One Process Fixed, Ridiculous
Amounts of Time Saved

The 60-minute session that transforms your messiest business process and builds it into a ClickUp system that stops the "I'm reinventing the wheel every time" madness

You know...

The kind of ClickUp process that practically runs itself, lives all in ONE tool, & makes it kinda FUN to do the work bc your brain isn't forced to keep track of a million tiny details?

The same system that makes clients fkn LOVE working with you bc they're involved every step of the way, they see how valuable you are, and they can't imagine going back to the way it was before?

That's what you'll build in the

How we transform your process in 60 mins:

1. Map & Understand

We dig into your current process - I ask you a bunch of questions about how it starts, where it goes from there, what breaks down, and where you're wasting time. While we're talking, I'm already mapping out how this can work better in ClickUp.

2. Design Together:

We talk through the options for your new system - what ClickUp features make sense, how to structure it, what automations could save you time. This isn't me dictating a solution, it's us figuring out what will actually work for YOUR business.

3. Build Live:

I build your custom process in ClickUp via screenshare while continuing to ask questions and get clarification. You'll see every click, understand every decision, and know exactly how to recreate this thinking for other processes.

4. Package & Perfect:

We save your new system as a template you can instantly add to your workspace, talk through quick wins for implementation, and identify how to keep this running smoothly as your business evolves.

You Walk Out With:

A fully functional ClickUp process that's ready to use immediately

A template to add to your workspace with one click

Session recording so you can reference every step we took

Clear next steps for implementation and optimization

15-minute implementation check-in if you get stuck

What kind of process can we fix?

Literally ANY recurring business process that's currently driving you crazy. I've built systems for:

Client Work Processes

√ Social media content creation (from concept to published post)

√ YouTube video production (scripting to uploading to promotion)

√ Blog writing workflows (research to SEO optimization to publishing)

√ Email marketing campaigns (planning to sending to tracking)

√ Client onboarding sequences (first contact to project kickoff)

Business Management

√ A jewelry maker's trade show application process (research to payment)

√ A bookkeeper's year-end client workflow (document collection to tax prep)

√ An event booker’s venue and gig tracker (from open to booked)

If you do it more than once a month and it has multiple steps, AND it can live primarily within ClickUp, we can systematize it.

The magic happens when we turn it into a repeatable, trackable, improvable system that lives in ONE tool.

FAQ

  • That's totally normal! We'll start by talking through your biggest frustrations and I'll help you identify which process will give you the biggest impact. Usually it's the one that makes you think "there HAS to be a better way to do this."

  • We build the main system that gets your process working way better than it is now. As you use it, you'll probably think of additional steps to track or cool features to add - that's exactly what should happen! We're creating the foundation that makes everything smoother right away, and you can expand it as you discover what else would be helpful.

  • Nope! This is all about creating a system that lives entirely within ClickUp. We're not setting up Zapier integrations or connecting external tools - we're building a complete process that works beautifully inside ClickUp itself. If your process heavily relies on multiple external tools that need to talk to each other, this might not be the right fit.

  • Nope! I'll explain everything as we build it together. By the end, you'll understand not just what we built, but why we made each decision so you can apply the same thinking to other areas of your business.

  • You get a 15-minute follow-up session to troubleshoot any roadblocks. And if you need more extensive help, you can add on a Process Rescue Session.

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