BUILD IT SESSIONS
For freelancers and solos who are over doing the same inefficient process on repeat – and ready to build it properly in ClickUp, once and for all… in 90 minutes flat.
$150 USD
There's a process you do all the time in your business, and the way it’s running right now is messier than it needs to be.
Maybe you've already tried to build something in ClickUp – a template, something from YouTube, a setup you pieced together yourself. But it doesn't quite work the way you need it to, so you go days without looking at it. Which means it's never fully accurate. Which means it's just... another thing on your list.
You know it could be better. You can picture what it be like to log into ClickUp and have everything for that process just sitting there… the right info, in the right place, without having to think about it. You do the work, ClickUp tracks it, and you're never piecing together what happened or digging around looking anymore.
You just need someone who actually knows ClickUp to build it with you… and that's what we're doing together in a BUILD IT session.
Here's what a BUILD IT session looks like:
You fill out an intake form before we meet, so we skip the small talk and get straight to it. You tell me what you do, how you do it… and I dig into what triggers the process, what the steps are, what you need to track, what information needs to be waiting for you every time.
Then I build it in ClickUp, live, while you watch. I talk through every decision as I make it, so if you're the kind of person who wants to understand the why, this is basically a 90-minute masterclass too.
By the end, you've got a working, ready-to-use solution built around exactly how you work… plus the ClickUp skills to refine it yourself.
You'll also walk away with the session recording, a shareable template of what we built, and access to The Reset Room community for follow-up questions as you implement.
90 minutes is enough time to build something real… and it works for more kinds of processes than you may think.
What can we actually build in a session?
Some past examples:
A bookkeeper who wanted to manage her month-end activities more effectively: every recurring task, organized by how she works, with nothing falling through the cracks at her busiest time of month.
A jewelry maker who needed a better way to track her event applications: all the deadlines, follow-ups, and acceptance status in one place.
A voice actor who wanted a system for re-engaging past clients: so she could do outreach consistently without it feeling like starting from scratch every time.
All different businesses. All different processes. Same outcome: something that used to live scattered or stuck in their head, now built into ClickUp and making their lives EASIER.
What’s included:
90 minutes, 1-on-1
Session recording to reference as you implement
A shareable template of exactly what we built
Access to The Reset Room for follow-up questions
This is for you if...
You have a process you already run in your business — or want to start running — and your instinct says ClickUp could do it better
You have one specific thing you want to focus on and can walk me through what you need it to do
You want to understand the why behind how it's built, not just have something handed to you
This is probably not for you if...
Your frustrations are more with ClickUp as a whole than with one specific process
You're struggling to see your full workload or manage your time across the board
You have a lot of questions about whether your whole ClickUp setup is right
If that's where you're at, one process won't fix it… and I'd rather tell you that now than have you spend 90 minutes on the wrong thing.
The INTENSIVE is probably the better fit, or if you want to work through it yourself first, Focus Framework is where to start.