DUBSADO
STREAMLINE & AUTOMATE YOUR BIZ WITH CLICKUP
Organize the chaos with an all in one management tool
Sooo you have heard all the raving reviews about ClickUp and decided to take the plunge by buying a monthly subscription. But now what?
Everyone keeps talking about it's amazing workflows, dashboards, automations, and robust project management features but YOU have no idea how to make it all work.
Well CEO, instead of spending countless days and weeks trying to figure it out on our own, you can be up and running with the assistance of The Ops Collective.
IMAGINE BEING...
01. Able to have peace of mind because you can now easily track client work and important tasks in an organized system.
02. Gain back hours in a day because you are no longer having to manually track and chase staff for status updates.
03. Able to free yourself of having to switch between several application to run your business.
04. Confident in your business processes and systems so that you can delegate and hire staff to manage the day to day operations.
05. Able to spend time with friends and family while automated workflows do the heavy lifting.
06. Able to easily find documents, tasks, standard operating procedures, and reports in an easily accessible application.
Well, you don't have to imagine any longer!
TURNKEY CLICKUP
SETUP PACKAGES
Let's do this!
the solution?
Stop the overwhelm and sleepless nights with our done for you
system setup.
the full deets
easily track deadlines
Enjoy a birds-eye view of literally everything, view tasks, deadlines, and set reminders across all departments with one click.
centralize documents
Save time and streamline document management with ClickUp's live documents and forms that can be shared with your team and collaborators.
AUTOMATE REPETITIVE TASKS
Unchain yourself from your laptop with ClickUp's automated features that include recurring tasks, auto assigning, auto notifications, and more.
ClickUp is powerful project management tool that will revolutionize how you interact with your clients forever.
ready to automate?
express setup?
let's do this!
Yes please!
#THESTRUGGLE...
Does not have to be real, with the help of The OC
The worst part about using a new project management system like ClickUp is figuring out how to set it up on your own.
You want to get things started on the right foot, but there’s a lot of information and steps involved and MISSING ONE could be detrimental to your business.
workspace mapping
Strategic analysis of your service offerings and processes.
dashboard setup
Track and update statuses, team workload and more.
AUTOMATION
Save hours with automated task management features.
integrations
Seamlessly integrate apps like Gmail, Slack, Dubsado, & more.
RIGOROUS testing
Rounds of testing performed to ensure high quality performance.
training & support
Project manage like a pro with our 1-on-1 training and videos.
here's what you get:
what happens next?
1. fill the form
2. schedule a call
3. chat with the team
Click the "Get Start Now" button below to complete our contact form. A member of our team will respond within 24 hours.
After completing the contact form, you'll be sent an email to schedule your free discovery call with a ClickUp vetted consultant.
During the call we'll uncover your company's goals and objectives and determine how best ClickUp can serve your needs.
4. rEVIEW THE PROPOSAL
5. SIGN THE CONTRACT
6. CELEBRATE
Within 48 hours, you'll be emailed your proposal containing the link to your contract, invoice and welcome guide.
To reserve your spot and ensure our team can get you up and running quickly, a signed contract and payment is required.
Once payment is received, you'll be welcomed with open arms into The OC VIP club and sent your welcome kit and setup form to get started.
OUR CLICKUP SETUP PROCESS
PHASE 01 - Map & Design - We'll conduct a "Workflow Mapping Intensive" to chart out your processes in detail and design your customized ClickUp space.
PHASE 02 - Build and Integrate - Our team will get to work building your automated and systemized ClickUp workspace while integrating your favorite tech tools.
PHASE -03 - Test and Revise - To ensure all systems are ago, we'll run vigorous tests to ensure automations and integrations are executing as expected.
PHASE 04 - Train & Educate - Enjoy white glove service as we hold your hand and walk you through your brand new ClickUp space. Training includes a library of ClickUp tutorials videos for you to revisit at any time.
PHASE 05 - Launch - Start managing clients with ease and save time with your customized automations. For a smooth transition you'll receive a 7 day get started email newsletter to prevent information overload.
Well, you don't have to imagine any longer!
benefits of CLICKUP
Manage your biz like a pro
No more will you have to rely on 3, 6, 10 applications to keep your business running afloat. ClickUp has everything an entrepreneur needs to track deadlines, reminders, documents, communications, goals, and databases. No more back and forth emails. Communicate and collaborate in real time right within ClickUp.
Never miss an important deadline again with start and end dates, calendar, reminders, and gantt chart views.
Track specific sales, metrics, and orders with ClickUp's custom fields and tags.
Organize forms, documents, and streamline workflows.
Improve client communication, with the use of custom dashboards that they can easily access at anytime.
organize my biz!
You can't get better than The OC! They do it all. They always goes above and beyond what's expected. They are incredibly professional, kind, and trustworthy.
SUSAN STALTE, DIETITIAN CONSULTANT
She is an invaluable player on my team and her work has opened doors for me in my firm. She is honest, kind, professional and well worth the investment.
ticora davis, the creator's lawyer
Your team has been an invaluable asset to my municipal campaign. Your attention to detail and penchant for organisation will forever be greatly appreciated.
Amber morley, MUNICIPAL candidate
They are so professional and have amazing customer service. They not only helped me reach a wider social media audience for my blog, they also helped me manage my email lists.
misskimsworld.com
The setup process can take anywhere between 14 to 30 days depending on the complexity of the project.
FREquently asked questions
Click on a question on the left to see the answer!
Yes, our team will happily migrate data from your previous CRM or project management tool to have you up and running in no time.
FREquently asked questions
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Yes, once your ClickUp setup is complete, our team will be more than happy to conduct a live tutorial and provide instructional videos that you and your team can refer to post setup.
FREquently asked questions
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Yes, we offer the ClickUp Maintenance Package that provides you with added support post setup.
FREquently asked questions
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Clickup has a large library of system integrations including Dubsado. Please note that you'll need to have a Zapier account in order to integrate the two platforms.
FREquently asked questions
Click on a question on the left to see the answer!
ClickUp conveniently offers a free plan with many great features. However, we do recommend upgrading to atleast the Unlimited or Business ClickUp plan to utilize notable features such as automations, dashboards, and custom fields.
