Getting organized is step 1 to exploding your productivity
ClickUp is the best tool in the business, whether you're just starting out or scaling to 7 figures.
Learn how to set it up so it can grow with your business.
Record Systems for Everything
So that whether it's you or a VA doing it, everything gets handled like it should be.
Improve Your Client Experience
Every client gets treated like a star, because every step of your process works like a dream.
Save Hundreds of Hours (for real!)
You never have to ask "What's next?" ever again.
Create as You Go
So that you'll have a system that you'll actually want to use.
WHAT'S INSIDE THE COURSE?
Get everything in place to set up your new project management system and actually use it.
The intro guide to ClickUp so you can find your way quickly and easily.
Customise your set-up so that it everything matches your project phases and how you work.
BONUS: Getting Premium
Ready for more? Let's compare the available plans and dive into how the advanced features can enhance your system set-up.
THE FULL SCHEDULE
Getting Ready - Prepare to Set Up Your System
1.1 The Simplest System to Reach Your Goal
1.2 Audit Your To-Do List
1.3 Identify All of Your Systems
1.4 Checking In and Maintaining Your Systems
Getting Started - ClickUp Basics
2.1 Intro to ClickUp: Spaces, Folders, Lists, Tasks and #allthethings
2.2 The Different Ways to View Your Tasks
2.3 Tasks, Subtasks and Checklists
2.4 Bringing it All Together + Templatize Everything!
Getting Fancy - Advanced ClickUp
3.1 Using Different ClickApps to Fully Customise Your Account
3.2 Custom Statuses (Oh the things you can do with these!)
3.3 Google Calendar Sync
3.4 ClickUp Extension for Google Chrome
3.5 Recurring Tasks
3.6 Using Permissions
3.7 What Features to Use Based on the Stage Your Business is In
Getting Premium - Paid Features and Picking a Plan
4.1 Task Attachments
4.2 Using ClickUp Goals
4.3 Custom Views to Save and Filter Information (free users can use this too!)
4.4 Using Portfolios
4.5 Plan Comparison to Choose the best Plan for You
Hi, I'm Sandra!
I help business owners get their shit together so they can save time while making more money. ClickUp is one of my favourite business tools and I love annoying people by telling them why it's great.
The video I did on why ClickUp is better than Asana and Trello actually got me my first haters. A milestone in online business success right?!
When I'm not pissing off people on the internet, I help my clients streamline their business and set up new systems + tech.
Frequently Asked Questions