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Please be aware that this post may contain affiliate links. This means I may receive a commission if you choose to make a purchase via these links, at no extra cost to you. Please refer to my full disclosure policy for more information.

Buy the Team Management Bundle for just $247

Team Management Bundle

ALL THE TOOLS YOU NEED TO RECRUIT AND TRAIN SUPERSTAR TEAM MEMBERS THAT ARE THE PERFECT FIT AND INCREASE ALL-AROUND EFFICIENCY WITH THE HIRING PROCESS.

Ultimately, you want to make sure you execute the hiring and training processes in a way that sets both you and your new team member up for success.

The Team Management Bundle has all of the tools you need to recruit and train superstar team members that are the perfect fit and increase all-around efficiency with the hiring process.

These templates are also going to serve you in restructuring your business operations to facilitate delegation, give visibility of when and how tasks are being completed in real time, and ensure your team has everything they need to complete tasks to a high standard.

Who is this for?

You’re a done-for-you business owner or online coach who…

Wants to systemise their team management processes in order to increase efficiency, as well as recruit and train team members who fit seamlessly into your business.

Knows you need systems but aren’t at the stage where you’re ready to hire an OBM. You also don’t want to/don’t know how to start building your systems completely from scratch!

Is ready to scale from a one-woman band jobbie and know you need to hire their first team member to do so…but have no idea how you need to restructure your operations to accommodate the expansion and set up your new team member for success in their new role.

Has a team already, but feels like you’re still doing the majority of the work yourself because you’re not utilising your team as well as you could be. You’re worried that your team won’t be able to perform tasks and take on responsibilities to the highest standard.

What's included?

01

– General Job Description Template

– Virtual Assistant Job Description Template

– Social Media Manager Job Description Template

– Online Business Manager Job Description Template

02

– Applications & Hiring ClickUp Folder Template

– Virtual Assistant Airtable Application Form

– Social Media Manager Airtable Application Form

– Online Business Manager Airtable Application Form

03

– Team Onboarding Standard Operating Procedure Template

– Team Onboarding ClickUp Folder Template

– Offer & Onboarding Email Templates

04

– Business Hub ClickUp Folder Template

– Team Management ClickUp Folder Template

– Company Manual Standard Operating Procedure

05

– Team Offboarding Standard Operating Procedure

– Team Offboarding ClickUp Folder Template

-Team Member Offboarding Feedback Form

What past customers have said...

I knew I wasn’t utilising my systems to their full potential and that I was missing out on opportunities to streamline my business and make my life easier, but I didn’t know how to solve this. I felt like my ClickUp in particular was disorganised and things were slipping through the net as a result.

There is SO much information in these bundles – you don’t just get the title of the task you should be doing but also information within that task on how to carry it out – template swipe copy and even links to specific systems videos so you are never left lost not knowing what needs to be done! I have never seen templates as thorough as this!

My processes are now so streamlined, which not only saves me so much time, but I have so much extra headspace not having to worry about missing things and it was SO much easier to implement than I imagined it would be. If I were to have tried to set these systems up myself from scratch, it would have been to a lower standard and I estimate it would have taken me or my VA at least 20 hours to do. Instead, I was able to spend only around 2 hours for a much better result!

LAURA CODDINGTON, FOUNDER + CREATIVE LEAD, OCEAN DIGITAL STUDIO

Systems to Swipe FAQs

  • 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.

  • Do I need to pay for the systems in order to use this bundle?

    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.

  • Can't I just create all this myself?

    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.

  • 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 56 minutes of training videos (6 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 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.

  • Only $247

    FREE ZAPIER TEMPLATE BUNDLE