GET ORGANIZED WITH TRELLO
Trello
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Notion
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Things 3
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Previous Controller - Accountant
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Certified QuickBooks Advisor
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Squarespace Website Creator
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Certified Life Purpose Coach
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Wave Accounting Expert
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Trello / Notion / Things 3 / Previous Controller - Accountant / Certified QuickBooks Advisor / Squarespace Website Creator / Certified Life Purpose Coach / Wave Accounting Expert /
HELLO. I’M ANGELA
I’m a dedicated and detail-oriented former Controller and Online Business Manager passionate about supporting entrepreneurs in managing their small businesses. I love helping people have more time and freedom to focus on achieving their business goals with a good digital task management system.
I would love to help you get organized with Trello. I’ll help you create a #System that works for you. We’ll tweak and customize it, as it needs to feel good to use, or you probably won’t use it.
Read more below and if you’re ready to chat, use the form at the end of this page.
OUR PRIVATE ZOOMS TOGETHER
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The key to staying organized is you must have a #System and I'm going to help you create your customized #System.
We’ll create your custom system of routine tasks to stay organized and add those tasks to Trello as recurring tasks. That way, you can eliminate them from your brain as they’re recorded in Trello.
You’ll know what to do daily or weekly to stay organized. It only takes a few minutes and will make a huge difference.
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We can create you a customized Planner with Trello that will be your roadmap to accomplishing your goals and getting things done, not to mention more peace as you feel organized.
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Of course, Trello has tasks, but you can also set up recurring tasks to get reminders when it’s time to complete them.
And if you add notes within your tasks, you can link to files, resources, etc.; everything is contained in Trello. -
Trello uses an organizational system based on Boards. Within your Boards are Lists and Cards. You’ll learn how to use these areas to fit your tastes, your style, and what will work best for you.
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Trello is great for adding goals, tasks, milestones, and more. You can schedule due dates, add notes about your goals, and more. With Trello, you’ll always know your goals and where you are on the path to achieving them.
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Workspaces allow you to organize your Boards into different areas, projects, etc. For example, you can have an area for life, one for business/work, and more.
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Trello has many ways to make it easy to get and stay organized. With my guidance and your input we’ll create you a #System in Trello and adjust it as we go until it flows right for you.
THE TRELLO PACKAGE $397
HOW IT WORKS
Book your free chat below, and I can answer all your questions and see if Trello would be a good fit for you.
Once we’ve decided to work together, we will schedule your first Zoom, and I’ll email the invoice to be paid before we meet.
The First Zoom is about 90 minutes long, and we’ll discuss your needs and how we can create a #System that works for you. I’ll train you on using Trello, and we’ll create your Boards and start adding your Lists and Cards (Tasks). We can also add any Workspaces you may want to use.
The second Zoom is best done about a week to two later. We’ll discuss how it’s going, if you like it, and how we can improve it. You need a #System and software/App you enjoy using, or it will never last. There are different ways to organize in Trello so we can make tweaks to fit your style and tastes.
The Third Zoom is best done over another week to two weeks; then, evaluate what is working and what may need to be changed. It’s really fun to move tasks around to different projects, areas, etc., so it’s easy to “re-organize.”
Interested? Let’s do a Zoom chat, and I can answer all your questions. Complete the form below and schedule our chat.
Once you complete the form, you will be taken to my scheduling page. If my scheduling page does not open, use this link.
