Project: Align + Automate Business Operations
Working with a national leadership coaching business, our role was to support efficiencies team through the integration of enhanced aligned systems connected with automations.
Business Name: Craft Coaching & Development
Industry: Leadership Coaching
Team: 3
Scope: To align and automate ClickUp processes within the current business operations.
We were already working with ClickUp before. The systems that we had set up had so much manual processing. We had a Click Up system that was working well, and The Artisans took it to a whole new level. For us, it’s super important that our systems and processes are in place to support us to give our clients the most positive experience possible.
It’s just starting to work so beautifully, and I can see it, you know, even in three months’ time, just allowing things to just flow so naturally — Our admin team can just be focused on great customer service.
Now I feel like ClickUp’s starting to create a real freedom of thought for us and allowed the humans in our business to do what they do best.
Client Nurture Leads, Onboarding and Management
CRM, Client Nurture Leads, Renewals, Onboarding, Management and Feedback
We acknowledge the Traditional Owners of the land on which we work and live. We pay our respects to Elders past, present and emerging. We celebrate the stories, culture and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.