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Grab a time with me if you want to have a quick call. My company builds power-ups for Trello so I'v seen a lot of different set ups. I can probably recommend some tips on setting up Trello and maybe some power-ups to check out. Link to my calendar here https://calendly.com/robinwarren/30min
Some useful pups if you wanted to check them yourself
- Email for Trello great for managing email back and forth with clients directly within Trello
- Forms let's clients fill out forms and get cards created in your Trello Board