We want you to be satisfied with your purchase, but we 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…
I’m a tech novice, is it difficult to install the templates?
Don’t worry, we have you covered! All of the ClickUp, Airtable, Zapier and ActiveCampaign templates have dedicated video tutorials included to show you how to import, use and customise them. The Google Docs/Google Sheets/PDFs have a combination of written context…
What formats does each template come in?
We have created different versions of our assets wherever possible for flexibility. We have listed out the format of each asset in this table. Please note that where using the CSV imports, it may not have the same capability as…
How is this bundle different from other team management and hiring templates?
We have worked with clients to structure operations and hire and manage their teams that have featured in TedX, Forbes and Thrive Global and are generating annual revenue of up to £5 million+ a year. We have on-the-ground, lived experience…
How long do I have access to the bundle?
For as long as we sell it. If we do ever decide to discontinue it, we will give you 6 months notice to download everything out of your portal. You will also have access to any future updates for free.
How much time do I need to commit to get everything set-up?
The templates and resources are designed for you to pull from when you need them. To get the best possible outcome, we recommend sitting down and implementing each individual section (hiring, onboarding, management and offboarding) in one sitting. Each of…
Do I need to pay for the systems in order to use this bundle?
The ClickUp and Airtable templates will work in the free versions of each tool, but will lose some capability as they leverage some features that are only available in the paid plans. If opting for the Airtable and ActiveCampaign version…
What happens when I purchase the bundle?
You will be sent an email immediately upon purchase with details of how to log into your portal and access your assets. Check out the short, welcome video giving you a tour of the portal and then do ahead and…
Who would these bundles NOT work for?
These templates and resources are unlikely to work for you if: • You can’t find the time to implement them • You don’t have a team and aren’t planning on having one • You are looking to hire an agency…
I just have a Virtual Assistant for a few hours a week, do I really need this?
It doesn’t matter if your team member is a contractor doing 5 hours a week for you, or a full-time employee – hiring, onboarding and managing contractors is just as important as it is for employees. There is a common…
I don’t use ClickUp, can I still use this template?
Yes, but it requires a bit of extra work on your end. Included is a CSV file for you to upload into your chosen project management software, as well and instructions on how to do this. Please note that some…
Can’t I just create all this myself?
Sure! I am pretty damn good with my systems though, and these templates have been almost a year in the works, with dozens of iterations I have tried, tweaked and tested in both mine and my client’s businesses over that…
