Use the free version of Trello to create a streamlined project management system that keeps you sane, saves you time, and helps you scale.
In this 1+ hour live training taught by CU Founder, Kaitlyn Parker, you'll learn our EXACT project management system that helps us juggle handfuls of clients at a time and book projects months into the future.
The truth is, there are tons of tools out there you could use to create a system that works for you. Yet we've intentionally chosen and stuck with Trello because you not only get tons of functionality on the free version (why pay for another tool when you don't need to!?) but it serves as a blank canvas with endless customization opportunities.
Copies of the EXACT Trello boards we use to manage client projects to get you set-up quickly and painlessly (4 board templates in total!)
Access to the recorded live Q&A session with Kaitlyn at the end of the training where we dig a little deeper into our Trello boards
Full, ongoing access to the replay so you can refer to it again and again as you get fully set-up and running
A CU Shop discount to use on a future purchase - including our newest products
This is the first training of its kind and we're so excited to share with you the process we've tested and tweaked over months and months of internal use. Whether you have a VA or OBM to assist you with project management or you're flying solo, we'll teach you how to make this system work for you.
You're a service provider who books some sort of client projects like brand design, web design, interior design, copywriting, coaching, systems set-up, photography, brand strategy, OBM/VA-related services, etc.
You've intended to set-up a more efficient system for managing your client load but you just haven't gotten around to it yet. Have no fear, Trello is here.
You need a clear dashboard with deadlines and checklists to keep you accountable and on track
You're curious to see how we use Trello beyond just client management to keep ourselves creating, launching, and moving forward