Bright Omoriame

Portfolio Trello Pipeline Setup for Lead & Client Workflow Management This project shows how I transformed Trello from a simple task board into a structured operational system for marketing and workflow management. It highlights how I use Agile project management to build organized pipelines, and maintain strong accountability across remote teams. The setup is designed to support transparency, faster task delivery, and smooth collaboration for marketing and business operations. 2 G I R B M O T H 3 I OR E M A G I R B M O T H 4 I OR E M A The image (page 4) shows a custom Lead Management Pipeline in Trello, built to manage the partner onboarding process. It lays out the full Customer Journey from first contact to going live, acting as a lightweight CRM that makes deal stages and bottlenecks easy to see. The board moves from left to right through the stages: Contacted, Interested, Onboarding, and Live. This reflects strong Sales Funnel Optimization. Each list represents a key part of the Lead Lifecycle, helping prospects move smoothly from a “Cold Lead” (Contacted) to a Sales Qualified Lead (SQL) and eventually to a “Closed-Won” account in the Live stage. The Onboarding/Items Listed column with the “Kick-off Phase” card shows Workflow Automation and SOP implementation. This stage manages the handoff from sales to operations and ensures all important items, contracts, assets, requirements, are completed before a partner goes live. This reduces Time-to-Value (TTV) and improves onboarding efficiency. The Live column uses branded card covers (such as Aspire Los Angeles and Omnycode), showing a clean Visual Management System for identifying active, high-value accounts and supporting strong Account Management. The Undecided and Declined columns help maintain Pipeline Hygiene and support Churn Analysis by tracking lost or stalled deals and improving future campaign targeting and the overall Value Proposition. 5 G I R B M O T H 6 I OR E M A The image (page 6) shows the Initial Outreach card, which is the first step of the sales pipeline. It acts like a simple SOP that explains exactly what must happen before a lead can move from “Contacted” to the next stage. This helps keep the Lead Qualification process consistent and easy to follow. The Description section explains that this card holds businesses that have been contacted but haven’t replied yet. This supports strong Workflow Governance by clearly defining what counts as a “Contacted” lead. It helps any team member understand where each prospect is in the Customer Journey, improves clarity across the board, and makes onboarding new staff faster. The ACTIONS checklist (currently 0% done) includes steps such as collecting business owner information, contacting them, and setting a follow-up schedule. These steps act as required Stage-Gates and support Quality Assurance (QA). They make sure data is correct and follow-ups are properly planned, reducing Churn Risk from missing or incomplete outreach. The card also includes color-coded labels: Contacted, In Progress, and Completed. This provides Visual Status Tracking, helping managers filter leads and understand Team Bandwidth at a glance. Finally, the assigned member (BY) ensures clear Task Accountability and that a specific DRI manages the outreach to meet team SLAs. 7 G I R B M O T H 8 I OR E M A The image (page 8) shows the “Add to Card” Configuration Menu, which acts as the control panel for setting up each task. It demonstrates how I use Project Metadata to organize deliverables with assigned team members, deadlines, and custom categories so every task fits smoothly into the overall workflow. The “Members” option represents strong Resource Allocation and Accountability. Assigning members removes confusion about ownership and ensures every task has a clear Directly Responsible Individual (DRI), especially important for remote teams where miscommunication can slow down progress. The “Custom Fields” option highlights Workflow Scalability. While standard Trello cards are simple, Custom Fields allow me to track important business data like Deal Value, Client Tier, or Priority Score. This transforms Trello into a more advanced Database Management system tailored to project needs. The “Labels” option shows effective Visual Taxonomy Strategy. Labels act as organized data points, not just colors. When set up by urgency, department, or phase, they support High-Level Reporting, making it easy to filter for insights such as all high-priority marketing tasks. The “Dates” option supports strong Timeline Management. Using both start dates and due dates helps with Capacity Planning, making it clear when work should begin, not just when it’s due, reducing last-minute rushes and improving team workflow. 9 G I R B M O T H 10 I OR E M A → The image (page 10) shows the “Add to Card” Dates setup in Trello. It highlights how I plan timelines by setting start dates, due dates, and reminders to keep projects on track. The calendar view with a set due date (11/25/2025 at 12:17 PM) demonstrates strong Timeline Management. Instead of basic to-do lists, this setup supports accurate Capacity Planning, helping the team understand deadlines and allocate time properly. The “Due date reminder” set for “1 Day before” shows a simple Risk Mitigation Strategy. Automated reminders act as a safety net so no deadline is missed, improving overall On-Time Delivery. The optional “Start date” and “Recurring” features show flexible Workflow Scheduling. Start dates help track Task Duration, while recurring options allow automation of repeated tasks, useful for ongoing marketing reports or monthly maintenance work. 11 G I R B M O T H 12 I OR E M A The image (page 12) shows the Attachment Interface, a key feature for storing project files in one place. It keeps everything centralized so the team always works from a single, updated source. Uploading files or adding links supports Digital Asset Management (DAM). Attaching documents, creative files, or briefs directly to the task improves Operational Efficiency and removes the need to search through folders. Linking to Trello or Jira tasks shows strong Ecosystem Integration. It creates a Relational Workflow, connecting strategy cards with execution tasks so marketing work stays aligned with broader goals. The “Recently Viewed” section shows how I use links for Knowledge Management. Keeping related assets together reduces errors, prevents version confusion, and maintains Data Integrity across the project. 13 G I R B M O T H 14 I OR E M A The image (page 14) highlights the task Progress Bar and Checklist, giving a clear breakdown of work and completion status. The progress bar showing 60% completion supports Visual Performance Tracking, letting stakeholders instantly understand Project Velocity without digging through notes. Checklist items like “Data Information of Business Owners” and “Contact Business Owners” reflect Process Standardization. Breaking tasks into simple steps ensures Quality Assurance (QA) and reduces mistakes. The “Comments and activity” log acts as a Digital Ledger, showing who completed what and when. This supports Asynchronous Accountability, making it easy to track delays, updates, and workflow history, especially useful for remote teams. 15 G I R B M O T H 16 I OR E M A The image (page 16) shows the Card Cover Configuration options used to create a clean, structured visual layout on the board. Choosing colors or images creates a clear Visual Hierarchy Strategy. It helps highlight priorities and makes the board easier to scan, following Lean Management principles. The Unsplash photo options and custom image uploads support Context Switching Optimization. Images act as quick visual cues, like client logos or icons, helping the team switch tasks faster and stay organized. The size toggle (header strip or full cover) reflects UI/UX Customization. Full covers highlight major milestones or parent tasks, while smaller strip covers make regular tasks easy to distinguish. This keeps Critical Path items visually clear and easy to identify during busy workflows. 17 G I R B M O T H 18 I OR E M A G I R B M O T H 19 I OR E M A G I R B M O T H 20 I OR E M A G I R B M O T H 21 I OR E M A G I R B M O T H 22 I OR E M A G I R B M O T H 23 I OR E M A G I R B M O T H 24 I OR E M A G I R B M O T H 25 I OR E M A The image (page 26) shows the final stage of the client lifecycle in Trello, featuring an account “Aspire Los Angeles” that has successfully moved through every stage-gate. It highlights the Audit Trail, confirming that the account advanced from “Onboarding” to “Live” only after all required checks were completed. The activity log shows the card moving from “ONBOARDING/ITEMS LISTED” to “LIVE,” proving Pipeline Velocity & Validation. It confirms the client followed the full Customer Journey and that every step of the SOP was completed before activation. The Attachments section (also used as the card cover) reflects strong Digital Asset Management (DAM). Keeping logos and creative assets inside the card ensures Brand Consistency and makes it easy for team members to find what they need. The LIVE label at the top helps with Account Segmentation, clearly separating active clients from prospects. Once a client becomes “Live,” the focus shifts from acquisition to retention and support, guiding the team’s Resource Allocation. 26 G I R B M O T H 27 I OR E M A The image (page 28) highlights the Comment Section, showing how Trello supports smooth Asynchronous Collaboration without needing real-time meetings. A detailed comment from “Brytee Yungrich” explains the client’s background, onboarding progress, and specific needs. This is an example of strong Knowledge Management, the comment acts as a mini Client Brief, giving anyone on the team the context needed to continue the work without delays. The profile icon and timestamp show who shared the update, supporting Accountability and clear Communication Protocols. Using comments also enables @mentions, which notify team members instantly and help keep updates flowing quickly. The mention of “marketing tools” and growth support reflects Upsell Opportunity Identification, showing that the handoff includes strategic notes, not just basic information. This supports better Customer Success planning. 28 G I R B M O T H 29 I OR E M A The image (page 30) features another client card “Omnycode Online Shopping”, showing that the same structure is used across all accounts. This consistency supports a Standardized Framework, ensuring clean data and clear organization. The custom cover image with the “Omnycode” logo supports Visual Portfolio Management. It makes it easy to scan the board and instantly recognize important accounts, improving Context Switching during busy workflows. The filled “Description” field reflects good CRM Hygiene, documenting key business details and converting individual knowledge into shared Institutional Knowledge. This ensures continuity even if team members change. → The activity log showing the same movement pattern “ONBOARDING” “LIVE” demonstrates Process Scalability. The fact that multiple accounts follow the same stage-gates shows the workflow is repeatable, reliable, and aligned with established SOPs. 30 G I R B M O T H 31 I OR E M A The image (page 31) provides an Executive View of the full board, showing the complete Kanban Architecture from first contact to closed deal. This makes it easy to evaluate pipeline health, workload, and bottlenecks. The columns: “CONTACTED,” “INTERESTED,” “ONBOARDING,” “LIVE,” “UNDECIDED,” and “DECLINED” represent clear Sales Funnel Visualization. This layout matches the Customer Lifecycle, making it easy to run Bottleneck Analysis when cards build up in certain stages. The “UNDECIDED” and “DECLINED” sections reflect strong Pipeline Hygiene & Churn Analysis. Instead of deleting lost leads, they are tracked for Retargeting and for reviewing what didn’t work, helping improve future campaigns. The visual difference between logo-based cards in “LIVE” and text-only cards in “CONTACTED” shows intentional Visual Status Differentiation. It separates revenue-generating accounts from earlystage leads, helping the team focus on active partners while still monitoring new opportunities. 32 summary Trello Pipeline Setup for Lead & Client Workflow Management Overall, this project demonstrates how I optimize workflows so tasks aren’t just tracked, they’re carried out with clear strategy and structure. By combining custom configurations, automated activity tracking, and a clean pipeline layout, I create systems that boost team speed, reduce confusion, and give stakeholders full visibility into day-to-day performance. This ensures marketing and operational tasks move quickly, clearly, and consistently from start to finish. 34 thank you Appreciate you reading through.