How Optimizing ClickUp Up-Leveled This Business’s Capacity For Clients

Amanda Rush is on a mission to help female entrepreneurs up-level their businesses with the help of her highly skilled virtual assistant team. As her business continues to grow, Amanda needed systems that could support an ever-growing clientele list and an expanding internal team. Together, we built systems that have allowed her to lean into scaling her business and surpass her wildest dreams in terms of client capacity!

Our goal in building out ClickUp for Amanda was to streamline her internal operations; with a focus on automating her client onboarding process. This included creating process templates, organizing important internal information, and creating dashboard overviews. These are just a few major optimizations we made inside ClickUp to allow Amanda and her team to onboard clients quicker, complete work more effectively, and enhance team collaboration.

What We Cover In This Episode:

-About Amanda Rush

-Streamlined Internal Operations

-Automated Client Management Process

-The Results

➝Get The Full Show Notes Here!

LINKS MENTIONED

Check Out ClickUp Here! (and use code SYSTEMSUP15 to get 15% off the Unlimited or Business Plan for the first year)

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