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Add-Ons & Enhancements

Optional upgrades to support your business systems and help you operate at your highest level. These add-ons are designed to complement your core services or packages by enhancing clarity, automation, communication, and long-term operational efficiency. Each enhancement can be added individually or combines with packages and bundles as needed.

ADDITIONAL WORKFLOW MAPPING

Expand clarity and alignment across more areas of your business. Some businesses have multiple workflows that need attention. This add-on allows you to extend your workflow optimization to additional departments, processes, or recurring tasks.

What's Included:

  • Additional workflow mapping session

  • Documentation of new or extended processes

  • Integration points for existing workflows

  • Optimization recommendations + next steps

SOP CREATION & DOCUMENTATION

Build clear, repeatable systems your team can confidently follow. SOPs help reduce confusion, answer repeat questions, and ensure consistency across your operations.

What's Included:

  • SOP creation for selected processes

  • Step-by-step documentation

  • Ownership + responsibility mapping

  • SOP template library setup

EMAIL TEMPLATE & MESSAGE LIBRARY

Improve communication speed with polished, reusable templates. Perfect for onboarding, follow-up, client communication, and internal workflows.

What's Included:

  • Custom email templates

  • Message scripts

  • Communication workflow recommendations

  • Template organization system

ADDITIONAL CLICKUP BUILDOUTS

Scale your ClickUp system as your business expands. Ideal for adding departments, new services, or advanced workspaces as your operations grow.

What's Included:

  • Additional Spaces, Folders, or Lists

  • Workflow alignment + structure

  • Custom views + dashboards

  • Advanced automations

CLIENT PORTAL SETUP

Create a professional, organized portal for streamlined client communication. A clean client portal improves delivery, reduces back-and-forth communication, and enhances your overall experience.

What's Included:

  • Portal structure + layout design

  • Resource + document organization

  • Client messaging templates

  • Access + permission setup

CUSTOM TRAINING VIDEOS

Provide your team with on-demand training for consistent execution. Training videos reduce repetitive explanations and ensure everyone understands your workflows.

What's Included:

  • Step-by-step training video recordings

  • Tutorials for essential workflows

  • Video storage organization

  • Matching SOP or workflow documentation

MONTHLY SYSTEMS MAINTENANCE

Ongoing support to keep your systems clean, updated, and optimized. Perfect for businesses that continued structure without a full operations retainer.

What's Included:

  • Monthly Task System audit + cleanup

  • Workflow review + adjustments

  • System updates + improvements

  • New automations added as needed

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