Business Fundamentals- CLICK UP
*Project Management Software*
This is for you if you are…
• Spending too much time doing everything manually.
• Overwhelmed by technology OR have paid for online systems BUT not utilising it efficiently.
• Wanting to use CLICK UP as a way to organise your business operations.
• Looking to have a new CRM, Project Management, Team Management, and Social Media Management.
What you get:
• A full audit of systems that best suits your business needs. (inc. IT, Legal, operations, digital presence)
• Questionnaire before the call to ensure we cover ALL bases throughout our call.
• Home ergonomic setup tips by Ally a Physiotherapist at YOUR_PERFECTPOSTURE
to ensure that your everyday workspace is set up properly to prevent pain and injury (value at $189)
*FROM HERE, I WILL RECOMMEND AND INTEGRATE BASIC CLICK UP SET UP: *
• 90 minutes of a recorded video call with me to show you how to use what I will set up with you. (Pre-work will be done prior as well)
• A copy of the recording of our session for reference
• A custom action plan delivered to you 7 days after your session of all tools and practices that I recommend to be implemented to business operations
• 2 weeks of chatbox from the day of consultation
• Effective productivity setup plan (automation, organisation, time management)
• Coherent file structure and naming conventions
• CLICK UP Dashboard of all of our notes from the call
• Best communication practices that work for you and your business
• A fun-loving chat with an advisor who truly wants to see your business blossom
** Investment price does not include subscriptions to apps and systems recommended**