Are you selling for a Direct Sales company? If you are, this article was created with you in mind. Trello is a FREE tool, and we are going to cover some of the best trips to using Trello for direct sales.
If you are a small business owner and using Pinterest, you should check out this article on how to Build A Pinterest Marketing Strategy Anyone Would Be Proud Of.
Table of Contents
Customer Management
Keeping track of customers is important as it allows you to put in a follow up process. You can use Trello to track each of your clients and create a checklist for following up with them. You can add notes to the client cards with notes and even track birthday’s or other important events.
Check out some of the power-ups that are available on Trello that can help you keep this information even more organized.
Content Calendar

I am all about checklists. Trello lets you keep your checklists in a digital format. I find this especially helpful when trying to do things when running the kids to events or when inspiration strikes me.
Since lists are an easy way to track social media content, this platform is the perfect fit for a content calendar. To better benefit, your business, pick up the latest content calendar to plan out your Social media posts.
Also, you will get a free Trello template that you can customize for use with the FREE monthly social media calendars.
Product Features/Facts
Another great way I found to use Trello for direct sales is by keeping track of features and facts. Many times corporations will send out little tidbits here and there that lists features/exciting points. Putting those popular products into a Trello List and then organizing those features and facts makes them easy to pull out and repurpose in the future.
For example: If you are creating a series of posts around a product, knowing what types of problems that product solves will be useful in that content.
Blog Articles

Are you a blogger? Do you blog for direct sales? Even if you say no to these questions, you can still be writing blog-like articles on your Facebook Business Page as notes. Using Trello to organize your content for these articles is another great way to use Trello for direct sales.
In my Trello – Organize your Life and Business course, there is a template for this exact purpose.
Goal Tracking
My last suggestion is to keep track of your goals with Trello. Knowing why you are working so hard and being able to see your goals has been proven to be an effective strategy to keeping motivation high. Use this to your advantage and get those goals written down.
Do you want to start tracking your goals? I have got you covered! Get organized and know what you are working so hard for. Click the link to get your FREE Trello Template!
Trello for Direct Sales
There are many different ways that you can use Trello, and we covered some of the most important in this article. I would love to hear more about how you are using Trello to Organize your Life and Business. Pop on over to my Facebook page and tell me your favorite tip!