Business System‑in‑a‑Box

The fast‑track foundation.

• ClickUp core build‑out: streamlined pipelines for leads, deals, and follow‑ups (no fluff, just the must‑haves).

• Pre‑loaded automations: auto‑assign tasks, status nudges, and “no‑response” reminders, all wired in.

• 1‑hour turbo hand‑off (post‑build): once the system is finished, we jump on a focused, 60‑minute call to walk through every feature, automation, and dashboard so you know exactly what was done and how to work it.

• 7‑day hypercare: quick‑fire email support to squash any launch jitters.

From organized to optimized.

• Everything in Ignition, plus:

• Advanced ClickUp architecture: multi‑pipeline views (sales, partnerships, renewals) with color‑coded dashboards that shout what matters.

• Zapier & web‑form integrations: pipe leads from your site, socials, or paid ads straight into ClickUp—with autoresponder sequences firing on arrival.

• KPI cockpit: custom reporting hub (rev per rep, win‑loss, cycle length) delivered as a slick, decision‑ready dashboard.

• Team enablement pack: role‑specific SOPs, Loom videos, and an internal “how we win” wiki.

• 30‑day concierge: priority chat + two live optimization calls to keep the flywheel spinning.

Total system domination.

• Everything in Momentum, plus:

• Bespoke ClickUp ecosystem built from the ground up: cross‑department workflows (sales, ops, finance, talent) under one roof—permissioned, automated, and audit‑proof.

• Full data migration & clean‑up: we pull, scrub, and import historical contacts, deal notes, and files—zero downtime.

• AI‑driven playbooks: embedded GPT workflows for one‑click email drafts, task summaries, and next‑step suggestions.

• C‑suite analytics dashboard: revenue forecasting, cohort churn, and ROI heat‑mapping—all real‑time.

• On‑site or virtual bootcamp (up to 8 hrs): train every stakeholder from SDR to CFO; includes certification badges for power users.

• 90‑day white‑glove support: dedicated Slack channel, weekly strategy huddles, and continuous optimization sprints.