The Elevate Effect

Amanda Rush is on a mission to help female entrepreneurs up-level their businesses with the help of her highly skilled virtual assistant team. As her business continues to grow, Amanda needed systems that could support an ever-growing clientele list and an expanding internal team. Together, we built systems that have allowed her to lean into scaling her business and surpass her wildest dreams in terms of client capacity!    Our goal in building out ClickUp for Amanda was to streamline her internal operations; with a focus on automating her client onboarding process. This included creating process templates, organizing important internal information, and creating dashboard overviews. These are just a few major optimizations we made inside ClickUp to allow Amanda and her team to onboard clients quicker, complete work more effectively, and enhance team collaboration.   What We Cover In This Episode: -About Amanda Rush -Streamlined Internal Operations -Automated Client Management Process -The Results   ➝Get The Full Show Notes Here!   LINKS MENTIONED Check Out ClickUp Here! (and use code SYSTEMSUP to get 15% off the Unlimited and the Business Plan!)   CONNECT WITH AMANDA Check Out Amanda's Website Connect With Amanda On Instagram   CONNECT WITH US Follow Us On Instagram Check Out Our Website Join Our Circle Community

Today we are talking all about building a business that grows with you with Lindsay Maloney. Lindsay is a business coach and host of the TOP Rated Podcast: Book Your Dream Clients. She is driven by her goal to help female entrepreneurs build 6-figure businesses by cultivating top-notch signature offers and customized client packages.     What We Cover In This Episode: -What to keep in mind when building a business that can scale and has recurring revenue -The biggest mistake entrepreneurs make when structuring their offers -How entrepreneurs can break out from under the ‘student cap' and step into their role as a CEO -How to know which trainings/educational programs are the best use of your time and money -How to stay in the role of visionary and avoid burnout   ➝Get The Full Show Notes Here!   LINKS MENTIONED Check out HoneyBook (and use code ‘systemsup' to get 35% off for 1 year!)   CONNECT WITH LINDSAY Check Out Lindsay's Website Connect With Lindsay On Instagram Join The Confident Coach Club Community Listen To The Book Your Dream Clients Podcast   CONNECT WITH US Follow Us On Instagram Check Out Our Website Join Our Circle Community

Today we are talking all about infusing personality into persuasive copy with Becca Mitchell. Becca is the founder of Black Diamond Copy Co., a copywriting studio with a focus on helping entrepreneurs create copy that captivates their audience and drives results.   What We Cover In This Episode: -Meet Becca Mitchell -The difference between sales and website copy -How business owners can strike a balance between having copy that is direct and purpose-driven versus copy that is personality-focused -The most effective way to articulate feedback to a copywriter -How business owners can write copy that converts -Common mistakes people make when it comes to their copy   ➝Get The Full Show Notes Here!   LINKS MENTIONED Check Out Our ClickUp Template Shop   CONNECT WITH BECCA Check Out Becca's Website Connect With Becca On Instagram   CONNECT WITH US Follow Us On Instagram Check Out Our Website Join Our Circle Community

Elizabeth McCravy is committed to bringing entrepreneurs strategic and creative website templates that highlight their value, streamline the creative process, and enhance business growth. With a growing business and a growing family, Elizabeth needed systems that could support her ever-expanding clientele list as well as allow her to step back from the daily operational tasks of her business. Together, we built systems that allow her to step back into her role as the CEO visionary and as a mom!   Our goal in building out ClickUp for Elizabeth was to streamline and consolidate her internal operations. This included leaning out her tech stack and consolidating processes, data storage, and workflows within ClickUp. This allows her team to fluidly collaborate on programs, templates, and coaching projects all in one place. On top of that, we optimized the workflows for each of her major services and programs. This systemization has enabled Elizabeth to be present at home while expanding the business's capacity for new clients.   What We Cover In This Episode: -About Elizabeth McCravy -Elizabeth's Goals In Building Out ClickUp -How We Optimized Internal Operations -How We Systemized Program + Product Management -The Success Elizabeth Has Experienced Since Her ClickUp Setup And So Much More!   ➝Get The Full Show Notes Here!   LINKS MENTIONED Check Out ClickUp Here! (and use code SYSTEMSUP to get 15% off the Unlimited and the Business Plan!) Check Out Dreampro's Website   CONNECT WITH ELIZABETH Check Out Elizabeth's Website Here Connect With Elizabeth On Instagram Check Out The Breakthrough Brand Podcast Hosted By Elizabeth   CONNECT WITH US Follow Us On Instagram Check Out Our Website Join Our Circle Community

Today we are talking all about unleashing the power of storytelling in your business's copy with Kris Jones. Kris is a StoryBrand guide and Founder of Red Door Designs. Her passion for exceptional writing drives her goal to help self-employed entrepreneurs write website and sales copy that converts so they can multiply their revenue and move their business forward.   What We Cover In This Episode: -Meet Kris Jones -Fundamental elements business owners should include in their copy - What is storytelling and why it's important in copy -Tips on ensuring copy incorporates storytelling that is catered toward the ideal client -How to prepare to outsource your copywriting to a 3rd party -Most common mistakes with storytelling in copy   ➝Get The Full Show Notes Here!   LINKS MENTIONED Check Out The Red Door Designs Website Download The Write Compelling Copy In 5 Minutes Freebie Here Check Out The Legal Launch Pad   CONNECT WITH KRIS JONES Connect With Red Door Designs On Instagram Check Out Red Door Designs On LinkedIn Follow Red Door Designs On Facebook   CONNECT WITH US Follow Us On Instagram Check Out Our Website Join Our Circle Community

Catarina Mello is committed to bringing her massive audience the most insightful travel advice and helping aspiring influencers achieve their dreams of doing what they love for a living. With an extensive background in digital marketing, her business has since taken off – catching the attention of various publications like Bloomberg and Business Insider; with no signs of slowing down. With her exponentially expanding business and a severe lack of internal operations systems, Catarina invested in us to help her build systems that would allow her to run her business from anywhere in the world and foster collaboration within her team. Our goal in building out ClickUp for Catarina was to systemize her internal business management operations, with a highlighted focus on two major pain points: a streamlined backend and organization that allowed her and her team to easily collaborate. We focused on building a backend that allowed each team member to confidently manage their individual responsibilities, whether Catarina was there or not, and organized their team resources in a centralized hub. This not only allowed Catarina to easily run her business on the go without worrying if things would break down without her, but she now has the time to focus on needle-moving projects that continue to expand her reach.   What We Cover In This Episode: -About Catarina Mello -Catarina's Goals In Building Out ClickUp -How We Centralized Her Team Collaboration -How We Streamlined Her Content Creation Process -The Success Catarina Has Experienced Since Her ClickUp Setup And So Much More!   ➝Get The Full Show Notes Here!   LINKS MENTIONED Check Out ActiveCampaign Here Check Out ClickUp Here! (and use code SYSTEMSUP to get 20% off the Unlimited, Business Plan and Business Plus Plan for the first year!) Get More Details On Our VIP ClickUp Setup Service   CONNECT WITH CATARINA Connect With Catarina On Instagram Check Out Catarina's Website   CONNECT WITH US Follow Us On Instagram Check Out Our Website Join Our Circle Community

Today we are talking all about building a strategic plan for your business with Staci Hauschild. Staci is a director of operations and ClickUp consultant. Her goal is to help female entrepreneurs grow their businesses by stepping into their CEO roles and making actionable plans for the future.   What We Cover In This Episode: -Meet Staci -The Importance of Having A Business Vision -Key Elements That Business Owners Need To Be Aware Of When Creating A Strategic Plan -How To Achieve Profit-Based Goals -How To Clean The Daily Clutter Out Of Your Business -How To Know What To Prioritize   ➝Get The Full Show Notes Here!   LINKS MENTIONED Check Out ThriveCart!   CONNECT WITH STACI Check Out Staci's Website Connect With Staci On Instagram   CONNECT WITH US Follow Us On Instagram Check Out Our Website

Today we are talking about solidifying your business's legal foundation and avoiding common legal landmines with Yasmine Salem Hamdan. Yasmine is the Founder & CEO of Coaches & Company. Her goal is to help entrepreneurs protect and secure their legal assets so that they can continue to scale their businesses on a firm legal foundation.   What We Cover In This Episode: -Meet Yasmine -The 3-Pillar Framework For Building A Legal Business Foundation -Pillar #1 - Your Business Entity -Pillar #2 - Your Intellectual Property -Pillar #3 - Your Contracts   ➝Get The Full Show Notes Here!   LINKS MENTIONED Download the Legally Launch Handbook   CONNECT WITH YASMINE Check Out Coaches & Company's Website Connect With Yasmine On Twitter Connect With Coaches & Company On Twitter Follow Coaches & Company On Instagram   CONNECT WITH US Follow Us On Instagram Check Out Our Website

Today we are talking all about building an authentic brand for your business with Lauren deVane. Lauren is the branding agency founder/director and lead designer at The Bemused Studio. Her goal is to help entrepreneurs grow their business image by building authentic and bold brands through design strategy.   What We Cover In This Episode: -Meet Lauren deVane -The most important elements that make up a good brand -Best tools for editing and branding videos for reel content -The difference between a 'brand' and 'branding' -How to choose a designer that is a good fit for your brand and business -What to prioritize when updating your brand identity -Ways business owners can level up their brand on their own   ➝Get The Full Show Notes Here!   LINKS MENTIONED Join The BAIS Camp Waitlist   CONNECT WITH LAUREN Follow Lauren On Instagram Get In Contact With Lauren   CONNECT WITH US Follow Us On Instagram Check Out Our Website

Today we are talking about leveraging your LinkedIn with Lindsay Mitrosilis. Lindsay is a LinkedIn agency owner and lead strategist. Her goal is to help impact-driven business owners add LinkedIn to their marketing and lead generation toolbox so they can win more business by reaching new audiences and connecting with ideal clients.   What We Cover In This Episode: -Meet Lindsay Mitrosilis -Benefits of promoting your business on LinkedIn as opposed to other social media platforms -How LinkedIn helps business owners reach new audiences -Best features to utilize on LinkedIn -How to prep your business to market on LinkedIn -Common marketing mishaps to avoid on LinkedIn -Keeping your brand image consistent on a platform with a 'corporate' reputation   ➝Get The Full Show Notes Here   LINKS MENTIONED Check Out Lindsay's Website Grab Lindsay's Free LinkedIn Guide   CONNECT WITH LINDSAY Connect With Lindsay On LinkedIn   CONNECT WITH US Follow Us On Instagram Check Out Our Website

Shannon Matson is devoted to helping others structure and market their businesses for exceptional growth. With comprehensive experience in marketing and advertising, her goal is to educate business owners on entrepreneurship, content creation, and fostering community so that they can structure ingenious online businesses and step into their unique role as CEO. With her ever-growing client base and chaotic internal management systems, Shannon invested in us to help her build systems to take the chaos out of managing their programs  and team projects. Our goal in building out ClickUp for Shannon was to systemize her internal business management operations, with a highlighted focus on two major pain points: their team and program management processes. We focused on optimizing her program management and team management systems so that both systems could run smoothly on the backend without consistent monitoring; allowing Shannon and her team to focus on high-priority projects and goals.   What We Cover In This Episode: -About Shannon Matson -Seamless Program Management -Systemized Team Management -The Results   ➝Get The Full Show Notes Here!   LINKS MENTIONED Check Out ClickUp Here! (use code SYSTEMSUP to get 20% off the Unlimited, Business Plan, and Business Plus Plan for the first year!)   CONNECT WITH SHANNON Check Out The Social Bungalow's Website!  Connect With Shannon on Instagram!   CONNECT WITH US Follow Us On Instagram Check Out Our Website

Today we are talking all about pivoting with your business with Hannah Fay Painter. Hannah is the founder of Wildcliff Weddings & Events. Their goal is to help couples make one of the most important days of their lives flow as seamlessly as possible and serve their clients in any way they can!   What We Cover In This Episode: -How having systems in place can benefit your brick-and-mortar business -HoneyBook feature highlight -Growth strategies for scaling your business -Work-life balance and still ‘giving your all' to your role as a mother and as an entrepreneur -Tips for building a business around client satisfaction   ➝Get The Full Show Notes Here!   LINKS MENTIONED Check out HoneyBook (and use code ‘systemsup' to get HB for $1/mo for 8 months!)   CONNECT WITH HANNAH Check Out Hannah's Website!  Connect With Hannah On Instagram!   CONNECT WITH US Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

We all know that systems are important. They are vital to any business to be able to run smoothly! But there are also a few things you want to beware of when implementing systems in your business. Today we will chat about the top 3 mistakes you are making with your systems and our recommendations for how to overcome these! What We Cover In This Episode: -Top 3 Mistakes You Are Making With Your Systems -#1: Automating Everything -Benefits Of Implementing Automations RIGHT -#2: Using Too Many Platforms And Tools -Our Recommendations For Lean Systems -#3: Waiting To Implement Systems -How To Start Building Out Systems NOW   -->Get The Full Show Notes Here!   LINKS MENTIONED Check out our podcast, The 4 Types Of Automation! Check out our ClickUp template shop!   CONNECT WITH US Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we are talking all about the keys to having a high converting website with Elizabeth McCravy. Elizabeth McCravy is an experienced web design professional, podcast host, and business coach. Her vision is to help business owners highlight their value and show off their skills through a strategic, unique, and high-converting website.   What We Cover In This Episode: -Meet Elizabeth McCravy -Key elements to having a high converting website -Advice for biz owners who are auditing/updating their businesses for the new year -How to build a unique website that is personalized to biz owners, their brand, and their business -Common mistakes biz owners make on their websites and solutions to these -Showit's top features   ➝Get The Full Show Notes Here!   LINKS MENTIONED Check Out Elizabeth's Podcast! Check Out Elizabeth's ASAP Freebie! Check Out Elizabeth's 11 Headlines Freebie!   CONNECT WITH ELIZABETH MCCRAVY Check Out Elizabeth's Website! Connect With Elizabeth On Instagram! Check Out Elizabeth's Template Shop!   CONNECT WITH US: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we are talking all about financial literacy with Dondrea Owens. Dondrea Owens is a Certified Public Accountant (CPA) that is dedicated to helping small business owners understand their numbers so that they can grow their profit and their confidence when it comes to their business finances.   What We Cover In This Episode: -Meet Dondrea Owens -Steps business owners can take to start tracking their business finances -Ways entrepreneurs can evaluate when it's time to invest in an accountant -What it looks like to be financially responsible -Ways business owners can measure their finances and evaluate them to help them make data-driven decisions in their business   ➝Get The Full Show Notes Here!   LINKS MENTIONED Check Out The Creative's CFO Website!   CONNECT WITH DONDREA OWENS Book A Consultation With Dondrea Here! Check Out The Creative's CFO Instagram!   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

As an entrepreneur, it can be overwhelming to choose platforms for your business. With so many choices out there, it can be hard to know what is the right fit for you and your evolving business. So today, we are talking all about one of our favorites, ThriveCart, as our preferred shopping cart platform!   What We Cover In This Episode: -What Is ThriveCart? -Who Is ThriveCart Best For And What Plans Do They Offer? -ThriveCart's Best Features -3 Biggest Pros Of ThriveCart   -->Get The Full Show Notes Here!   Links Mentioned: Check Out ThriveCart! Check Out ClickUp Here! (and use code SystemsUp to get 20% off the Unlimited, Business Plan and Business Plus Plan for the first year!) Check Out Elevate: The Coach Approach To Elevated Systems   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we are talking all about investing and personal finance with Amy Than and Cindy La. Amy and Cindy are finance content creators and the founders of How Is She Rich. Their goal is to help their audiences achieve financial freedom and literacy by educating them based on their personal experiences in the industry.   What We Cover In This Episode: -Meet Amy Than and Cindy La -Tips/best practices for people just starting their investing journey -Tips for people looking to start and revamp their budget -How to manage your savings -How to approach today's real estate market -Baseline advice for people who are looking to clean up their finances   ➝Get The Full Show Notes Here!   LINKS MENTIONED: Check Out The Legal Launch Pad   CONNECT AMY AND CINDY: How Is She Rich Instagram   CONNECT WITH US: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we will be talking all about how to create a crisis management system in your business. This is something we created internally this year and it has been super helpful for us and has given us all peace of mind. As business owners, we don't want to approach every day with worst-case scenarios in mind, but building a crisis management system is crucial to evaluating potential risks and proactively planning to remediate any issues that may arise.   What We Cover In This Episode: -What Is A Crisis Management System? -Benefits Of Having A Crisis Management System -How To Build A Crisis Management System   -->Get The Full Show Notes Here!   LINKS MENTIONED AND FREEBIES Check Out ThriveCart Check Out Our Elevate Course ClickUp Setups Platform Review: Showit   AFFILIATE LINKS Traction by Gino Wickman ClickUp (and use code SYSTEMSUP to get 30% off the Unlimited Plan or 15% off Business Plan)   CONNECT WITH US Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Lyrik Fryer is invested in changing the way you create content and show up online. With several years of experience in the branding & marketing industries, she wanted to create high-quality content at an affordable cost. Her goal is to give business owners the control and confidence to launch and scale their online presence! With her ever growing client base and chaotic internal management systems, Lyrik invested in us to help her build out systems to support her growth.   Our goal in building out ClickUp for Lyrik was to organize her business to accommodate for her rapidly growing internal team and clientele list. We focused on consolidating her client management and onboarding systems so that both processes were prepared to keep up with her accelerated business expansion.   What We Cover In This Episode: -About Lyrik Fryer -Lyrik's Goals In Building Out ClickUp -How We Systemized Her Onboarding And Team Management -How We Created A Seamless Client Management System -The Success Lyrik Has Experienced Since Her ClickUp Setup And So Much More!   ➝Get The Full Show Notes Here!   Links Mentioned: Check Out Our ClickUp Template Shop Check Out ClickUp Here! (and use code SYSTEMSUP to get 30% off the Unlimited Plan or 15% off Business Plan) Check Out Our VIP ClickUp Setup Service   Connect With Lyrik: Workplay Instagram  Workplay Website   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we are talking all about using a digital business to fuel physical dreams with Shannon Matson. Shannon Matson is an experienced marketing and advertising professional and the CEO of The Social Bungalow and Bungalow Coffee Co. She helps people take the next step to structure and market their businesses for exceptional growth.   What We Cover In This Episode: -Steps To Take In Your Online Business To Financially Prepare For Building A Brick + Mortar -How Shannon Personally Evaluates How To Spend/Invest Her Profit -Differences Between Running An Online Business Versus A Brick + Mortar -Things To Know Or Do Before Opening a Brick + Mortar Business Add so much more!   ➝Get The Full Show Notes Here!   Links Mentioned: Check out The Social Bungalow Website! Check out Bungalow Coffee Co Website!   Connect With Shannon: The Social Bungalow Instagram The Bungalow Coffee Co Instagram   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Alisha & Maurice Pennington are a husband/wife duo and small business advisors providing entrepreneurs with the support and strategy needed to launch and scale service-based businesses. Their mission is to cultivate a mindset focused on building the foundations of a sustainable business, by developing simple repeatable processes.   Our goal in building out ClickUp for Alisha and Maurice was to create an efficient workspace that would allow them to continue to scale their business and accommodate incoming clients. We focused on creating a place where they could have team collaboration + transparency by having every piece of the business organized in one place and visible at a glance.   What We Cover In This Episode: -About Alisha and Maurice Pennington -Alisha and Maurice's Goals In Building Out ClickUp -How We Created Processes To Manage Alisha and Maurice's Client and Team Management Systems -The Success Alisha and Maurice Pennington Has Experienced Since Their ClickUp Setup And So Much More!   ➝Get The Full Show Notes Here!   Links Mentioned: Check Out Our ClickUp Template Shop Check Out ClickUp Here! (and use code SYSTEMSUP to get 30% off the Unlimited Plan or 15% off Business Plan) Check Out Our VIP ClickUp Setup Service   Connect With Alisha and Maurice: Check Out The Pennington Perspective Website Here Check Out The ATvantage Website Here Connect With Alisha On IG Connect With Maurice On IG   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Project management systems are non-negotiable to run and SCALE a business successfully. So today we are talking about the basics of project management systems, the benefits of having a project management system, and our tech recommendations for your project management system. We are also going to go over the 5 phases of project management and our top tips for your project management system!   What We Cover In This Episode: -The Basics Of Project Management Systems -Benefits Of Project Management Systems -Tech Recs For Your Project Management System -5 Phases Of Project Management -Top Tips For Your Project Management System   -->Get The Full Show Notes Here!   Links Mentioned: How To Plan A Quarterly Meeting Podcast Episode ClickUp Platform Review Podcast Episode Check Out Our ClickUp Template Shop   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

As an entrepreneur, choosing platforms for your business can be overwhelming. With so many choices out there, it can be hard to know what is best for you. So today we are talking all about Squarespace Scheduling, formally known as Acuity Scheduling, as our preferred scheduling platform for your business!   What We Cover In This Episode: -What Squarespace Scheduling Is -Who Squarespace Scheduling Is Great For -Our Fav Squarespace Scheduling Features -3 Biggest Pros Of Squarespace Scheduling   -->Get The Full Show Notes Here!   Links Mentioned: Check out Coaches + Company!   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Casey Murphy, back and pelvic rehab specialist and founder of Empower PT & Pilates, believes there should be better access to GOOD healthcare that gets you REAL results and less turning people towards painkillers, injections, or surgeries that are only masking the problem.  With rapid growth and unorganized business management, Casey invested in Team SU to help her build out systems to support her business. Our goal in building out ClickUp for Casey was to create a one-stop shop for her overall business management. We focused on creating team training and onboarding systems and creating a place for streamlined business management to allow for seamless business operations and growth.   What We Cover In This Episode: -About Dr. Casey Murphy -Casey's Goals In Building Out ClickUp -How We Created A Streamlined Team Onboarding And Management System For Casey's Business -How Casey Has Been Able To Seamlessly Run Her Business After Working With Us -The Success Casey Has Experienced Since Her ClickUp Setup And So Much More!   ➝Get The Full Show Notes Here!   Links Mentioned: Check Out Our ClickUp Template Shop Check Out ClickUp Here! (and use code SYSTEMSUP to get 30% off the Unlimited Plan or 15% off Business Plan) Check Out Our VIP ClickUp Setup Service   Connect With Casey: Check Out Casey's Website Here Connect With Casey On Instagram   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community  

Today we are talking all about how to systemize your Slack. Slack is a communication tool that allows your team to communicate, store files, and track activity all in one place. It is our communication tool of choice because it streamlines communication and prevents messages from getting lost in a messy inbox.   If you aren't currently using Slack, but want to learn more about it, check out our Platform Review linked in the show notes before diving into this episode!   What We Cover In This Episode: -The Importance Of Streamlined Communication -Initial Steps For Setting Up Slack -Best Practices For Organizing In Channels -Best Practices For Communicating In Channels -Slack Integrations   -->Get The Full Show Notes Here!   Links Mentioned: Slack Platform Review Check Out The Legal Launch Pad   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

So we all know that there are so many platforms to choose from in the online space. Today we are chatting about the 7 types of platforms you need in your business and our recommendations for each category! As always with our recommendations, we want to remind you that just because something works for us, does not mean it is the best option for you as well. It's okay to go against the grain as long as you are making an informed and intentional decision about the platforms you choose.   What We Cover In This Episode: -The Importance Of Having A Lean Platform Suite -How To Intentionally Choose Business Platforms -Types Of Platforms -Our Top Recommended Platforms   -->Get The Full Show Notes Here!   Links Mentioned: Check Out ClickUp Here! (and use code SYSTEMSUP to get 30% off the Unlimited Plan or 15% off Business Plan) Check out HoneyBook (and use code ‘systemsup' to get HB for $1/mo for 8 months!) Check Out ActiveCampaign Here! Check Out Dreampro's Website Join The Course Alchemist With Dreampro   Past Podcast Episodes: HoneyBook Platform Review ClickUp Platform Review Slack Platform Review Zapier Platform Review ActiveCampaign Platform Review How To Systemize Client Communication   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we are talking with Functional Nutrition Counselor, Lindsay Tobias. We are chatting about all things stress, hustle culture, and staying on top of your health!   What We Cover In This Episode: -The Physical Effects Of Stress On Our Body -Hustle Culture And Its Relation To Stress -Intentionally Incorporating Nutrition Into Our Lives And so much more! ➝Get The Full Show Notes Here!   Links Mentioned: Burnout To Breakthrough: Building Resilience To Refuel, Recharge, And Reclaim What Matters By Eileen McDargh How To Keep Your Plants On For Good Program Check Out ClickUp Here! (and use code SYSTEMSUP to get 30% off the Unlimited Plan or 15% off Business Plan) Connect With Lindsay: Lindsay's Instagram Lindsay's Podcast Lindsay's Website Lindsay's Art Instagram Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Nicole Russo is the founder of Let's Get You, a full-service in-person and digital personal styling and wardrobe management company. With plateaued business growth and messy client management, Nicole invested in us to help her build out systems to support her growth.   Our goal in building out ClickUp for Nicole was to organize her business to allow for streamlined growth and expansion. We focused on consolidating her client management system into ClickUp and creating team management and hiring systems to allow for ease when scaling her business.   What We Cover In This Episode: -About Nicole Russo -Nicole's Goals In Building Out ClickUp -How We Created A Streamlined Client Management System For Nicole's Business -How Nicole Has Been Able To Onboard And Manage Her First Team Member After Working With Us -The Success Nicole Has Experienced Since Her ClickUp Setup And So Much More!   ➝Get The Full Show Notes Here!   Links Mentioned: Nicole's Free Closet Edit Guide Check Out Our ClickUp Template Shop Check Out ClickUp Here! (and use code SYSTEMSUP to get 30% off the Unlimited Plan or 15% off Business Plan) Learn More About Our VIP ClickUp Setup Service   Connect With Nicole: Check Out Nicole's Website Follow Nicole On Instagram   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

As an entrepreneur, choosing a website platform can be a daunting task. With so many platforms and tools out there, we totally get how overwhelming it can get. So today, we are here to give you the low down on Showit and why it is our favorite website platform we recommend for your biz! What We Cover In This Episode: -What Showit Is -Who Showit Is Great For -Our Fav Showit Features -3 Biggest Pros Of Showit     -->Get The Full Show Notes Here!    Links Mentioned: Check out Elizabeth McCravy's Template Shop! Check Out The Legal Launch Pad Showit Plan Comparison   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we are going to be chatting all about how to systemize client communication. Let's be real, client communication can be tricky to navigate in the online space. With so many different methods of communication, it can be hard to set boundaries and figure out what client communication should look like in your biz.    So I'm going to share with you my top tips for how we have systemized client communication to keep things streamlined and efficient while still maintaining healthy boundaries between work and personal life.   What We Cover In This Episode: -What Is A Communication System -The Importance Of A Client Communication System -Communication Best Practices -How to Structure an Effective Client Response -Action Steps To Implement A Client Communication System And so much more!   -->Get The Full Show Notes Here!   Links Mentioned: Check out HoneyBook (and use code ‘systemsup' to get HB for $1/mo for 8 months!)   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we are talking all about using video marketing in your business with Victoria Levitan. Victoria Levitan is a video marketing coach for small business owners who are ready to scale their business with video and turn their viewers into paying customers.   What We Cover In This Episode: -Tips For Getting Started With Video Marketing -Batch Filming Videos -Repurposing Content -Tools + Platforms For Video Marketing And so much more!   ➝ Get The Full Show Notes Here!   Links Mentioned: Check out Coaches + Company! Check out Victoria Levitan's resources here!   Connect With Victoria Levitan: Victoria's Website Victoria's Instagram Victoria's YouTube   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Susie Saltzman offers an alternative to the traditional fine jewelry purchase. Her modern approach to timeless design embodies the brand mission – Make beautiful keepsakes that celebrate unique and personal milestones. With endless clients and chaotic client management systems, Susie invested in us to help her build out systems to support her growth. Our goal in building out ClickUp for Susie was to organize her business to allow for growth and expansion. We focused on consolidating her client management system to allow for limitless and scalable business growth.   What We Cover In This Episode: -About Susie Saltzman -Susie's Goals In Building Out ClickUp -How We Created A Seamless Client Management System For Susie's Business -The Success Susie Has Experienced Since Her ClickUp Setup And So Much More!   --> Get The Full Show Notes Here!   Links Mentioned: Check Out Our ClickUp Template Shop Check Out ClickUp Here! (and use code SYSTEMSUP to get 30% off the Unlimited Plan or 15% off Business Plan) Check Out Our VIP ClickUp Setup Service   Connect With Susie: Check Out Susie's Website Follow Susie On Instagram   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we are talking all about Creating An Intentional Instagram Strategy with Tori Overmyer. Tori is a founder of Thrive Business Development where she helps online coaches and supports them in building their offers, creating a social media strategy, selling, and launching.   What We Cover In This Episode: -Setting Boundaries With Instagram -Being Intentional With Instagram -Creating Impactful Content And more!   -->Get The Full Show Notes Here!   Links Mentioned: Check Out ActiveCampaign Here!   Connect With Tori: Website Instagram   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Nicholette von Reiche is taking a stance against one-size-fits-all frameworks. She believes the secret to success with passive income is in trailing your own path — a path in alignment with your genius, brand, and life. With multiple growing businesses, Nicholette invested in us to help her streamline her systems. Our goal in building out ClickUp for Nicholette was to organize her multiple businesses to allow for growth and expansion. We focused on consolidating her businesses into one Workspace where she and her team could function with ease.     What We Cover In This Episode: -About Nicholette von Reiche -Nicholette Goals In Building Out ClickUp -How We Created A System To Manage Nicholette's Businesses -The Success Nicholette Has Experienced Since Her ClickUp Setup And So Much More!   ➝Get The Full Show Notes Here!   Links Mentioned: Check Out ThriveCart!   Connect With Nicholette: Check Out Nicholette's Website Follow Nicholette On Instagram   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Onboarding team members is crucial to setting the tone for their role in your biz. Having a streamlined, clear onboarding process increases the chances of your team member enjoying their role on your team!   What We Cover In This Episode: -The Hiring Process -How To Prep For Onboarding -How To Onboard A Team Member   -->Get The Full Show Notes Here!   Links Mentioned: Check Out ClickUp Here! (and use code 'SYSTEMSUP' to get 30% off the Unlimited Plan or 15% off Business Plan) Check Out Our ClickUp Template Shop Check Out Trainual Here! Connect With Tatiana O'Hara How To Create SOPs Podcast Episode   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we are talking all about productivity and motherhood with Tabitha Crocker! Tabitha is a Productivity Coach who is passionate about helping new mom entrepreneurs to leverage their time and energy using proven productivity techniques and scalable strategies. She empowers you to crush your business goals without guilt or burnout.  She's addicted to bulletproof coffee, personal growth books, and family dance parties.      What We Cover In This Episode: -Motherhood + Entrepreneurship -How To Be Productive As A Mom Entrepreneur -Planning For Unpredictability And Being Flexible   -->Get The Full Show Notes Here!   Links Mentioned: Check Out The Aligned Goal Framework Freebie Here! Join The Mom CEO Club Here! Check Out ClickUp Here! (and use code 'SYSTEMSUP' to get 30% off the Unlimited Plan or 15% off Business Plan)   Connect With Tabitha: Tabitha's Website Tabitha's Instagram Join Tabitha's Free VIP Facebook Group   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Building a community is a hot topic of conversation in the business world. With so many options out there, it can be hard to figure out what is the best option for you.  So today, we are going to talk about our favorite community platform, Mighty Networks so you can have all the details you need to make a more informed decision on a community platform for your biz! What We Cover In This Episode: -What Mighty Networks Is -Who Mighty Networks Is Best For -Our Fav Features Of Mighty Networks   -->Get The Full Show Notes Here!   Links Mentioned: Compare Plans For Mighty Networks Check Out Elevate: The Coach Approach To Elevated Systems Check Out Our ClickUp Template Shop Check Out ActiveCampaign Here Check Out ThriveCart   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we are talking all about streamlining your business with Kajabi with Elizabeth Averyanova. Elizabeth is a web designer, brand strategist, and founder of Studio Classica. We will be diving into how to elevate your business with Kajabi and impactful design!   What We Cover In This Episode: -How Kajabi Helps You Streamline Your Business -Pros And Cons Of Kajabi -Where To Start With Kajabi And so much more!   ➝Get The Full Show Notes Here!   Links Mentioned: Check Out ThriveCart!   Connect With Elizabeth Averyanova: Essential Checklist for Starting Your Kajabi Platform Elizabeth's Website Elizabeth's IG   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

As a multi-passionate woman, Evy has truly built herself from the ground up. With 12 years of experience as a hairstylist, her pivot into entrepreneurship and business + life coaching has been the foundation of how she shows up to serve others. Our goal in building out ClickUp for Evy was to create a centralized location for her to manage all of her businesses while supporting her family and personal life. We focused on creating a consolidated workspace where she and each of her teams could support the growth of her businesses.   What We Cover In This Episode: -About Evy Andra -Being A Multi-Passionate Woman -Evy's Goals In Building Out ClickUp -How We Created A System To Manage Evy's Multiple Businesses -The Success Evy Has Experienced Since Her ClickUp Setup And So Much More!   -->Get The Full Show Notes Here!   Links Mentioned: Check Out Our ClickUp Template Shop Check Out ClickUp Here! (and use code 'SYSTEMSUP' to get 30% off the Unlimited Plan or 15% off Business Plan)   Connect With Evy: Follow Evy On Instagram Follow Evy's Salon On Instagram   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

So I'm recording this episode about 6 months after I've had my son, Luka. And today I'm going to share with you what I've learned and what life has been like running a biz and having a baby. Let me tell you, postpartum life was not what I expected it would be and I don't think there's anything that can truly "prepare" you for it because everyone's experience is so different.   What We Cover In This Episode: -Background On My Maternity Leave -What Life Has Been Like Running A Biz + Having A Baby -What I've Learned 6 Months Postpartum   -->Get The Full Show Notes Here!   Links Mentioned: Check Out Our Prepping For Maternity Leave + Vacation Podcast Check out HoneyBook (and use code ‘systemsup' to get HB for $1/mo for 8 months!)   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we are talking all things strategy with Ashley Kang, who is the CEO of AHK Business Management! We will be diving into how to simplify your business and how to use your vision to move your business forward!   What We Cover In This Episode: -The Importance Of Vision In Your Business -Ashley's 4 Step Framework For Her VIP Days -Prioritizing And Planning In Your Business And So Much More!   Get The Full Show Notes Here!   Links Mentioned: Check Out The Vision Driven Leader Check Out ClickUp Here! (and use code 'SYSTEMSUP' to get 30% off the Unlimited Plan or 15% off Business Plan) Our Podcast Episode On Creating A Vision For Your Business Our Podcast Episode On How To Create + Plan Your Daily Schedule   Connect With Ashley: Follow Ashley On Instagram Check Out Ashley's Website Subscribe To Ashley's Newsletter   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Upstaging Seattle helps high-volume real estate agents with tailored staging packages from entry level to multi million dollar properties. As a growing business with a large team of 16 and endless projects, Flavia and Fernanda invested in building systems to support their business. Our goal in building out Upstaging Seattle's ClickUp was to create a one-stop-shop that allowed them to manage all different facets of their business. We focused on creating a hub where they could manage their team, keep a pulse on their clients, and manage the day-to-day operations with ease.   What We Cover In This Episode: -About Upstaging Seattle -Flavia And Fernanda's Goals In Building Out ClickUp -How We Created A System To Support Upstaging Seattle's Large Team -Embracing Change As You Grow Your Business -The Success Flavia + Fernanda Have Experienced Since Their ClickUp Setup And So Much More!   -->Get The Full Show Notes Here!   Links Mentioned: Follow Upstaging Seattle On Instagram Check Out Upstaging Seattle's Website Send Upstaging Seattle An Email   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

In today's episode, I am giving you my top productivity tips! Now, a quick disclaimer -- just because something works for me does not mean it will work for you!  It's all about finding the tools and tips that help you stay productive. I hope that you'll all be able to find at least one tip in here that can work for you and if you do, send us a DM on Instagram and let us know what tip works for you!   What We Cover In This Episode: -Planning Your Days -Scheduling Time Off + Taking Breaks -Pinpointing Your Productive + Unproductive Times -Prioritizing Tasks + Projects -Setting Boundaries     -->Get The Full Show Notes Here!   Links Mentioned: Download The Prioritization Matrix Here! Check Out Elevate: The Coach Approach To Elevated Systems   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Today we are talking all about branding and web design with Courtney Marie. We will be diving into how to optimize your web design with Kajabi + Showit! Courtney is an incredible designer and an incredible all-around human so I am so excited for her to join us on the podcast today!   What We Cover In This Episode: -Creating A Website With Kajabi -Creating A Website With Showit -Auditing Your Website -Where To Start When Building Your Website And So. Much. More!   -->Get The Full Show Notes Here!   Links Mentioned: How To DIY Your Brand Kit Freebie How To Plan Your Personal Brand Photoshoot Building A Story Brand By Donald Miller Check Out ClickUp Here! (and use code ElevateEffect to get 30% off the Unlimited Plan or 15% off Business Plan)   Connect With Courtney: Courtney's Website Courtney's IG Coffee With Courtney Podcast   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Welcome to our first ClickUp Case Study episode! Our first case study is with Course Creation Agency CEO, Ariel Schiffer. Ariel Schiffer is the CEO and Founder of Dreampro, a course creation agency on a mission to vastly improve the quality of learning in the online industry. With 80% faith and 20% strategy, Ariel Schiffer decided to invest in the business of her dreams by creating systems that would grow with her by working with us for our ClickUp Setup service. Check out this episode to learn all about Ariel and her experience working with us! What We Cover In This Episode: -About Ariel Schiffer and Dreampro -Ariel's Goals In Building Out ClickUp -How We Created A System To Support Dreampro's White-Glove Client Experience -The Success Ariel Has Experienced Since Her ClickUp Setup And So Much More! -->Get The Full Show Notes Here!   Connect With Ariel: Follow Ariel On Instagram Check Out Ariel's Website Join The Course Alchemist Check Out The Dreamer's Lounge Podcast   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

In this episode, I'm going to walk you through what a vision plan is and some tangible steps to build it out to support your business. When I first started my business, I thought vision was fluff for the longest time. I didn't think I needed to know what that looks like. But then, I started to struggle personally with decision-making in my business because I had no idea where they were leading. And so then I figured, okay, vision is actually something important, but how is it tangible? How do I actually break that down into something that I can do something with it? So this is what I'm sharing with you today!   What We Cover In This Episode: -What Is A Vision Plan -Why A Vision Plan Is Important -How To Use Your Vision To Make Decisions -How To Map Out Goals + Projects To Support Your Vision   -->Get The Full Show Notes Here!   Links Mentioned: Check Out The Vision Driven Leader Check Out Tatiana O'Hara's Grindaholics Anonymous Program Check out Coaches + Company! Check Out ClickUp Here! (and use code 'SYSTEMSUP' to get 30% off the Unlimited Plan or 15% off Business Plan) Check Out Elevate: The Coach Approach To Elevated Systems Check Out Our ClickUp Template Shop   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

As an entrepreneur, choosing an email marketing tool can be an overwhelming task. With so many platforms and tools out there, we totally get it.  So today, we are here to give you the low down on ActiveCampaign and why it is our favorite email marketing platform we recommend for your biz!   What We Cover In This Episode: -What Is ActiveCampaign -Who ActiveCampaign Is Great For -Our Fav ActiveCampaign Features -->Get The Full Show Notes Here!    Links Mentioned: Check Out The Legal Launch Pad ActiveCampaign Plan Comparison Check Out ActiveCampaign Here!   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

So what happens after we've created killer systems in our biz? We can't allow them to sit stagnate. We need to make sure we are auditing our systems on a regular basis. Although there are sooo many ways you can audit your biz, we are going to walk you through 3 steps to start auditing your biz systems! What We Cover In This Episode: -What Is An Audit + Why Is It Important -Analyzing Your Metrics -Analyzing Your Client Relationships -Analyzing Your Internal Operations   -->Get The Full Show Notes Here!    Links Mentioned: Download Our Free ClickUp Audit Template! Check Out Part 1 Of Our 3 Part ROI Podcast Series Check Out Our Podcast Episode To Evaluate Your Client Onboarding Process Check out HoneyBook (and use code ‘systemsup' to get HB for $1/mo for 8 months!)   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Having a streamlined system for client onboarding is a necessity in your biz. Onboarding your clients sets the tone for your entire contract and plays a huge role in how the client feels about working with you. So today, we are going to give you 4 questions you can ask to evaluate your current client onboarding processes!   What We Cover In This Episode: -What Is A Client Onboarding Process -Why A Client Onboarding Process Is Important -Platforms For Client Onboarding -Incorporating Your Team In Your Client Onboarding Process And So Much More!   -->Get The Full Show Notes Here!    Links Mentioned: Check out HoneyBook (and use code ‘systemsup' to get HB for $1/mo for 8 months!) Check Out ClickUp Here! (and use code 'SYSTEMSUP' to get 30% off the Unlimited Plan or 15% off Business Plan) Check Out Our VIP ClickUp Setups!   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

While email is a necessary form of contact in your biz, it can also be one of the largest time-suckers we face on a daily basis. The constant checking and follow-up responses can cause you to get stuck managing your inbox all day rather than leading your team or focusing on those tasks or projects that are going to generate more ROI on your business. So today we are talking all about consolidated communication and how to streamline your inbox! What We Cover In This Episode: -Why Streamlined Communication Is Important -Creating Expectations + Boundaries With Clients And Team -Organizing + Automating Your Inbox -Best Practices For Managing Your Inbox   -->Get The Full Show Notes Here! Links Mentioned: Check Out ActiveCampaign Here!   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community

Short Intro To The Episode: Okay, so you've got your biz platforms all set up and you're ready to rock'n'roll... but you're still doing everything manually. You're stuck manually performing tasks in your biz like adding your new clients to your project management tool and manually transferring your CRM contacts to your Email Marketing Tool. That's where automations come in! Automating your biz isn't as scary and difficult as it sounds. With the right tools and a willingness to troubleshoot as you learn, setting up automations in your biz can be simple! So today, we are talking all about how Zapier can truly change the game for your biz! What We Cover In This Episode: -What Is Zapier -Who Zapier Is Great For -Our Fav Zapier Features   -->Get The Full Show Notes Here! Links Mentioned: Check Out ThriveCart! Need Workflow Ideas For Zapier? Check These Ideas Out Here!   Connect With Us: Follow Us On Instagram Check Out Our Website Join Our Mighty Networks Community