ClickUp for coaches, creatives & oNLINE SERVICE PROVIDERS
Your Systems, Streamlined
ClickUp templates and setup support for visionary business owners who want less chaos, more clarity, and systems that feel like a deep exhale.
Whether you’re starting fresh or ready to scale, I’ll meet you where you are offering done-for-you builds, plug-and-play templates, or fully aligned setup packages.
YOUR BUSINESS IS GROWING BUT
✺ You have no clear idea on your priority tasks so to-do’s are being missed and you spend your time working on the wrong tasks.
✺ You have a team but communication is fragmented and you’re spending all your time in your inbox or Slack in an attempt to find out the status of a project or task.
✺ You have no visibility of your team’s workload, allowing you to delegate, prioritise and execute with clarity and ease.
✺ You have no consistent processes or workflows in place which means inefficiencies, errors, and inconsistencies in client management and project delivery.
✺ Tasks are scattered across various platforms such as emails, spreadsheets, and post-it notes.
✺ You know ClickUp is the tool that everyone is using but you’re in overwhelm mode & you know you’re not utilising it to its full capacity.
✺ You are onboarding your clients manually. It’s messy and you’re missing key steps. You are ready to streamline your client journey and automate your onboarding and offboarding processes.
✺ Your tools are working in isolation, and nothing is integrated.
✺ Content planning? What’s that? You do everything on the fly. You need a workflow a system and need to utilise batching and scheduling so you don’t need your head in your phone 24/7.
✺ Your project launches are chaotic and unstructured. You find yourself recreating the wheel every time you launch.
✺ You are spending way too much time on manual tasks when you know they can be automated.
✺ You’re growing quickly and outgrowing what has worked in the past. You know there’s a better way of doing things.
After more than a decade managing studios, teams and complex projects in the creative and digital space, I’ve used just about every project management tool available. From Microsoft Project to Wrike, Basecamp to Asana.
Nothing compares to ClickUp.
It offers the freedom to create a system that works the way you do. It is flexible enough to honour your rhythm, powerful enough to grow with your business, and intuitive enough to keep your team aligned with ease.
HOLD UP.
What is ClickUp
& how can it help me?
I’m glad you asked
ClickUp is my FAV tool and what I recommend to most of my clients (I’m not a one-trick pony). It’s an all-in-one project management and productivity platform designed to simplify managing tasks, projects, clients, and teams. You and your team can create, assign, and track tasks effortlessly using features like due dates, priorities, custom fields, project statuses, templates, and time-tracking.
ClickUp can act as the back-bone of your business (the heavy lifter). It helps you manage leads and clients, internal and client-facing projects, content, marketing, and operational tasks, including SOPs, strategic goal setting, and tracking.
You can map out workflows and client journeys using the visual mapping tool, create dashboards and portals, and generate docs and wikis. The platform also offers form creation too. I love to use the forms for when onboarding clients or asking for testimonials.
When managing creative projects, ClickUp offers file sharing and allows clients to provide feedback directly via assigned comments on your designs, ensuring no feedback is missed (this has been a lifesaver). You can chat with clients and your team about the status of tasks or projects, and the automation options for streamlining your workflows are endless.
It comes with a huge range of templates (be sure to get on my Template Shop Waitlist) to help you manage even the most complex projects, set goals, create content, and coordinate teams more effectively.
ClickUp has been a game-changer in my business and it has transformed my clients manage their businesses. Want to know more? Reach out for all the deets.
CLICKUP TEMPLATES FOR COACHES, CREATIVES & OSPs
ClickUp Template Shop
I’m working behind the scenes to finalise a complete set of ClickUp templates ready for you to add to your ClickUp build. These click-to-add templates are designed to simplify and streamline all aspects of your operations and the way you do business saving you time and creating consistency and ease.
My ClickUp templates are created specifically for creatives, coaches, and consultants.
CUSTOM CLICKUP SOLUTIONS
Complete DFY ClickUp Build
A complete business backend buildout designed to simplify your systems, scale your delivery, and support you as a CEO.
The systems you’ve been trying to DIY for months, finally done for you
This is the moment everything starts running smoother.
Instead, you’ll have a backend that feels calm, clear, and in control.
This complete ClickUp workspace will be built around how you work.
What you’ll walk away with:
A business backend that supports you
Ready-to-use templates that save you hours every week
One clean place to manage clients, team, content, and goals
Less decision fatigue and fewer things slipping through the cracks
A setup your team can actually use, without needing you to explain it every time
A system that makes scaling feel simple, because you’re no longer the bottleneck
Once your ClickUp build is complete, we’ll focus on fine-tuning and training. I’ll guide you through your new setup to ensure everything runs smoothly. You’ll receive any approval tasks via your customized ClickUp portal, and I’ll make any final adjustments and optimizations. Then, I’ll provide you and your team with a recorded training video, equipping you with the skills to navigate and excel in ClickUp.
Additionally, you’ll receive one month of post-project support to help your team master ClickUp.
What's Included:
Strategy Session
A 90-minute planning call to map your services, delivery model, and what needs to change
Custom ClickUp Build
• CEO HQ to plan, track, and lead with clarity
• Client Delivery from enquiry through to offboarding
• Content and Marketing mapped out and ready to repurpose
• Team and Operations to manage internal workflows and planning
• Team HR for SOPs, onboarding, and resource sharing
• Client Portal
• Launch Systems
• Custom dashboards for visibility at a glance
• Templates for everything you repeat
• Light automations to reduce manual admin
Handover and Support
• Full walkthrough video of your setup
• 30-minute Q and A or team training
• Seven days of post-build support
Investment
$3,200 AUD one-time
Payment plan available: three monthly payments of $1,100
Build completed in two to three weeks
90-Min ClickUp Audit & Strategy Session
A ClickUp Audit and Strategy Session is perfect for you if you have ClickUp in place but aren’t utilising its full capabilities. You’re ready to optimise it to fit the way you do business.
During the session, you’ll have time to ask questions, get feedback on your setup, and receive ideas on how to streamline your business processes.
After our call, you’ll receive a comprehensive action plan with my findings and recommendations.
What you get
Strategy questionnaire
1 x 90-minute deep dive call so I can understand your business structure and processes
Complete ClickUp Audit including a workspace and workflow analysis
Comprehensive action plan detailing my findings and recommendations
Slack or email support for 2-weeks
Investment: $497 AUD
✹
My signature process
01
BOOK A COMPLIMENTARY CALL
Choose your package, complete your details and book a complimentary discovery call. We’ll chat about your needs, challenges and goals and I’ll answer any questions you have.
02
SIGN THE CONTRACT & SCHEDULE OUR KICK-OFF CALL
After our call, you will receive the contract and the invoice to get started on this project. Once onboarded, we’ll schedule the strategy call to dive deep into your ClickUp and how your business works.
03
AUDIT & IMPLEMENTATION TIME
I’ll audit your business and current operational systems. I’ll look for ways to streamline and optimise your systems that save you time and money.
Then it’s time to kick back and relax and it’s my turn to go behind the scenes and start building out your ClickUp workspaces, dashboards, tasks and templates that are unique to your business.
04
HANDOVER & TRAINING
You’ll say hello to your new ClickUp system. We’ll make any final amendments if required and I’ll provide training so you know exactly how your new system works.
05
ONGOING SUPPORT
Don’t worry, you are not on your own yet! You will still have support post-delivery to ask any questions as you and your team start to use ClickUp in your business.
Love Notes
★★★★★
ClickUp Setup FAQs
What if I don't use ClickUp
You aren’t required to have a ClickUp account already set up I can walk you through how to get an account set up when we get started.
How long does the ClickUp setup usually take?
The duration varies based on the complexity of your requirements and business, typically ranging from a few days to a couple of weeks, sometimes longer. Timing can be discussed during our discovery call.
What if I don't have a team?
No worries. You don’t need a team to benefit from having systems in ClickUp! I believe the best time to set up ClickUp is before you hire your team. That way, you’ll ensure a seamless onboarding process when you are ready to build your team.
Will ClickUp really save me time
While we can’t put a numerical value on how much time you’ll save with systems, I can speak to the value of knowing exactly what’s going on at any given moment in your business. That is priceless.
Can ClickUp integrate with other tools?
Yes, ClickUp can be integrated with various other tools and software to enhance functionality and streamline your workflows.
How much does the ClickUp Setup service cost?
The cost depends on the scope of the project and specific requirements. A detailed quote is provided after the initial consultation.
