Keep your clients feeling seen, heard, and supported with this beautifully structured Trello board designed to manage every step of your client journey. From onboarding to ongoing communication, follow-ups, and relationship-building touchpoints, this board ensures no detail slips through the cracks.

✨ Whether you're a solopreneur or scaling a service-based business, the Client & Customer Relations Board is your personal CRM system—color-coded, customizable, and easy to use.

Includes:

Client intake & onboarding lists
Project phases or service delivery stages
Follow-up and check-in reminders
Notes, testimonials, and VIP treatment areas
Optional automation ideas using Butler

Turn your client care into a seamless, organized experience that keeps them coming back!

“Your Business. Fully Organized. Ready to Scale.”