Join Us!
Are you ready to stop running your business from mental notes? Join us for Trello Traction Training, a beginner-friendly workshop where you’ll build a simple, repeatable Trello system to organize tasks, projects, and follow-ups so nothing slips through the cracks and your information doesn’t go to die in your inbox, notes app, or “I’ll remember.”
8:00 AM Mountain 10:00 AM Eastern on Zoom
In 30 days, you’ll replace brain-based follow-ups with a repeatable Trello system that tracks every lead, prompts your next steps, keeps your pipeline moving without things slipping through the cracks, and saves you 2–4 hours a week.m.
One live workshop (Monday, Feb 23) focused on building a simple Trello system that gets your tasks, ideas, and follow-ups out of your head and into one place you’ll actually use
Trello Basics (Free Account Friendly): Quick tour of boards, lists, cards, and the handful of features that matter (checklists, due dates, labels, attachments)
Live Build: Create your first “Business Command Center” board together, so you always know what’s next without digging through notes, DMs, and open tabs
Template Power: Build 2–3 reusable card templates (Weekly Reset, Follow-Up Tracker, Content/Marketing To-Dos) so you can copy/paste your process instead of reinventing it
Repeatable Workflow: Set up a simple flow for “Now / Next / Waiting On / Done” so nothing disappears and information doesn’t go to die
Easy Organization Wins: Learn quick, practical ways to keep your board clean and usable (how to name things, where to park ideas, weekly cleanup in under 5 minutes)
Daily Habit System: Learn the 2-minute routine that keeps Trello working even when your week is wild
Designed for small business owners who want to stay organized, follow through faster, and stop relying on memory as their project manager
You’ll leave with: a working Trello board, reusable templates, a simple weekly reset checklist, and a “nothing slips through the cracks” workflow you can use immediately