WORK WITH US - Purposeful Systems

feel in contRol of yoUr business

With your organized, ultra-process-oriented new team.

you cRave order.
but the mental papeRs still fly aRound.

There aren’t enough hours in the day.

We have systems, but they are definitely not productive ones.

We can’t grow. We’re totally at capacity.

You may think your systems are great. But if you have 10 different tools that you need to complete the project, then there is definitely room for improvement.

If those thoughts cross your mind on the reg, then you probably need stronger systems. When you have a streamlined back-end with automations, integrations, team tasks assigned, and project management– you can feel in control.

And that all starts with ClickUp, a fully customizable system that calms the flying papers and frees up space for you to grow.

benefits of a ClickUp build

Clarity
What to focus on. What matters. Priorities. You know them all.

To-Dos Done
Never miss another deadline or sit on a task for 2 weeks.

More Time
And space to generate more business and sustainably scale.

what happens after ClickUp enters the picture

“Working with Kaci and her team was amazing! She is so friendly and so receptive to whatever business someone may have! Being a chiropractic office, I wasn’t sure if she’d ever dealt with something that pertained to our office. However, I quickly learned that it didn’t matter- what she is doing is universal- applicable to any office environment. I am so grateful to Kaci for saving us so much time and allowing us to be able to focus on our patients’ care more!”

Christina Gingerich, Office Manager

Chiropractor Connection

“Kaci and her team did such an amazing job being so thorough to ensure that we were on the same page and executed the VIP day flawlessly. I feel like this weight has been lifted off my shoulders! I am so excited to be welcoming all my future clients to their new client dashboard! I know that they will feel like they are being taken care of every step of the way and having an efficient and thorough project management does just that.”

Patricia Elaschuk, CEO & Founder

Studio Dukesa

woRk with us

ClickUp Audits

You already have a system in place. And it’s kinda working. But your team isn’t using it and something is definitely missing.

Investment: $247

One Time Projects

Streamline one specific part of your business systems so you can stop wasting time, repeating manual work, or duct-taping tools together.

This is best for the business owner who has one clear system that needs to be built, cleaned up, moved, automated, or optimized. We can work on your ClickUp setup, client onboarding, lead tracking, SOP organization, dashboard setup, CRM cleanup, tool migration, or one specific workflow that is creating friction in your business.

Whether we are building something new or fixing what already exists, the goal is simple: create a system that is clean, usable, and built around how your business actually runs.

Audit of The Specific Area
Project Kickoff Call and Strategy
Workflow Cleanup, Buildout, and/or Optimization
Custom Automations or Integrations
SOP(s) Created for Porcess
Custom Training Videos
Post-Project Support

Typical Investment: $700-$1500 per project

Monthly systems retainer

Your business systems should not just exist, they should actually make running your business easier.

This is an ongoing monthly retainer for business owners who need a systems partner in their corner. Instead of only fixing one workflow, we take an all-encompassing look at how your business is running behind the scenes.

We can optimize current systems, build new ones, clean up tools you have outgrown, consolidate platforms, create automations, improve team workflows, document processes, and make sure your systems are actually supporting the way your business operates.

This is for you if your business has pieces living in too many places, your team is relying on manual work, your tools are not talking to each other, or you know your backend could be running smoother but you do not have the time or brain space to manage it all.

Tools we commonly support include ClickUp, Airtable, Moxie, Dubsado, Zapier, Google Workspace, Slack, and other platforms that keep your business running.

Initial ClickUp & Systems Audit
Ongoing Systems Strategy and Support
Current System Audits and Optimization
New System and Workflow Buildouts
Tool Cleanup and Consolidation
Automations and Integrations
SOP Creation and Process Documentation
Dashboard and Reporting Setup
Team Workflow Improvements
Client Onboarding and Operations Support
Monthly Priorities and Implementation Plan
1:1 Meetings
Slack Communication

Monthly Investment: $700 – $2000 per month

There is a world where you’re fully out of the drudgery and into the CEO tasks that will move the needle. It’s on the other side of a customized systems solution for your business.

the diffeRence that systems cAn make

“The part that stood out the most to me was my chats with Kaci and knowing that I felt heard and everything was personalized to exactly what I needed. Also her assistance with suggestions for other additions that I hadn’t thought of for my setup!”

Adele Goodwin, CEO & Founder

Just Boost Digital

“I’m empowered with KNOWLEDGE. Kaci and her team set up dashboards for all team members, she streamlined our boards and Marie Kondo-ed everything leaving us with only the essentials and NO DIGITAL CLUTTER. I like her no-nonsense approach and how frank she is.”

Ruxana Oosman, CEO & Founder

Ruxana’s Home Interiors LLC

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