Trello is one of my favorite tools for quickly visualizing every step needed to manage client projects! With the Client Kit, you’ll never have to worry about missing a deadline or losing track of important project details again. This template is specifically designed with freelancers and small business owners in mind, with eight custom columns that allow you to easily track all aspects of your client projects, from initial contact to final delivery.
With The Client Kit, you’ll have everything you need to stay on top of your client projects and provide updates at a glance. The Client Kit also includes complete onboarding checklists for seven of the most popular freelance services! Never miss a step in the process again.
Say goodbye to the stress and chaos of managing multiple client projects, and hello to the peace of mind that comes with knowing you have everything under control. Grab the Client Kit today and take your project management to the next level!
- Immediate access to a Trello board ready for customization. Bring order to client chaos in less than one hour (no more DIY-ing and staring at the mess or a blank screen for hours!)
- Columns & cards tracking every step inside the project, including: Important Info & Links, Checklists, Ongoing conversations, Recurring tasks, Client tasks, One-time tasks, Future tasks & ideas, Completed tasks.
- Instant access to Onboarding checklists for seven of the most popular freelance services: social media manager, copywriter, podcast manager, Pinterest manager, project manager, and Web designer.
- Individualized email scripts, checklists, sample processes, and kick-off call scripts/questionnaires!