- Will this service disrupt my current operations?Not at all. We work around your schedule and customise our project plan to ensure minimal disruption. The goal is to create a seamless transition, so your team can keep working effectively while we build out the new systems.
- What if my team isn’t tech-savvy?No problem! We provide comprehensive training for your entire team, ensuring they’re comfortable and confident using ClickUp. Plus, our custom training vault and weekly drop-in sessions are designed to support and coach them while they get used to the new way of working.
- How do I know if ClickUp is the right tool for my business?ClickUp is highly customisable and adaptable to various business models and we believe the most comprehensive “off-the-shelf” task management and business organisation tool on the market. Our service is less about the tool though and more on creating really robust, efficient and effective processes - ClickUp is just the software we use to facilitate the deployment of these processes. During our initial consultation call, we’ll assess your specific needs and ensure ClickUp is the right fit. If it’s not, we’ll guide you toward the best solution for your agency.
- Will I lose the flexibility I’ve built into my client experiences?Not at all. Our approach is to build systems that work with your preferred style, not against it. We’ll customise the processes to ensure you can deliver and facilitate your services to the highest standard, without the stress and overwhelm.
- I’m not sure I can stick to a system—what if I fall back into old habits?We get it—change is hard. That’s why we provide ongoing support, including training and check-ins, to help you and your team stick to the new processes. Plus, the systems we build are designed to be intuitive and aligned with your natural workflow, making it easier to stick with them.
Step Out of the Day-to-Day and Let Your Agency Run Without You - In Just 8 Weeks
A done-for-you ClickUp system designed to streamline your operations, empower your team, and free you up to lead and scale with confidence.
You’re doing everything, but it’s still not enough.
You built your agency for more freedom, more flexibility, and more impact. But right now, it feels like the business is running you.
- You’re the go-to for every question, every client update, every internal decision, and it’s exhausting.
- You’ve hired a team, but you still have to micromanage because things fall through the cracks.
- Projects are late. Emails are missed from clients. You’re constantly firefighting instead of focusing on strategy.
- You want to delegate, but deep down, you don’t trust that things will get done right without you.
And because your operations live in your head (or scattered across Slack, Google Docs, and post-it notes), you’re:
- Working late most nights to “catch up”
- Constantly context-switching between client work, team questions, and admin
- Struggling to switch off, even on weekends and holidays.
The business is growing, but so is the pressure. Because when everything runs through you, there’s no off switch.
You’re mentally drafting task lists during dinner. Answering team messages from the sofa while your partner’s trying to talk to you.
Feeling guilty for snapping at someone, not because of them, but because your brain never gets a break.
You want to be present with your loved ones, your friends, even yourself. But when your business lives in your head, your attention is always split. It’s draining your energy, straining your relationships, and slowly chipping away at your confidence.
You’re not just managing projects anymore, you’re carrying the entire operation. And it’s too much.
You didn’t become an agency owner to burn out. You became one to lead, and right now, that vision feels just out of reach.
You’re constantly ‘on’, and it’s costing you more than just time.
Let’s paint a different picture…
What if your agency ran like clockwork, without you having to chase, check, or clarify every little thing? Where your team took ownership, your clients felt supported, and you finally had the headspace to lead, not just keep things afloat.
That’s exactly what this done-for-you ClickUp Build is designed to do.
It helps service-based agencies like yours create, document, and streamline every single process in your operations, without the tech overwhelm, generic templates, or rigid systems that don’t reflect how your team actually works.
Here’s what becomes possible with the right systems in place:
- • Clarity: Every task, workflow, and responsibility lives safe and sound in one central hub that your team can easily access independently (not your head)
- • Team Accountability: Your team knows exactly what to do and how to do it, no micromanagement required
- • Consistency: Clients receive the same high-quality experience every time, leading to better results, stronger retention, glowing testimonials, and more referrals that fuel your growth
- • Efficiency: Automations eliminate time-sucking admin and repetitive tasks
- • Fewer Questions: Because everything is documented, so your team can self-serve, confidently move towards their goals and is set up for success
- • Freedom: You can take time off without the whole business grinding to a halt
- • Scalability: Your systems grow with your business, not against it
This Could Be You in Just 8 Weeks…
- You’re starting each day with clarity and not chaos
- You’re leading your team, not managing their to-do lists
- You’re watching projects progress without needing to chase
- You’re finally taking weekends off (and actually relaxing)
- Your clients are raving about their experience
- Your business is growing and you’re not burning out trying to keep up
This isn’t a pipe dream - it’s the result of operational systems built with your goals, team, and workflow in mind.
Here’s What’s Included in Your Done-for-You ClickUp Build
Comprehensive Process Audit
We’ll start by auditing your current workflows to identify bottlenecks and opportunities for improvement.
Customisable ClickUp Setup
We’ll build a ClickUp workspace tailored to your unique needs, complete with processes, workflows and automations.
Automation Integration
Seamlessly move information between different tech platforms to automate task management and deployment.
Detailed Documentation
Every process will be documented and standardised, so your team knows exactly what’s expected, every time.
Training Vault
Access to a custom-created training vault with screen share videos, plus a ClickUp course for your team.
Ongoing Support
Weekly drop-in Zoom sessions, messaging support for two weeks post-project, and two follow-up calls within six months to ensure your new systems are running smoothly.
What Our Clients Are Saying:
Lucia
Team RG are brilliant, super professional and such genuine, wonderful people who are ace at their job! My biggest lightbulb moment whilst working with them was the realisation of how much time can be saved getting processes in place. My team and I now use ClickUp for managing everything in the business and the structure it has created has allowed me to hire an Operations Manager to delegate to with confidence and ease - she now takes care of everything for me!
Rachael Gunn
2024-07-12T10:35:50+01:00
Team RG are brilliant, super professional and such genuine, wonderful people who are ace at their job! My biggest lightbulb moment whilst working with them was the realisation of how much time can be saved getting processes in place. My team and I now use ClickUp for managing everything in the business and the structure it has created has allowed me to hire an Operations Manager to delegate to with confidence and ease - she now takes care of everything for me! https://rachaelgunn.com/testimonials/lucia/
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Rachael Gunn
Sneha M
Team RG had incredible attention to detail and designed and implemented streamlined processes that save us so much time for both now and ones we know we need in the future. They also used features and automations that we didn’t even know existed to save us so much time!
Rachael Gunn
2023-12-06T11:23:40+00:00
Team RG had incredible attention to detail and designed and implemented streamlined processes that save us so much time for both now and ones we know we need in the future. They also used features and automations that we didn’t even know existed to save us so much time! https://rachaelgunn.com/testimonials/sneha-m/
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Rachael Gunn
Ready to transform your agency?
Is This Right for You?
This is perfect for you if:
- You’re a stressed out and overwhelmed agency owner with a growing team
- You’re stuck in day-to-day delivery and want out
- You’ve tried templates, but need a tailored solution
- You want a team that runs without micromanagement
- You’re ready to lead your business and focus on strategic growth, not operate it
What You’ll Walk Away With
A ClickUp system that supports:
- Smooth delegation and team ownership
- Automated admin and project tracking
- Clear documentation and SOPs
- Seamless client delivery
- More time and brain space for YOU
Without:
- Losing creativity
- Sacrificing quality
- Becoming a tech support desk for your team
This Could Be You in Just 8 Weeks…
- Your team delivering projects without you getting involved
- You finally feeling like a CEO, not an overpaid project manager
- Clients renewing and referring because your delivery is that good
- You spending more time on growth, less time managing chaos
- Friday afternoons off... and no guilt
Let’s Talk Investment
Starting from £7,500
Payment plans available – because building your dream systems shouldn’t break the bank.
We Only Take a Few Builds at a Time
To ensure every system is fully tailored and supported, we limit the number of builds we take on.
Don’t wait for burnout to force you into action.
Got Questions? We've Got Answers.
We believe in full transparency—here’s what you need to know.
Got a specific question not answered here? Email us on support@rachaelgunn.com and we’ll let you know.
Karin Conroy
I loved working with Team RG, they don’t just build out ClickUp, but came up with so many ideas for process improvements and solutions I had never considered, making everything so clear and streamlined.
Rachael Gunn
2023-12-05T15:48:43+00:00
I loved working with Team RG, they don’t just build out ClickUp, but came up with so many ideas for process improvements and solutions I had never considered, making everything so clear and streamlined. https://rachaelgunn.com/testimonials/karin-conroy-2/
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Rachael Gunn
Pavlos Sideris
From the start Team RG showed an impressive understanding of our business - something we rarely encounter. We were amazed at how quickly they grasped what we do, which gave us confidence that we were in the right hands. The team has been super organised and thorough with feedback, questions, and adjustments. It's clear they genuinely understand our processes and needs, which makes all the difference.
Rachael Gunn
2025-02-11T11:05:47+00:00
From the start Team RG showed an impressive understanding of our business - something we rarely encounter. We were amazed at how quickly they grasped what we do, which gave us confidence that we were in the right hands. The team has been super organised and thorough with feedback, questions, and adjustments. It's clear they genuinely understand our processes and needs, which makes all the difference. https://rachaelgunn.com/testimonials/pavlos-sideris/
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Rachael Gunn
Maybe You’re Thinking…
💭 “I don’t have time for this right now.”
We get it. You’re already stretched thin — juggling clients, managing your team, and putting out fires left, right, and centre. But that’s exactly why this is the right time. This service is built to take the operational weight off your shoulders and give you back control over your time. So instead of working late to stay afloat, you can finally focus on growing your business, take a proper weekend off without your laptop, or even both!
💭 “My team won’t use it.”
You’ve invested in tools before and watched them gather dust — we understand the hesitation. That’s why we don’t just hand you a shiny ClickUp workspace and walk away. We train your team, we document every process, and we offer ongoing support to make sure it actually gets used and becomes a natural part of how your business runs. Because a system only works if your team is confident using it — and we make sure they are.
💭 “My business is different.”
Perfect — because so is our approach. This isn’t a copy-and-paste template that forces you to change how you work. We design every system from the ground up based on your goals, team structure, client journey, and work style. Whether you’re scaling fast, planning a sabbatical, or obsessed with creating a five-star client experience, we build with your business in mind, not someone else’s.
Let’s talk about what happens if nothing changes.
You tell yourself you’ll fix things when you “have more time.” But that time never comes, because the chaos keeps compounding.
- • You’ll keep being the bottleneck your team can’t move without
- • You’ll keep second-guessing every handover, every deadline, every deliverable
- • You’ll keep pushing off your own growth plans, because you’re stuck in the weeds
And the longer your business runs without proper systems:
- • The more client experience suffers, leading to missed opportunities and damaged trust
- • The more your team becomes reactive instead of proactive, burning out or disengaging
- • The more you resent the business you once loved because it feels like a prison, not a pathway to freedom
The truth?
Burnout isn’t caused by working hard, it’s caused by working without structure.
And every day you delay building the systems your business needs is another day you stay stuck in survival mode.
Ready to Lead Your Business, Not Just Run It?
💬 Let’s build the operations your agency deserves – so you can reclaim your time, confidence, and sanity.