In this live Build with Me session, I’ll be joined by one of my clients as we take her client tracker Google Sheet and re-imagine it inside Trello. Instead of simply importing data, we’ll redesign the system to take full advantage of Trello’s visual layout, automations, and flexibility.

You’ll see us:

✅ Transform spreadsheet columns into a Trello board that makes sense at a glance
✅ Walk through real client needs and customize the setup live
✅ Explore practical Power-Ups and automations that make client tracking easier
✅ Share tips for moving from spreadsheets to Trello without overwhelm

If you’ve ever wondered how to move beyond rows and columns and create a tool that actually supports your workflow, this session will give you a front-row seat to the process.

✨ Bring your own Google Sheet or Excel client list and follow along as we build a system you’ll love using!