Streamline your agency operations in ClickUp!
It’s time to get organised!
Do you struggle with the overwhelm of tracking progress on work?
Do you lack consistency with your service delivery?
Do you battle with bottlenecks that impact deadlines and your bottom line?
I’m sure you’ve tried a few things to fix it
👉🏾 Writing up SOPs that no one pays attention to
👉🏾 Setting up spreadsheets that end up causing more confusion
👉🏾 Hosting a multitude of team meetings that take up too much time
👉🏾 Using multiple tools because they might have the ‘magic’ fix
But still nothing works
At Systems Haus, we focus on helping you define one thing 👉🏾 the real way that you work.
How you think you work and how you actually work are two different things
We help you bring to redesign your client experience and service delivery and bring those processes to life within ClickUp! 🚀
Meet your Verified ClickUp Consultant
I experienced first hand the struggle to maintain a premium client experience whilst juggling multiple priorities as my first business grew quickly. Without systems, there was always pressure to be ‘switched on’.
In addition, I had no real oversight of what was truly happening in my business.
The steps of ‘how I got things done lived within my head making delegation difficult.
The lack of systems made it difficult to understand capacity for new projects, manage client communication and in effectively manage my time and energy.
For over 4 years, I have worked with agency clients & creative teams and one thing they have in common is that intense growth is often followed by intense overwhelm.
Being the bottleneck and approaching burnout is not the goal.
My not so secret fix to getting your sanity back?
Solid team support and systems.
As a verified ClickUp Consultant, I help CEOs like you to achieve those exact results! 🥂
DISCOVER
The ClickUp Setup
For serviced based agencies & creative teams
✅ A digitally organised home for essential documents and SOPs
✅ Increased automation to support projects
✅ A standardised approach to organising your work
✅ Improved collaboration between your team & clients
✅ Reporting dashboards for tracking work and team progress
✅ A holistic view of your team workload
A done-for-you custom setup designed to streamline your client management & service delivery providing you with…….
As a result, you not only enjoy an optimised workspace to manage your day to day, but you also benefit from a system that can remove you as the bottleneck giving you back precious time!
Why ClickUp?
Utilising a tool like ClickUp, with all of its great features removes the guesswork from your day and provides clarity on what you really need to focus on
It will help you to finally………
✔️ Eliminate scope creep by standardising your project plans for services
✔️ Avoid lost income with increased visibility of your team capacity
✔️ Reduce the constantly back & forth over emails with effective communication
✔️ Make data driven decisions due to understanding time tracking & team usage
We help you to plug the inefficiencies so that you can get your time back and focus on growth
Your custom ClickUp Setup focuses on redesigning the processes in the following areas:
🚀 Lead management
🚀 Client onboarding & offboarding
🚀 Service delivery for client projects and retainers
The Setup Process
Your setup is completed within a 2 week timeframe.
Week One
We kick off with a 2 hour strategy session where we design your workspace structure and map your processes.
This session provides insights on how your process will run with ClickUp in mind and where we can integrate your tech stack as well as the assets needed including forms, emails and additional templates.
Work starts immediately to build out your workspace.
Week 2
A mid point check in call will take place to share the progress, after which we focus on further optimising your setup with required automations and integrating your external apps using Zapier.
We build out necessary dashboards and enhance your setup with additional elements to support your internal operations.
We test your workflows and ensure your setup is ready for your final walkthrough call.
Support Period
A 2 week support period begins following your final walkthrough call. This includes office hours access in a private Slack channel, and during this time we focus on writing up new SOPs and creating a custom user guide for you and your team to use. You can also book an optional team specific training to take place during this period.
The Deliverables
✅ 2 hour Strategy session with visual process mapping
✅ A custom built ClickUp workspace including Zapier integrations where applicable
✅ 2 weeks platform support after setup
✅ 1:1 CEO Walkthrough
✅ Optional Team Training
✅ Documented SOPs of updated processes
✅ Custom ClickUp User Guide
The Investment
Prices start from £3,000 GBP
Booking deposit of £500 are accepted with payment plans.
“Nicola supported us in streamlining our back office processes and setting up a new system – ClickUp – to manage our client projects. From the get go Nicola was an amazing source of ideas and inspiration. She helped us rethink our processes, make them smoother, more efficient and better for our clients as well as our team. Nothing was too much trouble – even when we scrapped one idea and moved to something else – she was always focused on ensuring we got a good outcome from the work. I would highly recommend Nicola and her team for anyone who is looking to improve their operations processes, professionalism and efficiency”
— Sharon Peake, Shape Talent
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The secret to our sauce
We have developed a crystal clear approach that helps us to provide successful results for our clients without a drawn out timeframe.
Design 🎨
We design an optimised workspace through a visual exercise to bring your internal operations & client management into one place.
Implement ⚒
Our team handle the implementation from start to finish, including to create the assets needed to bring your operational vision together.
Automate ⚙️
We incorporate automation within your workspace to enhance your workflows and save you and your team time and drive efficiency.
Document 📃
We document any new SOPs created within your workspace to provide you and your team guidance as you learn a new way of working.
Launch 🚀
We support you as you launch ClickUp with training for yourself and your team, as well as supporting resources and 2 week platform support to answer questions and further optimise your setup.
I was thrilled with my experience working with Nicola and her team. Not only is Nicola a lovely, brilliant, positive human but she is also an excellent listener. She made sure that she understood all of my needs and even helped me realize processes I didn't know I could benefit from. Nicola continued to tweak things as I realized what more was possible along the way. She was responsive, supportive and created a system that saves me time and energy. I now have an efficient, simple, and professional experience for my clients and robust, automated backend systems for my business. I look forward to continuing to work with Nicola and her team!
— Dawn Bloomer, Productive Pressure
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What makes us so special anyway!
Aside from that fact that we’re a lot of fun - here’s what you can expect working together!
Collaboration
We approach all of our client projects with a collaborative approach meaning that we’re a team for the time we spend together! Plus we strongly believe that your team can bring tons of value to the table so they are also invited to be involved as needed.
Expansive thinking
A lot of what we do involves change and transforming how you work, so expect to be challenged as we revisit your processes and introduce new ways of working that can support your vision and goals
Transparency
Everything we do is based around our values of integrity – from the start you have clear oversight of your project with a dedicated private dashboard, day to day communication with our team in Slack and a mid project update call.
Verified Expertise
Your project is led by a verified ClickUp Consultant and certified expert. Our no.1 priority is ensuring you receive a top level experience working with us. We are here to guide you through the hurdles, thinking points and areas of concern that can naturally arise with projects like this
Celebrating you!
We love to celebrate the wins with our clients. Many clients enjoy more ease, more growth and are able to develop their business in the right direction after working with us so we love to celebrate those moments with you!
If you’re ready to introduce new gold standard to your agency, bringing your team and client work together in one place then this is for you!
Tools that we love to use
These are additional tools that we help our clients to use alongside ClickUp.
We have knowledge of using a variety of systems that can compliment your setup & workflows within ClickUp.
Ask us about any tools you don’t see listed above.
Client Comments
Your questions answered
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First and foremost, access to work with me 1:1 on your processes and setting up ClickUp. You have direct access to my expertise and knowledge to help you achieve your goals.
Collaboration is key in our projects and from the start you are invited to a private Slack channel for project updates and the ability to ask any questions or chat with us as you need.
Project transparency - we’re not the service providers who shy away from letting you see the ins and outs of your project. You have access to the project board and a dashboard in ClickUp so that you can track exactly what we’re working on and when.
Lastly, these projects require your time input, to complete pre-work, attend the workshops and trainings and be on hand to answer any questions that we may need to ask you.
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The biggest benefit is that it saves you time.
Working with us to implement ClickUp cuts the learning curve down exponentially. You are not having to guess through trial and error and instead can focus on the work that brings you revenue.
As a client, you benefit from our deep knowledge of ClickUp and other systems, as well as our experience working with similar businesses so we can offer strategic guidance that will bring you closer to your goals.
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If you find that there are inconsistencies between how you and your team work, you struggle with communication and having oversight on where projects are at, your processes are clunky and there is a lack of automation and organisation, you are definitely ready fo use a system like ClickUp!
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We recommend that you give yourself at least a month in advance to book your setup to allow time for you to complete pre-work. Future dates can be booked with a small deposit and also allows you more time to prepare!
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We mainly carry out work with clients virtually however in person options can be made possible for the process design workshops and team trainings.
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We can but we prefer to stay within our zone of genius which is ClickUp.
Let’s get you setup!
✅ Complete the form below to share more information about your business
✅ We’ll review and respond within 24 hours and if we can work together we will invite you to book a call to talk a little bit more.
✅ After our call we will send you a personalised proposal to complete and then we can officially welcome you onboard as part of the Systems Haus family!
