Designing a template for clients

[Dana Franks]

We are a digital marketing company that is moving our project management system in Trello from Wrike. What we're working on and would like to get some help with is building a custom template for each client's card. Each client has info about their business, an initial client interview and then would need checklists for their monthly work. I have been looking at template galleries for Trello and Atlassian and haven't found anything for that at this point. Is there anyone who can help me develop that? As far as I know we don't have an account manager with Trello, which we have with Wrike.

[Çiğdem Büyükaşik]

Hi @Dana Franks,

Welcome to the community. Cigdem from Hipporello here. We have marketing agencies using our Marketing Requests Power-Up. Not necessarily for checklists, but I think you may find it useful. Good luck!

[Dreamsuite Mike]

Hi @Dana Franks 

This is quite a common use case, please check out a list of consultants who may be able to help you:

https://community.atlassian.com/t5/Trello-articles/Trello-Consultants-Right-Here-In-The-Community/ba-p/1983694 

[milynnus]

@Dana Franks

You can that with a contact management power up. Dm me if you are keen on seeing how this can be used for your business.