CLICKUP BUILT
Get a simple, scalable
ClickUp operations system
tailored to the strengths of your tech & team
We’ve built hundreds of powerful ClickUp systems designed to make teams 10x more efficient—and happier in their roles.
Ready to combine the strengths of your tech & team in one complete system for more effortless growth?
We all reach a point where our business can’t grow without changes,
and it’s always an operations issue
Either your systems are no longer built to support the size of your business, they’re not built to support your team effectively, or you’re (unknowingly) the bottleneck.
This is why your team feels overworked, client delivery feels a bit clunky, and you feel the pressure to innovate without the time to do it.
These are easy fixes with clear solutions
You just can’t see them yet because you’re so close to the business—and exhausted from compensating for these broken systems!
You need to restructure your business so it’s aligned to you and your team, automates core tasks, and embraces technology and AI so you stay competitive as a trusted industry leader.
Working with Systems First was a game-changer for our company. Teresa Cavalla’s expertise in ClickUp was evident from the start, and her guidance helped us optimize our workflows and enhance our efficiency significantly. The support we received was top-notch, tailored to our needs, and always delivered with a smile. I highly recommend Systems First to any organization looking to streamline their processes and maximize productivity.
A one-size-fits-all approach is NONSENSE
Your business must be built around you
It’s critical that you automate what isn’t in your zone of genius and build supportive systems for what you love doing yourself.
By using custom personality assessments, we’ll pinpoint the specific strengths of your team and use AI to build a ClickUp system that supports them perfectly.
We believe this is how operations systems should be designed—supporting everyone in their roles, effortlessly.
We’re experts at building an operational framework that allows you to confidently step back as you manage your team and grow with less effort and stress.
We do this by blending your teams’ personality strengths with a ClickUp system, which is the most customizable, feature-rich platform on the market.
Are you ready for more productivity & less workload?
In 2020 ClickUp has formed a group of Verified Consultants to help clients reaching out to qualified people for their setup and training needs.
I am proudly part of this group since then!
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.
HOW IT WORKS
Get operations powered by Automations and AI—built for your team, on your terms
Initial Assessment
We will start with a complete audit of your current systems & team personality assessments to optimize every level of your operations.
Strategic Planning
You will then receive a tailored plan, including system optimizations, team management techniques & ClickUp automations.
Implementation
With our strategic roadmap, your team will be ready to use their new ClickUp system and onboard any new hires quickly & smoothly.
Your business is only as scalable as the systems that support it—let’s tailor them perfectly to your whole team, with growth in mind.
Looking for other platforms build or tech stack integration?
SOME OF THE SOFTWARE WE USE
WHY AN OBM TO SET UP YOUR CLICKUP?
When it comes to setting up your PM tool, you can consider different solutions.
By Yourself
Maybe you want to set it up by yourself. This is a good solution if you are tech-savvy, have a lot of time, and have a clear vision of how your business should be organized and structured in the workspace.
Tech Support
Alternatively, you may consider asking for the help of a skilled tech VA. This is a good solution if you want to save time. Consider, though, that you need to be able to meaningfully project your workspace by yourself and be able to give clear instructions. You have the vision, the VA helps you with the tech.
A Skilled Systems Strategist
Finally, you may need something more in-depth and structured. And, this is where an OBM or a Consultant comes into play.
The type of assistance we offer goes far beyond a simple setup. As an OBM, I come into your business, brainstorm with you about your processes and workflow, streamline them and make them simpler and more efficient, and then, only after this pre-work, I build your workspace in ClickUp.
I provide you with clear instructions and a video tutorial.
I offer a period of post-project assistance.
If required, I can build your SOPs and integrate ClickUp with other tools you have
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
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
Hi, I’m Teresa,
Certified OBM,
ClickUp Verified Consultant,
High-Performance and
Business Alignment Specialist
After receiving my Master’s Degree with a specialization in Foreign Commerce, I worked for big banks for over 17 years. With money as my only measure of success, I began to dream of more independence and better work-life harmony.
I knew how to support small businesses to grow and scale in an ethical way, so I resigned to build something new and make an impact on my life and others’.
As one of the first Verified+ ClickUp consultants and the first certified OBM in Italy, systems became my jam!
I studied (and keep studying) to be the best in my industry by empowering coaches and online service providers around the world to embrace the disruptive innovation of AI paired with tailored systems designed to scale.
I have since supported, managed, and built systems for hundreds of businesses.
I’m known for saving coaches and online service providers over 50% of their time by streamlining their processes and empowering their teams to see the big picture while keeping things simple.
I’m here to help you streamline the back-end of your business so you can deliver your gifts to more people and save lots of money on unnecessary tools, team & tasks.
STAY CONNECTED
Let´s start talking !
Interested in knowing more about my services?