Client | National Leadership Coaching Business

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.

Ami Summers, Director and Lead Coach

Business Name: Craft Coaching & Development

Industry: Leadership Coaching

Team: 3

Scope: To align and automate ClickUp processes within the current business operations.

What did you want to be easier?

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.

What became easier?

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.

How did you feel in the end?

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.

Tech Stack + Assets ~ Automated Processes




Client Nurture Leads, Onboarding and Management


  • Manual processing,
  • Reliant on human management,
  • Systems working well ready for elevation.




CRM, Client Nurture Leads, Renewals, Onboarding, Management and Feedback


  • Reduced processing with automation,
  • More space to invest in the human client experience,
  • Systems further streamlined to enhance user experience.

The Artisans Experience Shaped For Craft Coaching & Development


Acknowledgement of Country

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.