In this episode, Lori Young interviews Kaci Ackerman, a ClickUp and systems expert, about the importance of developing systems in your business and how to automate them using ClickUp. Kaci shares her own business breakthrough and explains why systems are crucial for achieving time and financial freedom. She highlights the top three systems every business should focus on: onboarding, client or service delivery, and team management. Kaci also discusses the power of automations in ClickUp and how they can streamline processes and increase efficiency. She emphasizes the need for both ClickUp and a client relationship management tool like Dubsado to fully automate and manage a business. The episode concludes with Kaci providing tips on how to transition from a paper to-do list or calendar-based task management to using a project management tool like ClickUp.
Key Takeaways:
-Developing systems in your business is essential for achieving time and financial freedom.
-The top three systems to focus on are onboarding, client or service delivery, and team management.
-Hiring someone to help set up your systems is a cost-effective investment that saves time and ensures success.
-Templates and checklists in ClickUp are powerful tools for automating and streamlining processes.
-Integrating ClickUp with other tools like Slack and email can enhance productivity and communication.
Quotes:
"You want to stop working more in your business and start pulling away to achieve time and financial freedom." - Kaci Ackerman
"If you don't have systems in place, you're going to get maxed out on clients, income, and business growth." - Kaci Ackerman
"Having systems in place gives you mental freedom and clarity, reducing stress and overwhelm." - Kaci Ackerman
About The Guest: Kaci Ackerman is a ClickUp and systems expert who has helped over a thousand business owners organize their businesses with systems and ClickUp. She started her business in 2020 and has since experienced exponential growth and success.
Website: www.kaciackermanofficial.com
Instagram: www.instagram.com/kaciackerman
ClickUp Roadmap: www.kaciackermanofficial.com/clickup-roadmap/
Connect with Lori (your host):
Connect with us on YouTube - https://www.youtube.com/channel/UCiywHIJKiGOYJk0TBe3eYuQ
Subscribe to the weekly Coaches Marketing Scoop newsletter - https://amazingobm.ck.page/395ad25a19
Learn more on LinkedIn - https://www.linkedin.com/in/amazingobm/
Are you ready for a business growth team to support your next level of growth?
While you might know me as the host of the Boosting Business Breakthroughs podcast, a big part of my work is helping coaches raise visibility and achieve business growth through effective marketing strategies. We specialize in content marketing, website development and launch management.
With a full support team, you can count on us to be your marketing partner that actually does all the work for you.
-A marketing strategist to help you plan and create high level strategy.
-A copywriter to write all your website content, social media, email sequences and more.
-A website designer to knock out your sales pages, optin pages and even full websites.
-A graphic designer to design all your eye-catching social graphics and marketing materials.
-A social media manager to make sure all your blogs, social content and newsletters reach your prospects.
-A launch manager to be your right-hand woman when you launch your offers.
We are your big sigh of relief, the answer to all your marketing prayers and ultimately, your partners in your success!
To learn more, visit us at www.amazingobm.com
