The Business Organiser
Your solution to streamlining your business operations using ClickUp
FIND YOUR FREEDOM
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FIND YOUR FREEDOM 〰️
Unlock Time Freedom with CLICKUP IN JUST 4-6 WEEKS
Picture this: It's 5pm, the end of the day right? Not for you - client work has ended but now you need to plan your socials and email back your team.
Your to-do list seems never-ending, and as you glance at the clock, you realise with a sinking feeling that you've barely scratched the surface.
The gym? Forget about it – there's simply no time.
And as for spending quality time with the kids this weekend? Well, that seems like a distant dream.
But it doesn't have to be this way.
With The Business Organiser we're here to help you reclaim your time, your sanity, and your life.
Imagine a world where your business runs like a well-oiled machine, where tasks are completed effortlessly, and where you have the freedom to prioritise what truly matters – whether it's hitting the gym, enjoying a leisurely dinner with your family, or simply taking a moment to breathe.
We understand the headache that endless tasks cause, we’ve been there ourselves and we know it can impact your well-being and your relationships too.
THE POWER OF THE BUSINESS ORGANISER,
FOR YOU & YOUR TEAM.
You’re not working as efficiently as you need to be and it’s really holding you back from the growth you’re craving. You’ve been running your business a few years now and you have a small growing team in place.
But the operations of your business are lacking, you need to address the systems and processes you have in place for you to scale in the way you’ve been visualising your business to be operating on a whole new frequency.
let me introduce you to clickup
A slick system we will create for you completely bespoke to your business with automations, workflows and project management templates. It’s everything you need to support you.
Because you don’t have time to learn a new tech tool like ClickUp and how best to implement the features of it.
You want everything laid out for you and your team so you can get in and produce amazing work.
With The Business Organiser you’ll have more time to be on your business not in it in six weeks.
So you can finally grow and scale in flow without working in the haphazard environment you’re currently operating in.
Whether you’re expanding your team or your offers or both ClickUp is going to be essential to support you.
WHY choose clICKUP & the business organiser
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Say goodbye to scattered to-do lists and disjointed processes. ClickUp serves as your central hub.
Bringing all your tasks, projects, and team communication into one intuitive platform.
No more searching through endless emails or jumping between multiple tools – everything you need is right at your fingertips.
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Every business is unique, and ClickUp gets that.
We absolutely love that with ClickUp you can create automations and workflows that are totally bespoke to your processes.
You have the flexibility to tailor ClickUp to suit your specific needs and those of your teams too.
Whether you're managing client projects, launches, social media content, whatever it is, ClickUp adapts to fit your business– not the other way around.
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If you have a growing team but find delegating, collaborating and communicating hard ClickUp makes things SO much easier.
You can easily share tasks, assign responsibilities, and communicate with your team – all within the same platform.
Using Dashboards in Clickup, you can easily see what the team has coming up and what is overdue so nothing gets left behind.
Email inbox traffic is massively reduced when you use Clickup and you’ll be much less likely to forget about something or lose track of where a project progress is.
So you can say goodbye to email inbox overwhelm and confusion – with ClickUp, everyone stays on the same page, every step of the way.
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ClickUp plays well with other tech tools which has saved me so much time!
From Slack to Google Drive to Zoom, ClickUp seamlessly integrates with most of the tools you use day to day in business. Further streamlining your workflow and saving you time.
No more switching between multiple apps or having to think about additional tasks, with ClickUp, everything works together seamlessly, allowing you to focus on what matters most.
how I plan my marketing content using clickup
If you’ve never used a tool like ClickUp before it can be hard to visualise how things might look and what all the fuss is about. So I’ve created this video to give you more insight into what ClickUp is capable of!
Discover How CLICKUP Transforms Businesses and Lives
your journey with the BUSINESS organiser…
“ONBOARDING & PLANNING
First up, I’ll ask you for everything I need to know. Spoiler alert: it’s a hefty questionnaire! But once I have all the info, I can get building without needing to ask you hundreds of questions! We’ll also have a 90 minute Onboarding Meeting, where we’ll plan out the processes for your signature services, down to the tiniest of details.”
“BUILDING & TESTING
And now, it’s over to my favourite part - the build! My team has everything they need to start building your ClickUp out. And we do it all. We create your forms (with the exact questions you ask your clients), customise your branding, set up your invoices and payment plans, build your call schedulers - and add everything into your workflows to automate it all!”
“OVER TO YOU!
Once the build is done and we’ve tested every little part, it’s time to hand things back over to you! This is such an exciting part of the process, where you start to see exactly how much ClickUp will transform your business. We’ll have a 30 minute handover call to walk you through everything and answer all your questions, then you can start using it!”
“POST-LAUNCH SUPPORT
After your handover call, you might be feeling ClickUp-overwhelm - which is why the support doesn’t stop there! You’ll get a Next Steps Guide to help you learn your new systems AND 2 weeks of support to get answers to your questions.”
FIND YOUR FREEDOM
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FIND YOUR FREEDOM 〰️
WHAT’S INCLUDED IN the BUSINESS organiser?
ONBOARDING MEETING
This is up to a 90 minute zoom call where we will map out your Clickup before your eyes
BESPOKE BUSINESS HIERARCHY
I'll translate how your business operates into ClickUp spaces, folders and lists. Here I’ll set up correct sharing & permissions so you and your team see what they need.
CREATION & AUTOMATION OF BUSINESS BASES
These are the areas where we create all your automations. I’ll give you recommendations but this is where the system becomes truly yours!
Company HQ: Overview, Guidelines & Team area
Client Experience Base: Lead Tracker, Onboarding & Offboarding internal tasks
Service Template Base: Track the progress of all your client projects here
Content Creation Base: Streamline multi-channel marketing and content creation
SOP Base: For creating your operating handbook
DEVELOPMENT OF CUSTOM STATUSES & VIEWS
Would you like certain folders and lists to have statuses so you can separate out tasks? Or maybe you'd like to see some of your business in calendar or board view? I'll be creating these for you so you see what you need.
DASHBOARD CREATION
This is your quick and easy way to get right to all the important info you need as the business owner. What’s coming up, what’s behind, what leads have come in. Again I’ll make recommendations and tailor it to what you want to see.
30 MINUTE HANDOVER CALL
Here I'll guide you through your new system and show you everything I've created, we'll have time to make a few amends here if needed.
REFINEMENTS OF PROCESSES
Once your new system is handed to you we have two weeks to make refinements to your Clickup!
The business organiser: FROM £2,500
Note - this cost does not include the yearly fee to ClickUp - see FAQs below.
3 & 6 month installment Payment plans are available.
I’M HARRIET, AND I’M bloody love automation
Seriously, I get excited about them! Anything I can do to save me and my clients time in there business is a win in my eyes. ClickUp makes this so easy to do as it’s really customisable! ClickUp is the tool in my business I open first in the morning. It’s where I track EVERYTHING, leads, team, projects, marketing.
Not much goes on in my business that isn’t in ClickUp!
It’s helped give me another level of visibility and automation that gives me breathing space and TIME to go and enjoy life away from work.
QUESTIONS ABOUT clickup?
Keep reading to learn everything you need to know about ClickUp and my ClickUp Build service!
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Almost certainly!
ClickUp is incredibly customisable and along with that we have an awesome team of tech experts who are passionate about creating you the perfect process. So if there is a way to create it, we will!!
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When you consider how much of your time you’ll get back, absolutely not!
We recommend starting with ClickUps ‘Business’ Plan which is $12 per member per month.
Get started for FREE here.
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The ClickUp Build starts from a BETA price of £1,500. A £400 deposit is required upon booking, with 50% of the remainder due upon project start date and the final 50% due upon handover. Payment plans are available at no extra cost - just ask!
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To get the most out of your systems build, you will need to invest some time in the process - but it will all be worth it!
You’ll need to share as much information as possible about your business. The onboarding questionnaire I send you when we start working together is pretty detailed - and it will take you some time to go through properly.
You’ll also need to think about what your processes look like, what interactions you have or need to have with your team, what you need your team to know and when (including anything you normally email them).
To get to grips with your new ClickUp system, you will need to spend some time understanding your workflows and learning how to use the platform itself - but you’ll have 14-days of support with our team to help you do that!
LET’S BUILD clickup MAGIC TOGETHER.
To get started, book in a discovery call so we can get to know each other! Then, I’ll send you all the details so we can get started on transforming your business. Let’s go!