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Business
Management
Bundle

Business Management Bundle

all the tools you need to help you start implementing systems that will increase efficiency, reduce the chaos behind the scenes, and take back control of your business.

Only $147

The Details

Tell me if this feels true: Your lack of systems and defined processes is draining the overall efficiency of your business. Tasks take longer to complete than they should and you’re working crazy long hours.

You understand the benefits of systems, but how on earth do you translate them into practice?!   

You wish you knew where to start with creating them, but dread the thought of researching the “how” and putting it into action - you know it won’t be quick and easy. Plus, what if you do it wrong or miss out on more efficient ways of operating your business?

It’s not like you have the time to do this anyway, not to mention you don’t have the budget to hire an OBM or systems expert to design and implement it for you either.

Have no fear! My business management bundle is a set of templates designed to help you start implementing systems that will without a doubt increase efficiency, reduce the chaos, and take back control of your business with streamlined processes.

Think of this bundle as the “beginner bundle” or the most general option if you’re new to systems and looking to simply get all of the behind-the-scenes operations organised - because this is the first step to scaling!

Who is this for?

You’re a done-for-you business owner or online coach who…

Who desperately wants to implement systems (and hears OBMs talk about them all the time!) and understands the benefits of them, but has no idea how that translates into practice, or how you can build your own to best manage your own processes.

Has a general requirement for organisation and process streamlining within your business operations – you know that you are draining efficiency by not having effective systems in place.

Doesn’t have the time or the headspace to figure out how to design and implement systems, but equally you don’t have the budget to invest in an OBM or systems expert to do it for you either.

 Wants to skip all the trial and error of trying to build systems from the ground up and fast forward to having streamlined internal operations that give you hours back in your day and allows you to take back control of your business. 

What's included?

✓ 4 x ClickUp templates

✓ 2 X GOOGLE DOC TEMPLATES

✓ 1 x Airtable templates

✓ Walkthrough loom videos and/or written instructions on how to utilise and personalise each template.

Airtable Content Planner – for creating and organising your Instagram, Pinterest and blog content with ease. Also includes an Instagram metrics tracker with 4 different data views.

ClickUp Content Creation Template – for seamlessly organising and delegating your content creation process multiple marketing channels​

Airtable Content Planner – for creating and organising your Instagram, Pinterest and blog content with ease. Also includes an Instagram metrics tracker with 4 different data views.

ClickUp Content Creation Template – for seamlessly organising and delegating your content creation process multiple marketing channels​

General Standard Operating Procedure Template – to easily and effectively structure your SOPs

Business Continuity Plan – the blueprint for implementing processes within your business to ensure a robust operation that can withstand unexpected events

Strategy & Development ClickUp Folder Template – includes 3 lists:

Goals & Milestones list – a space to document all of your annual and quarterly goals as well as track your progress against them

CEO Tasks – all of those things to review and execute on your monthly CEO day

Training Tracker – to record and organise all of your courses, webinars and other development tools to ensure you get maximum ROI from your investment

Strategy & Development ClickUp Folder Template – includes 3 lists:

Goals & Milestones list – a space to document all of your annual and quarterly goals as well as track your progress against them

CEO Tasks – all of those things to review and execute on your monthly CEO day

Training Tracker – to record and organise all of your courses, webinars and other development tools to ensure you get maximum ROI from your investment

PR & Media ClickUp Folder Template – track and record your PR outreach efforts and any collaboration invitations, as well as ensuring your make the most of them when they are published!

BONUS – have a Business Plan with ClickUp? An alternative, automated version of the same template also included!

What past customers have said...

I knew I wasn’t utilising my systems to their full potential and that I was missing out on opportunities to streamline my business and make my life easier, but I didn’t know how to solve this. I felt like my ClickUp in particular was disorganised and things were slipping through the net as a result.
 
There is SO much information in these bundles – you don’t just get the title of the task you should be doing but also information within that task on how to carry it out – template swipe copy and even links to specific systems videos so you are never left lost not knowing what needs to be done! I have never seen templates as thorough as this!
 
My processes are now so streamlined, which not only saves me so much time, but I have so much extra headspace not having to worry about missing things and it was SO much easier to implement than I imagined it would be. If I were to have tried to set these systems up myself from scratch, it would have been to a lower standard and I estimate it would have taken me or my VA at least 20 hours to do. Instead, I was able to spend only around 2 hours for a much better result!
Laura Coddington, Founder + Creative Lead, Ocean Digital Studio

Systems to Swipe FAQs

  • How do I purchase?

    Just click the link here (or any of the other “Buy Now” buttons on this page and you will be redirected to a checkout page. Enter your details and you will be directed to a thank you page - you can download your PDF straight from that page that contains all of the links to the templates, your training videos and a step-by-step guide for implementing them.

    You will also receive 2 emails, one with a copy of your invoice for your records and a second with another link to your PDF document for your safekeeping.

  • Do I need to pay for the systems in order to use this bundle?

    All templates can be used on the free versions of the associated software. However, the ClickUp templates will have a maximum task usage within the free plan as we use custom fields in them and you can only use up to 100 before you will need to upgrade your account.

  • Can't I just create all this myself?

    Sure! I am pretty damn good with my systems though, and these templates have been a year in the works, with dozens of iterations I have tried, tested and tweaked in both mine and my client’s businesses over that time to create the suite of versatile base templates I am sharing with you in this bundle.

    Even if you are pretty good with building systems and designing workflows yourself, it will still take you much longer to build these from scratch than to use this bundle -  and then you have to go through the testing process - these templates will allow you to skip so much of that and save yourself lots of time!

  • How long will it take me to get set up?

    This will vary depending on several factors, but this is designed to be a very comprehensive bundle. There are a total of 81 minutes of training videos (6 in total) included - depending on your familiarity with the software you may or may not need to watch these. If you were to watch all the training videos, import them all and do a basic level of customisation, you would be looking at around 2.5 hours.

    If you have a lot of data to import, this time will increase.

  • I'm a tech novice - is it difficult to install the software?

    Don’t worry, I have you covered! All of the ClickUp and Airtable templates have custom made video tutorials included to show you how to import, use and customise them. Both platforms have great training resources and customer service support on how to use the platforms themselves and if you have any specific questions about the templates, we have a client care team available for you at support@rachaelgunn.com to help you!

  • What is your refund policy?

    I want you to be satisfied with your purchase, but I also want you to give your best effort to implement and use all of the templates and training provided. While we do NOT provide a guarantee, we do offer a 14-day refund for purchases from the Systems to Swipe shop. In order to qualify for a refund, you must submit proof that you implemented the templates provided and they did not work for you.

    In the event that you have not been able to get any results from the product you purchased and implemented, please contact our client care team at support@rachaelgunn.com within the first 14 days from the date you purchased your bundle and let us know if you would like a refund.

    With your request for a refund, you must include evidence that you implemented the templates. Requests for refunds will not be granted if this is not included.

    We will NOT provide refunds for purchases made more than 14 days from the date of purchase.

  • Only $147