Have the system run your business for you.
Simplify the moving parts of a project using ClickUp
We tell your ClickUp what to do and when.
What if you could manage yours and your team’s workload, minimize the number of meetings and WOW your clients!?
It starts with our set ups.
Never miss a key step again.
“We couldn’t do it without her!”
“Working with Heather is such a positive experience! The onboarding process is seamless and collaborating in ClickUp is so easy and organized with the boards and automations that Heather set up for us. We are getting so much done in our businesses and are working more efficiently!”
-Sam Hawrylack, CEO & Chief Copy Editor
Does this sound like you?
🆇 Your client and team communication is all over the place.
🆇 You don’t have solid processes in place for clients.
🆇 You can’t keep track of who is working on what and when.
🆇 You’re overwhelmed by ClickUp’s amazing features.
🆇 You need a simple way to manage and run your business.
🆇 You’re burnt out and need better systems in place.
What would it be like if you could…
✓ Easily manage your team’s workload and wow your clients?
✓ Have simple processes in place to tell you and your team what to do and when?
✓ Minimize the number of meetings while staying on track?
✓ Know your business is running smoothly and efficiently, even when stepping away for vacation or time off?
✓ Have ClickUp be your right hand man (or gal)?
✓ Take a deep sigh of relief knowing you don’t have to track projects and team members down for updates.
“Heather saves me HOURS each WEEK!”
“She saves me HOURS managing our processes and making sure our client experience is top notch. I literally just emailed her and told her how I couldn’t imagine running my business without her — and I meant it 100%.”
-Diana Carter, CEO & Chief Copywriter
We take on the heavy workload, so you don’t have to later.
We get you set up — you watch it come alive.
Each project you get:
Customized process maps where we take a deep dive into how you run your business.
Automations that assign you and your team tasks throughout your processes.
An unified approach through calls and weekly check-ins.
Support even after your setup is complete! We instruct, advise and tweak as needed.
“We are more efficient!”
Heather has been a key part of our business strategy — with her help, we are more efficient. She uses her amazing project management and system skills to improve communication and effectively get our business into shape!
— Debbie McJimsey, Practice Owner & LMFT
ClickUp is a one-stop-shop for your business.
It helps you keep track of what to do and when, is a great space to interact with your team and clients and an easy way to collect information from your clients.
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Whether you need a simple to do list set up or a more robust project management platform, ClickUp is the best place to manage your tasks.
We take time to figure out how YOU work and figure out the best way to organize your to do lists.
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ClickUp can improve your team and client communication.
Do you need an easy way to interact with team members? We can set up your email to integrate with ClickUp so you can comment, email and share feedback directly within a task.
Need to send a project out for client approval? This communication can also happen directly in ClickUp.
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Automations in ClickUp give you better control over your projects and give you time back in your day.
Think of automations as the step-by-step instructions of what to send and when.
During our set ups, we program your ClickUp to follow this workflow, so your projects can automatically be moved throughout the process with a click of a button.
All of this can be done while you eat, play, work or sleep.
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How do you prefer to view your workload?
Maybe you like a vertical list? Maybe you like a view similar to Trello or from a board perspective? Maybe you’re a calendar person? Or maybe you like to follow a custom table or timeline?
No matter how your brain works, ClickUp can accommodate to it, and we set that up for you!
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Narrow down your larger goals with smaller targets (or tasks).
With ClickUp, you can see the progress of a goal based off of how many targets you have completed.
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ClickUp has the power to integrate with multiple different outside applications.
You can integrate your email, calendar, Slack, Zoom and many different platforms out there!
And yes, we can help set that up for you.
So, how can ClickUp change the game for me?
Setting up your ClickUp takes time — we cover it all.
Kick-Off Call
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We Map Out Your Processes
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You Approve It
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We Implement & Automate
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We Test the Automations
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Wrap-Up Call
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We Provide Extra Support
Have questions for us?
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Great question!
We always tell our clients, it’s not necessary to buy the the paid version of ClickUp — however, with the paid version you will be able to access more features, including more automations to make your life easier.
During our Get to Know You Chat, we’ll go over which version of ClickUp you have or you’re willing to invest in and let you know of the features that are available to you.
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Personally, we prefer ClickUp!
Think of ClickUp as Asana and Trello all in one.
No matter how your business runs, you can customize views and automations that work directly for you.
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We eat, breathe and sleep systems (and ClickUp), so you don’t have to.
Heather, our founder, is ClickUp certified, and works closely with the team before your set up is released to you.
We also provide weekly check-ins and updates, so you are always in the know of what’s going on throughout our time together! This gives you the opportunity to speak up about anything that doesn’t catch your fancy.
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Wonderful!
We ask that you click on any of the links above and fill out our Contact Form.
Once you do so, a member of the team will review your form and be in contact with you to set up a complimentary Get to Know You Chat with Heather.
This is where she will take a deep dive into your business needs and figure out a game plan for you and your business!
