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Trello Board Blueprinting & Setup

Standard Operating Procedures (SOP) Development
Tern
Client Communications
Trello
Standard Operating Procedures (SOPs)

About

I've spent years in the trenches of travel planning, witnessing firsthand the chaos and stress that can derail even the most exciting group trips. My mission is to transform that chaos into cozy, efficient workflows, allowing you to focus on what you do best: crafting unforgettable experiences. My deep expertise in Trello and Tern isn't just theoretical; it's born from [YOUR SPECIFIC EXPERIENCE: e.g., years of hands-on optimization of adventure group tours, managing complex logistics for corporate retreats, or streamlining family reunion planning for high-volume agencies]. I understand the nuances of group dynamics, the demands of diverse preferences, and the critical need for seamless communication and flawless execution. When you work with me, you're not just buying a service; you're investing in a proven system that will reclaim your time, reduce your stress, and elevate your client's experience.

What I'm Offering:
This service is your strategic weapon against disorganization. I design, customize, and meticulously set up Trello boards to become your command center for every group trip. From the initial inquiry to post-trip follow-up, every task, deadline, and communication point will be visually clear and intuitively managed. We're moving beyond basic to-do lists and building a dynamic, repeatable system tailored to your unique group travel processes.

How This Package Creates Value for You:
Imagine knowing exactly where every detail for every group stands, at a glance. No more digging through emails, no more missed deadlines, no more frantic searches for client preferences.

Basic: You'll gain a foundational, structured approach to group trip management. This eliminates the "where do I even start?" overwhelm and provides a clear, repeatable process from day one.

Standard: This package significantly reduces your manual workload. By implementing Trello's built-in automation (Butler), tasks will move themselves, reminders will trigger automatically, and critical information will populate where it needs to be, freeing you from repetitive data entry.

Platinum: This is the ultimate operational transformation. For advisors managing multiple concurrent groups, this package creates an interconnected Trello ecosystem. You'll have a high-level overview of all active trips, intelligent automation across boards, and custom reporting that gives you actionable insights into your business's performance. It’s like having a dedicated project manager without the overhead.

Why You Should Work With Me:
My track record speaks for itself. I've spent 5+ years solely focused on optimizing travel agency operations and successfully managed 10+ number of complex group trips using Trello, resulting in 70% reduction in planning errors. I don't just know Trello; I speak its language fluently, leveraging its Power-Ups and automation to build systems that genuinely simplify complex processes. My expertise ensures your Trello boards won't just look pretty; they'll work for you, driving tangible efficiency gains and ensuring no group detail ever falls through the cracks. You're investing in an expert who understands your business, not just a generic tech wizard.

Pricing & Inclusions

 

$30

Basic

$50

Standard

$75

Premium
1 custom Trello board template for 1 group trip workflow
Essential lists (e.g., "Planning," "Booked")
Basic card templates with pre-defined checklists
Manual board duplication instructions
Implementation of up to 5 Trello Butler automation rules
Custom fields setup (e.g., Group Leader, Pax Count)
Custom labels for critical statuses
Brief (30-min) virtual walkthrough of new board
"Master Group Overview" Trello board linking to individual group boards
up to 10 Trello Butler automation rules across linked boards
Integration with 1 external tool (e.g., Google Drive, basic email)
Custom reporting dashboard setup within Trello
1-hour comprehensive training & personalized best practices guide
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While this package provides guidance to the user and CoPilot on how to work together, users will retain full control and responsibility over how the work is executed by their CoPilot. Lucia does not actively monitor or regulate the work involved in each package and will not be held liable for any final outcomes or results achieved through a package.

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