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Team
Management
Bundle

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.

Only $247

The Details

The thought of hiring and managing your first team member can be overwhelming.

Where to start, how to make sure it’s the right fit, ensuring that they feel comfortable and confident with their role – much like any undertaking in your business, it isn’t one to take lightly.

Or, maybe you already have a team in place but delegating hasn’t been the easiest for you - you know it’s time to change that so you aren’t doing everything and are actually using the people you brought in to help you grow your business.

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 your 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 solopreneur and know you need to hire your 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  to the standard you do.

What's included?

✓ 5 x ClickUp templates

✓ 7 X GOOGLE DOC TEMPLATES

✓ 4 x Airtable templates

✓ Walkthrough loom videos and/or written instructions on how to utilise and personalise each template.

– General Job Description Template

– Virtual Assistant Job Description Template

– Social Media Manager Job Description Template

– Online Business Manager Job Description Template

– Applications & Hiring ClickUp Folder Template

– Virtual Assistant Airtable Application Form

– Social Media Manager Airtable Application Form

– Online Business Manager Airtable Application Form

– General Job Description Template

– Virtual Assistant Job Description Template

– Social Media Manager Job Description Template

– Online Business Manager Job Description Template

– Applications & Hiring ClickUp Folder Template

– Virtual Assistant Airtable Application Form

– Social Media Manager Airtable Application Form

– Online Business Manager Airtable Application Form

– Team Onboarding Standard Operating Procedure Template

– Team Onboarding ClickUp Folder Template

– Offer, Team Announcement & Onboarding Email Templates

– Business Hub ClickUp Folder Template

– Team Management ClickUp Folder Template

– Company Manual Standard Operating Procedure

– Business Hub ClickUp Folder Template

– Team Management ClickUp Folder Template

– Company Manual Standard Operating Procedure

– 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?

    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 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