Business Coach
There was no central project management system. Projects and tasks were scattered, making it hard to track priorities, deadlines, and what the team was working on, especially with upcoming launches on the calendar.
The business was being run from Slack threads and the founder's memory. No clear view of what was happening, what was next, or who owned what.
A ClickUp all-in-one business hub to centralise day-to-day operations across core areas of the business
A dedicated Launch and Funnel Space to manage upcoming launches end-to-end: planning, assets, deadlines, approvals, and execution tracking
Lists and views for planning, delivery, admin, and content/projects, built for quick visibility
Automations to reduce manual task management including status updates, assignments, reminders, and recurring tasks
A simple structure the client could maintain long-term without needing constant restructuring
One clear command centre for the business. The client gained full visibility across priorities and team workload, launch planning became structured and trackable, and day-to-day operations no longer relied on memory or Slack threads.
A walkthrough of the ClickUp operations hub, including the launch space and team views.