04:53.850 marketing podcast. Like, it's the mindful productivity. Like, you don't have to do more. 79 00:04:53.850 --> 00:04:57.575 Like, I actually am a huge advocate for resting, taking time off, 80 00:04:57.575 --> 00:05:01.115 or taking breaks, or enjoying the things that you want to do. 81 00:05:01.495 --> 00:05:05.100 And it is about, kinda like you said, it's not about having a 82 00:05:05.100 --> 00:05:08.780 balance, but it's figuring out what a balance on a certain time of day looks 83 00:05:08.780 --> 00:05:12.395 like for you at a certain period of time. Sometimes that means that 84 00:05:12.395 --> 00:05:15.995 you're sitting at home and watching Netflix all day while 85 00:05:15.995 --> 00:05:19.120 your task list keeps growing. That's fine. 86 00:05:19.580 --> 00:05:22.960 Sometimes that's what you need to actually overcome that 87 00:05:23.260 --> 00:05:27.015 creativity slump that you might be experiencing. I know sometimes my 88 00:05:27.015 --> 00:05:29.975 husband will be like, oh, that was such an unproductive day because we just sat 89 00:05:29.975 --> 00:05:33.655 at home and did nothing. And I'm like, nope. That was completely productive for 90 00:05:33.655 --> 00:05:37.450 me. That is exactly what I needed today. Because now when you get back to 91 00:05:37.450 --> 00:05:41.130 work on a Monday or whatever the time is, then you're feeling more 92 00:05:41.130 --> 00:05:44.575 refreshed. You're open to new ideas. And so I 93 00:05:44.575 --> 00:05:48.275 really I guess that was a really long winded answer for productivity, 94 00:05:48.495 --> 00:05:52.335 but it's really just about helping you get more of the right 95 00:05:52.335 --> 00:05:56.010 things done without having to do more. Yeah. 96 00:05:56.010 --> 00:05:59.610 Not we're we're a team not doing more over here. I love that. And I 97 00:05:59.610 --> 00:06:03.395 love that you also mentioned that rest can be productive 98 00:06:03.535 --> 00:06:07.134 as well. Basically, we need we do need to recharge and 99 00:06:07.134 --> 00:06:09.241 and, we do need to make sure that we like, to be productive, having that 100 00:06:09.241 --> 00:06:11.277 rest is so, so important. And I love that you mentioned that marketing automations. I 101 00:06:11.277 --> 00:06:13.650 love this conversation because there are so many things 102 00:06:19.664 --> 00:06:23.365 I love this conversation because there are so many things, 103 00:06:23.425 --> 00:06:27.264 tools, and things that can help us automate so that 104 00:06:27.264 --> 00:06:30.720 we can be more productive. But how do we know which 105 00:06:30.720 --> 00:06:34.420 marketing tasks to automate first? Like, how do we know where to start? 106 00:06:35.280 --> 00:06:38.794 So the ones that I recommend that you start with are the ones that you 107 00:06:38.794 --> 00:06:41.854 find yourself repeating yourself doing 108 00:06:42.155 --> 00:06:45.860 often. So even if it's a tiny, tiny task that you're just like, I'm 109 00:06:45.860 --> 00:06:49.700 clicking this button or moving this card over here, or I'm just 110 00:06:49.700 --> 00:06:53.335 repeating this specific task over and over again, it's something that 111 00:06:53.335 --> 00:06:56.935 can more than likely be automated, and it's such an easy, 112 00:06:56.935 --> 00:07:00.455 easy way to just get it off your plate and not have it feeling 113 00:07:00.455 --> 00:07:04.300 like it's this huge, big thing that you have to set up on Zapier 114 00:07:04.300 --> 00:07:07.900 or something. Like, you're like, oh, like, it feels overwhelming. So I actually 115 00:07:07.900 --> 00:07:11.565 recommend that you start with, like, the smallest, smallest task that you're just 116 00:07:11.565 --> 00:07:15.165 like, it just takes 1 or 2 seconds to do. And it's like, 117 00:07:15.165 --> 00:07:18.600 well, those 1 or 2 seconds add up, and the more automations you create, then 118 00:07:18.600 --> 00:07:22.280 you're adding minutes. And then the more minutes, you're saving hours. So I really 119 00:07:22.280 --> 00:07:25.960 recommend that you focus on what are those tiny, tiny tasks that you're 120 00:07:25.960 --> 00:07:29.705 repeating that would only save you maybe a few seconds and set up an 121 00:07:29.705 --> 00:07:33.385 automation for that, and you'll see just how much of a relief even 122 00:07:33.385 --> 00:07:36.925 just those few seconds saved, how much is going to help you. 123 00:07:37.220 --> 00:07:40.740 Yeah. Can you give us an example of, like, what 1 of those tiny tasks 124 00:07:40.740 --> 00:07:44.545 could be? Like, what what give me like, paint the picture for me. Okay. So 125 00:07:45.105 --> 00:07:48.945 so you know my Trello girl. You've tried it before. So 1 of 126 00:07:48.945 --> 00:07:52.465 my most like, I was actually I just received a message from 1 of my 127 00:07:52.465 --> 00:07:56.000 members today about her Trello automations that she was setting up. 128 00:07:56.140 --> 00:07:59.980 And there's an automation where you can I use Instagram? Like, 129 00:07:59.980 --> 00:08:03.495 let's use Instagram. We are all we all love Instagram. So on 130 00:08:03.495 --> 00:08:07.095 your Instagram content planner, if you have, you know, different 131 00:08:07.095 --> 00:08:10.715 lists for reels, Instagram stories, post, 132 00:08:10.889 --> 00:08:14.650 you can have, like, whenever a card is added for a 133 00:08:14.650 --> 00:08:18.190 specific type of content that you're gonna create, it automatically 134 00:08:18.330 --> 00:08:21.355 adds your task list for you. So that way, you don't have to, like, manually 135 00:08:21.355 --> 00:08:25.035 type them out yourself. It can automatically add a label for you. 136 00:08:25.035 --> 00:08:28.720 So it's automatically labeling, this card 137 00:08:29.180 --> 00:08:33.020 is a reel, or this card is going to be an Instagram 138 00:08:33.020 --> 00:08:36.475 post. And you don't have to, like, drag it over, add the 139 00:08:36.475 --> 00:08:40.095 label, and then get started. It's all done automatically for you. 140 00:08:40.714 --> 00:08:44.315 Oh, wow. You know, I didn't know Trello had all of those automations, and I 141 00:08:44.315 --> 00:08:47.790 know you love Trello. So we're gonna dive into all of that as well. 142 00:08:48.490 --> 00:08:52.010 But I I love how simple it could be is, like, okay, if we're typing 143 00:08:52.010 --> 00:08:55.775 the same things over and over again, let's just have it set up for 144 00:08:55.775 --> 00:08:59.055 us. And now my brains are thinking about, like, my brain's thinking about how to 145 00:08:59.055 --> 00:09:01.935 do this in Google Docs. I'm sure there's a way. What because there's a bunch 146 00:09:01.935 --> 00:09:05.700 of docs where, like, we duplicate them all the time. Anyways, 147 00:09:05.760 --> 00:09:09.440 I think this is fascinating because the brain relief of not 148 00:09:09.440 --> 00:09:13.255 having to do that, not having to decide, it's like I physically feel 149 00:09:13.255 --> 00:09:16.075 lighter already as we're talking about it. I love it. 150 00:09:17.095 --> 00:09:20.850 So you mentioned Trello. What are some of the other tools that we can use 151 00:09:20.850 --> 00:09:24.610 to streamline our marketing? Yeah. So Zapier is another 152 00:09:24.610 --> 00:09:28.210 1 that you can use or social media scheduling tools. I use 153 00:09:28.930 --> 00:09:31.105 I don't know how to say it. I feel like I always say it wrong, 154 00:09:31.105 --> 00:09:34.705 but Publer, I think it's how you say it, Publer. And there's a 155 00:09:34.705 --> 00:09:38.260 ManyChat, which is the 1 where you comment in the Reels and then 156 00:09:38.260 --> 00:09:42.100 automatic features. Those are probably my top 3 that 157 00:09:42.100 --> 00:09:45.720 I like to use to automate, like, other things in marketing. 158 00:09:46.325 --> 00:09:49.925 Yes. I'm a Zapier girl. I try to, cancel my 159 00:09:49.925 --> 00:09:53.285 subscription last year and move to something else, and I was just, like, I cannot. 160 00:09:53.285 --> 00:09:56.760 Like, every it's too actually, I have too much. It would take 161 00:09:57.220 --> 00:10:00.500 so much time to move over to something else at this point. And I just 162 00:10:00.660 --> 00:10:04.325 it, like, it, like, really does button everything up so that all my 163 00:10:04.325 --> 00:10:08.165 tools talk to each other. So I love that too. Okay. We're 164 00:10:08.165 --> 00:10:10.805 gonna take a quick break. And when we come back, we're gonna talk more about 165 00:10:10.805 --> 00:10:14.480 Trello because I'm so curious about these automations. So when we get back, we'll dive 166 00:10:14.480 --> 00:10:18.320 into that. 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The link is 199 00:12:17.199 --> 00:12:20.895 onlinedreya.com/digitaldashbrain, but y'all know 200 00:12:20.975 --> 00:12:24.035 the best link is in the show notes. Click it there. I'll see you there. 201 00:12:27.295 --> 00:12:30.807 And we're back. So I wanna dive into Trello in a moment. 202 00:12:38.945 --> 00:12:42.705 Exciting once we dive into the world of automations. But what are the 203 00:12:42.705 --> 00:12:46.465 warnings we should look out for as we're starting to automate all of 204 00:12:46.465 --> 00:12:50.089 the things? Yes. I think that 1 if you 205 00:12:50.089 --> 00:12:53.770 are 1 who gets excited about creating automations, I think once you 206 00:12:53.770 --> 00:12:57.395 start creating them and you start seeing the power of them, then you could, you 207 00:12:57.395 --> 00:13:00.795 know, you could get excited, and then there's ones that shy away. But I would 208 00:13:00.795 --> 00:13:04.635 say don't go all in too fast because automations are the 209 00:13:04.635 --> 00:13:07.790 things that you do have to give it some time to see if it's working 210 00:13:07.790 --> 00:13:11.230 and if it's doing what it was supposed to do. I've 211 00:13:11.230 --> 00:13:14.910 definitely set up automations where I created a whole bunch, and then I 212 00:13:14.910 --> 00:13:18.694 realized I made a mistake in them. And now they're triggering the 213 00:13:18.694 --> 00:13:22.454 wrong email or they're triggering the wrong thing, and now I have to go back 214 00:13:22.454 --> 00:13:26.200 and, like, fix all of the ones I did because I just went all in. 215 00:13:26.340 --> 00:13:30.020 So I would say, like, create 1, make sure it works the way that you 216 00:13:30.020 --> 00:13:33.755 want it to before you duplicate it for another similar 217 00:13:33.815 --> 00:13:37.654 task. That is for automation, specifically for 218 00:13:37.654 --> 00:13:41.149 project management, like your systems. And definitely don't 219 00:13:41.209 --> 00:13:44.810 cram everything into 1 system because it 220 00:13:44.810 --> 00:13:48.570 can get super overwhelming. That is probably the biggest system mistake that 221 00:13:48.570 --> 00:13:52.135 I see is, you know, people come to me and they come with 1 222 00:13:52.135 --> 00:13:55.495 big huge Trello board and it has everything in their 223 00:13:55.495 --> 00:13:59.149 business until they can't break it down fully and 224 00:13:59.149 --> 00:14:02.910 get detail with the different tasks. So for automations and systems, I would say 225 00:14:02.910 --> 00:14:06.755 those are, like, the 2 biggest mistakes I see. Yeah. Yeah. And I 226 00:14:06.755 --> 00:14:09.975 think it is human nature to get excited about it. 227 00:14:10.755 --> 00:14:14.535 But it's it's kind of like building something for the first time. Like, 228 00:14:15.120 --> 00:14:18.880 I'm gonna use an IKEA reference. You know, you gotta you gotta check every 229 00:14:18.880 --> 00:14:22.665 step along the way before you sit down in the chair to see 230 00:14:22.665 --> 00:14:26.265 if it's fully put together. And so I feel like that's how it is, the 231 00:14:26.265 --> 00:14:29.760 automation. Sometimes you gotta check each step along the way and make sure we're 232 00:14:29.760 --> 00:14:33.440 not relying on it too too much. Because as much as I love the robot, 233 00:14:33.440 --> 00:14:36.880 sometimes there are just some things that are better off left to a 234 00:14:36.880 --> 00:14:40.725 human. I'll give an example as well too. We try to 235 00:14:40.725 --> 00:14:43.705 automate some, like, welcome emails in our business, 236 00:14:44.325 --> 00:14:47.829 specifically for our mentorship program. And I found 237 00:14:47.889 --> 00:14:51.730 that sending the personal email we still have a template for 238 00:14:51.730 --> 00:14:55.225 it, but sending the personal email just got a better response than the 239 00:14:55.225 --> 00:14:58.745 automation did. So we automate everything else, and then this 1 thing, which is gonna 240 00:14:58.745 --> 00:15:02.505 take a moment and send the personal email. But we do have an automation that's 241 00:15:02.505 --> 00:15:06.130 like a reminder. So when someone joins a program, Zapier will create 242 00:15:06.130 --> 00:15:09.570 an Asana task, and then it's like, oh, send this person this email. And so 243 00:15:09.570 --> 00:15:13.355 we do have automations to help us with that, but still, the personal email, the 244 00:15:13.355 --> 00:15:17.115 personal type sometimes can't be skipped over. You know? Yes. 245 00:15:17.115 --> 00:15:20.770 I love those. I actually wanna, like, piggyback on those too, because you said 246 00:15:20.770 --> 00:15:24.610 some great things there. So the I can't my shelf, you can't see it 247 00:15:24.610 --> 00:15:27.910 right now unless I turn my camera, but my shelving here, I made that mistake. 248 00:15:28.115 --> 00:15:30.995 I went all in, like, putting all the pieces together. It's like, I don't need 249 00:15:30.995 --> 00:15:34.835 instructions. I know how to do this. I'm that type of person. And then we 250 00:15:34.835 --> 00:15:38.240 get into it and we're like, Oh, we put them in the wrong way, and 251 00:15:38.240 --> 00:15:42.000 it was so hard to get them back out. We had my friend had came 252 00:15:42.000 --> 00:15:44.560 over to help me, and we have to wait for my husband to get home 253 00:15:44.560 --> 00:15:48.185 to, like, actually pull them apart for us because we hadn't 254 00:15:48.185 --> 00:15:51.964 waited. So I'm I can definitely, like, relate to that IKEA example. 255 00:15:52.380 --> 00:15:56.060 And then with the automation, I definitely hear a lot of, like, the impersonal 256 00:15:56.380 --> 00:15:59.200 same thing with AI. You know? Is it impersonal to automate? 257 00:15:59.815 --> 00:16:03.355 And there are certain things that should be left not automated 258 00:16:03.895 --> 00:16:07.650 or partially automated. So another example I can give that 259 00:16:07.730 --> 00:16:11.170 actually has been working super well, it's a new automation that I've been testing, is 260 00:16:11.170 --> 00:16:14.770 in my own community, there is a way for me to automate a 261 00:16:14.770 --> 00:16:18.395 bulk message to people inside a specific 262 00:16:18.395 --> 00:16:22.155 segment. So it's personalized or it feels personalized to 263 00:16:22.155 --> 00:16:25.730 them. It's in the moment from me, but I'm not having to copy and 264 00:16:25.730 --> 00:16:29.570 paste the same message to every single person. And I think, 265 00:16:29.570 --> 00:16:33.375 actually, you've done it. I think it comes for, like, whenever Yeah. So it's the 266 00:16:33.375 --> 00:16:36.975 same thing where it's, like, it's a bulk DM. And that's some 267 00:16:37.455 --> 00:16:40.949 that's a form of automation as well, where it's still in the 268 00:16:40.949 --> 00:16:44.790 middle of not fully automated, but still somewhat 269 00:16:44.790 --> 00:16:48.629 because it saves you time. Yeah. Exactly. Saves you time and 270 00:16:48.629 --> 00:16:51.695 is partially automated, but it has the human touch. We love it. We love it. 271 00:16:52.075 --> 00:16:55.515 Okay. So let's dive into all things Trello. For those who don't know 272 00:16:55.515 --> 00:16:59.240 Trello, tell us, what is it? Yeah. Trello is 273 00:16:59.240 --> 00:17:02.220 a project management tool that is a great for 274 00:17:02.839 --> 00:17:06.619 task marketing, or task workflows for marketing, 275 00:17:07.755 --> 00:17:11.355 planning boards. Those are the really main things that I use it for, is 276 00:17:11.355 --> 00:17:14.875 tasks and workflows and planning. Yeah. And it almost looks 277 00:17:14.875 --> 00:17:18.540 like sticky notes. Right? Like, each of the boards, it kinda looks like you have 278 00:17:18.540 --> 00:17:21.820 a wall of sticky notes that you can kind of organize. So if your brain 279 00:17:21.820 --> 00:17:25.415 really likes to look at that is that called a kanban? What am I talking 280 00:17:25.415 --> 00:17:29.095 about? So it's it's called a kanban style board, and it does reflect, 281 00:17:29.095 --> 00:17:32.660 like, sticky notes, and you can drag and drop. It is super 282 00:17:32.660 --> 00:17:35.540 visual, which is what I like about it. You can make it super pretty. There's, 283 00:17:35.540 --> 00:17:39.220 like, you can change the backgrounds. You can add stickers and GIFs and all of 284 00:17:39.220 --> 00:17:43.055 these extra things to your board to make them fun and bright and 285 00:17:43.055 --> 00:17:46.735 colorful. But it is a Kanban style, which, you 286 00:17:46.735 --> 00:17:50.255 know, if you're listening to this on the podcast, then the visual would be like 287 00:17:50.255 --> 00:17:53.840 a list of checklist. So if you're a checklist person, 288 00:17:53.840 --> 00:17:57.520 that's also very helpful for them. Yes. 289 00:17:57.520 --> 00:18:01.165 Yes. I love it. I love the kanban style as 290 00:18:01.165 --> 00:18:04.605 well. I always describe Airtable as, like, a spreadsheet meets a 291 00:18:04.605 --> 00:18:08.419 Trello board. It's very similar in that way. So when 292 00:18:08.419 --> 00:18:11.940 we think about Trello and marketing, how can Trello help us 293 00:18:11.940 --> 00:18:15.779 achieve our marketing goals? Yeah. So like we were 294 00:18:15.779 --> 00:18:19.315 talking about with automations, it can help you set up certain automations to where 295 00:18:19.315 --> 00:18:23.075 it's integrating and talking to other tools. So 296 00:18:23.075 --> 00:18:26.560 ManyChat, you can set it up to where, you know, it talks to your ConvertKit, 297 00:18:26.700 --> 00:18:30.540 and then it goes from ConvertKit, you can have Zapier connected to your 298 00:18:30.540 --> 00:18:34.174 Trello board, for example. So there is, like, a flow where you 299 00:18:34.174 --> 00:18:38.015 can really get in touch with the people who are actively signing up 300 00:18:38.015 --> 00:18:41.395 for things that you're doing. You can create different 301 00:18:41.659 --> 00:18:45.340 Trello boards for the different types of marketing tasks that you're doing. So I 302 00:18:45.340 --> 00:18:49.179 actually really recommend that you if you are a Trello user, that you are creating 303 00:18:49.179 --> 00:18:52.544 a separate board for every single part of the marketing, 304 00:18:53.644 --> 00:18:57.164 like, the different platforms. So 1 for LinkedIn, 1 for Instagram, 1 for 305 00:18:57.164 --> 00:19:00.544 Facebook, because all of the different platforms have different 306 00:19:00.605 --> 00:19:04.190 algorithms, and they have different features that you can 307 00:19:04.190 --> 00:19:07.790 use. They have different customers on the platform. So it's not like a 308 00:19:07.790 --> 00:19:11.625 copy paste exactly across multiple platforms. It's 309 00:19:11.625 --> 00:19:15.145 not the same flow of task. So you really want to create 310 00:19:15.145 --> 00:19:18.990 several different boards for the different parts of the marketing business 311 00:19:18.990 --> 00:19:22.450 that you run and really get detailed with those. 312 00:19:22.910 --> 00:19:26.725 Yeah. So how do you use Trello personally in your business for your marketing? Do 313 00:19:26.725 --> 00:19:30.565 you have them by platform, or do you also have, things like 314 00:19:30.565 --> 00:19:34.340 email newsletters in there and, like, the summits that you planned and things like 315 00:19:34.340 --> 00:19:37.799 that. Like, how are you using it? Yeah. So I have a board for 316 00:19:37.860 --> 00:19:41.674 everything. So I have an email newsletter planning board, and that board is 317 00:19:41.674 --> 00:19:45.215 strictly my email newsletters because I can look at calendar 318 00:19:45.355 --> 00:19:49.130 view. I can look to see when am I sending certain emails, what 319 00:19:49.130 --> 00:19:52.970 type of email is it, what is the topic of the email, how's it 320 00:19:53.050 --> 00:19:56.490 like, where in the process is it? You know, am I drafting it? Have I 321 00:19:56.490 --> 00:20:00.125 already scheduled it? Is it ready to go? So, that's like in 322 00:20:00.125 --> 00:20:03.905 a specific board, that way it doesn't get cluttered with everything else. 323 00:20:04.125 --> 00:20:07.659 So, I have 1 for Instagram, where Instagram it's broken down by 324 00:20:07.659 --> 00:20:11.419 Reels, Instagram Stories, blog post, or 325 00:20:11.419 --> 00:20:15.215 not blog post, by post, like static feed post. Each 1 has 326 00:20:15.215 --> 00:20:18.355 different steps. Right? My Instagram stories is way smaller 327 00:20:19.055 --> 00:20:22.495 than, you know, creating a reel, which involves recording and 328 00:20:22.495 --> 00:20:26.250 editing and maybe scripting the bureau or 329 00:20:26.250 --> 00:20:29.929 not the bureau, but scripting the talking head tip. Right? So 330 00:20:29.929 --> 00:20:33.615 there's different tasks there, and then that's in on an Instagram board. 331 00:20:34.075 --> 00:20:37.595 I have 1 for LinkedIn, the same thing. So every single part has a 332 00:20:37.595 --> 00:20:40.955 different board because I can get super specific, super 333 00:20:40.955 --> 00:20:44.580 detailed with what I'm doing on that platform, what 334 00:20:44.580 --> 00:20:48.280 my goal is for that platform. I can just customize a board for that. 335 00:20:48.580 --> 00:20:52.335 Yeah. And as far as automations go, I think you mentioned this earlier, but 336 00:20:52.635 --> 00:20:56.475 Trello is the content planning hub, and then you take that content 337 00:20:56.475 --> 00:21:00.110 and you post it either through Publer or natively on the 338 00:21:00.110 --> 00:21:03.790 platform. Correct? Yep. Yep. And I've actually been able to use 339 00:21:03.790 --> 00:21:07.445 it to where it's almost eliminated the need for some of the 340 00:21:07.445 --> 00:21:10.865 scheduling tools that I have. So I don't use the 341 00:21:10.885 --> 00:21:14.645 Telen anymore. That's very recent. But I've been able to 342 00:21:14.645 --> 00:21:18.470 create the the Pinterest board that I have in a way that it makes 343 00:21:18.470 --> 00:21:22.250 it really easy to just manually schedule my pins for it. 344 00:21:22.365 --> 00:21:25.965 Same thing with Instagram. Since it's on my phone, Trello has an app that's really, 345 00:21:25.965 --> 00:21:29.745 really good. I can just get the notification that's like, oh, it's time to post. 346 00:21:29.870 --> 00:21:33.550 And then I post the Reel, and it's already ready to go. So definitely, it 347 00:21:33.550 --> 00:21:36.590 helps save some money too if you wanna get rid of some of those extra 348 00:21:36.590 --> 00:21:39.955 tools. So is the notification coming from 349 00:21:39.955 --> 00:21:43.795 Trello? Yes. Oh, interesting. I didn't know it could do 350 00:21:43.795 --> 00:21:47.460 that. Very cool. So I use Airtable in a very similar way, 351 00:21:48.160 --> 00:21:51.040 but I don't have a notification for when it's time to post. I feel like 352 00:21:51.040 --> 00:21:54.500 I could probably add that in. So you've just inspired me with that. 353 00:21:55.075 --> 00:21:57.875 And I always say, like, if you're listening to this and you're like, should I 354 00:21:57.875 --> 00:22:01.315 use Trello? Should I use Airtable? Just try and see what works for your brain. 355 00:22:01.315 --> 00:22:05.100 Airtable, like, my brain is like, oh, this is delicious. Like, I can't get enough 356 00:22:05.100 --> 00:22:08.780 of it. But some people, they're, like, nope. Trello all the way or there are 357 00:22:08.780 --> 00:22:11.820 no shit or, you know, whatever the case may be. All of these are just 358 00:22:11.820 --> 00:22:15.555 tools. So you figure out which 1 works for you. Trello works for Lucy. 359 00:22:15.615 --> 00:22:19.375 Arieseo works for Andrea. It's all good. It's all good. Yes. 360 00:22:19.375 --> 00:22:23.080 Absolutely. So when we think about Trello, what are 361 00:22:23.080 --> 00:22:26.520 some of the mistakes that people make as they're starting to build out all of 362 00:22:26.520 --> 00:22:30.059 their boards and as they're starting to dive into some of the automations 363 00:22:30.120 --> 00:22:33.904 there? Yeah. Kind of what we had mentioned before about 364 00:22:33.904 --> 00:22:37.505 just creating 1 board for all of the things. So I see, like, a social 365 00:22:37.505 --> 00:22:41.159 media board that's very common where you're trying to put everything 366 00:22:41.220 --> 00:22:44.740 social media into 1 specific board, where it's like an 367 00:22:44.740 --> 00:22:48.475 Instagram list, and then a Facebook list, and a LinkedIn post list, so 368 00:22:48.475 --> 00:22:52.095 that way you can see it all in 1 view. I see that very often. 369 00:22:52.635 --> 00:22:56.399 But what happens is you're not able to get your full strategy for 370 00:22:56.399 --> 00:23:00.159 everything in there. And or if you do, it becomes this really, really 371 00:23:00.159 --> 00:23:03.679 big overwhelming board where you can no longer find 372 00:23:03.679 --> 00:23:07.235 things. You don't know where you put in that 1 post. You don't 373 00:23:07.235 --> 00:23:11.075 know how to access the link to your Canva pins that you saved in 1 374 00:23:11.075 --> 00:23:14.690 of the cards in Trello. And so it's that's 1 of the biggest 375 00:23:14.690 --> 00:23:18.470 mistakes. And then the second 1 I would say is naming your boards. 376 00:23:19.090 --> 00:23:22.865 You really wanna get strategic with the name the names for your Trello board, 377 00:23:22.865 --> 00:23:26.225 so that way you know exactly what is on that specific 378 00:23:26.225 --> 00:23:30.029 board. You know, there's 1 that's very common that's just like ideas, and it's 379 00:23:30.029 --> 00:23:33.789 like, well, what kind of ideas? And then you have so many ideas 380 00:23:33.789 --> 00:23:37.549 as an entrepreneur, so then it becomes this list of 100 and 100 of 381 00:23:37.549 --> 00:23:41.115 ideas that are now gonna sit there because you don't have 382 00:23:41.115 --> 00:23:44.795 them categorized in a specific way. You can't find them, and now they're 383 00:23:44.795 --> 00:23:48.330 just kind of gonna be in it's like a little graveyard of great, 384 00:23:48.330 --> 00:23:52.169 amazing, awesome ideas. Yeah. It's like that junk drawer in 385 00:23:52.169 --> 00:23:55.945 the kitchen where you're, like, we're just gonna put random stuff here, and then it's 386 00:23:55.945 --> 00:23:59.784 never gonna see the light of day again. Yes. Why don't we all 387 00:23:59.784 --> 00:24:03.410 have that? I know. It's a very, it's a universal 388 00:24:03.470 --> 00:24:07.310 experience, I think. But you're so right. That's what my Google Keep looks like 389 00:24:07.310 --> 00:24:10.805 right now. It's just a bunch of random thoughts that I go through 390 00:24:10.805 --> 00:24:14.645 occasionally, and I'm like, oh, yeah. This was a good thought. It just lives 391 00:24:14.645 --> 00:24:18.250 there. I should totally make a Charlo board and organize it. But, yeah, that's 392 00:24:18.330 --> 00:24:22.170 that's future Andrea. Wishful thinking. Could do it in Airtable too. And 393 00:24:22.170 --> 00:24:25.530 like you said, like, all of this works on all of the platforms. It's 394 00:24:25.530 --> 00:24:29.375 just different terms or features for your specific platform, but you can 395 00:24:29.375 --> 00:24:32.975 do it. I you I like Airtable for certain things, so I'm like, 396 00:24:32.975 --> 00:24:36.170 there's definitely a way that you can do that. I would actually so let me 397 00:24:36.170 --> 00:24:39.210 throw in a tip here. It's, like, if you do use Trello, you use Airtable 398 00:24:39.210 --> 00:24:43.050 or something else. If you have certain boards or certain places 399 00:24:43.050 --> 00:24:46.555 where you store things, just add something in there that says, like, brain dump 400 00:24:46.934 --> 00:24:50.775 for that specific thing. So on my Instagram board, I have a card that 401 00:24:50.775 --> 00:24:54.610 says notes or brain dumps. So if I have a idea specifically for Instagram, 402 00:24:55.070 --> 00:24:58.590 I add it to that Trello board. Oh, see, that's 403 00:24:58.590 --> 00:25:01.825 alright thinking. So then they can all stay in the same place. Okay. Cool. I 404 00:25:01.825 --> 00:25:05.184 could definitely do that. I love it. Thank you, Lucy, for being on the show 405 00:25:05.184 --> 00:25:07.985 today. I know you have a quiz that will help us figure out what kind 406 00:25:07.985 --> 00:25:11.700 of planner we are. Tell us about the quiz. Yeah. So it's a 407 00:25:11.700 --> 00:25:15.220 free quiz you can find at trues to productivity.com/quiz. And 408 00:25:15.220 --> 00:25:18.875 it's a super fun quiz. I get lots of feedback on how 409 00:25:18.875 --> 00:25:22.395 it's, like, super relatable to how they are actually as a 410 00:25:22.395 --> 00:25:25.915 planner. So it'll help you. It'll send you a curated list of my own 411 00:25:25.915 --> 00:25:29.610 podcasts. I have my own podcast. It's your full chats. And I'll send you a 412 00:25:29.610 --> 00:25:33.050 curated list on how to help you plan the task in your 413 00:25:33.050 --> 00:25:36.890 business depending on whether you are a little bit more structured, if you're 414 00:25:36.890 --> 00:25:40.605 a little bit more flexible, if you're kind of in the middle. And it's just 415 00:25:40.605 --> 00:25:44.205 a really fun quiz. Yeah. Check it out. I'll put the link to that in 416 00:25:44.205 --> 00:25:45.929 the show notes as well. Onlidre.com/314, 417 00:25:48.070 --> 00:25:51.190 as well as all the links to connect with Lucy and her company Cheers to 418 00:25:51.190 --> 00:25:54.705 Productivity on social media. What's your favorite platform right now? 419 00:25:55.664 --> 00:25:59.345 Oof. It's a toss-up between Instagram and LinkedIn. Okay. 420 00:25:59.345 --> 00:26:02.890 Still, like, kind of been going back and forth. Yeah. I love it. Okay. So 421 00:26:02.890 --> 00:26:05.850 I'll put links to all of that in the show notes as well. Make sure 422 00:26:05.850 --> 00:26:09.290 you connect with Lucy and everything she has. Lucy, thank you again for being on 423 00:26:09.290 --> 00:26:12.795 the show. Thank you so much for having me. And thank you, dear 424 00:26:12.795 --> 00:26:16.255 listener, for tuning in to another episode of the Mindful Marketing Podcast. 425 00:26:16.635 --> 00:26:20.429 Make sure you connect with us on Apple Podcasts or Spotify, 426 00:26:20.570 --> 00:26:24.269 leave a 5 star rating, helps keep us in the top 100 marketing shows, 427 00:26:24.889 --> 00:26:28.725 which is all thanks to your listenership. Appreciate it. Next week, we're 428 00:26:28.725 --> 00:26:32.404 doing a marketing automations roundtable, so stay tuned for that. I'll see you 429 00:26:32.404 --> 00:26:33.784 then. Bye for now.