Feeling overwhelmed by your to-do list? You’re not alone! Whether you’re managing client projects, planning content, or just trying to keep up with daily life—things get messy fast. But here’s the good news: Trello can help you bring order to the chaos.
In the latest episode of Think Like an Integrator, Samantha (a KSA Project Manager) joins me to break down exactly how Trello helps us stay organized, track client workflows, and streamline all the moving pieces of our business.
If you’re drowning in notebooks, sticky notes, and scattered Google Docs, this is for you!
Why We Love Trello for Business & Life
Trello isn’t just a nice-to-have—it’s a game-changer for running a business efficiently. Some of our favorite ways to use it include:
✅ Client Pipelines – Track where every client is in your workflow.
✅ Marketing Calendars – Map out content schedules for podcasts, emails, and promotions.
✅ Project Boards – Keep track of all launches, campaigns, and team tasks.
✅ Personal Organization – Manage everything from grocery lists to travel plans!
Real Talk: When your business starts growing, keeping track of everything in your head just doesn’t cut it anymore. That’s where Trello comes in!
Our Favorite Trello Boards
1️⃣ Client Pipeline Board – Know exactly where each client is in their journey.
2️⃣ Marketing Calendar Board – Plan, create, and schedule content with ease.
3️⃣ Content Board – Keep track of blog posts, social media, and email marketing workflows.
4️⃣ Project Board – Organize tasks for big projects (without missing a single detail!).
Even better? You don’t have to build these from scratch! We have Trello templates to help you set up systems in minutes (scroll down for links!).
Trello Features We Can’t Live Without
There are so many built-in tools that make organizing effortless. Some of our must-haves:
Checklists & Due Dates – Break big projects into steps and never miss a deadline.
Calendar View – Perfect for managing marketing content & launches.
Card Comments – Keep conversations inside Trello instead of scattered communication.
Mobile App – Access your boards on the go and update tasks from anywhere!
Ready to Get Started? Here’s How!
If you’re new task management and want a simple way to start organizing your business today, we’ve got you covered!
✨ Freebie: Grab our “My Week” Trello Template—perfect for setting up a streamlined weekly workflow!
️ Shop the Trello Template Bundle: Get our done-for-you boards to skip the overwhelm and set up your business in fast.
Work With Us: Want custom support? Book a VIP Day or Roadmap Call with Samantha and we’ll build out your entire Trello system for you!
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