Organized Systems. Clear Execution. = Scalable Growth.

Trello Business Systems & Organized HighLevel CRM Setup

Organized Business Systems Built to Scale

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.

👉 Explore TrelloBoss Agency Membership

Trello-Based Business

System Architecture

One organized system to manage funnels, workflows, and operations.

The Organized HighLevel Business Suite

Structured & organized CRM system designed to scale with your business.

How Trello Organizes HighLevel CRM Systems

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.

Why Businesses Choose

Jody Jones ...

Jody Jones, Trello Expert & Business Systems Architect

The TrelloBoss Behind the Systems

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.

Free Trello Starter System

The first layer of organization every growing business needs before scaling.

“Start with the same foundational structure every organized business needs before it can scale.”

Unleash your inner unicorn & get organized with Trello!

This isn’t just a template — it’s the foundation every organized business needs before it can scale.

An Organized Business Ecosystem —

Not Just Individual Systems

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.

Inside the Boss Agency ecosystem,

systems are organized across:

  • Business foundations

  • Content & visibility

  • Funnels & offers

  • Client delivery

  • Operations & workflows

So nothing lives in isolation — and nothing breaks as you grow.

Want guidance, support, or full backend organization?
That’s where Boss Agency membership comes in.

Start with a System That Scales

👉 Explore TrelloBoss Agency Membership

Looking for deeper, long-term support while building your brand?
“That’s available when you’re ready.”

How Boss Agency Works

🚀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.

Choose the Level of Support That Fits

How You Build To Scale

The One Board to Rule Your Entire Business.

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

One Board Trello Board

The Trello Systems Marketplace

Ready-to-use Trello systems designed to organize every part of your business — fast.

TrelloBoss Agency Marketplace

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.

A growing library of organized Trello systems — built to work standalone or inside Boss Agency.

TESTIMONIALS

What others are saying

They Gave Me As A Bonus!!!

"My life changed forever"

💬 "I’ve been using Trello Boards for years. Never disappointed!"

⭐⭐⭐⭐⭐ - Micheal L.

"Loved everything so far"

💬 "Exceptional products! My Boards look amazing every time!"

⭐⭐⭐⭐⭐ - Rachel T.

"Highly recommend this"

These boards are the best and help me get so much done!

⭐⭐⭐⭐⭐ - Susan G.