Learn how to collect all the information that your principal needs to provide their staff in order to turnover the reins of their home and life management. These documents track each family member’s personal data to share with a personal assistant, house or estate manager, or anyone who is hired to manage the details of their personal life.

This module helps to:

• Minimize the guesswork of service expectations

• Reduce costs related to making more informed purchases for the principal

• Increases your staff's efficiency by reducing guess work

• Eases staff stress by creating a work environment where everyone on your team understands subtle, yet often unspoken expectations

• And it Eliminates the principal’s frustration of repeating themselves to new staff

Templates in this module include:

• Principal guest pet profiles with detailed personal information

• Travel preferences

• Local favorite resources like: restaurants, service providers and entertainment venues

• Purchase Tracker with shipping, receiving, returns and credit information

*Trello Premium is $120 per user per year paid direct to Trello.