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Want a sophisticated yet S.I.M.P.L.E business management system?

How you can save hours each week, and build a scalable and sophisticated business model to use for the years ahead.

If you've been in a business awhile, but haven't had the time to build out a system to help you manage the business, then this is for you. Maybe you're feeling like you need to get your ducks in a row, or maybe your ducks just need to be upgraded (swan status??), either way, when you're really owning your role as CEO, you don't have time to build out a sophisticated system.

Here's the thing: THAT is OK. You don't have to be an expert on everything, and you don't have to have the right amount of time to build a management system. This is where the experts come in (hint: that's us 😉).

Corporations spend millions in creating and sustaining efficient business systems each year. Why? Because it creates efficiencies and saves time, reduces errors and risk, builds a happier and more engaged team, and helps run a smooth business across the board.

Investing (smartly) in the RIGHT technologies is no longer a NICE to have, it's a MUST have in today's world. As nice as those good ole pen and paper drawings are, the sticky notes are only going to take you so far. You NEED to implement technology that is simple, scalable and works with you to create a more sustainable business for the long term.

But as a CEO, you don't have time to do the research, build the system, or try to integrate it with your team. You need someone to come in, implement a tried and true system that works, and you need it done FAST, because you don't have time to waste.

A successful system implementation has a few key components:

  1. A simple system that can be integrated into your team and business

  2. A framework to train your team and get their buy-in quickly

  3. A method to quickly implement the system

  4. The tools to sustain it

So when it comes to finding the right technology to manage your business, you have to explore quality, cost and value. These 3 right here are why we ended up going with ClickUp, and why we haven't looked back.

Our simple and scalable management system utilizes ClickUp for:

  • Team Management: We utilize templates for onboarding, off-boarding, team meetings, 1 on 1s and more. This allows us to repeat, scale and automate our process to get our team up and running faster.

  • Workload/Project Planning: Prioritization, delegation, tracking, management of work & more. This tool within ClickUp is our main way of tracking the work our team is completing each day, week, month, etc.

  • Client Management System: This is where we store key information & deliverables for each of our clients. We automate our client onboarding process alongside our CRM (Dubsado) so they work hand in hand with each other.

  • Lead Tracking: We like to keep it simple and utilize a template to manage each of our leads throughout the process.

  • Social Media/Content Planning System: With so many types of content and platforms, we utilize the various views and customization tools to create a seamless process that allows us to identify where we're at with our content planning process.

  • Customized Dashboards: Because as the CEO, you need the 10,000 foot view of where your business is at. Want to look at key KPIs (key performance indicators) or priorities? You can set up a custom dashboard that lets you view key information that matters to you.

Business Management System
S.I.M.P.L.E Business Management System

Having ONE system to do all of this is a key component of our SIMPLE Systems strategy that we implement within our business, and for our clients.


I-Immediate Value

M-Measurable Results

P-Process driven

L-Less work


If you're looking to implement a sophisticated yet SIMPLE system into your business, then check out our "Simplify your Systems" VIP Day. This is a half-day session dedicated to your business, where we will build you a customized management system within ClickUp in just ONE day. No more long lead times, no more waiting.

Click here to learn more.


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