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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 and video tutorials depending on the level of knowledge required to use the template.
All the tech platforms we recommend 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, you can shoot us an email at firstname.lastname@example.org and we’ll get back to you.
What’s your refund policy?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 a 14-day refund.. 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 us at email@example.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.
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 in hiring, management and leadership of hundreds of people over the last decade, both in corporate and creative industries. These templates and resources have been created as a direct result of this experience.
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 the ClickUp templates, it depends on the features available in your chosen project management software.
If you are looking for templates for a specific tool, or if a different format would be more useful for you, please do let us know at firstname.lastname@example.org as we want them to be as versatile as possible - we look to integrate feedback wherever possible for future updates of the bundle.
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 the four sections is designed for you to be able to watch the training videos and implement in 1/1.5 hours, depending on the size of your existing team and how far you want to deviate from the suggested processes in the templates.
We suggest working through one section a week for 4 weeks.
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 of the application and hiring system, you will need paid plans for both ActiveCampaign and Zapier.
Using a different email marketing software instead of Active Campaign? We show you in the associated walkthrough video how to adapt the template to work with alternate email marketing providers (Zapier integration must be supported).
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 misconception that because they are a contractor/freelancer, that you can spend less time on this and it just isn’t true. There are some fundamental basics that need to be covered regardless of the contract type or number of hours they will work for you in a week.
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 rather than a core team member
- • You have embedded, pre-existing issues with team culture
- • You need more more done-with-you or done-for-you style support, rather than DIY
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 download and customise the assets you need!
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 time.
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.
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 of the functionality available in ClickUp may not work in other project management software as this template has been designed for use in ClickUp.
Both ClickUp forms (Client Intake and Client Feedback/Testimonial) are also created as Airtable versions as well!
Do I need to pay for the systems in order to use this bundle?Yes and no. All of these templates can be imported and used in the free version of the system it’s designed for (ClickUp, Dubsado, Canva and Zapier).
However, each platform (excluding Canva) has a “capacity” you can use before you need to upgrade to a paid version so, over time, it is likely you will need to upgrade to continue using all the functionality that these templates provide.