Trello Tutorial for Direct Sales

by Jan 16, 2019Established4 comments

Client relationship management (CRM) tools are a hot topic in direct sales. There are many systems that have been developed and are not quite a one-size-fits-all solution. Depending on your organization style, personality type, attention to detail and functionality needs, there are many fabulous solutions on the market. Most of these tools offer a free trial or a demo that you can join in to learn more. If you’re looking for an all-encompassing CRM for your direct sales business, I would recommend taking a peek at Tractivity, Teamzy, Hubspot, Fitfu or Maven. I never want to recommend a system that I am not using myself, so I thought I’d share how I keep track of my customers in case you have similar preferences.

Meet Trello. Trello is a drag & drop project management tool that I’ve adapted to work as a CRM.

Here’s what I love about it:

  • I use Trello for allllll of my project management – from organizing vacations, keeping track of important login information, my content calendar, it’s how I work with my team and my customers. I love it because I have everything in one place.
  • I love it because it’s FREE.
  • I love it because there’s a mobile app and you can use it in your web browser – no fancy software required.
  • I like being able to “move” cards in a linear system, flag with deadlines, create checklists within cards, add attachments and tag others that are collaborating with me. I also love that I can search within boards. Oh! One bonus – you can forward your emails to Trello when action items come from your inbox.

In this tutorial, I’ll share with you how to: 1) create a board, 2) create a card, 3) move cards around, 4) add checklists for hostess coaching, customer follow up and more, 5) add order history or customer notes.

So, let’s get to it.


If you think this system might work for you, go ahead and grab a copy of my FREE customer trello board so you can easily adapt it and make it work for your direct sales business.

How do you keep track of your customers? I would love to hear what works for you!

If you prefer a paper & pencil version, check out my Customer Power Sheet.

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