Systemless to Systemized with ClickUp - Workshop Aug 3

Systemless to Systemized ClickUp Workshop

Welcome to We Make Systems Sexy!

Hi there. Ashley here with We Make Systems Sexy. Today I’m excited to talk to y’all about a workshop that we have coming up very soon in August. So we’re taking this month to talk to you all about the details and the benefits of joining the workshop with us. Introducing the “Systemless to Systemized with ClickUp” workshop.


The Systemless to Systemized Workshop is a four-week hands-on workshop where each week we will dive into a different aspect of ClickUp and how to set it up in a way that makes sense for your business.

If you know me, you know that we talk about ClickUp a lot, but I talk more specifically about our VIP day. I recognize that the VIP day that we offer may not be for everyone. And I fully believe in meeting people where they are.

So that’s the beauty of the workshop that we’re going to be running. Not everyone is ready for a VIP day-style service in getting their ClickUp set up.

You might have a smaller business, you might have a smaller operation, and you just need a little bit of something to be able to keep yourself organized and accountable, to be able to assign tasks out to team members. And it’s just not that complicated. But you still need help in trying to figure out a program that you can grow with as your business grows and the best way to do that.

Let’s talk just a little bit about the details that you will benefit from in joining us for this workshop. Each week is broken down into a specific theme or a specific area that we’re going to be focusing on within ClickUp, starting from scratch.

Week one will be digging more into planning your hierarchy and understanding the terminology of ClickUp because it is different than other project management tools that are out there that you may have already been using. This week you will be figuring out how to adjust the settings and notifications in a way that makes the most sense for you and your business and choosing the right plan as well.

Then in week two will dive into really creating the bones for your business according to what we discovered in that first week. I want to explore the different views. There are so many different view options within ClickUp so we’ll discuss how to use them, what they are, when to apply them, how to use filters to actually give more information that’s practical for your business, and the process that you’re actually building out.

Next, week three will dive into utilizing templates and automation, which is a really big bonus that ClickUp has and it hosts really big capabilities so we’ll be introducing really different scenarios.

In week four, we’re going to dive into the email feature within ClickUp and create Dashboards. And then we’ll discuss a little bit of how ClickUp can play nice with external automation and the different things that ClickUp will integrate with.

That is the bones of the structure of the workshop. And remember, we’ll be going over all of this information together, each of these weeks. The thing that is cool about this workshop is I am not just here to preach ClickUp at you. It’s very interactive.

And again, I’m all about meeting you where you are.

Even though we have the structure of each week of the workshop, I also allow for time for question and answer. And I really love to put somebody on the spot in the hot box, as it were to actually pull out a real-life scenario and see actually how we can build from somebody in the workshop’s business to show an example of how I would strategically build something out based on the information that one of those people are telling me.

The other part of this workshop is, aside from the four 1 hour workshop sessions that we will have together, you will have access to me via WhatsApp or Slack, just depending on what application you use. I’m fine with either one. But between the sessions, you will be able to send me questions and even loom videos of certain scenarios. And within 24 hours, unless otherwise discussed, I will get answers back to you between the workshop sessions so that you can actually be actively playing and utilizing the scenarios that we discuss in each session.

Now, to reassure you, this is not my first rodeo. I have been featured in several groups:
1 Lauren Golden’s ‘Riches in the Niches’ workshop. Lauren founded the Free Mama Movement community
2 Brittany Kramme’s Right Hand of a Real Estate Agent community. I’ve done several workshops for her and collaborated with these awesome ladies and their communities in showing their people how to actually utilize ClickUp.
3 I’ve actually done another four-week workshop in this same style.
I’ve had all this time and experience to be able to hone exactly what I want to be involved in this workshop and what I see works best for my participants.

If you have questions about how that works and some feedback, here are a couple of the testimonials that we got from the last four-week ClickUp workshop:
• One participant said, “Ashley provided so much value for my business and the skills that I can offer my clients. The workshop was a great investment for my business, and I would definitely buy again.”
• Another participant said that “the ClickUp Workshop that Ashley hosted was so thorough that it walked us from the beginner phase all the way through to being able to create automation to optimize my systems and processes. I feel more prepared to assist my real estate agents in a way that will deliver a great client experience. Plus, I’m so glad we received the recording so I can rewatch this workshop when building out my ClickUp database. Thank you.”

That is another point: Even if you can’t attend the workshops live, (I do highly recommend, if at all possible, be there live), you do get access to the recordings, and all participants will get lifetime access to the recordings to be able to go back and review this information in your own time.

One final testimonial from our last workshop:
• “Ashley was amazing. I now have templates that will help me track client leads, and networking connections, and list custom to the different clients I work with. I now feel confident in setting up ClickUp, so it benefits me for the long term.”

This is the kind of feedback that we want to hear. What are the actual benefits to you being able to build out ClickUp in a way that makes sense for you and your business? As she mentioned in her testimonial, you also will get some custom-made templates that you can actually just copy over and use just right out the gate in your own ClickUp workspace. So that is another resource that you’re going to be able to get from this workshop.

As I already mentioned, in terms of the format for this workshop, this is not a webinar where I’m just going to be going through slide after slide talking. My ClickUp workshops are very interactive. I encourage questions, I encourage scenarios. And so I want all of the participants to be as hands-on as they wish to be so that they can truly benefit.

ClickUp is very detailed, it is very robust and I want to make sure that if you see a feature that you have a question about that you think might benefit you, that you ask the questions. So it’s very interactive. And I will ask for specific use cases as I mentioned earlier, so I can show you how I would strategize and set up that use case in a real-life situation.

We talked about some of the materials or resources that you’ll get but in addition to all of that, you will get a workbook to take notes for each day of the workshop. Your takeaways, the things that you want to implement, and questions that you might have to ask later.

You will get my top five requested templates to take home, as I mentioned, and the workshop recordings. Again, you’ll get lifetime access to those as well.

I am just really excited to be able to share this workshop with you.

If you are in a place in your business where you’re starting to feel overwhelmed or you are seeing that future growth already coming in, and you just know that you want to be prepared in advance, so you’re not running constantly without having these systems in place, (which is really a smart move) sign up for this ClickUp workshop today!

If you’re not a person who is ready for our VIP day, this is a way to work with me to get our team’s expertise here at We Make Systems Sexy for how you can set up your ClickUp without having the investment required to do a VIP day.

This is not a done-for-you service, but rather this is a done-with-you kind of service. So I’m going to be here with you. You can run questions past me and again, build it in a way that makes sense.

To sign up you will get a simple proposal and invoice then once you have signed up for the workshop, we will send you the details about the Zoom link and how to join us for that for each session. This is going to be held on Thursdays in the month of August, and the exact time is to be determined.

I cannot wait to see you all soon in our workshop!