Transform
with
Trello
An interactive workshop
Do the words "SYSTEMS" and "OPERATIONS" sound scary to you?
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Do you need more organization in your business?
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Are all of your notes & lists in different places?
If you answered "yes" to any of those... you might need Trello in your business! (and tbh, your life).
Trello is a free project management tool that can help run your business. The magic of Trello is that you can visually see both the day-to-day stuff to do in your biz, but also the big picture stuff!
There's a lot that you can do with Trello and there's even more that Trello can do for you by adding some automation.
Here are a few ways Trello can help:
Keep your content ideas & content calendar all in one place.
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Oversee your daily, weekly, and monthly tasks... and even any future tasks or projects.
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Manage your onboarding, lead generation, and client work all in an easy-to-view manner.
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Keep track of what is going on in all branches of your business (financial, marketing, sales, etc).
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Share a board with team members so delegating is easy.
See?! This is just the start. There's a reason Trello users are Trello lovers! (It might also be my enneagram 1 love of organizing things though)
Hi! My name is Kelli Jones
I'm a business lawyer and mentor. I have a virtual law firm, but I'm based out of NY! All of my clients are entrepreneurs. While helping them with the legal side of their business, I realized that learning how to build a sustainable business isn't always widely known and easily accessible!
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Part of building a sustainable business is being able to MANAGE IT like a BOSS!
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That's where Trello comes in!
Ok, I need to learn Trello! What are the details?
This will be an INTERACTIVE 2.5-hour workshop!​
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Come with your Trello account created and be ready to start implementing during the workshop.
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We're going to start with the basics, but then dive deeper into how you can add automation to your Trello with power-ups and Zapier!
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Time for questions so we can make sure you have ideas on how to manage YOUR unique business!
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You will receive copies of my most-used Trello templates that I've created myself:
Content Organizer
Client Onboarding & Client Services Workflows
Weekly Organizer Workflow
+ MORE!
This workshop will be offered on 2 dates with limited spots for each.
*Replay will be available but showing up live (on zoom) is how you will get the most value!