Re-Imagine Your Business
Rather than push, can we now listen to that voice in the stillness and allow what needs to be done to come up organically, with no rush, in perfect timing and with ease and grace, play, in fun and in natural prosperity?
A time to get organised: if you could spend just a few days organising your business to save your sanity over the coming year, would you do it? How much time would you save if you weren't clicking between apps, or the time context shifting and re-acquainting yourself with every new tool that you're engaged with.
What if you could just use a few key tools that take care of all your business needs? That sounds kind of great right?
What I realised was that I don't want to be paying lots of subscriptions scattered across the internet. I want to centralize my activity into tools that work, and work for me, so I've gone to the best.
With ClickUp centre stage, I can manage my routine tasks, my communication tasks, my website, my marketing, my email (both personal and email list) and my AI interactions with just three tools.
The world is my oyster with these three tools.
First, We Listen. Then, We Build
Session 1: Mapping
The Focus: Articulation & Clarity
The Process: We sit together (virtually or in person) to talk through your workflows. You articulate the "how" and "why" of your business; together we translate it into a structural map and pick the most appropriate tools that you actually want to use
Session 2: Construction*
The Focus: Implementation
The Process: You step back. I go to work in the backend, building your ClickUp hierarchy and configuring your new tools so they are up and running, ready for you to use
Session 3: Embodiment
The Focus: Training & Handover
The Process: We reconvene for one-on-one training and reflection. Together we go through the new tools and get you comfortable in using them
*Time taken on this step may vary from business to business as the implementation time can fluctuate depending on your unique toolset. Timing expectations will be discussed in the Discovery Call.
My approach is less Done-For-You and more Done-With-You
I know that you have the capability of doing this all by yourself
I am here as a facilitator to make this process easier and to invite you to feel more supported in building out your vision
Walk the Path Together
We do a follow-up call every week, for at least an hour, to check in and see how you are going and answer any questions you may have and walk through any issues that have arisen.
I am your best, most enthusiastic, supporter during this period of transition. You got this!!
A Re-Imagining Package Includes:
Deep Strategy Session: 4 hours of dedicated process mapping
Technical Build: ClickUp Hierarchy and other tools setup
One on One Custom Training: With the option to record the session
4 Weeks of Support: 4 x 60-minute integration calls to guarantee success
A Curated Structure for Energy Expansion
Because of the deep, collaborative nature of the Re-Imagining, I can hold space for a strictly limited number of inspired businesses each year.
I intentionally select clients where the alignment of vision and values ensures the highest possible outcome for all. If you feel called to re-architect your business foundation to invite more flow, I invite you to apply.
The Process:
Share your current context and your vision by submitting an application
If my capacity aligns with your needs, I will invite you to a conversation to explore the fit
If all goes well and we jive, I will then present a bespoke investment proposal tailored to your specific build
Apply for a Discovery Call
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What does being a "Verified ClickUp Power User" mean for my business?
As a Verified ClickUp Power User, Erin is recognized in the top 10% of ClickUp users globally for advanced platform activity and technical proficiency. For your business, this ensures your systems are built using the most efficient, up-to-date features and native automations, directly reducing tool fatigue and administrative overhead.
How can a Wholistic Systems Facilitator help me save time in ClickUp?
A Wholistic Systems Facilitator bridges the gap between your unique creative flow and ClickUp’s technical hierarchy. By auditing your current (messy) workflows and implementing bespoke automated task management, we typically save entrepreneurs 5–10 hours of manual data entry and "work-about-work" every single week.
Does ClickUp work for Australian small businesses with local requirements?
Yes, ClickUp is highly effective for Australian small businesses. We specialize in configuring ClickUp for local needs, including Australian Date Formats (DD/MM/YYYY), AUD currency tracking in Dashboards, and integrating with Australian-centric tools like Xero for seamless cash flow and project financial management.
Can you help me migrate my existing data from ASANA or Trello into ClickUp?
Absolutely. We provide full-service migration from legacy tools like Asana, Trello, or Monday.com into a customized ClickUp Workspace. Our process ensures that no data is lost during the transition and that your new ClickUp hierarchy is optimized for Flow and Grace rather than just replicating your old, cluttered systems.
What is the difference between a ClickUp Template and a Bespoke Homebase?
While a ClickUp Template is a static launching pad, a Bespoke Homebase is a live ecosystem tailored to your specific business DNA. As a systems specialist, I move beyond generic templates to build Custom Fields, specific Views, and automated Dashboard reporting that reflects how you actually work, not just how the software is built.
What Our Clients Say
”Erin has been helping me for over four years and she is amazing! I count on her and she comes through every time... She is honest, caring and will enthusiastically look for new systems”
- Clover
”Erin was a “god-send” ... She is incredibly patient and understanding with her calm demeanour... Erin is excellent at breaking down the process into easy steps, and has helped me get a much better understanding”
- Amanda
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