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):

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Subscribe to the weekly Coaches Marketing Scoop newsletter - https://amazingobm.ck.page/395ad25a19

Learn more on LinkedIn - https://www.linkedin.com/in/amazingobm/

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