The Project


The Challenges + Goals

Here's what Kate had to say about what she was struggling with before working together:

I was using too many different tools to manage my business and needed help getting organized, plus not using them to their full capability and about to bring on new team members and I was wanting to elevate project management experience as well for my clients. I was currently using Trello for my project management but looking to switch to ClickUp, but hadn't been able to find the time to transfer my information over or set everything up. 

The Work

I setup her hierarchy to include an HQ space for her internal business tasks and resources, a built out onboarding and management space for easily bringing on new team members as she grows, a Client space for all of her projects with templates to duplicate with each client, a Marketing space to hold her content library.

I also created Dashboards for her to easily see items throughout her workspace from a bird's eye view including a CEO Weekly Overview to stay focused, a Client Dashboard that she could invite clients into to oversee project progress and have access to resources and be able to chat together, and a Team Dashboard so that everyone could see any overdue or upcoming tasks, the project statuses on all projects, upcoming events and more.

The Transformation

Here's what Kate had to say after her experience:

It has helped with major organization that fits my Virgo self + wants and how I am in the rest of my life and given me confidence and security knowing where everything is and saving time in my process.

Your process was very easy, straight-forward and efficient. You asked all the right questions to help me think through things and set me up customized to my current needs and future goals!

Kate Hinnenkamp, Founder

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