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.

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.

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.

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.

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.

Yes, all templates are fully editable when you have downloaded them into your system.

If your question isn’t answered here, send us an email on support@rachaelgunn.com and we’ll be happy to answer it for you.

We have worked with clients that have featured on platforms such as TedX, Forbes and Thrive Global and are generating annual revenue of up to £10 million+ a year to design and structure their operations, as well as hire and manage their teams.

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.

Most templates come in multiple formats in order to provide you with flexibility with what software you wish to use in your business. You can see which format each template comes in by looking at the coloured tags associated with them.

When you buy a template, you get access to all of the formats that the product indicates via these tags. It is intended that you select your preferred format and then download and use that format only (although you are also welcome to use them all, they are your templates!).

Please note that where using the CSV import option, it may not have the same capability or functionality as other formats, as it depends on the features available in your chosen software and how well their import feature works, which we are not in control of.

You will be sent two emails immediately upon purchase; one is a receipt and the other with details of how to log into your portal and access your product(s).

When you’ve logged into the portal, check out the short welcome video giving you a tour of the different sections and our recommendation for moving through them and then go ahead and download and customise the assets you purchased!

For as long as we sell them. If we do ever decide to discontinue a product, or the shop itself, we will give you 30 days notice to download any templates and training and support resources out of your portal so you can retain access to them for as long as you wish.

We have a dedicated Training and Support hub you will gain access to on purchase that has all the steps (both in written and video form) for you to download templates in each of the formats we provide.

In addition, each of the templates (excluding the formats noted below) have a custom video tutorial walking you through exactly how to set up, customise and leverage your template for your business.

We are unable to provide custom video tutorials for CSV formats as it entirely depends what software you are using as to how you would set it up and customise it. You can, however, watch the video tutorial for the alternative format(s). We don’t provide any templates exclusively in a CSV format for this reason.

The Google Docs, Google Sheets and Canva based templates have a combination of written instructions and video tutorials depending on the level of knowledge required to use the template.

There is no customised or 1:1 support included in the price of the templates. We do, however, provide access to a limited number of discounted 1:1 calls for customers of our digital shop each month to provide additional support in setting up and customising templates for your business. Access to these is not guaranteed and we may cease offering these at any time.

All of the templates that we sell can be used in the free version of the software for which they are designed, with any exceptions noted below:

- Email automations in ClickUp templates only work on the Business Plan or above

However, you may find that there are usage limits dependant on the plan you are on. For example, there is a limit to the number of custom fields you can use in ClickUp. If you have already used the number associated with your plan, or if in using your template you reach your limit, then you may want to consider adjusting your plan.

Maybe, but they aren’t quite as easy to use. You have a couple of options:

Watch the walkthrough videos of the other format(s) and use that to design/inform your asset creation in your desired software. Please note that you may not be able to recreate a template like for like in another software as it may lack the functionality of the software we have built templates for.

Where a product indicates that it is sold in CSV format, you can check if the software you wish to use with the template has a CSV import option. Please note that where using the CSV import option, it may not have the same capability or functionality as other formats, as it depends on the features available in your chosen software and how well their import feature works, which we are not in control of.

Due to the digital nature of these products (as in you receive instant access on purchase), you will not be entitled to receive a refund, so please do check that you are purchasing the correct product or service to meet your needs. Your other statutory rights to a refund remain in place in the usual way. Please do read through our Terms of Sale for more information before purchase.

While all of our templates can be used in isolation, they are also complementary and work really well together. We therefore offer the following discounts for purchasing multiple products together so you can pick’n’mix them to your choosing:

- Buy 3+ products >> 10% discount

- Buy 5+ products >> 15% discount

- Buy 10+ products >> 20% discount

These discounts automatically apply or update to the items in your cart when you add the required number for the discount to become applicable, there is no code needed.

Please note that the pre-made bundles are not included in the multi-buy discount offer, as the templates included already have a higher discount applied than if you purchased them individually, or as part of the multi-buy discount noted above.

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 support@rachaelgunn.com and we’ll get back to you.

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 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.

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.

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 support@rachaelgunn.com as we want them to be as versatile as possible - we look to integrate feedback wherever possible for future updates of 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.

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.

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

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!

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.

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.