We have a new template to help folks plan their blog content to maximize their blog’s SEO effectiveness, and thereby drive more inbound traffic:
Click to view this template
As with other Marketing Templates we have been creating for our users, there’s a column with useful resources for folks that are new to incorporating their blogs within their marketing activities.
The workflow itself is fairly simple: To Do → Researching → Drafting → Designing → Scheduled → Done.
There’s a sample task in the To Do column that you can duplicate for each blog post; it contains a complete checklist of subtasks to make sure you don’t miss anything:
An example of blog post task
Check out this template and let us know if we can improve it!
Marketing events look like they will be virtual, rather than in-person, for a very long time, and to help our users we have a template that can set you up in just seconds with a complete Task Board:
Click to view this template
This is a more elaborate template, with over 20 separate cards organized into a smooth workflow: Pre-Planning → Launch Preparation → Promotions → Operations.
Each card, representing a significant task, comes with helpful resources (as attachments) and detailed subtasks. Here’s an example:
An example task from this template
We have been preparing a number of templates for our users. Most recently we have been focusing on our Marketing and Nonprofit users, but we will also be launching templates for many more jobs, to reflect the broad spread of our users around the world.
Check out the template and let us know if we can improve it!
We had previously mentioned our Grant Pipeline for nonprofits; here’s a similar version that our nonprofit users can use to track their fundraising in general.
Click to view this template
This simple template lets your nonprofit team track all the fundraising opportunities that are out there, and make sure they get attended to as they go through the process: Prospect → Contacted → Pitch Preparation → Await Response.
As the possible opportunities move through the process, for each opportunity you need to track at least this information:
Name and contact details for donor.
Organization (include specific department or program office if you are dealing with a foundation).
Key motivations: what’s the donor’s known mission, and how does your nonprofit fit within that vision.
Likelihood of donation: this is something that you update as the task moves through the process.
Pitch process: smaller donors may have an information process, but larger donors are likely to have intermediaries like foundations or family offices that have a specific process they like to follow before they will commit to a donation. Make sure you follow their process!
Expected Date: when you think the donor might make a decision.
Fiscal Year: which fiscal year the grant will come in, for your nonprofit.
Check it out and let us know if we can improve it.
The workflow itself is simple: To Do → Researching → Recording → Editing → DesigningGraphics → Scheduled → Done.
We have included useful links and suggestions in the first column to help you if you are new to YouTube video production. Here’s an example, on how to produce a video description:
YouTube Resources Example
Check it out and let us know if we can improve it.
What do you need to achieve for branding? Well, Gibson believes it requires answering three questions about your company:
What is it? Be descriptive.
What are the customer benefits? How does it improve customers’ lives?
What is its personality? If your product, company or service was human and you met at a cocktail party, how would you describe him/her?
When using this template to answer these three questions, make sure you:
Bring in as many people from across the company when you do your positioning, to get as many perspective as possible.
Be succinct and clear, to the point where a middle-school student could understand what you are saying.
Limit yourself to three words.
Avoid fuzzy words.
Create a personality for your company.
Own a specific word in your company’s mind.
The first three steps, identified as tasks in the Getting Started column on this template, are:
Understanding what is a brand.
A brand is the unique story that consumers recall when they think of you.
Understanding what is a branding pyramid
Understanding the concept summary
The concept summary takes all of the thinking from your positioning model, branding pyramid and internal discussions about what your company wants to be when it grows up — and reduces it to one paragraph.
The template walks you through the process, step-by-step:
The next time you need to do a branding exercise for your company or product, use this template. And let us know if we need to improve it.
A large number of our users are from small nonprofits (and they get free use of Kerika under our Academic & Nonprofit Plan!) and to help these folks manage their grant pipeline better we have create a new template that’s available to everyone:
Click to view this template
This simple, yet very flexible, template lets your nonprofit team track all the grant opportunities that are out there, and make sure they get attended to as they go through the process: Prospect → Qualified Lead → Prepare Grant Application → Await Response.
As the possible grants move through the process, for each opportunity you need to track at least this information:
Name and contact details for donor.
Organization (include specific department or program office if you are dealing with a foundation).
Key motivations: what’s the donor’s known mission, and how does your nonprofit fit within that vision.
Likelihood of donation: this is something that you update as the task moves through the process.
Pitch process: smaller donors may have an information process, but larger donors are likely to have intermediaries like foundations or family offices that have a specific process they like to follow before they will commit to a donation. Make sure you follow their process!
Expected Date: when you think the donor might make a decision.
Fiscal Year: which fiscal year the grant will come in, for your nonprofit.
Not all of this will be available in the Prospect stage, but it needs to be gathered in the Qualified Lead stage for sure: otherwise, your lead isn’t really qualified, and you are not going to be in a good position to win that grant.
Creating this, and other templates for nonprofits, are all part of our “social good” mission.
Check it out and let us know if we can improve it.
We got feedback from some users after our last big release on how we could improve the user experience for folks who like to use the auto-numbering feature for Task Boards, and we have made these changes:
When you open a task, it’s number is shown (but can’t, of course, beedited)
Editing a Numbered Task
You can now search for a numbered task simply by typing “#number” in the Search box
We have completely rebuilt Kerika’s search capabilities, both on the back end and on the user interface, to make it much easier to find tasks (cards) and documents across all your Kerika boards.
Search Task Results
Search results are organized into two tabs at the top: Tasks and Documents.
Within each tab, results are further segmented into two tabs: This Board, and Other Boards. This makes the most common use of Search even easier: most people want to find something that’s on a large board that they are viewing.
For each search result Kerika shows you what part of the task/card matched the query; in the example above, the search term showed up in 8 Board Chat messages.
Clicking on a search result gives you two action buttons: Open the task/card, or get a link to that task.
The search results are ranked by relevance; we spent weeks fine-tuning the algorithm based upon real-world usage and we think we have got it right now! But we know there will be times when you really need to narrow your search very specifically, and that’s handled by the Filter Results button which gives you so many options:
Task Filter
The Documents tab shows you all the content that matches your search results: we get this from Google, if you signed up using your Google ID or email, or from Box, if you signed up using your Box ID.
Search Results for Documents
Selecting a document result gives you two buttons: OPEN, which will open the document for you in a new browser tab (or in Google Apps or Box on a mobile device), and DOWNLOAD.
As with Tasks, there are numerous options to filter and narrow your search for documents:
We have done a bunch of things to help folks who need to work with multiple Kerika accounts: a common situation with consulting, outsourcing, or other professional services who need to work with clients who all have their own Kerika accounts.
It starts at the Home page, where we made it easier to filter you view of Boards and Templates to a subset of all the Kerika accounts you can access:
New Kerika Home
You can use the check boxes in the left navigation area to temporarily hide some accounts, if you want to narrow your view of boards and templates.
More importantly, you can now access boards from different Kerika accounts in the same session: you don’t need to log out of one account and log into another, to be able to quickly switch between boards from different accounts.
The Board Switcher, which shows all the boards you currently have open, across accounts:
Board Switcher
It’s also easy to set your preferences on a per-account basis:
Account Preferences
The Dashboard (previously labeled “Views”) has new capabilities so you can get a great overview of all your projects, across all your accounts:
View Settings
This makes it as easy to filter your Views on desktop as we had previously done for mobile users.
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