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I will build a trello lead follow up system for your business
About this Gig
You get a new lead.
You reply to some. You call others. Someone says they need a proposal. Another person says follow up with me next week.
Then the day gets busy.
Suddenly you are searching through emails, WhatsApp messages, spreadsheets and notes trying to remember who needs your attention.
That is where I can help.
I will build a practical Trello lead tracking and follow up system that shows you exactly where every lead stands and what needs to happen next.
Your system can include a Trello CRM, lead pipeline, follow up dates, next actions, lead sources, reminders and automated card creation using tools such as Zapier, Make, Google Sheets, Google Forms and Gmail.
When a new lead comes in, it can be added to your Trello board, assigned to the right person and given a follow up date instead of disappearing into your inbox.
Whether you run an agency, freelance business, consultancy, coaching business or small service company, I will build the workflow around how you actually handle leads.
If you are tired of wondering who you still need to contact, message me and tell me how you currently manage your leads. I will show you what we can improve.
Software:
Trello
FAQ
Can you build a Trello lead tracking system?
Yes. I can build a Trello lead tracker that organizes prospects by stage, follow up date, lead source, next action and other information important to your business.
Can you create a Trello CRM for my business?
Yes. I can create a simple Trello CRM for managing leads, prospects, follow ups and client information without making the system unnecessarily complicated.
Can you automate lead follow ups in Trello?
Yes. Depending on your workflow, I can create reminders and connect Trello with tools such as Zapier, Make, Gmail or Google Sheets.
Can you connect Google Forms to Trello?
Yes. A Google Form can be connected to Trello so information submitted by a potential client can create a new lead card automatically.
Can you connect Google Sheets to Trello?
Yes. I can connect Google Sheets with Trello when your lead information needs to move between the two systems.
