The Ultimate Guide to Systemize Your Business

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To build an efficient and scalable business that runs without you, you need to document and systematize what you do and how you do it.

In todays tutorial, I'll be walking you through our proven process we've used to help 3,000 different business systematize their businesses to build more productive, profitable, and healthy teams.

Here's what's included:

0:00 - Introduction
0:30 - Step 1: Prioritizing processes
7:23 - Step 2: Building your workflows in your project management system
21:00 - Step 3: Creating SOPs and connecting them to your workflows
26:49 - Step 4: Deploying your workflows
29:16 - Step 5: Creating your client journey
31:07 - Step 6: Optimizing your workflows and processes
36:11 - Reviewing the process of systematization
37:30 - Conclusion

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📚FREE RESOURCES 📚

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⚠ Disclaimer: The videos on our YouTube channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature.

#clickup #clickuptutorial #agencylife #projectmanagement
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Client SOPs & Processes vs in-house ones. Where would you build the client processes, templates and SOPs?

jackieapplebyOBM
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Thanks for sharing the prompt below. I was looking through your other videos earlier today because our team is in the process of building out our folder hierarchy in Google Drive and matching our process to Clickup. Do you have any resources about how you have set up agency file structures? And how this connects with your Clickup Process?

creiongroup
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Hello, I would like the prompt for creating tasks 🙏🏻

layararodriguesgp