We are an operations consultancy helping service-based agencies create, document, and automate every process in the operation so that the owner can extract themselves, the team can run the business, and their clients get the best experience.
What’s included in the Team Meeting Action Tracker:
– Team Meeting Action Tracker template
– Pre-set structure for tracking meeting notes, action items, and accountability
– Task management native automations (ClickUp only)
– Walkthrough videos showing you how to utilise the template in your business
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– Access to our Training & Support portal
What’s included in the Team Management Database:
– Team Management Database template with actionable tasks (ClickUp only)
– Templated process in task description
– Walkthrough videos showing you how to download, set up, and customise the template for your business
– Access to our Training & Support portal
What’s included in the Team Recurring Task List:
– A structured task list template for tracking recurring admin tasks
– Pre-set categories for weekly, monthly, and quarterly responsibilities
– Customisable task assignments and due dates
– Walkthrough video of how to utilise the template in your business
– Access to our Training & Support portal
What’s included in the Team Holiday Calendar:
– Team Holiday Calendar template in multiple formats
– Walkthrough videos showing you how to import, set up, and utilise the template in your business
– Access to our Training & Support portal
What’s included:
– Personal Development Plan template
– Structured framework for goal setting and progress tracking
– Walkthrough videos showing you how to download, set up, and customise the template for your business
– Access to our Training & Support portal
What’s included in the Role Scorecard:
– Role Scorecard template
– Walkthrough videos showing you how to download, set up, and customise the template for your business
– Access to our Training & Support portal
What’s included:
– Team Feedback Form template
– Automated review process (ClickUp only)
– Walkthrough videos showing you how to download, set up, and customise the template for your business
– Access to our Training & Support portal
What’s included in the 360 Feedback Form:
– 360 Feedback Form template for peers and self assessment
– Structure for collecting multi-source feedback
– Walkthrough videos showing you how to download, set up, and customise the template for your business
– Access to our Training & Support portal
What’s included in the 360 Feedback Form SOP Template:
– 360 Feedback Form SOP Template including a swipeable process
– Access to our Training & Support portal
What’s included in the Difficult Conversation Scripts:
– A selection of pre-written scripts for handling common difficult conversations
– Guidance on structuring conversations for clarity and resolution
– Access to our Training & Support portal
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