About The Brand
A networking mentor and award-winning community leader empowers small business growth through intentional connections through Online Business Matchmaking approach.
Challenge
The client shared the following challenges:
- They did not have enough time and knowledge to set up their task management system properly.
- They were all over the place by using a whiteboard desk to write down notes and to-dos while also using Google Sheets as their second brain to keep track of their tasks. Both don’t send them notifications for due dates and reminders.
- Managing their calendar events manually.
- Managing multiple recurring tasks which eat up time in writing them daily, weekly, monthly, or yearly.
Solution
After doing the audit, we agreed to implement the following solutions for each problem:
1: Not enough time and knowledge.
✅ They provide the assets before the project and feedback during the work.
✅ Then, we take over the entire strategy and setup.
2: Being all over the place
✅ Create a strategy on how we will set up a simple and functional task management system on ClickUp.
✅ Migrate their recurring and one-off tasks from Google Sheets (her second brain) to ClickUp.
✅ Set up additional automation to reduce manual steps, such as assigning tasks automatically.
3: Manually managing multiple recurring tasks.
✅ Set up the recurring settings appropriately for daily, weekly, monthly, quarterly, and yearly tasks to reduce time on recreating tasks.
✅ Identify the task category for each task.
4: Manually managing calendar events.
✅ Set up a custom automation using Zapier to add their calendar events as ClickUp tasks so they can manage both events and tasks in one place.
Result
After the entire project, we were able to:
- Set up a simple and functional task management system that they can easily use and manage to keep track of all their tasks and events.
- Set up custom automation to sync her calendar and task management system and to reduce manual steps for her.
Most importantly, by setting up a simple and functional task management system, we were able to standardize the process which helped them slash time spent on task management by 2933 hours per year.
2933 hours are equivalent to 122 days 😉
These 2933 hours saved are also equivalent to $293,300 in money.
That’s how much they are losing if they continue to spend time managing and staying on top of her day-to-day tasks manually!
And for a startup business, this is a big thing!
Future Growth
They want to hire a VA to help them with a lot of administrative tasks. Once they get used to the new setup, delegating it to a VA is easier and can save them more time!
Conclusion
By implementing a simple and functional task management system through ClickUp, they transformed their manual task management approach into an efficient and simplified process.
The tailored solution addressed each of her challenges, from lack of time and knowledge to manually managing recurring tasks and calendar events. As a result, they slashed time spent on task management from 3160 hours to just 227 hours per year, saving her 2933 hours annually—equivalent to $293,300 in potential revenue.
This significant time and cost-saving transformation will help them focus on what they do best – networking and Online Business Matchmaking, fueling further growth.
This proves the profound impact of a simple and functional task management system on startup business efficiency and growth.
If you are an agency owner, seasoned freelancer, or a service-based biz owner who’s experiencing the same challenges as outlined above and wants to save at least 20 hours in a month…
Book a FREE 20-min Discovery Call
Important Note: We are only taking limited clients at this time because we want to be intentional about helping our clients build simple and functional systems to save time while not sacrificing our time too.
Remember
We all have 24 hours in a day and we must invest it wisely in our business or our life.
If you think doing manual work doesn’t cost you money, think again. Minute adds up!
