Trello template
Virtual Assistant Business Hub
Run your VA business from one Trello system: leads, onboarding, recurring client work, approvals, reporting and offboarding.
$9
Secure checkout on Etsy. Instant access, works with a free Trello account.
What's inside
Everything set up. Just add your stuff.
- 10 organized workflow lists
- 49 practical cards
- 16 actionable checklists
- New-enquiry and lead-qualification system
- Discovery-call questions and proposal guidance
- Client onboarding workflow
- Reusable Client Workspace template
- Weekly priorities and capacity planning
- Recurring client-work templates
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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