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At a Glance

Key details about this service to help you decide. Generated by Zinn Hub, not the seller.

Platform

Trello (All Plans)
Works with new or existing Trello accounts across free and paid plan tiers - setup is tailored to your current subscription level.

Implementation Style

Done-For-You
This is a hands-on build service - not a tutorial. Your workspace, boards and automations are configured by an experienced consultant, not handed to you as a guide.

Consultation Included

Every Package
All three packages include a one-to-one Zoom session - from a focused advisory hour in Starter to a full handover walkthrough in Premium.

Industries Served

10+ Sectors
Delivered across real estate, digital marketing, HR, health, food, design and more - setup is shaped around how your specific industry actually works.

What You'll Receive

Formats:
Live Video Call
Cloud Link
Written Report
Delivery Method:
Order Manager
Notes: Your Trello workspace will be shared with you via a cloud link once setup is complete. The Zoom consultation or handover session will be arranged through the order chat. A brief written summary of what has been built and how to use it is included with Boost and Premium packages. All communication takes place through the order manager.

Full Description

If your team is drowning in scattered tasks, missed deadlines and clunky processes, the right Trello setup can change everything. This service gives you a structured, intuitive Trello environment — built around how your business actually works — so your team can collaborate clearly, move projects forward with confidence and stop wasting time hunting for information.

Based in London and operating worldwide, Zinn Digital brings hands-on Trello expertise to organisations of every size. With over 100 projects successfully delivered across industries including real estate, digital marketing, HR, food, design, lead generation, health and training, this is practical, experienced guidance — not generic advice.

**What this service covers**

Depending on the package you choose, your engagement includes one or more of the following:

— A dedicated one-to-one Zoom consultation to walk through Trello's core features and advise on how to structure your workspace for your specific needs
— Full workspace setup with boards, lists, cards and columns configured to reflect your real workflows
— Custom board templates designed for your team or project type
— Basic and advanced automations built directly into your boards to eliminate repetitive manual work
— Intuitive dashboards so you can see project status at a glance
— Task population — if you share your tasks and team details, they can be added for you
— Integration with third-party apps including Gmail, Google Drive, Google Calendar, Slack, HubSpot CRM, Mailchimp, Shopify, Stripe, Dropbox, Outlook, Quickbooks and more (on request)

**How it works**

The process begins with a short discovery call to confirm you're a strong fit and to understand your goals, team structure and current pain points. From there, a kickoff call sets the project scope, priorities and timeline. Implementation follows, with clear communication throughout via order chat. Where tasks, team member names or column structures are not yet defined, guidance is provided to help you clarify them — or they can be built out once you share the relevant details.

**Who this is for**

This service is ideal for small business owners, operations managers, project leads and growing teams who are new to Trello or who have an existing setup that is underperforming. Whether you are running a corporate team, a home-based business, a creative agency or a client services operation, Trello can be shaped to fit your working style — and this service ensures it is.

**Why Zinn Digital**

With a background as both a project manager in digital marketing and a scrum master coach in real estate, the consultant behind this service understands how real businesses operate — not just how project management tools work in theory. Every setup is purposeful, clean and built to be used by real people with real workloads.

Before placing your order, a brief pre-purchase conversation is strongly recommended to ensure the right package is selected for your needs.

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Compare Packages

FeatureStarterBoostPremium
Delivery Time5 days7 days10 days
Revisions012
1-hour one-to-one Zoom consultation session
Walkthrough of Trello's main features and capabilities
Personalised advice on structuring your workspace
Discussion of your business workflows and setup goals
Guidance on boards, lists, cards and columns
Delivered within 5 days of kickoff
Everything in Starter, plus full workspace build
Boards, lists, columns and cards configured to your workflows
Bespoke board templates created for your team or project type
Basic automations set up to reduce repetitive manual tasks
Task population included if team details are provided
One-to-one Zoom session covering setup and workflow review
Everything in Boost, plus advanced automations and dashboards
Intuitive project dashboards designed for at-a-glance visibility
Third-party app integration (e.g. Slack, Google Suite, HubSpot, Shopify)
Full workflow organisation and process streamlining across your workspace
One-to-one Zoom session with expert tips, walkthroughs and handover guidance
Comprehensive implementation for complex or multi-team environments

Portfolio

Examples of the seller's work related to this Zinn.

Set Up Your Trello Workspace, Boards and Automations

Set Up Your Trello Workspace, Boards and Automations

Extra Information

Why Choose Me

Experience:100+ projects delivered for clients across Europe, the USA and Canada
Background:Former project manager in digital marketing and scrum master coach in real estate
Location:Based in London, England — serving clients worldwide

Industries I've Served

Sectors:Real Estate, Digital Marketing, HR, Food & Hospitality, Design, Lead Generation, Health, Training & Coaching

My Process

Step 1:Brief pre-purchase discovery conversation to confirm fit and package selection
Step 2:Kickoff call to identify goals, priorities, timeline, strategy and scope
Step 3:Implementation of your Trello workspace, boards, automations and integrations
Step 4:Handover via Zoom walkthrough and order chat support throughout

Frequently Asked Questions

No. You can start from scratch — a brand new workspace will be created for you. If you already have an existing Trello account, that can be worked with directly. Either way, please share any relevant details about your team and projects when placing your order.

Both options are available. A blank workspace can be built for you to populate yourself, or if you share your task list, team member names and a brief description of your operations, the tasks can be added for you as part of the setup.

Yes. Integrations are available with a wide range of tools including Gmail, Google Drive, Google Calendar, Slack, HubSpot CRM, Mailchimp, Shopify, Stripe, Dropbox, Outlook, Quickbooks and more. App integrations are available as a paid add-on — just mention your preferred tools when ordering.

To build your workspace, it helps to have: your company or project name and a brief description, the names and email addresses of team members, the groups or categories you work across, and the columns or stages in your workflow. If these are not yet defined, guidance will be provided to help you clarify them.

That's fine — part of the consultation and kickoff process is helping you define exactly that. You can share a description of your operations and the tasks involved, and the structure will be designed around what makes sense for how your team works.

The Zoom session is arranged via the order chat after purchase. For the Starter package, this is the primary deliverable — a full hour of guided consultation. For Boost and Premium packages, the session is part of a broader implementation process that includes the setup work itself.

This service has been used across real estate, digital marketing, HR, food, design, lead generation, health, training and more. Whether you run a small team or a larger operation, and whether you work from a corporate office or a home setup, Trello can be configured to fit your specific style of working.

Yes — it is strongly recommended to have a brief conversation before placing your order. This typically takes only a few minutes and ensures the right package is selected for your needs, so work can begin without delay once you order.

Customer Reviews

See what our customers say about this Zinn

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Great experience, would recommend.

Neil was Amazing! Hopped right on a virtual consult, and we worked together to get my Trello Board updated for my Medical Practice. Very good communication skills, prompt, and professional! A++++

A really good introduction to the best way to manage software projects.

Straightforward, clear and ready to help

This seller went above and beyond for me. I was extremely satisfied from start to finish!

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