How will this course help you?

Here we show you how to use this simple and effective tool to streamline your agency processes and create efficiency within your team!

  • Create accountability

    Easily break down who does what in each step of your processes, and keep everyone on track

  • Go paperless

    Kiss goodbye to paper checklists and all that extra filing!

  • Easily design checklists to suit your office

    Use our eXamples to get started, then tweak and improve to suit the needs of your office

What's in this Foundation X Course?

This course has 14 short lessons and will take you around 34 minutes to complete and implement into your daily routine

  • 1


    • Introduction

    • Getting your head in the game

    • The first few steps

    • Setting Up Your Team

    • Developing Your Own Checklists (Trello Cards)

    • Examples of Trello Cards (Checklists)

    • Quick Reference - How the Team uses Trello

    • Why Using Due Dates on your Trello Cards is so Important

    • How to make your Trello Cards easy to recognise (and pretty)

    • What!! You can use Emojis in Trello 😍

    • Only a couple more things and then we are done

    • Aloha ....... (cause we all love Jason Momoa)

    • Feedback

    • PSST...Sharing is caring

Foundation X Membership

Get access to ALL Foundation X courses and exclusive pmXcite partner perX today! Click below to find out what's included in your monthly membership.

Xpert Delivering This Course

Co-Founder and PM Xpert

Terri Handy

Terri Handy is obsessed with finding a simpler, easier and faster way to do things. It can become tedious for those who live with her at times but, she figures “hey, they benefit so what’s the big deal? “ A reformed Coke Zero addict but still battling the hold M&M Peanuts have over her, Terri has never understood the appeal of coffee but don’t mess with the way she brews her Green Tea with Rose Petal. Most of her career has involved customer service in one form or another, with stints as a Motelier, Agency Owner and even a tiny dabble in recruitment before firmly finding her place in helping to implement positive change in the property management industry.