Build Your Trello Connection Board 

 

This is one of the simplest ways I stay connected to the people and opportunities that matter most in my business.
 
Not in a way that feels like another task to manage…
but in a way that supports real relationships, real conversations, and real growth.
 
Here is a quick list of the categories we use, as well as what we track on each person's card.
 
The Trello Prospecting Board Categories (by column)
  1. Contact In (connection requests)
  2. Lead In (event sign ups and program outreach)
  3. First outreach
  4. Chat & Qualify
  5. Booked a Call
  6. Extended an Offer
  7. Said Yes to an Offer
  8. No or Maybe – continue to promote to
  9. SECTION DIVIDER: Long Term Marketing à All to the right of this column- NOTE: 3 outreaches and no response moves them to archive column
  10. Warmest Prospects
  11. Prospects to Market to
  12. SECTION DIVIDER – Informational, not promotional
  13. Strategic Partner
  14. Archive this contact
 
What is on each card: (create a template in Contact In, and simply copy each time you add a new person.
 
Card Name: NAME OF PERSON
Email:
Social:
Open Date:
Where conversation is taking place:
What do they do? (copy LinkedIn Profile header)
Conversation Held: