Organized Systems. Clear Execution. = Scalable Growth.
Jody Jones, Trello Expert & Founder of TrelloBoss Agency, helps entrepreneurs and growing brands organize and scale their businesses using Trello-based systems, HighLevel CRM, and conversion-ready funnels — all inside one structured membership.
Stop duct-taping tools together. Get a complete business system designed to scale.
Everything works together, so your business finally does too.
HighLevel is a powerful all-in-one platform, but without structure it quickly becomes cluttered and difficult to scale. Trello acts as the organizational layer that brings clarity, order, and long-term usability to HighLevel systems.
Inside TrelloBoss Agency, Trello is used to design and organize HighLevel before anything is built — mapping funnels, pipelines, automations, workflows, and operations into clear, visual systems. This ensures every part of HighLevel has a defined purpose, location, and flow.
Instead of managing disconnected tools inside the CRM, Trello provides a centralized system for planning, documentation, and execution — making HighLevel easier to manage, easier to scale, and easier to hand off to a team.

With over 35 years of real-world business experience, Jody has built, scaled, and organized multiple businesses — from solo operations to
multi-million-dollar companies.
She’s seen what works, what breaks, and what
actually scales — which is why every system inside Boss Agency is designed to grow with you, not collapse under pressure.
Boss Agency was created to replace chaos, duct-taped tools, and guesswork with clear, organized systems that support real growth.
“Start with the same foundational structure every organized business needs before it can scale.”

This isn’t just a template — it’s the foundation every organized business needs before it can scale.
Everything works together, so your business finally does too.
Most business owners collect tools. Boss Agency is different.
Every Trello system inside the marketplace is designed to work as part of a bigger,
organized ecosystem — where strategy, structure, and execution are aligned.
You can start with one system. Or you can step into the full framework.
Either way, the organization scales with you.
Business foundations
Content & visibility
Funnels & offers
Client delivery
Operations & workflows
So nothing lives in isolation — and nothing breaks as you grow.
🚀Organized systems first.
Support when you need it. Scale at your pace.
STEP 1 — Start With the Free System
Get a foundational Trello system to organize your ideas, priorities, and workflows so everything finally has a place. This is where clarity begins.
STEP 2 — Use Pre-Built Systems (DIY or Guided)
Inside Boss Agency, you gain access to a growing library of organized Trello systems and workflows — with optional guidance depending on how hands-on you want to be.
Some builders implement on their own. Others want guidance. Both paths are supported.
STEP 3 — Get Ongoing Support as You Scale
As your business grows, Boss Agency gives you the option to receive ongoing organization support — from light guidance to full done-for-you backend organization.
You choose the level of support.
The systems stay organized either way.
Meet the TrelloBoss Agency Dashboard & Funnel Systems Template...
your behind-the-scenes command center built to turn High-Level chaos into streamlined clarity.
From funnels to contacts, calendars to automation... every moving piece of your platform is mapped, tracked, and organized inside this beautifully built organized Trello system

Ready-to-use Trello systems designed to organize every part of your business — fast.
If you want immediate structure without starting from scratch, the Trello Systems Marketplace
gives you instant access to beautifully organized, plug-and-play Trello boards built for real business use.
Each system is designed to solve a specific problem — and works perfectly on its own
or inside Boss Agency if you want ongoing support.

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"Highly recommend this"
These boards are the best and help me get so much done!
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