The Scale & Simplify Setup 💻
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About this service
Summary
I don’t just set up systems, I create stress-free, CEO-friendly operations that work for you. With a customized setup of Asana, ClickUp, or Notion, plus SOP templates and time-saving automations, your business will run smoothly without the daily chaos.
Unlike cookie-cutter setups, I design intuitive, easy-to-use workflows that empower your team and free up your time, so you can finally focus on growth, not micromanagement. 🚀✨
Process
1️-Discovery & Strategy Call
📌 What happens:
A 60-minute deep dive into your current workflows, pain points, and team structure.
Identify what’s working, what’s broken, and where inefficiencies are hiding.
Choose the best platform (Asana, ClickUp, Notion or Dubsado) based on your needs.
2️-Systems Mapping & Custom Setup
📌 What happens:
I build a fully customized workspace in your chosen tool—no generic templates, just what you need.
Set up project workflows, dashboards, and automations to streamline your operations.
Organize SOPs and create team-friendly documentation so no one has to ask, “Where’s that file?” ever again.
3️-Automations & Testing
📌 What happens:
Set up time-saving automations so tasks move forward without manual effort.
Test everything to ensure seamless integration with your existing tools.
Troubleshoot any issues so the system works flawlessly before rollout.
4️-Team Training & Rollout
📌 What happens:
A 60-minute live training with you (and your team) to walk through the new system.
Answer questions, provide SOPs, and ensure everyone feels confident using the tools.
Assign first projects/tasks so the system is immediately put into action.
5️-Ongoing Support (Post-Setup: 2 Weeks)
📌 What happens:
Slack support to address any questions that pop up as you start using the system.
Minor tweaks and optimizations to fine-tune processes based on real-time feedback.
What's included
Customized System Setup
Tailored setup of Asana, ClickUp, or Notion to match your business needs and workflows.
SOP Templates
Ready-to-use standard operating procedures so your team always knows what to do.
Time-Saving Automations
Streamlined processes that cut out manual busywork and save you hours each week.
Personalized Training
A 60-minute session to walk you through your new system and ensure you’re set up for success.
2 weeks of post-setup support
2 weeks of post-setup Slack support to answer questions & ensure everything runs smoothly.
Skills and tools
Product Manager
Project Manager
Program Manager
Asana
Dubsado
Notion
Slack
Zapier