READY TO SYSTEMIZE YOUR BUSINESS...on a budget? Welcome to the:

Freebie Library


Define your business workflows.

You're tired of trial-and-error in your ClickUp structure. You're ready to get it set up right -- finally! To move forward, you need to take a step back and focus on your business workflows.
How to Use Process Mapping to Improve User Experience
Three Tips to Systemize Your Real Estate Workflow
How to Simplify Your Content Marketing Strategy for 2023
How You Can Raise Your Prices by Improving Your Process
How to Build a Process Map for a New Service (5 Easy Steps!)

Want faster results? Join the Membership

If you want step-by-step instructions and personal support to speed up this process, join the membership!

Freebie: ClickUp Setup Workshop

Learn how to avoid the most common setup mistakes in our high-level masterclass, The Blueprint.

Create a Five-Star Customer Experience with SmartSuite for E-commerce
Beginner’s Tutorial: How to Use Forms in SmartSuite
Beginner’s Tutorial: How to Create a Work Management System for Your Coaching or Consulting Business with SmartSuite
Three Ways to Organize Your Notes and Note-Taking in SmartSuite

Looking to Learn ClickUp? We can help

We've packed the essential ClickUp features into one mini course to help you learn the basics in less than one day.

Freebie: ClickUp Cost Calculator

With our free calculator, figure out the most cost-effective way to invite your team into ClickUp.


Find the software your process needs.

We recommend teams identify a core work management platform to use as the “hub” of all business processes. 


Delegate and automate your day-to-day work.

You've built your foundational systems in your work management platform...but now you need to feed that system! Documentation, automations, and SOPs will take you from "I'm pretty organized" to "We're operating like a well-oiled machine!"

How to Improve Team Communication Using the CARS Framework
Should You Outsource Business Process Documentation?

Want faster results? Join the Membership

If you want to join a community of peers who are systemizing their business using automation and delegation, join the membership!

Freebie: Free 109 SOPS every team needs CHECKLIST

Our free checklist guides you through creating solid SOPs that every team can consider when turning their operations into a well-oiled machine.

Need a kick-in-the-butt to stop procrastinating process documentation? Subscribe to our FREE newsletter for actionable advice to help you build your business processes once and for all.