ClickUp Planning System

The ClickUp Planning System + Workshop

with Aerlie Wildy,

Business Efficiency Consultant

You know how to plan and set goals.

You just don’t have a system that works for you to support your everyday actions.

The ClickUp Planning System is not just a plan

- it’s your roadmap to success in 2022

Does this sound like you? You make a business plan and have the best intentions.

March brings a new wave of clients and you get deep in delivery and working IN the business. By the time you get to Q2, your Q1 plan hasn’t happened and you feel behind already.

We know that having your goals in front of you
makes you 90% more likely to achieve them.

Imagine setting up your annual and quarterly goals into ClickUp so that they are embedded into your daily planning & prioritising, and then checking your bank balance, knowing you’re able to take on that new team member, comfortable that your business can support your growing team - because you actually achieved your goals!

The ClickUp Planning System & Workshop gives you
⭐️ space to plan
⭐️ structure to break it down & map out your quarters
⭐️ flexibility to see the big picture plus daily actions
⭐️ one stop shop for tracking your progress

to help you smash your 2022 vision!

The 2022 ClickUp Planning System
+ Workshop

with Aerlie, ClickUp Vetted Consultant

You'll receive

A ClickUp Goal Setting & Goal Tracking Template

Plug and play the template to record and track your annual and quarterly goals, including filtered views, custom fields, vision board and instructions

Guided Goal Setting Video for 2022

A pre-recorded video guiding you through a
2021 Review + recording your annual and quarterly goals for 2022 using the ClickUp template

Online Workshop*

walking you through the ClickUp Template and demonstrating how to optimise it for your business and stay on track with your goals (*Recorded)
We'll cover the structure, custom fields, ClickUp goals, whiteboard, dashboards & how to customise your views to keep you on track.

Thursday 20th January

10am Adelaide time
10.30am Sydney Time

2022 ClickUp Planning System Template

A ClickUp template for you to plug and play to capture, organise and track your annual and quarterly goals

2022 Goal Setting Guide

A video walking you through how to use the ClickUp Template to complete your 2021 Review + document your 2022 Vision and determine your big rocks.

ClickUp Online Workshop *

walking you through the ClickUp Template and demonstrating how to optimise it for your business and stay on track with your goals (*Recorded)
We cover tracking, dashboards, goals, calculations and management.

Get organised in 2022

and let ClickUp support your goal getting

Keep your big picture in focus

Instead of creating your 2022 plan in a pretty notebook and then forgetting to refer back to it, keep your goals in focus where you spend most of your time (aka Clickup!)
Utilise the ClickUp features to get the most out of your 2022 goal setting & goal getting

Optimise your vision using the features of ClickUp to help you capture, organise, track and report on your goals with ease.
Templated so you can improve on this in 2023

Stay consistent each year but also improve your process by setting up your template so you can build on your big picture each time you complete your goal setting.

Aerlie Wildy

Project Management and

Business Efficiency Consultant

Purchase the 2022

ClickUp Planning System

and you will receive:

A ClickUp Workshop helping you optimise your Goal Setting & Goal Getting (Recorded)
Guided Goal Setting Video helping you set your 2022 goals

The 2022 ClickUp Planning System Template

The 2022 ClickUp Planning System

⭐️ 2022 ClickUp Planning Template
⭐️ Guided Video for Goal Setting in 2022

⭐️ 60 min ClickUp Workshop

Thursday 20th January

10am Adelaide time
10.30am Sydney Time

2022 ClickUp Planning System

$97+GST

Add to Cart

Aerlie is a Project Management and Business Efficiency Consultant supporting small serviced based businesses to improve efficiency and profit.

She specialises in customising your project management system, documenting processes, creating internal communication systems & guidelines, and helping remote teams work productively.

Aerlie provides consultation, done for you and training to help your team operate efficiently.

She is also a Certified Asana Pro, ClickUp Vetted Consultant and Evernote Certified Pro.

Aerlie identified gaps where I hadn't seen them and has turned my flawed system into one that is organised and close to being fool-proof.

I can go to one place and see how client projects are tracking. I know how to view the system and it is organised.

Business life is better post-Aerlie!

Mel Telecician

Loyalest

After working with Aerlie, we are more organised, better able to spot opportunities for improvements, and staff are more empowered to do their work.

Aerlie is perfect for people who appreciate a systematic approach to work but need the guidance to make it happen.

Anna Dixon

CreativeIQ

When it comes to systemising your business and managing your time better, it is obvious that this is one of her superpowers. Right from our first conversation she pointed out improvements I can make, and did it in easy steps so that I didn't feel completely overwhelmed.

Karl Thew

Web Designer, Static Shift

The 2022 ClickUp Planning System

⭐️ 2022 ClickUp Planning Template
⭐️ Guided Video for Goal Setting in 2022

⭐️ 60 min ClickUp Workshop

Thursday 20th January

10am Adelaide time
10.30am Sydney Time

2022 ClickUp Planning System

$97+GST

Add to Cart

FAQ's

Have questions? Awesome.
I'll answer some common ones here, but email me on aerlie@aerliewildy.com if you have more.

(Remember, there are no silly questions)

Do I need to have a basic understanding of ClickUp?

Yes. The Workshop and Guided Goal Setting assumes that you have some knowledge of ClickUp and are already using it in your business. You don't need to be an advanced user however. The workshop will help you further navigate around ClickUp and optimise it for your use.

Do I need to have completed the Goal Setting prior to the Workshop?

It's not essential, but it would definitely make the workshop more relevant for you, and to provide you with an opportunity to ask questions or customise your ClickUp structure.
We will not be going through any of the Goal Setting questions in the Workshop.

What's the purpose of the Workshop?

The Workshop is to help you set up your ClickUp Goal Setting and Tracking more effectively, so that it's supporting your goal getting through out the year, and to help you stay focussed on your Quarterly Goals.
We will not be going through any of the Goal Setting questions during the workshop.

How do I add the ClickUp Planning System into my ClickUp Workspace?

Once you purchase the 2022 ClickUp Planning System you will be sent to a Thankyou page. This page has a link with instructions on how to add the template to your Workspace. There will also be a demonstration video to help you.

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