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 Client Offboarding Task List Template:
– Client Offboarding Task List Template
– Client Offboarding Overview Dashboard
– Templated process in task description
– Task management native automations (ClickUp only)
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
What’s included in the Sales Pitch Tracker Template:
– Sales Pitch Tracker Template
– Sales Pitch Overview Dashboard
– Templated process in task description
– Task management native automations (ClickUp only)
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
What’s included in the Community Engagement & Nurture Tracker Template:
– Community Engagement & Nurture Tracker Template
– Community Engagement & Nurture Overview Dashboard
– Templated process in task description
– Task management native automation (ClickUp only)
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
What’s included in the Client Onboarding Task List Template:
– Client Onboarding Task List Template
– Client Onboarding Overview Dashboard
– Templated process in task description
– Task management native automations (ClickUp only)
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
What’s included in the Lead Pipeline CRM Tracker Template:
– Lead Pipeline CRM Tracker Template
– Lead Pipeline CRM KPI Dashboard
– Templated process in task description
– Task management native automations (ClickUp only)
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
What’s included in the Client Management Database Template:
– Client Management Database Template Tracker
– Client Management Overview Dashboard
– Templated process in task description
– Task management native automations (ClickUp only)
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
What’s included in the Case Study Management Kit:
– Client Experience Survey (ClickUp and Airtable)
– Email templates
– Case study template
– Task list to track progress
– Case study database
– Easy-to-follow setup and customisation walkthrough videos
– Access to our Training & Support portal
What’s included in the Team Cost Calculator:
– Hiring Cost Calculator
– Contractor Pay Calculator
– Team Pay Calculator – Plan full-time employee salaries with clarity and confidence
– Masterclass on why understanding the true cost of hiring is essential for sustainable growth
– Access to our Training & Support portal
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
+
– 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
Copyright © 2025 Rachael Gunn · Theme by 17th Avenue
