Sexy ClickUp systems
for the wildly passionate
entrepreneur.
All your business processes built out in a strategic, seamless, one-day appointment? Check!
Let’s be real, friend.
You absolutely love what you do, and you’re successful to boot!
But sometimes you wonder how much longer you can handle managing your tasks with sticky notes and reminders scribbled on the back of your hand.
If you could wave a magic wand, you’d love:
A single source of truth for every task, process, and project you’re managing on the regular
To quit relying on your imperfect human brain to remember everything that needs to be done in your business
To take vacations and spend time with family WITHOUT worrying about your business catching fire
To stop feeling like the bottleneck of your business, no matter how many team members you hire
And all of that sounds great, but it might as well be Elizabeth Bennet in Pride & Prejudice – utterly unattainable
Because you’ve already tried:
Another project management system that was helpful-ish, but you felt like something was still missing
Hiring people to take things off your plate, only to be afraid to fully let go of control
Piecing together a bunch of different apps to optimize your processes
Doing everything by memory and handwritten notes
And honestly, SOPs seem like the least urgent fire you need to put out today. And probably the most boring task on your list of to-do’s.
But what if after just one day, your business operations were as beautiful as something straight out of a Jane Austen novel?
If you’re sitting in the camp of folks who think systems won’t work for them, we challenge you to change the narrative.
After a single day with us, you’ll have clear, repeatable systems for your business that help you easily organize and delegate your tasks.
Yep, even if you’re a solopreneur, you need systems in your business!
I thought systems were only for organized
people, until my ClickUp VIP Day.
I’ve always been able to appreciate systems and how they can help business owners keep track of what needs to get done. In my experience trying to create my own systems, there was always a disconnect because I didn’t know how to build them correctly – so I eventually gave up. I thought systems were only for organized people, until my ClickUp VIP Day
Now, I have ONE place to house my business and personal tasks that I actually want to use. They held my hand and showed me how to use my new system so I wouldn’t get frustrated out there in the wild. ClickUp can be intimidating, but it’s so customizable and flexible once you learn how to navigate it! Thank y’all for saving this perpetual back-of-hand-note-taker.
- Jennifer Curfman, Untamed Creative
Our ClickUp VIP Day has helped clients achieve things like
Effortlessly delegate tasks and projects to team members
Reduce their tech stack by eliminating unnecessary apps (saving them $$$ in the process)
Manage their client workinternal operations, and personal tasks all in one place
Save hours onboarding new clients and storing all their important information
Break up with their toxic relationship to sticky notes
With your systems in ClickUp, you’ll have more time for whatever lights you up (while your business runs on autopilot).
But how is this even possible??
We create customized systems, tailored to your needs and how you run your biz.
Our ClickUp VIP Day has helped clients achieve things like:
- Manage their client work, internal operations, and personal tasks all in one place
- Effortlessly delegate tasks and projects to team members
- Save hours onboarding new clients and storing all their important information
- Reduce their tech stack by eliminating unnecessary apps (saving them $$$ in the process)
- Break up with their toxic relationship to sticky notes
Hey there, I’m Ashley
I’m a TV show-quoting, Spanish-speaking systems lover living in Guatemala with my husband and three cats.
I’ve worked in a wide range of industries (radiology, real estate, online biz management), but the one constant through all of those jobs? Systems!
Even as a kid, my dad dubbed me the navigator of our multi-state road trip because he knew I’d map out the most efficient route (but like, in a cool way).
As an adult, my knack for creating systems caught the attention of my employers before I decided to move abroad and start my own business creating systems for other people.
I’ve been using ClickUp since day one in my business! Once I realized its capacity and potential, I went all-in on ClickUp and never looked back.
Now, my team and I help overwhelmed business owners document their processes, manage projects, and streamline their businesses to avoid burnout. And we LOVE what we do!
In a ClickUp VIP Day, we’re looking at your business operations as a whole, and using your pre-work questionnaires to create systems you’ll actually use.
Sure, the ClickUp VIP Day is a full day of zoned-in systems building – but the fun doesn’t stop there!
You’ll also get:
- The option to be on the call all day (blended) or one call at the beginning and one at the end of the day (bookend)
- 4 weeks of support with our team via Slack
- Tasks in ClickUp to help keep you accountable (yep, you actually have to use the thing for it to work!)
- A customized approach to your system setup, so you don’t have anything you don’t need
- Integrations with other apps like Dubsado, Airtable, and Zapier
- Lunch on us and time to jam to your favorite tunes during the call
- A follow-up support call to make sure you’re confident in your new ClickUp workspace
“It was such a relief to have someone in my business who understood what I needed and made sure it was quickly taken care of.”
Now I can easily onboard new team members and clients as my agency grows. She is very detailed and organized in the work she does. It was such a relief to have someone in my business who understood what I needed and made sure it was quickly taken care of. When working with Ashley your business is in good hands!
- Charlene La Bean, Chromance Consulting
The ClickUp VIP Day Framework
Our signature framework for this systems sesh is the secret to creating processes in ClickUp that make the most sense for your business so that you and your team (if ya have one) can save time and supercharge your workday!
Plan
We’ll chat with you about the pre-work you completed and make a game plan for which systems you’ll need most to be successful.
Process
Now it’s our turn to go behind the scenes and start building out your ClickUp dashboards, spaces, tasks, and templates
Present
Finally, we get to walk you through your sexy new ClickUp account! 🎉
If you’re new to ClickUp, we’ll even give you a little pop quiz on how to use your new setup before we release you into the wild.
What if your internal systems and processes were less stressful than when Ross and Rachel were on a break?
You might even be thinking…
“I’ve tried a project management system and I’m not sure they’re for me.”
“Running a business is supposed to be chaotic, I won’t escape it.”
“Even if I delegate tasks, it won’t be the same as if I just did them myself.”
Well, friend. We’ve heard it all before!
That’s why we take a customized approach to your ClickUp VIP Day, and take the time to educate you on how to use the platform for success.
Stop waking up at 3AM wondering what you forgot to do the day before.
This is your opportunity to get out of the weeds of your business and focus on your money-making tasks.
Your one-time investment is $2,500.
Let’s take you from adding things to your ever-growing task list, to conquering your work day with a curated dashboard and organized tasks.
We’re the A-Team for business owners who want to feel confident about their internal operations.
So confident, they can take time away from their business knowing it’s running on autopilot in the background.
Ready to go from stressed to streamlined?
A ClickUp VIP Day is the answer to your prayers.
We see you, CEO.
A ClickUp VIP Day is for you if:
- You’re tired of getting distracted by your inbox or 45 other tabs on your browser
- Setting up your own systems sounds exhausting
- You have a team, want to hire a team, or plan to stay solo for a while
- You know you have mad potential, but lack of organization is holding you back
- Handwritten notes just aren’t cutting it for you anymore
- You feel yourself creeping down the path to burnout
- You’re afraid to take on more clients because you can hardly manage what you already have
Here’s what your next four weeks will look like (after booking a ClickUp VIP Day)…
☑️ You’ll tick off the accountability tasks we’ve assigned to ensure you feel confident using ClickUp in your day-to-day.
👩💻 You’ll add all of your recurring tasks, project processes, SOPs, client data, and more into the skeleton workflows we’ve built out for you.
☎️ You’ll hop on a support call with us about two weeks after your VIP day to refine any systems and processes that need to be adjusted.
😍 You’ll have a clear understanding of what needs to be done, what’s coming up next, and who’s doing what in your business.
💌 You’ll (probably) email us to say something like, “OMG! I wasn’t sure building systems in ClickUp would make a big difference in my business…but now I’m saving so much time and I feel less scattered!”
FAQs
Still a little ‘stitious? We’ve got you.
That’s totally fine! You aren’t required to have a ClickUp account already set up for this VIP day to work. We can get you an account and walk you through exactly how to use it once we’ve completed the set up. But heads up, you have to want to use ClickUp for this VIP day to be successful. We’re so passionate about the power of ClickUp for business owners, we don’t work with any other project management software.
Choose your own adventure! We give you the choice between a blended or bookend VIP day. A blended day means that you’re on Zoom with us the entire time, which is recommended for folks who aren’t familiar with the software or just want to understand how everything comes together on the backend. A bookend day means that you’ll get on a call with us in the morning for the planning phase, and then we’ll hop on a call at the end of the day to present you with the final product. We might still make a few adjustments after that call, depending on your needs!
No worries. You don’t need a team in order to benefit from sexy systems in ClickUp! We’ve worked with business owners who have no intention of hiring, but need clarity and consistency in their task management. That’s the beauty of our VIP day approach, because we’re ready to create systems that work for your business, no matter the size.
While we can’t put a numerical value on how much time you’ll save with systems, we CAN speak to the value of knowing exactly what’s going on at any given moment in your business. Think of it this way; you won’t be sifting through sticky notes, scrolling through an endless list of iPhone voice memos, or wondering where you put that spiral notebook. Instead, you’ll know exactly what to do when you get a great idea, need to complete a task, or accidentally get distracted. Because it’s all in ClickUp!
We know systems, ClickUp, and spending a day with your favorite ops team isn’t going to solve ALL of your problems…
But the way we see it, you’re here right now because you know something has to change.
So you could continue down the path that has a few vague signs, no landmarks, and no clear destination in sight…
Or you could opt for a new road with clear markings, maps, and your very own tour guide!
And in our experience – all roads lead to ClickUp
Is a streamlined biz what you want? What you really, really want?
Your future self will thank you!
