BUILD YOUR MARKETING AGENCY
IN 60 MINUTES FLAT
Intimidated by ClickUp? 😱
But you want in on the ✨ORGANIZATIONAL NIRVANA✨ everyone’s talking about…
With 60 minutes of your time and a commitment to bettering your business, you will walk away with:
A DECLUTTERED MIND
Tap into a whole lot more mental bandwidth 🧠
Take everything that lives in your memory and give it a home in ClickUp
Have confidence that it’ll all get done by time blocking tasks alongside your daily Google meeting calendar
Feel comforted by a single-source of truth you can rely on to feel in control and steer the ship towards success
ONE CENTRALIZED HUB
Designed for growth and scaling while staying cool as a cucumber 🧊🥒
ClickUp will be your one and only for managing and growing your whole business, not just client work
Turn OFF all those distractions and ditch the time wasting that comes with clicking around or relying on your memory
Create legitimate systems for each department in your business – even if you're just a one-person show
AT A GLANCE CONTROL
Gain knowledge of what's going on in your business with one look 👀
See in real-time how long you're spending on each client to fully understand the profitability of your business
Never question your productivity again with a daily pulse on time tracked and task progress for you and anyone on your team
Consolidate all of your client deliverables into one unified list so you can immediately understand cross-client progress and timelines
LET'S CUT TO THE CHASE, SHALL WE? ✂️
What you need is a done-for-you ClickUp solution so you can get started right away.
What I'm giving you are the custom templates, dashboards, and step-by-step directions to setup and customize – in ONE HOUR FLAT.
No seriously... it's that simple
TEMPLATE 1: The Client Work Space 🤝
Dive into what's most pressing by bringing client work into ClickUp immediately.
Disclaimer: these templates do not provide how-to task templates for marketing activities. You are the subject matter expert in your business, I’m just providing the structure and the how-to’s so you can bring all your own processes to life.
Instead, these templates (and the accompanying dashboards + training videos) empower you to:
Oversee & manage all your client work in one place
Project plan and centralize the growth of each client
Structure how you monitor scope for each client & ensure profitability
Create service templates that save time & establish real timelines
TEMPLATE 2: The Operations Space ⚙️
It's not just about client work. Whether you're a solopreneur or you've got a little help, there are certain tasks that need to be done to keep the business afloat.
Never rely on your memory or calendar again for some of the most low-key important tasks!
This simple yet necessary template includes:
Administrative tasks that often live in our heads and take up mental real estate
Tax requirements we must fulfill to keep the lights on
A place to store and track all the tools and resources we use and how to access them
TEMPLATE 3: The Sales Space 💸
You can't grow a business without clients and the art of sales has everything to do with organization. Tap into the power of a slick sales experience that will make you run towards selling to new opportunities, not away.
Your brand new CRM will have you:
Facilitating lead discovery calls like an absolute pro
Moving leads through the sales cycle with an energy that's been missing until now
Capturing information about industry people you meet to connect with later on
What if the templates don’t work for my business? 🥺
The whole point of this course is not to provide you with the one perfect template. Yes, you will get the plug’n’play templates you need to hit the ground running, but more importantly you’re getting the knowledge of how ClickUp works for agencies so you can take advantage of all that the tool has to offer, not just my templates!
Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime!
Will it actually take 60 minutes? ⏱️
Spoken like a true business owner, my guy!
I know your time is UBER valuable, and I don't want to waste a minute of it.
If you follow along with me inside of ClickUp as I show you around the templates and prompt your customizations, you will be able to start using your agency setup IMMEDIATELY!
This is a basic setup, just to get you into the tool, to start seeing the benefits of being organized, and grow from there.
You don't need the PLATINUM package just yet, you just need to get started.
Can't I just use templates from ClickUp? 🤔
Of course you can! There are 100's to choose from and they're all free!
But they don't factor in the needs of marketing freelancers... these are generic templates created for generic businesses.
Meaning it's up to you to understand it, customize it, and make it work for you.
And there isn't one complete agency setup template – instead you get fragmented templates you need to put together into a complete business yourself.
SIGN ME UP 🙋♀️🙋♀️🙋♀️
Coming in October 2023 🥳🎉
Sign up for the waiting list to be notified when this work of art becomes available!
