CLICKUP VIP DAY

Your business will be imported into your PM Tool and organized in a single hub

I will build you the following spaces (customized for your needs)

CRM

DAILY OPS

TEAM MANAGEMENT

CONTENT CALENDAR

STORAGE

We will evaluate all your current tools, study if they are the right fit for you or if you should switch to other platforms and we will see if we can connect them with ClickUp

What it is costing you not to have your pm tool perfectly working

 

 

Your business is not organized

You struggle with a never-ending to-do list and tick some things off while dragging all the remaining ones to the day after, and the day after, and the day after….

You have no idea how much time you spend on one task and above all where all your time has gone

You forget to do some things

You are always in reactive mode and never in control

WHAT MY CLIENTS HAVE AFTER THE VIP DAY

 

 

Clients enter your pipeline with no effort

You will have a place where to store data and docs

You will be able to collect your important data

You will be able to manage everything, from processes to canned email, with just one click

You will have your automations set up and will save tons of time

You may have other tools connected, if this is aligned with the VIP day scope

1 WEEK FROM NOW

 

A single hub to manage your business

Your processes streamlined

Your clients, team, and ops under control

WHY CLICKUP?

A powerful Project Management Tool is key to your business. It’s like having a full-time personal assistant that helps you stay on track and pops up in your day reminding you of things, storing notes, reminding you of due dates, collecting the most powerful data, so you can get this out of your brain for yourself and your team and never miss a deadline again. All of this is possible and doable, though, only if your tool is set up correctly.

ClickUp is a very good choice as a Project Management tool. It can be customized and streamlined to make it work optimally for you and your business.

As a Vetted ClickUp Consultant and a Certified OBM, specializing in Systems and Strategies, I can help you to set up and optimize ClickUp, in order to get the most out of this tool. And I can do it in just one day, saving you time, stress and overwhelm! I will guide you into the planning process, assure you have a clear vision of how your business can be optimized, and set up the entire backend so that you can start working immediately without the burden of having to do this on your own.

Let’s hop on a free call and see if this is a good choice for you

Pre-session questionnaire evaluation

Recorded Strategy Call

Custom Plan Development/Problems Solution

ClickUp setup:

Spaces / Folders / Lists

ClickUp automations as needed

Recorded Instructions and Walkthrough Strategy

15 days mail and video assistance

Templates / Color preferences / Customized views

7

THE PROCESS

Choose your VIP DAY

Click the button and fill in the form. It’s a super detailed form because we need to assess if this is the right service for your needs

Book a Complimentary Call

Upon submission of the form, you will receive a link to book a complimentary call. We will chat together about your expectation and I will reply all your questions

Sign the Contract and Book the VIP

After our Complimentary Call you will receive the contract and the invoice to get started on this project. We will have a pre-work session and then connect on the VIP Day

I asked Teresa to support me in improving the setup of my company’s ClickUp account. Even if we are a small company of 3, I love having everything under control. Unfortunately, I don’t have much time, and working with Teresa has been key to accelerating the internal organizational process. From an operative point of view, I loved Teresa’s methodology: video calls to check we were on the same track and video recordings to keep us up to date with the project: a perfect match!

I would love to collaborate with Teresa also in the future

Elisa Sgariboldi

Imagine…

Your processes simplified, your workflows clarified and everything imported in your PM tool

All the departments in your business connected in a single hub and everything just one-click-away

Everything organized to give you a clear vision of what’s going on, what to prioritize, and what to delegate

How does this sound?

Overcomplicating and overthinking are allies to failure and inconsistency, while simplicity makes your life easier

Simplicity is the path to transformation. It’s the path to get you out of procrastination, of messy action, of unsuccessful steps

MY TRANSFORMATION VIP DAYS ARE THE PERFECT FIT FOR YOU IF:

You are super busy and only want to survive your working day and have no time to get clear on what to do.

You have thousands of ideas that just remain ideas and never translate into something concrete and real because you don’t have the time or the framework to make them happen.

You have to manage many platforms, many people, many processes and everything seems so overwhelming.

You would love to have everything simple and centralized but have no idea where to start from

You are too busy to stop working and learn the tech side of things. You just want everything in place

As an OBM, I love supporting my clients with simple and effective management

This is why I love creating simple step-by-step plans and strategies for my clients

This is why I build easy 90-day plans in ClickUp to help them achieve their goals

This is why I strategize and connect platforms with simple workflows

This is why I love to transform their business lives. Because it’s simple and it’s clear, when you are an expert and you know what you are doing

IMPORTANT NOTE

 

Due to the nature of this service, we have limited spots and we need to prequalify our clients to be sure we are  good fit

Hi, I’m Teresa,

Certified OBM, System Strategist and ClickUp Vetted Consultant

I help online service providers realize their big dreams by supporting them in their business management. I make sure that everything runs smoothly, while you get back your life and devote yourself to the visionary part of your business.

Dreaming big and achieving amazing results doesn’t necessarily mean you have to stop living your personal life. After all, you decided to become an entrepreneur to be free, right?

 

Free Resources For You

I have prepared some free resources to help you grow your business

Latest post

Read the blog for useful business tips

TESTIMONIALS

J. Debono - The Pasta Project

I’m so happy that I got Teresa at Systems First to help me out with the email subscriptions, newsletters, e-books and marketing for my food blog! She’s so reliable, effective and creative. Now I don’t think I could manage without her!

A. Elibero - Dancing Leaf Solutions

Teresa created the MOST beautiful, functional website in a quick turn around time. She is a pleasure to work with and works with integrity. I highly recommend working with Teresa!

Laura Burak Nutrition - GetNaked Nutrition

 

 Teresa takes great pride in her work and makes sure you are very satisfied before her project is complete. She is available for help anytime and goes above and beyond to clearly communicate.

The Contempora team

 

Teresa quickly understood our needs and proposed practical solutions while keeping a eye on cost effectiveness and simplicity.

Courtney Bliss - Feeding Bliss

I’ve spent countless hours over my years in business trying to figure out how to be in all the places at once while living the life I want. Teresa was able to give a high level overview of what needed to be optimized to help me achieve my goals. She then went a step further and broke those out into weekly and daily tasks which I could manage and then assign accordingly. I found it to be such a helpful assessment and refocusing of my business management.

Elisa Sgariboldi

I asked Teresa to support me in improving the setup of my company’s ClickUp account. Even if we are a small company of 3, I love having everything under control. Unfortunately, I don’t have much time, and working with Teresa has been key to accelerating the internal organizational process. From an operative point of view, I loved Teresa’s methodology: weekly video calls to check we were on the same track and video recordings to keep us up to date with the project: a perfect match!

I would love to collaborate with Teresa also in the future

Cirila Valmaggia

I think what you did for me is absolutely awesome. I had no idea what to do and now you gave me the exact roadmap. Now I´m not lost and overwhelmed anymore. You gave me the simple little steps that I need to take every day to get where I want. I am forever grateful!

 

Bianca Sartirana - Managing Director Save The Cut

Teresa has helped us set up our workspace and make it efficient and tailored to the needs of our team. Moreover, she has always been extremely kind, helpful, and understanding. She has always found the best way to solve our problems and has taught us how to solve them in the future.

 

Catherine Hale

I now have a system that has so many of the previously clunky processes streamlined. Teresa worked her magic on my business – identifying where the major challenges were and the systems that needed to be put in place to rectify them.

She always had a solution when a problem arose and found ways to implement it quickly and effectively.

I’m really happy with the system that was created- it’s making the previously clunky processes streamlined and time effective – which is exactly what I wanted.

I would highly recommend working with Teresa if you are looking to grow your business in an easeful way. Systems work!!

 

Let´s start talking !

Interested in knowing more about our services?