Looking for a ClickUp expert that goes beyond the ‘tech’ setup? 

I design process focused systems that remove the friction and make your day to day operations easier to manage 

“Nicola helped us rethink our processes, make them smoother, more efficient and better for our clients as well as our team”

“I now have an efficient, simple, and professional experience for my clients and robust, automated backend systems for my business”

“I felt safe to brief my needs, then simply step back and watch the magic happen”

I’ve helped clients results like these and I’d love to help you next!

Most companies rely on quick fix automations and multiple tools to reduce bottlenecks and save time 

Here’s the truth 

Implementing multiple tools and quick fix automations are short term answers and prove more costly over time 

Your issue is not fully understanding your process and having the technology to align with your operational needs 

Which of these apply to you? 

❗️ You’ve tried and failed to implement new tech in the business previously

❗️ You’re tired of quick fix ideas and you are ready for a tailor made system that can grow with you

❗️ You are well aware that how you are working now is not sustainable for future growth

 

❗️ You have tried to use ClickUp or another task management tool in the past and struggled to get the most out of it

How much resonates with you? 

My client, the founder and CEO of Shape Talent, an Executive Coaching Consultancy with a team of 20, struggled with the same issues.

They were delivering great work but behind the scenes, the team was spending hours each week tracking projects in mammoth spreadsheets and handling low level admin tasks - all manually!

The founder realised that it was starting to effect their capacity to grow and they needed to remove the bottlenecks and invest time in improving their processes.

After working together, they went from being stuck in the day to day operations to
to having a centralised operating system in ClickUp.

Together we redesigned their process, introduced automation, connected additional tech tools to work together.

All of which saved my client and the team upwards of 10 hours every week!

Since then they have onboarded more clients, while maintaining a consistently elevated client experience.

Most importantly, the operational friction is gone allowing the team and CEO to spend time on higher level work.

“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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What happens when you put the process first and leverage ClickUp as a central operating system….? 

💡You save time figuring out which tools to use & avoid

💡You finally have clearly defined processes that work with your technology

💡 Data is organised and reporting improves 

💡You can handle a busy client workload thanks to robust workflows 

💡Your team can spend time on higher value tasks  

💡You have aligned best working practices across the business 

💡Your team can be trained and empowered to work confidently without your input 

Working with Nicola was such a breath of fresh air! As a creative founder, sometimes I need a bit of calm within the chaos, and Nicola took on that role beautifully.

Her wisdom, guidance and expertise were invaluable. I felt safe to brief my needs, then simply step back and watch the magic happen.

Any feedback I gave was gladly welcomed, but she was also confident to provide her own input and improvements because sometimes, you don’t know what you don’t know!

I would 100% recommend Nicola for anyone looking to find calm organisation and structure within the expected chaos of business growth. She’s 100% worth the investment!

— Melissa Matson, EMBR Brand Agency

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The framework to making this happen 

💡DEFINE

In this phase, time is spent to capture your requirements and priorities to provide an understanding on where we focus for your project. A pre-work form will be provided for completion prior to the Kick Off call / Process Design workshop.

What’s Involved:

✔️Complete project pre-work form

💡DESIGN

This is where we get strategic. In the scheduled Process Design Workshops, along with myself, you and your team, we will uncover your current process and through visual process mapping redesign your new process. This will help to unlock operational bottlenecks or duplications of work as well as tasks that can be automated to reduce manual work. 

What’s Involved:

✔️Process Design Workshop

✔️Design of your workspace setup

✔️Visual workflow maps created

💡DEVELOP

In this phase we build your new system based on what has been designed through the Process Design Workshop. Together we stay in communication through a dedicated Slack channel and the project becomes a collaborative effort.

For longer term projects, regular project check-ins and update calls are scheduled to ensure work stays on track. Where required, integration between other apps will be carried out using Zapier or MAKE and workflow testing will take place, also inviting your team to take part and further optimisation can take place where required.

What’s Involved:

✔️ClickUp Implementation 

✔️Template development

✔️Third party app integrations

✔️Workflow testing and optimisation

✔️UAT (User Acceptance Testing)

💡DEPLOY

The system is built, tested and ready to deploy to the wider business. Support is provided to ensure that you and your team have sufficient training and training materials to learn the new setup. Data migration may be required depending on the scope of your project and we will work with you to set a 'go live' date. 

What’s Involved:

✔️Founder and team Training workshops

✔️Data Migration where applicable

✔️Launch with 'go live' date

💡ADOPT

This is where we ensure the success of the launch of your new system into the business through system support for you and the wider team for a period of time. Additional longer term adoption support is also available and additional tools are put in place to track and manage user adoption across the team. 

What’s Involved:

✔️Team adoption and system support

✔️User adoption tracking 

✔️Ongoing adoption support options

“Working with Nicola was enjoyable yet productive. She is highly organized and in-tune with your business and who you are in it. She was able to refine my backend office and create a process that covers all the necessary basis to client on-boarding and off-boarding.

I highly recommend her services to business owners who are burnt out and have minimal admin support in their backend office.

She will get you all the way together and feeling inspired to grow your business.”

— Michelle Gomez - Wellness & Spiritual Life Coach

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The packages

Your business can only rise to the level of your systems.

Lets work together to ensure you have the operational foundation to support your goals.

The packages shared below provide tailor made solutions for your business with the goal to:

✔️Increase efficiency for you and your team 

✔️Remove operational friction & bottlenecks 

✔️Support the growth happening now and in the future

VIP SETUP WEEK

An express ClickUp Setup for the businesses who want to get up and running quickly.

Delivered within a 1 week timeframe with one main process area.

£3,000 GBP

FULL CLICKUP SETUP

A long term project for larger teams who are refining multiple processes and need support to onboard and train the team.

Projects take approx 3 months

Price is scope dependant, please call for a quote

Book a call

You can either stay stuck in the operational overwhelm or you can give yourself permission to grow without the friction 

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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Frequently Asked Questions

  • I work with service based businesses with teams up to 30 people. My service has supported a range of industries including executive coaches, professional service SMEs and creative and marketing agencies.

  • Yes you absolutely can however I'm guessing that you've already tried that route and it hasn't produced results. Whilst there is a lot of information on the internet, it can get overwhelming.

    When you work with a consultant you can benefit from customised support as the guidance is less generalised and more tailored to your needs.

  • Prices start from £3,000 for a VIP week. Larger scale projects for teams are min of 3 months and it is recommended to book a call so that a tailored quote can be provided based on your specific needs.

  • Ideally as soon as possible, onboarding can take 1-2 weeks to complete so project start dates will always be within a 3 week window.

    Please contact me if you need a quicker turnaround time.

  • ‍      ‍  My framework has been tried and tested for 40+ clients of different industries and team sizes, the businesses who experience the most success are the ones who value working alongside a consultant and be led through each phase of implementation, They are open to change and make space to learn and train their team. If this is you then it will absolutely work!

  • Trainings are provided in a range of formats to accommodate your team needs and learning styles. Virtual team training workshops are led by myself as well as custom comprehensive written and visual guides and recorded trainings to help you build an internal training library for future team members. 

  • Yes in fact it is encouraged to include your right hand ops person and members of your team as they can share insights on how work is done and also provide feedback as the new operational improvements are developed.

  • I have working knowledge across a range of popular tools however this is a specific implementation focused on ClickUp. Expert setup support to integrate your tools with the help of Zapier and MAKE is provided.

  • Let's have a discussion to understand exactly what you have in terms of 'processes'. The majority of teams I have worked with have either no documented process maps or very high level maps that leave out alot of data or are outdated. 

  • Absolutely! There are packages available for businesses already using ClickUp, to learn more book a call. 

  • If you still have a question and want to talk further, you guessed it - book in a call so that I can best assist you.

Book a call