FAQs

ClickUp is a powerful project management tool that helps business owners and teams organise and prioritise their tasks and projects in a simple and intuitive interface. ClickUp can benefit a wide range of individuals and businesses. ClickUp offers a wide range of features and integrations that can help streamline you and your team's workflow and increase productivity. It allows you to easily manage tasks, projects, and deadlines, track time, collaborate with team members, and more. ClickUp offers more flexibility and customisation than any other project management tool, meaning you can design it to suit your individual business requirements. To determine whether ClickUp is the right choice for you, consider your specific needs and goals. Do you need a platform to manage tasks, projects, and collaboration? Are you looking for a tool that is customisable and flexible? Do you want a platform that integrates with other tools you use? If you answered yes to any of these questions, then ClickUp may be the right choice for you.

If you are a small business owner or a freelancer who wants to streamline your workflow and manage your clients and projects efficiently, then Dubsado might be the perfect solution for you. Dubsado is a business management software that helps you organise and automate your client management process. It allows you to create and send contracts, invoices, and questionnaires, and keep track of your client communication, all in one place.
It is designed to save you time and simplify your work processes, allowing you to focus more on the work you love and less on administrative tasks.
To determine if Dubsado is right for you, ask yourself if you struggle with any of the following: managing client information, creating and sending contracts and invoices, scheduling appointments, or keeping track of project details. If you answered yes to any of these, then Dubsado may be a great fit for your business. With Dubsado, you can automate tasks, reduce administrative work, and provide a more professional experience to your clients. I can help to design and create a client experience that will wow your clients and also save you time, meaning you can get on with the tasks only you can do.

I understand that not everyone is comfortable making decisions on the spot. I will never push you into making a decision during a call. During the call we will talk about you and your business and I’ll provide you with all the information you need to make an informed decision and will give you time to consider your options by sending you a proposal after the call.

If you’re not sure which service is right for you, I can help you. I will work with you to understand your needs and goals and recommend the service that best aligns with them. Book a call now and I can go through the options with you but not to push you into a decision on the call. I will send the options to you so you can decide in your own time.

My Business Revolution service is aimed at streamlining your business processes to help you save time and money, while increasing productivity and efficiency.
I work with you to identify areas where your business processes can be improved, and then develop customised solutions to address these issues. I use a combination of technology, automation, and best practices to streamline your workflows and eliminate inefficiencies.

I can help with everything from automating routine tasks like data entry and invoicing, to optimising your supply chain and logistics, to implementing more efficient communication and collaboration tools. Examples of processes include: Finances, Marketing, Project Management, Client on and off boarding, Team Management, Client Management, CRM and so much more!

I will work with you to develop a plan for implementing new systems and processes that minimises disruption to your business. I can help you identify potential roadblocks and develop strategies to mitigate them so that you can make the transition more smoothly. Additionally, I can provide training and support to help you and your team adjust to the changes.

I will work with you to develop a plan that fits your schedule. I can also provide guidance and support to help you implement changes efficiently. While it may take some time to implement the changes, the benefits of improved business operations and growth can make it worth the investment. Working with me can actually help you save time in the long run. I can help you prioritise tasks, automate processes, and implement systems that will free up your time so that you can focus on other aspects of your business.

I take the time to understand you as a business owner and person, your individual business needs, as well as your goals and future vision for both you and your business. I will work with you to develop a customised solution that fits your unique requirements. I am transparent and communicative throughout the process, and can provide clear justifications for my recommendations. You can also check out my portfolio to see the transformation of my previous clients.

I am able to provide an outside perspective and can offer fresh ideas and insights that you may not have thought of. I can also bring in expertise from other industries and businesses, helping you implement best practices and stay competitive in your market.

I understand that my services may feel like a significant investment, however, I believe that the value I provide far outweighs the cost, and there is a significant amount of work that goes into these types of implementations. My services are designed to help you save time, increase productivity, and achieve your goals. It's also important to remember that the cost of not improving your business may be much higher in the long run. Hiring me can help identify areas for improvement and provide guidance for growth. I also offer flexible payment options to make my services more accessible.

Yes, I offer payment plans for my services. I understand that not everyone can pay fully upfront, so I offer flexible payment options to help make my services more accessible.

A CRM, or Customer Relationship Management, is a software system that helps manage a company's interactions with its customers. It allows you to track customer interactions, manage leads, and automate sales processes. Having a CRM in place can greatly improve customer satisfaction and increase sales productivity. I use and recommend Dubsado as a CRM as it covers everything including invoicing, contracts, proposals, canned emails, schedulers, payment plans, as well as the ability to automate all these features! Alternatively, I can also create a CRM using ClickUp and a few other tools that connect together using integration tools. Either way, your CRM will be automated and streamlined!

Yes, we can integrate your CRM with other systems such as email marketing platforms, social media channels, and accounting software. This can greatly streamline your business processes and improve efficiency. I can help to design and create these processes with my signature service Business Revolution.

Yes, you can use ClickUp as a CRM by creating custom fields and views to manage your customer information. ClickUp also integrates with several popular tools, so you can easily sync your data between systems. I can help design and create these automated processes that will save you time.

Not having documented processes or standard operating procedures (SOPs) is not a problem. I can work with you to develop and document processes that align with your needs and goals. I can also provide guidance and best practices for process development and documentation.

ClickUp offers both free and paid plans, depending on your business's size and needs. The free plan includes basic features, while paid plans offer more advanced features and integrations. I always suggest to start with the ClickUp Unlimited Plan, and then as we go through the project we can identify whether it’s best for you to upgrade or whether the Unlimited Plan covers all your needs.

By providing a fresh perspective I can work with you to identify areas where change is necessary but you may not have been able to see because you are too close to your business. I can also provide guidance and support throughout the process, helping you overcome any resistance to change and make the necessary improvements to your business. I can bring in expertise from other industries and businesses and can also help identify areas for improvement that may not be immediately visible from an internal perspective. Hiring me can help ensure that you are taking a comprehensive approach to improving your business operations and staying competitive in your market.

The length of time it takes to complete a project depends on several factors, including the size and complexity of the project, the service you choose, and your availability for feedback and collaboration. A simple implementation can take a week or two, while a more complex implementation may take a couple of months. I will work with you to develop a customised implementation plan based on your specific needs. I also offer VIP days for when you need a quicker turnaround.

My pricing is based on the specific needs of each client, and is determined on a case-by-case basis. I offer transparent pricing and will work with you to find a solution that fits within your budget.

Yes! Both ClickUp and Dubsado are highly customisable, allowing you to create your own workflows and branded templates to fit your specific business needs. That's why I love them  both, they have been able to help businesses from various industries!

No, you don't! Both tools are designed to be user-friendly, and as your process builder, I can provide you with training and support to help you get started and answer any questions you may have.

To get started, I will need some information on your current processes and anything else you have that will help me understand your business even more, such as proposals you’ve sent, your pricing structure, how you deliver your services to your clients etc. I will also need access to certain tools, for this I use LastPass so you can share your passwords easily and securely. During the implementation, I will need your sign off to make sure you are happy with the processes, and I will work around your schedule to ensure minimal disruption.

To get started, simply book a call with me so I can understand a little more about you and your business. I will work with you to understand your needs and goals and recommend the service that best aligns with them. I’ll then provide you with a proposal after the call, outlining the scope of work and pricing.

I have worked with many people with ADHD to set up their business processes, or specific tools sets, so I have an understanding of how difficult it can be to manage ADHD while running a business. Fortunately, there are several strategies we can implement that will help you stay organised. One effective approach is to use tools such as project management software (in this case ClickUp), automated email responders, and scheduling apps to help you manage your time and tasks. Additionally, we can create checklists and templates for common tasks to help you stay focused and avoid distractions. We can also we can consider delegating tasks to trusted team members or outsourcing certain tasks to free up your time and mental energy. Finally, we look at your mindset and use other strategies to help you stay focused. By implementing these strategies, we can create a more efficient and effective business that supports your goals and accommodates your unique needs.

I offer ongoing support and maintenance for all of my services, ensuring that your business processes continue to run smoothly and efficiently over time. You will have 30 days post implementation support, but you have any problems or questions after that, you can always contact me.