Quick Offers
Fast, focused services designed to create immediate clarity and momentum in your business. Quick Offers provide simple, targeted support for businesses needing rapid cleanup, fast insights, or single-system improvements without a long-term engagement.
INBOX & CALENDAR RESET
Regain control over your digital workspace in a single focused session. Perfect for business owners who feel overwhelmed by a cluttered inbox or chaotic calendar. This reset creates order, clarity, and a repeatable structure you can maintain moving forward.
What's Included:
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Inbox cleanout and folder/label setup
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Priority inbox + filtering rules
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Calendar cleanup + structure reset
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Time-blocking and meeting workflow setup
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Quick-start communication workflow
CLICKUP OPTIMIZATION SPRINT
Fast improvements that make your ClickUp system work with you, not against you. Perfect for businesses whose ClickUp setup feels confusing, inconsistent, or underutilized. This sprint sharpens your structure and improves daily usability.
What's Included:
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ClickUp audit
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Status + hierarchy adjustments
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Custom views + filters
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Cleanup of tasks, lists, and folders
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Minor workflow alignment
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1–2 light automations
SYSTEMS AUDIT LITE
A smaller, faster version of your full Clarity Audit - perfect for early-stage improvements. Ideal for business owners who need a quick snapshot of what's wrong, what's not, and the top areas to improve immediately.
What's Included:
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1 operational audit (choose: Digital Org, ClickUp, or Client Experience)
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Top 5 issues identified
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Quick troubleshooting recommendations
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Short action plan
WORKFLOW RESET SESSION
Fix one workflow that's slowing your team down. Great for recurring processes that feel messy, unclear, or inconsistent. This session brings order and creates a simple, smooth workflow.
What's Included:
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One workflow deep-dive
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Step-by-step workflow redesign
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Process documentation
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Owner responsibilities + handoff points
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Improvement recommendations
CLIENT EXPERIENCE REFRESH
Improve your client journey without a full-system rebuild. A light weight, high-impact service for polishing your onboarding, delivery, or offboarding experience.
What's Included:
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Review of existing client flow
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Updated messaging templates
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Touchpoint improvements
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Checklist + workflow tweaks
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Light automation recommendations