Trello template
Client & Lead Tracker (CRM)
Know who to follow up with, which proposals need attention and what happens next with each client. One Trello CRM for freelancers and small service businesses.
$9
Secure checkout. Instant download, works with a free Trello account.
What's inside
Everything set up. Just add your stuff.
- Leads, prospects, clients and referral partners
- Enquiries and discovery-call notes
- Proposals, decisions and next follow-up dates
- Booked work, active jobs and outstanding client inputs
- Delivery, invoice status and payment reminders
- Past clients, repeat projects and retainer renewals
- 14 organised lists
- 56 cards, including guidance, reusable templates and fictional examples
- Practical Trello checklists for setup, proposals, kick-off, delivery, reviews and more
How it works
Ready in minutes.
1
Buy and download
You get a PDF with your template link and step-by-step setup instructions.
2
Copy it to Trello
Sign in or create a free Trello account, open the link and click "Create board from template".
3
Make it yours
Rename, recolour, add or delete anything. Your copy is 100% yours.
Questions
Good to know
Do I need a paid Trello account?
No. It works on the free Trello plan.
Do I need Trello experience?
No. The setup guide walks you through every step.
Can I change it?
Yes. Rename, recolour, add or remove anything.
What if something isn't working?
Digital purchases are non-refundable, but message me with any issue and I'll personally get you set up within 24 hours.
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