How Christian Life Coaches Use Trello to Stay Organized

How Christian Life Coaches Use Trello to Stay Organized

Shakeeta Torres, Speaker, LCSW, Author, Trainer Shakeeta Torres, Speaker, LCSW, Author, Trainer
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How Christian Life Coaches Use Trello to Stay Organized

How Christian Life Coaches Use Trello to Stay Organized

As Christian Life Coaches, we carry a holy responsibility. We’re not just managing schedules or hitting revenue goals—we’re stewarding assignments from God and walking with people through transformational journeys. That means we need structure, not just passion. Even the most anointed coach can become overwhelmed, scattered, or burned out without the right systems.

That’s where tools like Trello come in.

This post—the first of my 5-Figure Tools for Christian Life Coaches series—shows how Trello has helped me keep order in my business, serve clients with excellence, and free up mental space to focus on what matters most: the Kingdom work God has called me to do.


Why Organization Matters for Christian Life Coaches

Let’s be real: many of us step into coaching because of a calling. We want to help people heal, grow, and walk into their God-given purpose. But calling without structure can quickly lead to chaos.

When Moses was leading the Israelites, his father-in-law Jethro saw that he was overwhelmed by trying to do everything himself. In Exodus 18:21-22, Jethro advised him to appoint capable men to help carry the load. The principle was simple: organization is biblical stewardship.

As a coach, you may not be leading a nation, but you are leading clients who depend on your consistency, accountability, and clarity. Trello provides a way to do that without drowning in sticky notes, scattered documents, or endless mental to-do lists.


What Is Trello?

Trello is a project management tool that uses boards, lists, and cards to help you organize your work visually. Think of it as a digital bulletin board that you can access anywhere.

  • Boards = your big projects or areas (ex: Client Management, Content Calendar, Business Goals)

  • Lists = the stages or categories inside those projects (ex: To Do, In Progress, Completed)

  • Cards = the specific tasks or items (ex: “Create coaching contract,” “Write Instagram post,” “Schedule discovery call”)

Everything is drag-and-drop, visual, and easy to customize for your workflow.


How I Use Trello as a Christian Life Coach

Here are some practical ways I use Trello to keep my business running smoothly:

1. Client Tracking

Each client gets their own card. On it, I track:

  • Session notes

  • Goals they’re working on

  • Homework or assignments

  • Key breakthroughs

This system makes it easy to follow their journey and provide a high-touch experience. When a client says, “Wow, you always remember the details,” that’s not just my memory—that’s Trello helping me serve well.

2. Content Planning

As Christian Life Coaches, visibility is ministry. I use Trello to plan blogs, podcasts, YouTube videos, and social media posts. I assign deadlines, attach drafts, and move cards through “Idea → In Progress → Scheduled → Published.”

This keeps me consistent and reduces the anxiety of “What do I post next?”

3. Business Goals

I also have a board for revenue goals and big projects. For example, if I’m preparing for a program launch, I’ll create a card for each task—emails, graphics, webinars, etc.—and assign due dates.

It turns large goals into step-by-step progress. Proverbs 21:5 reminds us: “The plans of the diligent lead surely to abundance.” Trello helps me plan diligently.


Trello and Revenue Goals

One of the biggest struggles for new coaches is moving from passion to profit. Trello bridges that gap.

When I map out my business goals inside Trello, I can:

  • Track my financial targets (ex: “Book 5 new clients this month”).

  • Break those targets into action steps (outreach, discovery calls, follow-ups).

  • Measure progress by moving cards across the board.

Instead of being stuck in “someday,” Trello shows me that progress is possible with prayer, strategy, and consistent action.


Why Trello Works for Faith-Based Coaches

  1. Simplicity – You don’t need to be tech-savvy. Trello is intuitive and visual.

  2. Accessibility – It syncs across devices, so you can stay organized on the go.

  3. Accountability – Boards keep your focus where it needs to be.

  4. Stewardship – Using Trello is one way of managing your assignment faithfully.

Remember: systems don’t replace the Spirit—but the Spirit can breathe on your systems to multiply your impact.


Creating a Trello Workflow

Here’s an example of how you might structure a simple coaching workflow:

  • Board: Client Journey

  • Lists: Onboarding → Active → Graduation → Follow-Up

  • Cards: Each client has their own card with:

    • Intake form attached

    • Notes from each session

    • Homework checklist

    • Next appointment reminder

This way, you can quickly see where each client is in their process. It makes you a more present, intentional coach.


Common Mistakes Coaches Make with Trello

  • Too many boards: You don’t need one for everything—just the essentials.

  • Not reviewing weekly: Trello is only powerful if you use it consistently.

  • Overcomplicating: Keep it simple at first—add features later.

When you keep Trello lean, it supports you instead of overwhelming you.


Trello and Biblical Stewardship

The Bible consistently shows us that God values order. From the instructions for the tabernacle to Paul’s letters about church structure, God demonstrates that systems matter.

  • Habakkuk 2:2: “Write the vision; make it plain.” Trello helps you write and visualize your coaching vision.

  • Luke 16:10: “Whoever can be trusted with very little can also be trusted with much.” Using tools like Trello proves faithful stewardship.

  • Proverbs 24:3-4: “By wisdom a house is built, and through understanding it is established.” Systems build stability in your business “house.”

Trello isn’t just a productivity hack—it’s a way to partner with God in stewarding your assignment well.


Bringing It All Together

If you’ve been feeling overwhelmed in your coaching business, consider how a tool like Trello could give you peace of mind. Order isn’t just about organization—it’s about alignment. Systems help you show up consistently for the people God has called you to serve.

Coaching is about transformation, but that transformation can’t happen if you’re constantly running behind or feeling scattered. Trello is a way to stay faithful to both your clients and your calling.


Your Next Step

✨ If this blog blessed you, here are two ways to go deeper:

  1. Grab your copy of the Anointed to Coach Book Series — practical, Spirit-led resources to help you build and grow your coaching business with God’s guidance HERE!

  2. Download my free guide: 5-Figure Tools for Christian Life Coaches — a list of the tools I’ve used to hit revenue goals while keeping Christ at the center HERE!

📺 And don’t forget to watch the full tutorial below, where I walk you through Trello step-by-step:





FAQs

1. What is Trello and how can Christian Life Coaches use it?

Trello is a visual project management tool that organizes tasks using boards, lists, and cards. Christian Life Coaches can use Trello to track client progress, manage content calendars, organize business goals, and simplify daily operations so they can focus on serving clients with excellence.

2. Can Trello really help me grow my Christian Life Coaching business?

Yes! Trello won’t grow your business independently, but it provides the systems and structure you need to stay consistent. Consistency builds client trust, frees up time, and helps you meet financial and ministry goals without burnout.

3. Is Trello hard to learn for beginners?

Not at all. Trello is designed to be visual and straightforward, making it beginner-friendly. You can start with just one or two boards, then expand as your coaching practice grows. Most Christian Life Coaches find they can set up their first workflow in under an hour.

4. How does Trello help with client management?

With Trello, you can create a card for each client that includes session notes, homework assignments, goals, and upcoming appointments. This makes it easy to track progress, remember details, and provide a personalized experience for every client.

5. Do I need to pay for Trello as a Christian Life Coach?

Trello has a free plan that is often enough for new Christian Life Coaches. As your business scales, you may upgrade to a paid plan for advanced features like automation, larger file storage, and team collaboration.

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