Organize Your Business in One Place
Organize Your Business in One Place
And I'm not talking about buying a pencil skirt.. I'm talking about ditching the busy work and strategically growing your business - every. single. day.
It's possible to start each workday knowing EXACTLY what you should (and shouldn't!) be doing to grow your business. It's possible to earn more while working less. And yes, it's possible to get work done even while you're sleeping!
I know what it's like to feel stuck in your business, constantly working on client projects while your own business gets neglected. That ends now!
Is it time you finally start running your business like a CEO?
Does running your business feel overwhelming?
Is your business draining your time and energy?
Maybe you're wishing you could turn off work for the weekend without worrying about what you might be forgetting? It's just so hard!
ready for your life to change?
Eliminate and automate busy work in your business so you're not wasting time on tasks that don't move the needle.
Create and streamline your workflows so you can batch your work or outsource like a pro!
Spend less time working in your business and more time working on your business - then watch the numbers grow.
Organize and automate your business - in one place.
Lesson One: ClickUp Basics
ClickUp is POWERFUL, but we're gonna keep it simple! I'll show you everything you need to know to get started.
Lesson Two: Organize Your Client Workflow
Learn how to streamline and automate your client workflow and seamlessly integrate ClickUp with your CRM system.
Lesson Three: Organize your Marketing
Learn how to organize your content ideas, build content creation workflows, and batch your content each month. I also included 182 social media holidays to get you started!
Lesson Four: Organize Your Personal Development
You know that course you bought and never watched? Yeah.. we're not gonna do that anymore! Organize and prioritize your personal development plan in one place.
Lesson Five: Organize your Offers
Organize all the information for your offers in one place, so anyone on your team can find the right links, sales copy, or discount codes quickly.
Lesson Six: Organize your Ideas
If you're an entrepreneur, then you probably get a lot of good ideas! We're going to organize them in one place so they won't distract you from your most important work.
Lesson Seven: Organize your Tasks
Organize and automate your annual, quarterly, monthly, weekly, and daily tasks so nothing slips through the cracks even in your busiest seasons.
Lesson Eight: Organize Your Goals
Create a Year at a Glance view to prioritize the goal-related projects that will actually move the needle in your business and life. Start making steady progress on your goals week after week.
Lesson Nine: Organize Your Calendar
I'll show you how to integrate your digital calendar with ClickUp to protect your time and see all the demands of the day in one place.
Lesson Ten: Maintaining Your System
Last but not least, I'm going to teach you a few simple routines to keep your system in order so it's always working for you and your business!
How does this sound?
OVERCOME THE OVERWHELM BY ORGANIZING YOUR BUSINESS IN ONE PLACE
get more time on your calendar for the things that matter most to you
ditch the busy work by eliminating, automating, or outsourcing the tasks that don't light you up
double your income by spending more time doing the tasks that actually make you money
cut your workload in half by implementing smart workflows and templates
The ClickUp template I use to organize my business and life in one place.
I'll teach you how to get started in ClickUp and how to use each part of my template to organize your business.
You'll get immediate access to all future versions of the template for FREE!
so let's get started!
The Weekly Review Checklist
Feeling overwhelmed with everything going on in your life and business? Doing a weekly review can help you organize more productive and meaningful weeks! I'll show you how in this free guide.
Showing up consistently for your business
Building systems that will cut your work time in half
Improving your client experience and raising your prices
Spending more time operating in your zone of genius
Creating efficient processes that increase your profitability
Feeling more balanced, rested, and in alignment with the type of life you want to create and live
Not necessarily! If you use a similar task management software like Asana, you'll be able to recreate this template. However, I can't guarantee that all of the views, automations, or integrations I cover in my trainings will work with other software platforms. When it comes to task management software, I've tried them all, and I believe ClickUp has the perfect balance of powerful and simple.
Frequently Asked Questions
Then this is the perfect time to get organized! When the time comes, you'll be able to seamlessly integrate your VA, copywriter, or social media manager into your business with just a few clicks!
That's great! CRM Systems are powerful tools, and the more popular CRMs for service-based businesses like Dubsado and Honeybook will integrate seamlessly with ClickUp. In fact, using your CRM in tandem with ClickUp will allow you to automate even more of your client work! I'll show you some tips and tricks on how to use these systems together in Module 2.
Yes! When you purchase this template, you get lifetime access to any changes or improvements that are made to the template and course materials.
I'm so glad you asked - it's going to blow your mind! ClickUp is a task management software and so much more. ClickUp's tagline is "One App to Replace Them All" and it's so true! If you need it to function like a CRM, Content Calendar, Habit Tracker, Project Planner, or even email sender - it's got everything you need to run your business in one place.