IMAGINE RUNNING YOUR WHOLE BUSINESS WITH JUST ONE SOFTWARE

There's a reason over 4000 people sign up every single day!

ClickUp is quickly becoming a huge favourite in the project management world. 

It's also what we use here at ProjectBox to run our entire business. 

But something we have found is that people are super excited to join up, then they get in there, are presented with an empty space, and the heart starts racing as a little bit of fear mixed with excitement kicks in.

But something we have found is that people are super excited to join up, then they get in there, are presented with an empty space, and the heart starts racing as a little bit of fear mixed with excitement kicks in.

The thought process goes a little like...
  • What goes where?
  • ​How do I manage my clients and the things that I am working on for them?
  • ​Do I use a list or a folder?
  • ​Why should I set it up that way?
  • ​ Can I store my content? Where does it go?
  • ​WTAF. I have no idea where to even start with this stuff!
  • ​How do I group things to see them how I want?
  • ​What an earth are dashboards?
  • ​I want my client to have access to parts of the platform but not everything.
  • ​I want to automate everything, and can see where, but I don't know how to bring it all together.

So we want to help. 

We have templated the best parts of our ClickUp setup and made them available to you. 

This way you can hit the ground running with best practice setup, and no decisions required. 

You'll have room to look after your clients, never forget a lead again, know exactly what money is coming and going.

AND we won't just give you the template to install yourself. 

We will personally install the templates for you to make sure that you are set to hit the ground running.

WHY COULD CLICKUP BE PERFECT FOR YOU?

With ClickUp you will always know what to do and when. 

Here at ProjectBox we affectionately call it TB - short for The Boss. 

It tells us what to do, when to do it, and by who. 
It also tells us HOW to do it. 

Now while we can't go giving you our exact step by step processes for how we manage our leads and the delivery of our projects, what we CAN do is give you the framework to effectively manage yours. 

No more decision fatigue or trying to remember where everything is at. 

ClickUp will do it all.

WHY COULD CLICKUP BE PERFECT FOR YOU?

With ClickUp you will always know what to do and when. 

Here at ProjectBox we affectionately call it TB - short for The Boss. 

It tells us what to do, when to do it, and by who. 
It also tells us HOW to do it. 

Now while we can't go giving you our exact step by step processes for how we manage our leads and the delivery of our projects, what we CAN do is give you the framework to effectively manage yours. 

No more decision fatigue or trying to remember where everything is at. 

ClickUp will do it all.

PACKAGE INCLUSIONS

PACKAGE INCLUSIONS

BASE

  • Base setup: we will jump in and set your Workspace up for success by setting up all of your base settings for you. Have ClickUp already? No problem! We will review everything and make changes where necessary.
  • ​​Project overview: the place to manage your clients and jobs
  • Financial: so you know what bill to pay and when and can get a clear idea of your upcoming expenses
  • ​Posting days: the ultimate repupurosing prompt, where you can post and on what days so that you never miss a chance to get your content in front of your target market
  • ​To do: no need for post it notes and random to do lists, this is a central place to allow you to collate your thoughts and take action
  • ​​Blog/email marketing schedule: so that you know what to write, when to write it and to make sure that your content goes out on time, every time
  • Tech stack: so you never forget what that monthly fee for $13 is again. You can see exactly what tools you are using and why.
  • ​Resource library: training videos so that you can see exactly how to use everything provided to you above

All of these templates for only

BASE + VAULT

  • Everything in Base
  • ​​Content vault: a home for every piece of content that you write, Take it a step further and know exactly what piece of content can be used on each of your Posting Days so that no piece of content is ever used in the same place more than once

Base Templates + Content Vault for only

BASE + VAULT + PIPELINE

  • Everything in Base + Vault
  • ​Sales pipeline: never miss a lead again with a dedicated place to track and manage not only your leads, but your full sales pipeline including financial and statistical data (such as sales value, where your leads are coming from, loss reasons etc.).

Base Templates + Content Vault + Sales Pipeline for only

ALL TEMPLATES + AUTOMATIONS
+ DASHBOARDS

THE ultimate Clickup setup to keep your business running smoother than a Tinder pickup line

  • Everything in Base + Vault + Pipeline
  • ​Automations: there are some incredible automations that we have set up within these templates including loading up of specific tasks when you get a new lead or commence a new project (become a consistent onboarding superstar!) or loading up a list of your posting days into each piece of content within your vault. With this add on, we will create the exact automations that we have running ProjectBox and give you additional resources to show you how to tailor these to your business.
  • ​Dashboards: think of these as your own custom reports. We will give you the exact Sales dashboard that we use which shows you your turnover, the number of sales you have made last week, last month, the number of projects you have active vs completed, your win/loss conversion plus a bunch of other data. We will also give you our Leads dashboard showing you where your leads are coming from, the number of calls and meetings you are having, and the type of projects you are being asked to complete. PLUS we will also give you the Client Portal dashboard which is what you can share with your clients to have them working and communicating within ClickUp with you.
Please note that for this package, you will require at minimum an Unlimited ClickUp account however to access the full Dashboard template, you will require a Business plan ClickUp account.

Everything for only

STILL HERE?

NEED A LITTLE BIT MORE CONVINCING?

This is a project management tool that I have set up to run my whole business.
Here is the list of things that it does:

Manages my customer onboarding process including welcome packs, invoicing, and other tasks that need to be done to set up a new client

Manages customer offboarding including reviews and feedback, thank you cards, follow up emails and checking outstanding accounts

It tells me what steps need to be done for each client project

It keeps track of all client work, including comments, changes, files etc.

Tells me what bills need paying and when

Tells me what Facebook groups I can post in, on what day, and what the hashtag needs to be

It's where I break down my projects 

The last 6-week program that was launched? 
That was a total of 54 different tasks that needed to be completed - ClickUp told me what needed doing,
on what day, to make sure that it was all done in time.



It's where I put all of my to do's - both personal and business related  

It houses all of my systems and processes

It's where we communicate with contractors who help on various projects and business tasks

It tells me what blogs are scheduled for the next 12 months so that I can make sure content is going out regularly

Tells me what posts I've put into what groups

It reminds me to do updates on my website

It helps me to set up workshops - from the planning, marketing, attendee list, development of resources, event management including location, catering etc.

It reminds me to do my BAS!

Capacity planning - it shows me when projects are due to start and finish so I know if and when I can take on new clients and projects
 

And this is just part of it.
It really does manage my whole business.

Don't know what to do today?
Check my inbox in ClickUp. 

Not sure what to create content on?
Check ClickUp for my ideas.

Not sure if I can squeeze in a last-minute request for help?
Check ClickUp.

Social media posting?
Check ClickUp.

Where am I up to with a certain client?
Check ClickUp.

EVERYTHING is in there.
It's the nerve centre for my business.

Interested at what else it can do? Visit the ClickUp website here!

LET'S GET YOU STARTED

ON YOUR OWN PATH TO CLICKUP DOMINATION


TERMS AND CONDITIONS   |   TERMS OF USE   |   PRIVACY POLICY

All Rights Reserved 2020 © Copyright ProjectBox