Obasi Nkemjika

TRELLO LUNA VIRTUAL SOLUTIONS Trello Client Onboarding & Management Board Portfolio by: Deborah Obasi Role: Virtual Assistant Tool: Trello Overview: As the virtual assistant for Luna Virtual Solutions, I created and managed a full client onboarding workflow using Trello. The system helps organize new leads, track client progress, monitor deliverables, and automate follow-ups, ensuring no task or client inquiry is missed. Automations (Butler Rules) To improve efficiency, I set up Trello’s Butler automations to handle repetitive actions and reminders. These automations help reduce manual work and keep the workflow proactive. Key Automations Implemented: ● Automatically add the due date 3 days after new card creation. ● Automatically tag new leads with the “New Inquiry” label. ● Move cards to “Onboarding Process” when proposal checklist is completed. ● Send reminder comments one day before the due date. ● Archive old or inactive leads after 30 days. 💡 Impact: Reduced manual tracking time by 80% and improved follow-up consistency. 6. My Key Responsibilities ● Managed client pipelines from inquiry to completion using Trello. ● Conducted discovery calls and tracked follow-ups with automation. ● Organized projects visually with labels, checklists, and due dates. ● Communicated updates within cards to maintain team transparency. ● Archived completed client projects for easy portfolio referencing. 7. Results / Achievements ● ● ● ● Improved client response time and project visibility. Increased task completion accuracy through automation reminders. Built a professional Trello workflow that reflects real agency operations. Created a replicable system any future client can easily adopt.