How to Set Up Your Entire Business in Trello (Step-by-Step System)
✨ TODAY’S TUTORIAL: How to Set Up Your Business in Trello
If you had to start your business from scratch… how would you actually organize it? 🤯
In this video, I’m walking you through how to set up your entire business inside Trello so you can stay organized, manage projects, and streamline your workflows — without the overwhelm. 💕
From your weekly task management to marketing and launch planning, this system will help you build a backend that actually supports your business growth.
🔗 ✨ Helpful Links & Free Resources
Freebies:
👉 My Week Trello/Asana Template — https://katschmoyer.com/trello-my-wee...
👉 This or That: Trello vs. Asana — https://katschmoyer.com/this-or-that-t-a
👉 Create Your Marketing Funnel — https://katschmoyer.com/marketing-funnel
👉 Evergreen Funnel Checklist — https://katschmoyer.com/evergreen-fun...
Work With Our Team:
👉 Book a Roadmap or VIP Day — https://katschmoyer.com/ks-agency
👉 Apply to Work With KS Agency — https://katschmoyer.com/apply
👉 Shop Trello + Asana Boards — https://shop.katschmoyer.com/shop-tre...
🧠 What You’ll Learn in Today’s Video (SEO Keywords)
How to set up a Trello business system from scratch
How to organize your Trello boards for projects, content, and tasks
Tips for creating a weekly workflow inside Trello
How to manage your marketing and launch planning in Trello
Small business systems for organization and scalability
⏱ Timestamps
0:00 – Intro
0:17 – Why you shouldn’t start completely from scratch
0:35 – Using Trello templates vs. building your own
1:04 – Naming your boards for organization
1:30 – Setting up your personal “My Week” board
3:02 – Creating a quick-grab section
4:14 – Organizing daily tasks (Monday–Friday workflow)
4:40 – Setting up recurring tasks in Trello
5:36 – Using a parking lot for ideas
6:08 – Creating workflow templates inside cards
7:01 – Setting up your marketing/content board
8:20 – Planning your content calendar in Trello
10:24 – Using calendar view for visibility
11:37 – Setting up project-specific boards (launch example)
12:39 – Organizing launch tasks + assets
13:56 – Structuring webinar + course workflows
15:27 – Final system overview
15:50 – CTA + next steps
💗 Weekly Tutorials On:
• Kajabi setup + funnel builds
• Trello + Asana workflows
• Email marketing (Flodesk + Kit)
• Zapier automations
• Launch prep
• Content planning systems
Subscribe so you don’t miss next week’s tutorial! 🎉✨
👋 About KS Agency
We help Visionaries turn ideas into executed plans — with full-service integration, funnels, launches, and backend builds that support sustainable business growth.
You dream it. We do it. 💕