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Trello boards within boards1/19/2024 I actually use ClickUp for backend project management in my business. (TIP – If you want, you can have a separate Trello board that’s not shared with your client with nitty gritty details that are just for you. Within each milestone, you should have the steps needed to accomplish it. These will become the headings for each of the lists on your board. Now that you’ve simplified your process, pick out the major milestones. For example, I want my clients to know when I’m working on their moodboard, but they don’t need to see my long SEO checklist. Go through your list and cross out any steps in the process that are just for you – not something your client needs to see. The goal here is to help them stay organized, not overwhelm them. We want to simplify your process for your clients. Step Two: Simplify the Process & Set Milestones You can do this on a scratch piece of paper, or type it into a Google Doc. This doesn’t have to be anything fancy – just write down all the steps of your process from start to finish. Let’s focus on what you need to do to make Trello work well for your client process! Step One: Outline Your Processīefore you can create your Trello board, you’ll want to outline your client process. So I’m going to assume that you already have a basic understanding of how Trello works. This isn’t a “how to get started with Trello” tutorial, ( but I have one of those, if you need it!). If I can do it, you can too! Defining Your Client Process Let me walk you through how I use Trello to make working with clients easier. In fact, I’m use Trello because there’s a free plan available, and it’s super easy for my clients to learn quickly. It doesn’t have to be expensive or complicated. Not only has this cut down on the amount of emails that I have to juggle, but it’s also made staying on the same page easier! If you’re a fellow service provider, I highly recommend using a project management system with your clients. ![]() ![]() I recently cut down on the amount of emails that I have to exchange with clients by adding them into a project management system, Trello. Isn’t it so frustrating to have to dig through your inbox to find that *one* email from your client? Multiply by all the clients you’re working with, and you’ll be spending more time in your inbox than you’d probably like to be.
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