Contact person: Business Client

Phone:Show

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Location: Brooklyn, United States

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I’m overhauling my event-planning company’s entire workflow inside a software and currently exploring Trello and I want the platform configured so it supports every stage— From the Sales pipeline (acting as somewhat a CRM) to onboarding, planning, Execution & Project Tracking, and final Closure & Reporting—while still feeling seemless and effortless for me and my team.

Here’s what I need to walk away with:

• A master workspace structure that mirrors our real-world process, from inbound lead boards that track prospects through nurture and proposal, to execution boards that manage vendors, timelines, and budgets, and finally a post-event board for debriefs, metrics, and client follow-up.
• Smart automations (intigrations and platform utilization (Maybe butler? calendar commands, email triggers) and key power-ups—think Google Calendar, Maybe Slack, and if relevant CRM or form integrations—so hand-offs happen automatically and deadlines surface where my team already lives.
• Built-in reporting views: dashboards or card templates that capture spend vs. budget, (if possible) task completion rates, and client satisfaction scores the moment an event wraps.
• Clear, reusable templates for common event types, task checklists, and marketing campaigns so new projects spin up in seconds.
• A short, plain-English playbook and live walkthrough that ensures anyone on my staff can maintain and adapt the system without outside help.

Success is a workspace where a lead enters one board, advances through standardized lists, and—via labels, custom fields, and (Maybe Butler?) rules—automatically spawns the right tasks, calendar dates, and follow-up reports until the event is closed and archived. If you’ve built end-to-end Trello systems before and can keep things both powerful and user-friendly, let’s talk setup steps and timeline." (client-provided description)