Project Management
You already know Trello can handle this. The problem is that setting it up properly, keeping it current, and building the automations that actually save time takes hours you do not have. Nacho's fractional specialists work inside your existing Trello workspace, not in a vacuum, so nothing gets lost in translation. Whether you need a board built from scratch, a Butler automation that eliminates manual status updates, or a full audit of a workspace that has grown out of control, we handle it at $50 per hour with no long-term lock-in after the first three months.
What we do
Concrete work our fractional specialists take on inside your Trello account. No vague promises.
We design board architecture around how your team actually works, not a generic template. That means configuring lists, card templates, custom fields, and label systems that match your workflow stages from the start. Deliverable: a fully documented board your team can use on day one without a training session.
We write Butler rules, scheduled commands, and card button automations to handle the repetitive work: moving cards when due dates pass, assigning members when a label is applied, or posting a checklist to every new card in a list. Each automation is tested, labeled with a plain-language description, and documented so you know exactly what fires and when.
Workspaces that have accumulated boards, archived cards, and inconsistent naming conventions over months or years create real friction. We audit your workspace, identify redundant boards, consolidate card data, and establish naming and labeling standards that make search and filtering reliable again. You get a written summary of every change made and why.
For teams that run the same type of project repeatedly, such as client onboarding, product launches, or content production cycles, we build reusable board or card templates with pre-populated checklists, due date offsets, and member assignments. We also update those templates when your process changes so they stay accurate.
We configure Power-Ups including Slack, Google Drive, Jira, and Salesforce, and build Zapier or Make workflows that move data between Trello and the rest of your stack. A common example is creating a Trello card automatically when a form is submitted, then posting a Slack notification when that card reaches a specific list. We map the logic, build it, and document the trigger and action chain.
If you are moving from Asana, Monday.com, Notion, or a spreadsheet-based system, we handle the data mapping and import process, including custom field alignment, attachment transfers where supported, and list structure translation. We flag any data that cannot be migrated cleanly and give you options before anything is moved.
The handoff
During onboarding, your dedicated Client Success Manager reviews your existing Trello workspace (or your intended use case if you are starting fresh) and works with you to identify the highest-priority tasks first. That review feeds directly into your Strategic Delegation Plan, which maps out what the specialist will tackle in the first 30 days. Your specialist works inside your own Trello account using a role you control, documents every board, automation, and integration they build, and checks in at agreed intervals so you can approve changes before they go live. Nothing is built in a black box, and you own everything in the workspace when the engagement ends.
Use cases
A few of the most common workflows our team has deployed with Trello.
When a client fills out a Typeform or Jotform, a Zapier workflow creates a Trello card in the intake board, populates custom fields with the form data, and posts a Slack message to the relevant channel. The team sees the new request in real time without anyone manually copying information.
A Butler scheduled command checks for cards with overdue due dates each morning and moves them to a flagged list, changes the label to red, and sends an in-app notification to the card's assigned member. This replaces a manual daily standup review of what slipped.
When a card is added to a specific list, such as Active Projects, a Zapier step creates a named folder in Google Drive and attaches the folder link back to the Trello card. Every project gets its own storage location without anyone having to create it manually.
When a card is moved to the Closed Won list, a Zap updates the corresponding deal stage in HubSpot or Pipedrive and logs a note with the card's completion date. This keeps the CRM current without requiring the sales team to update two systems.
A scheduled Butler command runs every Friday and compiles cards in each list into a checklist summary on a designated reporting card. A specialist then exports that summary into a formatted Google Doc and shares it with stakeholders, replacing a manual weekly status email.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
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Ready when you are
Book a discovery call and we will audit your current Trello setup, identify the highest-impact tasks to delegate first, and outline a 30-day plan before any hours are committed.