Want a simple way to organize and track your clients in Trello?
In this step-by-step tutorial, I’ll show you how to create a client tracker in Trello that keeps all of your client information, sessions, and revenue in one place.
This tutorial covers:
✅ How to document your process before setting up a tracker
✅ The difference between process-based vs. client-based tracking
✅ Using Trello custom fields (and the free Amazing Fields Power-Up)
✅ Adding templates, labels, and automations to save time
✅ Tracking revenue and reporting with Dashcards
Whether you’re a solopreneur, coach, or consultant, this system will help you simplify client management so you can focus on serving your clients — not struggling with spreadsheets.
Don’t forget to like, comment, and subscribe! Let’s make this a place where we can all grow together. 😊
Don’t have time to watch it right now? That’s ok! Just make sure you Pin It for later! Let me know in the comments and I will put it on my list for a future video!
I’m Kelly, your Tech-Savvy Business Mentor!
I help you find & maintain Solopreneur balance while growing a thriving business.
Learn more about the Tech-Savvy Academy at https://kellylgabel.com.
Let it be Easy,
*Heads up…there are a lot of links on my blog! Business tools are not one-size-fits-all, so I’m going to talk to you about what I think are your best options. If you choose to purchase through an affiliate link, I may receive a small commission at no additional cost to you. You can see my disclaimer here.Â
