A Simple System For Managing Your Small Business Appointments & To-Do List

Rich Peterson, Online Teacher with 20,000+ happy students :)

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7 Videos (18m)
    • Introduction

      0:46
    • Sign up to use Trello

      1:11
    • Setting up a board and your lists

      2:48
    • Trello Board Settings

      2:45
    • Business To Do List

      3:13
    • Adding & Managing Client Cards

      5:42
    • Calendar View & Overview

      1:43

About This Class

About Rich:

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After a recent conversation with a friend, I decide to note down the steps to set up a simple system so she could:

  • track her appointments
  • keep simple client records
  • keep a to-do list
  • keep a checklist for what to do in appointments
  • keep track of follow-up clients

Some notes about the limitations of this system:

  • it's simple and for some cases, too simple
  • once you're at a stage of 50+ clients, it will get harder to manage and may need to be upgraded
  • in this case, to keep it simple, I've steered away from costly CRMs and pipeline tracking software programs. They're great and I'll cover these in another course.

I hope you enjoy the course and I look forward to seeing what you create and helping you along the way.

Note: During the course, we'll be signing up to use the free version of Trello. Feel free to sign up to Trello and get started before commencing the class.

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Students

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Rich Peterson

Online Teacher with 20,000+ happy students :)

Rich Peterson is the founder of Great Freelancers & Online Survey Co.,where he helps people create meaningful, profitable and highly useful businesses through innovation & design.

He is passionate about entrepreneurship, innovation, marketplaces, collaborative consumption, design that works and, of course, his family. When he's not consulting, teaching, selling over $1.8 million dollars of books or lending money to people in third-world countries (through Kiva), you'll find him reading, playing beach volleyball or mastering the art of surfing backwards.

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Courses available on Skillshare & Udemy.