Scale Up
With CLICKUP
Understand your systems or your clients systems to really take things to the next level so that you always show up efficiently and with ease be it in your business or your clients!
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Can you relate to?
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Do you want to feel like you can harness the full capabilities of ClickUp with easy confidence to own your role as a VA?
And can leverage the system to meet the unique needs of your business as well as your clients’ businesses to increase effectiveness, efficiency, and overall success?
EXPLORE MOREI have got you
This is exactly what I am here to help you with!
Project management tools can be overwhelming, but finding the system that works for you and your clients is key! It’s not always about buying all the templates - I have found most templates are not set up for the usability I have seen my clients need - which is partially why I created my templates differently and more robustly!
Takeaways from this course
The Benefits
Ability to break down what your business/clients business really needs.
Provide a roadmap or goals to the bigger picture.
Setting up and understanding the systems behind ClickUp.
Learn the inner workings of ClickUp to be able to Scale Up your business.
Overdeliver without overworking.
Introducing
Scale Up with Click Up
What client says
Testimonials
Candy McCune
I first connected with Courtney on the strength of her trainer’s recommendation but it didn’t take long to recognize why it had been such a good referral. Entrepreneurial online business was new to me and the tech involved plus figuring out how all the moving parts fit together was overwhelming. Within a short time, I realized what a jewel Courtney was in that arena. Plus she could explain it to me on my level, put it all together seamlessly, and promptly advise me as she carried out the handling of the software programs, the website details as it developed, and just staying on top of what was needed next. Her follow-through was quick and top-notch whenever I requested something. I consider her an invaluable team member. And I confess I am a bit hesitant to share this with you because I really want to keep her all to myself!
Brian Halley
When it comes to building a business, The hardest thing to do is to trust someone else to do what you have been doing for a long time. Courtney was a breath of fresh air. She allowed me to step away from the important day to day tasks and focus on more leadership responsibilities. She came in and brought her organizational skills which led to an increase in our business revenue and client satisfaction.
Kelly Morgan
Courtney Boomer shows up and does what she promises. I have worked with other Virtual Assistants who didn’t and it’s cost me hundreds of dollars whereas Courtney saves me time and money. She is consistent, organized, professional, responsible, and never surprises me in a bad way (like with a huge bill I never saw coming). She asks me questions and is honest. I trust her.
Brian Otieno
Courtney is a great assistant with very unique sets of skills in web design and development, project management, and content marketing just to name a few. I have been working with Courtney for 3 years now and she is a critical asset to our team. Love her work, love her growth, and would recommend her to anyone.”
Here is the breakdown
5 modules, 16 lessons and Bonus templates!
Identify Your ClickUp Function Goals
ClickUp is a very robust tool. It allows you to see and track things that most other Project Management tools don’t. But with that you also need to understand how to use it FOR YOU.
How It Works: Organization
Think of spaces like your filing cabinet drawers. You can have as many as you want but you want to limit it to avoid overwhelm. This is how we will break down the organization of ClickUp and how to map it out.
How It Works: Tasks & Fields
Tasks are the very center and most integral part of this whole system you are building. You need to know down to the nitty gritty details because this is how the business can start being automated and running smoothly.
How It Works: System Use
The impressive amount of views is why I first loved ClickUp. Views are a huge customization feature and allow you to really see things like other tools plus all the bonuses that ClickUp offers.
Creating Specialized or Custom Templates
Here I am referring to ClickUps templates - they have amazing templates and are very filled out, so definitely take advantage of them! Work smarter not harder ;)
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Special Bonuses
Templates + How To Use Videos
Implementing my custom templates and how I use them for myself/for clients and how to continue to customize them/really understand how to use them for yourself!
Launch Bonus: Power Hour
60 minute session with me to review your systems, client onboarding, how you’re finding/attracting clients, business goals, basically whatever relates to your VA business to help give you that quick boost to understand how to serve them better
Know about me
Meet your Mentor
Since starting my business in 2016 I have worked with some of the same people and constantly had referrals allowing me to be booked to my capacity without stressing.
I’ve always been a high achiever, I got straight A’s, did all the activities, went to college double majored, got a corporate job before graduating and 6 months in I hated everything about it. Being forced to be a seat warmer and do all the things just because they wanted me to show my face.
6 months in I told my husband I was quitting to start a business with no real plan, the only thing I knew I wanted was more freedom and flexibility. At the same time of starting my business we started planning to sell everything we own and travel the country (full on digital nomads)!
Ask it!
Frequently Asked Questions
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Any Guarantee or refund policy terms
The student/user did not access any portion of the online course AND the student/user requests a refund, in writing via email within seven business days from the date of the registration (email notification sent). There will be no refunds for any online courses (or curricula) once a course has been accessed in any manner. A full refund will be issued
