Transform Your Workflow

Exploring Opportunities for Business Systemization

Includes :

  • 60 minute Expert ClickUp Consulting Service
  • System and process review and recommendation
  • Implementation Services
  • In-App Automation Services
  • 1 hour Training Session
  • ClickUp Process Documentation

About the service

  • 60 minutes Consultation call
  • Comprehensive Assessment of your current CRM and workflow to ensure a seamless integration
  • Workflow Optimization
  • Integration Service can be any of the following
    • Basic Automation
    • Advanced Automation
    • Comprehensive Automation
  • Automation Process Documentation
  • Training and Support
  • Ongoing Maintenance (if our own integration app will be used to connect your apps together via Make or Zapier)

Good on you. You’re very good, Laraine. You know your stuff. ClickUp functionality is obviously a big part of it, you know, get right and it’s really us getting the upfront component with AgentMate sorted as quickly as we can. So I’m really glad we met you today and I’m glad you’re on the ball.

Chris – Happy Client

Perfect. It’s great. I think there’s obviously things that we’ve identified for Laraine and things for us to do in this meeting, which is exactly what I wanted to get to, but it now feels like it’s functional. See what happens when you’re good, Laraine. This meeting was probably the most valuable so thank you so much. Thank you for the support so we’ll be able to work it out but I think we’re just good at using it now and getting more familiar between my VA and I managing each client and all the tasks and you know prompting each other on certain things yeah that that’ll come now because we have confidence that it’s functioning well and if not there’s little things that we can change.

Jim – Happy Client
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