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
PROJECTS
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
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
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
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


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