- How do I purchase?
Just click the link here or any of the other “Buy Now” buttons on this page and you will be redirected to a checkout page. Enter your details and you will be directed to a thank you page - you can download your PDF straight from that page that contains all of the links to the templates, your training videos and a step-by-step guide for implementing them.
You will also receive 2 emails, one with a copy of your invoice for your records and a second with another link to your PDF document for your safekeeping.
You will also receive 2 emails, one with a copy of your invoice for your records and a second with another link to your PDF document for your safekeeping.
- Do I need to pay for the systems in order to use this bundle?
All templates can be used on the free versions of the associated software. However, the ClickUp templates will have a maximum task usage within the free plan as we use custom fields in them and you can only use up to 100 before you will need to upgrade your account.
- Can't I just create all this myself?
Sure! I am pretty damn good with my systems though, and these templates have been a year in the works, with dozens of iterations I have tried, tested and tweaked in both mine and my client’s businesses over that time to create the suite of versatile base templates I am sharing with you in this bundle.
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 than to use this bundle - and then you have to go through the testing process - these templates will allow you to skip so much of that and save yourself lots of time!
- How long will it take me to get set up?
This will vary depending on several factors, but this is designed to be a very comprehensive bundle. There are a total of 62 minutes of training videos (10 in total) included - depending on your familiarity with the software you may or may not need to watch these. If you were to watch all the training videos, import them all and do a basic level of customisation, you would be looking at around 2.5 hours.
If you have a lot of data to import, this time will increase. - I'm a tech novice - is it difficult to install the software?
Don’t worry, I have you covered! All of the ClickUp and Airtable templates have custom made video tutorials included to show you how to import, use and customise them. Both platforms 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, we have a client care team available for you at support@rachaelgunn.com to help you!
- What is your refund policy?
I want you to be satisfied with your purchase, but I 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 for purchases from the Systems to Swipe shop. 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 our client care team 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.
Client Management Bundle
ALL THE TOOLS YOU NEED to increase your efficiency and support within your client systems while creating an amazing client experience!