Trello 121 Session

Trello 121 Session

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$258.55
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$258.55
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Building you a bespoke system to help you on-board and work with all your clients.

Feeling overwhelmed? Finding it hard to keep track of all your work, due dates, client details and other important information. Not sure if you have enough work booked – or too much?  I can help you control all of these things. ​

When you run a stationery business, working with clients can take up a large part of your working day. Replying to emails, fighting fires and making sure that you're providing the best customer service possible.

Using Trello - A free and powerful online tool, I combine my 14 years of organisational experience, ability to simplify daunting and complicated tasks, and years of using Trello to transform my business into a tightly run ship – to help you set up a system, specifically built for you, to help you with your business overwhelm and keep things running like clockwork.

In my former life I was a corporate PA – specialising in systems, workflows and breaking projects down into smaller parts. I can help you simplify your systems, and then build bespoke Trello boards to keep these in check, show you how to create them exactly for your needs and how to maintain them.

I can help you in two ways:

1. Feeling time poor and overwhelmed

I know that feeling, its part and parcel of running a small business – but Trello can most certainly help with this. The problem is, where to start?  I will walk you through Trello, how best to use it to your advantage, showing you all the tips and tricks I’ve learned while using it to create a successful business.

2. Simplifying your process

Known as ‘the process queen’ – my special skill in life is taking large and complicated processes and breaking them down into its sum parts – making even the most convoluted systems easy to tackle. This is the most important detail to making Trello work for you. If you can’t simplify your process, no Trello board in the world is going to make things easy for you, and I walk you through this step by step.


How does it work?

We’ll work together online, via Zoom and screen sharing – over 2 hours to break down your processes and create your Trello boards:

1. Homework

You’ll be set some tasks before our call so that you can start thinking about the ways that you work, both internally and with your clients. I will give you examples of how I and others work and have broken this down to help you think about this in the right way.​

2. Online meeting

We’ll start by discussing your day-to-day work, how a normal week and month look, and how you interact with clients.

3. Processes

Together we will create an internal process and a client facing process – I will turn these into easy to use workflows that we can then use to keep you organised.

4. Trello Set up

While sharing your screen, I will set up your internal and external Trello boards for you based on your workflows and processes. This allows you to see how they are set up, how to manipulate them, and where I will teach you the tips, tricks and shortcuts for your boards.  

5. Process Walk Through

We’ll walk through your workflow, from beginning to end so you can see how your boards will keep you and your clients organised.
“I use it to organize my business, and to work with clients – and they love it! Letting clients feel like they are truly part of the design process is really important to me, and using Trello is an easy, inexpensive and professional way for them to see their Wedding planning come to life.”

 
“I have finally found something that works for my clients and for me and I’ve never felt more organized!”

 “Zoe is amazing at what she does and in our session, we went through a plan together on how to make the most out of my business and my time, and it’s worked!”

My Trello 1-2-1 has completely turned my business around!  I struggled finding a process and a system that worked for me, which ended up in me having tons of spreadsheets open, notes written here there and everywhere, but now it’s all in one, easy to use online system”

Booking

You'll be sent a link to book a time online that works for you, along with a zoom link. You'll also be sent a worksheet to complete prior to our session.