Our plug-and-play templates do the heavy lifting so you can finally scale with sanity.
Finally manage your entire client journey with clarity, confidence and zero chaos.
CLIENTS FEATURED IN:
Does this sound familiar?
You’re craving a seamless, scalable business that doesn’t rely on your brain remembering every detail and your constant presence to generate revenue.
But right now, you’re…
- 🩹 Duct-taping your operations together
- ✉️ Constantly rewriting emails and chasing tasks
- ⏳ Losing precious time to admin that you didn’t sign up for
- 😩 Forgetting to follow up with leads who were actually interested
- 📉 Stuck in the weeds instead of scaling
- ⏳ Manually onboarding every client and dreading it
- 🤦🏼♀️ Feeling like the bottleneck in your own business
So, you try…
- 😩 Keeping everything in your inbox and “trying to remember” what comes next
- 😩 Spreadsheets that turn into a mess by week two
- 😩 Manually copying and pasting client emails every single time
- 😩 Creating new forms, checklists and onboarding steps from scratch (again)
- 😩 Googling workflows at midnight
- 😩 Stashing half-baked “systems” in 10 different places — Google Drive, Trello, email, your brain
- 😩 Asking in Facebook groups for “what everyone else uses”, hoping it’ll magically fit your biz
…but none of it is helping your backend feel like a system, not a scramble
Are you done with wasting your time on chaotic, piecemeal processes?
Wouldn’t you feel more in control knowing you had pre-built systems handling your lead and client journey, beautifully and consistently?
And surely your time is better spent on your zone of genius, not operations.
Surely your time is better spent delivering your service, not writing yet another client email from scratch.
Then it’s time to let Systems to Swipe fix it for you.
Imagine if...
- ✅ Every new lead was tracked, followed up, and converted without a single post-it note
- ✅ Clients were wowed by your seamless onboarding (hello, referrals!)
- ✅ You had an efficient, clear, repeatable process for offboarding and getting glowing testimonials
- ✅ You could actually hand off parts of your process to a VA without stress that it wouldn’t get done “properly”
- ✅ Your business ran like a pro, even when you weren’t online
- ✅ You took a Friday off (and didn’t feel guilty)
Want the great news? You don’t just have to imagine it.
You’re ready for smoother ops and streamlined success… like, yesterday.
Introducing…
The Systems to Swipe Client Journey Template Bundles
Our plug-and-play templates help you streamline onboarding, manage leads, and offboard like a pro, without a steep learning curve.
Lead Management Bundle
£89 £67
✅ Lead CRM tracker, pitch dashboard, & community nurture tracker
✅ Proposal & services guide templates with suggested copy
✅ 7 email templates & discovery call agenda
Client Onboarding Bundle
£55 £41
✅ Onboarding task list, dashboard, SOP & form
✅ Welcome Pack template with copy prompts
✅ 4 email templates & onboarding call agenda
✅ Task automations (ClickUp only)
Client Offboarding Bundle
£55 £41
✅ Offboarding task list, dashboard, SOP & form
✅ Farewell pack template with copy prompts
✅ 6 email templates & offboarding call agenda
✅ Task automations (ClickUp only)
Plus, all bundles include walkthrough videos showing you how to download, set up and customise the templates for your business and access to our Training & Support portal.
Want all 3 bundles?
The complete system to manage every part of the client journey.
Includes everything above plus:
- ✅ Client Management Database Template
- ✅ Client Support Request Tracker
- ✅ Service Delivery Check-In Form Template
🎉 Get 50% OFF! Was £222 Now £111
This isn’t just any template pack…
This is your shortcut to streamlined, stress-free systems designed by experts and ready to go to create a business that feels lighter and easier.
While other digital products give you theory or vague ideas, our templates deliver a full process mapped out, written up, and already built into the tools you use every day.
🧠 Created by pros who live and breathe operations
Our team has spent years designing and implementing systems across multiple tech platforms. We don’t just “know ClickUp”, we know how to get results with it (and other tools). This means we build processes that aren’t just pretty, they work.
⚙️ You don’t just get a process, you get the tech setup too
Each bundle comes with a clearly structured SOP and a plug-and-play tech build. We’ve done the heavy lifting inside ClickUp and other formats, so you can drop it into your workflow in under an hour.
💸 Budget-friendly for real businesses
Whether you’re just getting started or scaling your team, our bundles are priced to support sustainable growth, not break your budget. No fluff. No filler. Just high-quality, accessible tools.
🚀 Faster than DIY and far more effective
Forget trying to learn operations from scratch or spend hours building systems in a tool you’re still figuring out, remember how strapped for time you are?! We’ve already built it for you (and we’ve done it better).
⏱️ Less than an hour to implement
Each template is designed to be bitesize. Watch the quick training, customise it for your business, and get it running within 60 minutes. Yes, really
🎓 This isn’t a course, it’s done-for-you implementation with built-in learning
Courses can teach you how to do it, but we let you see it in action and implement it simultaneously. Our templates provide live examples, clear instructions, and instant results.
🧩 Works with what you already use
Our templates are available in multiple formats so you can integrate them into your current systems without needing to switch platforms.
Plus...
🌟 Feel more in control and less burnt out, giving you the clarity and confidence to lead your business with ease
💪 Run your business proactively, not reactively, helping you stay ahead of client needs and make smarter decisions faster
💰 Save money by skipping a custom systems build, freeing up budget for growth, marketing, or that well-deserved break
This is operational clarity in action
You’re not buying another dusty PDF (in fact, there is not a PDF in sight here). You’re investing in real systems built by real experts, tailored for real businesses like yours.
Meet the team behind the templates
This isn’t a one-woman show, it’s a powerhouse team of system strategists, tech specialists, and operations pros who have built workflows for businesses across the globe.
Led by Rachael Gunn, our founder and systems strategist, who transitioned from managing £1.3 billion in supply chains to helping online business owners simplify, systemise and scale. Rachael knows what it takes to move from chaos to clarity and she built Systems to Swipe to bring that expertise to you.
Backed by a team of ClickUp experts, automation specialists, and ops implementers, we’ve spent years testing what works inside real businesses. We’re not guessing. We’re not winging it. We’re building what we know delivers results and packaging it up so you can swipe it.
- ✅ Strategically designed by an experienced operations team
- ✅ Built by software specialists who know the tech inside out
- ✅ Tested in real client businesses before ever landing in the shop
Meet Team RG
Founder
Operations Manager
So, how much does it cost to ditch the chaos and create an efficient and easeful day-to-day?
And get results like this?
*vs. If you purchased each template from our shop individually
This is for you if:
- ✅ You’re tired of Googling workflows and spending hours trying to piece together systems using yet another tool you don’t fully understand (cue another Sunday lost to a steep learning curve)
- ✅ You want your operations to actually support your growth, not slow it down with manual tasks and clunky processes
- ✅ You’re ready to feel organised and confident, knowing exactly what needs doing and when (without second-guessing yourself every step of the way)
- ✅ You want to serve your clients better without working late nights or weekends just to keep up
- ✅ You dream of taking real time off, not just stepping away with your laptop, “just in case”
- ✅ You crave more space in your day for CEO-thinking, creativity, and maybe even a Friday afternoon off (guilt-free)
This is not for you if:
- You love chaos (no judgment!)
- You’re not ready to delegate or grow
- You don’t want systems or structure
Got questions? Let's get them answered.
💭 Do I need ClickUp?
Nope! We include versions in multiple tools wherever possible e.g. Google Docs, Google Sheets, Google Forms, CSV, Canva and Airtable. See the checkout for each bundle to see which template is available in which software. All software versions are included in the bundle, in case you ever change your tech stack in the future.
💭 Can I customise the templates?
Yes, everything is editable.
💭 Are they beginner-friendly?
Absolutely. We’ll walk you through step by step.
💭 Do I get lifetime access?
For as long as we offer them, yes. Plus any future updates to templates all included.
Have a question not answered? Email us on support@rachaelgunn.com.
Here’s how quickly you can transform your operations:
- Your lead pipeline is tracked, organised, and no longer a mystery
- New clients are onboarded with confidence and clarity
- You’ve wrapped up your last project with a professional offboarding flow, complete with a glowing testimonial
- You feel in control of your business backend for the first time in ages
- You finally have space to breathe, focus, and lead
You’re not stuck. You’re just missing the systems. And we’ve already built them for you.
The next step is simple:
- 1. Choose your bundle (or grab the Everything Bundle for full coverage)
- 2. Download your templates and follow the walkthrough
- 3. Customise and implement each process in less than an hour
- 4. Start reaping the benefits immediately
You’re ready — we see it in you.
