Trello Audit

Hi! I’m looking for a Trello workflow coach/consultant to help me simplify and optimize my Trello setup.

Right now I feel like my boards have too many moving parts (multiple boards, automations, checklists, calendars, etc.) and it’s starting to feel harder to manage than the work itself.

What I need help with:

A board audit (what to keep, merge, archive, or delete)

A simplified structure that matches how I actually work

Reducing “where does this go?” confusion

Better use of:

templates

recurring tasks

checklists vs cards

labels vs lists

automation (without it moving things around too much)

A clear weekly workflow:

how I plan my week

how I track deadlines

how I capture new tasks

how I review daily

My work includes:

Teaching + planning art classes/workshops

Art commissions with deadlines (milestones + customer communication)

Business admin (bookkeeping, inventory, marketing, etc.)

Personal tasks

What I DON’T want:

A super complex “Second Brain” system

Tons of automation that constantly re-sorts my board

A full rebuild that ignores my real workflow

Ideal outcome:

A clean, realistic Trello system that:

feels calm

is easy to maintain

makes it obvious what I should do next

helps me plan weekly and hit deadlines without overwhelm

If this sounds like something you do, I’d love to book 1–2 sessions and share my boards with you.

Thanks!

— Jenn