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Advanced Business Operations Trello Board | Client Pipeline, SOPs & Team Task System for VAs & OBMs | Editable Trello Template
$47.00
Built for VAs and entrepreneurs ready to scale.
Questions? Ask me- Instant download after checkout
- Secure checkout by Shopify
- Made by a working VA who uses these systems daily
About this product
Built for VAs and entrepreneurs ready to scale. This board organizes client workflows, content calendars, financial tracking, and project pipelines in one system — so growing your operations doesn't mean losing control of them.
What's included:
- 9 lists: Start Here, Client Pipeline, Active Projects, Content Calendar, Financial Tracking, SOP Library, Team Tasks, Recurring Operations, Completed/Archive
- 10 labels for priority, project type, and status
- 9 built-in Butler automation recipes
- 16-page written setup guide
Who it's for: VAs, OBMs, and entrepreneurs juggling multiple clients who need one operational home base instead of five scattered tools.
Format: Instant digital download — a Trello board copy link plus a PDF setup guide. Works on the free version of Trello. Personal and client-facing use only; no resale or redistribution.
How to use it: Copy the board into your own Trello account, follow the setup guide to enable the Butler recipes, and start routing your active clients through the pipeline.
Format: digital download.
Delivery: files arrive by email right after checkout.
Nothing is shipped.
Meet the maker
Remote Blossom Co.
A virtual assistant and business-systems studio. Every template is built from the systems used day to day with real clients.