- Will this service disrupt my current operations?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.
- What if my team isn’t tech-savvy?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.
- How do I know if ClickUp is the right tool for my business?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.
- Will I lose the flexibility I’ve built into my client experiences?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.
- I’m not sure I can stick to a system—what if I fall back into old habits?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.
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.
ClickUp Build
Free Yourself from the Daily Grind
Transform Your Agency's Operations in Just 8 Weeks
Say goodbye to chaos and hello to streamlined processes, consistent service delivery, and the freedom to focus on what truly matters—growing your business.
You started your agency to make an impact, not to get bogged down in the day-to-day grind. But let’s face it—managing a growing team, ensuring consistent service delivery, and keeping operations running smoothly has become overwhelming. You’re stuck in the weeds, micromanaging tasks, fixing the same issues repeatedly, and losing the passion you once had for your business.
Here’s the truth: Without a solid operational structure, your agency is like a house built on sand. The cracks are starting to show, and it’s only a matter of time before something gives.
Let me guess, you’re…
- Avoiding systems and processes: You’ve bought software, but without a clear structure, it’s just added complexity and cost.
- Micromanaging: Everything has to run by you, and as a result, you’re glued to Slack and email instead of focusing on the big picture.
- Hoping things will get better: You keep pushing through, doubling down, and hoping that eventually, you’ll have time to fix things—if you can just get through this the “urgent” pile on your list of things to do.
The Solution to Your Operational Headaches
Imagine a world where your business runs like a well-oiled machine. Your team knows exactly what to do and how to do it, and you have clear, simple oversight so you can finally focus on leading and growing your agency, rather than managing every little detail.
Our ClickUp Build service is an 8-week, done-for-you solution designed to help service-based agencies like yours create, document, and streamline every process in your operation. This service allows you to step back, knowing your team has the tools and structure to deliver consistent, high-quality results—without your constant intervention.
Here’s what you get:
Comprehensive Process Audit
We’ll start by auditing your current workflows to identify bottlenecks and opportunities for improvement.
Customisable ClickUp Setup
We’ll build a ClickUp workspace tailored to your unique needs, complete with processes, workflows and automations.
Automation Integration
Seamlessly move information between different tech platforms to automate task management and deployment.
Detailed Documentation
Every process will be documented and standardised, so your team knows exactly what’s expected, every time.
Training Vault
Access to a custom-created training vault with screen share videos, plus a ClickUp course for your team.
Ongoing Support
Weekly drop-in Zoom sessions, messaging support for two weeks post-project, and two follow-up calls within six months to ensure your new systems are running smoothly.
What Our Clients Are Saying:
Sneha M
Team RG had incredible attention to detail and designed and implemented streamlined processes that save us so much time for both now and ones we know we need in the future. They also used features and automations that we didn’t even know existed to save us so much time!
Rachael Gunn
2023-12-06T11:23:40+00:00
Team RG had incredible attention to detail and designed and implemented streamlined processes that save us so much time for both now and ones we know we need in the future. They also used features and automations that we didn’t even know existed to save us so much time! https://rachaelgunn.com/testimonials/sneha-m/
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Rachael Gunn
Ayse Caglayan
Working with Rachael & her team has been a true dream. She was able to look at my business from a birdseye view, question the way we were doing things and instantly spot inefficiencies that were costing us so much time (and money). If you're a business owner looking to seriously scale, take back control of your time and operate as a true CEO, you need Rachael's support!
Rachael Gunn
2023-03-08T16:52:03+00:00
Working with Rachael & her team has been a true dream. She was able to look at my business from a birdseye view, question the way we were doing things and instantly spot inefficiencies that were costing us so much time (and money). If you're a business owner looking to seriously scale, take back control of your time and operate as a true CEO, you need Rachael's support! https://rachaelgunn.com/testimonials/ayse-caglayan/
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Rachael Gunn
Karin Conroy
I loved working with Team RG, they don’t just build out ClickUp, but came up with so many ideas for process improvements and solutions I had never considered, making everything so clear and streamlined.
Rachael Gunn
2023-12-05T15:48:43+00:00
I loved working with Team RG, they don’t just build out ClickUp, but came up with so many ideas for process improvements and solutions I had never considered, making everything so clear and streamlined. https://rachaelgunn.com/testimonials/karin-conroy-2/
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Rachael Gunn
Investment
£7,500 / $10,000*
*typical investment for an online-based business with 2 FTE (full time employees) team members or less
Application Process
We work with a limited number of clients each month to ensure the highest level of service and support. Click the button below to fill out to book a free call discuss your needs and get you started on the path to operational freedom.
Imagine waking up each day excited to lead your agency, knowing your team is fully equipped to handle the operations without your constant oversight. Picture your business thriving with streamlined processes, where projects are delivered on time, to the highest standard, and with minimal stress.
No more putting out fires. No more micromanaging. Just the freedom to focus on what you do best—growing your business and serving your clients at the highest level.
This is the reality you can achieve with the operational structure our ClickUp Build service puts in place for you and your business.
Got Questions? We've Got Answers.
We believe in full transparency—here’s what you need to know.
Got a specific question not answered here? Email us on support@rachaelgunn.com and we’ll let you know.
Limited Availability - Act Now!
We only take on two clients per month to ensure each project receives the attention and detail it deserves. Don’t miss out on the opportunity to transform your agency’s operations and reclaim your time.
What you'll get:
- A fully customised ClickUp workspace, complete with automations
- Detailed process documentation and standardisation
- Comprehensive team training and ongoing support
- Peace of mind knowing your business is built on a solid operational foundation
What Our Clients Are Saying:
Lucia
Team RG are brilliant, super professional and such genuine, wonderful people who are ace at their job! My biggest lightbulb moment whilst working with them was the realisation of how much time can be saved getting processes in place. My team and I now use ClickUp for managing everything in the business and the structure it has created has allowed me to hire an Operations Manager to delegate to with confidence and ease - she now takes care of everything for me!
Rachael Gunn
2024-07-12T10:35:50+01:00
Team RG are brilliant, super professional and such genuine, wonderful people who are ace at their job! My biggest lightbulb moment whilst working with them was the realisation of how much time can be saved getting processes in place. My team and I now use ClickUp for managing everything in the business and the structure it has created has allowed me to hire an Operations Manager to delegate to with confidence and ease - she now takes care of everything for me! https://rachaelgunn.com/testimonials/lucia/
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Rachael Gunn
Tessa Mac
"I loved that I lacked literally any systems experience and was worried that I wouldn’t know what to tell her, but it’s like she read my mind and knew EXACTLY what to do. Now I have systems that create organization and structure and I feel clarity, ease and relief - I’m looking forward to working with her long-term in the near future!"
Rachael Gunn
2023-03-08T17:19:30+00:00
"I loved that I lacked literally any systems experience and was worried that I wouldn’t know what to tell her, but it’s like she read my mind and knew EXACTLY what to do. Now I have systems that create organization and structure and I feel clarity, ease and relief - I’m looking forward to working with her long-term in the near future!" https://rachaelgunn.com/testimonials/tessa-mac/
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Rachael Gunn
Maika Endo
"Rachael has an incredible sense of organisation, attention to detail, respect for my style and standards and always delivers her work with care. I can focus on my projects and feel peace of mind because I know that the back-end work is being managed. It makes me proud to work with Rachael - the services she provides are GREAT."
Rachael Gunn
2021-10-22T08:20:20+01:00
"Rachael has an incredible sense of organisation, attention to detail, respect for my style and standards and always delivers her work with care. I can focus on my projects and feel peace of mind because I know that the back-end work is being managed. It makes me proud to work with Rachael - the services she provides are GREAT." https://rachaelgunn.com/testimonials/maika-endo/
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Rachael Gunn
