ClickUp Workshop

Save time

learning how to get started with

ClickUp

Confident

created by

ClickUp Consultant

Aerlie Wildy

The ClickUp Course that Gets You

Organised and Productive

You have already decided that ClickUp

is the answer to getting your

business organised and

your team more productive.

You're ready to navigate around ClickUp

with confidence, save time,

streamline your lead tracking,

client management and content workflows,

and create a powerful business hub.

You've also discovered that it's a

steep learning curve!

Let me guide you through it with this user-friendly ClickUp course .

ClickUp Confident

ClickUp course created by Aerlie, ClickUp Vetted Consultant

Self-paced video training
Over 60 short tutorial style videos (2-5 mins each)
4 modules to help you go from confused to confident
Examples to help you visualise your views and lists

Actionable checklists to help you learn as you go
Access all training in your ClickUp so you can watch any time you need to check 'how-to'
Templates to get you started

Module 1

Navigating around ClickUp and customising your settings.

Module 2

Setting up your hierarchy of Spaces, Folders & Lists and Task Management.

Module 3

Boosting your personal productivity, with Home, email and calendar settings.

Module 4

Collaborating with your team, with commenting and notifications.

Get organised,

and get

ClickUp Confident

Learn how to optimise ClickUp from a

ClickUp Vetted Consultant

Be less busy and more productive

In this ClickUp course you'll learn to set up ClickUp with the views, field and information you need to plan, prioritise productively and delegate your team's workload confidently.
Replace the mental load with space for creativity

Don’t keep everything in your head or run your to-do list from your Inbox. Optimise ClickUp so that your processes, workflows, checklists and templates are accessible and easy to implement. Take back the mental space to do what you love.
Get out of your Inbox and start planning ahead

Stop working reactively from your Inbox and start to be proactive. Plan ahead and work together collaboratively, even if you have a remote team.

Aerlie Wildy

Project Management and

Business Efficiency Consultant

Take the stress away

Your ClickUp course will guide you through the set-up of ClickUp
so that you can:

Get up and running quickly

Manage your team more effectively

Train an in-house ClickUp Confident

team member

Save time and reduce the confusion of how to set up ClickUp effectively.

ClickUp Confident

$197 Inc GST

Access it here

UPGRADE

ClickUp Confident +

1 60 min Strategy Session

$347 Inc GST

Yes to the Upgrade!

Considering the Upgrade?

The Strategy Session can be used at the start to get you on the right track, or later to help you optimise your set up.

Aerlie Wildy—Your ClickUp Course Creator and Expert Consultant

Aerlie is a team management and business efficiency consultant supporting small service-based businesses to create productive teams.

She specialises in improving your project management system, documenting processes, creating internal communication systems and guidelines and helping remote teams works 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.

I implemented ClickUp into our Accounts Department, but was overwhelmed trying to manage multiple tasks in different areas of business development. Due dates were not being met and it was difficult to plan ahead without doubling up on tasks.

Aerlie helped me get a high level overview by tweaking different views, filters and layouts to manage departments in business in ClickUp, that has allowed our team to be more collaborative, plan ahead and execute easily.

Debbie

Account Manager

I contacted Vetted ClickUp Consultant Aerlie because I felt overwhelmed by ClickUp’s capabilities and wasn’t sure how to structure everything.

Since working with Aerlie, I now feel more organised and streamlined. My team is communicating a lot better and we’re able to keep on top of overdue tasks and hold team members more accountable.

I can see workload for the week ahead of time and plan accordingly. I can plan the team's capacity around new clients and give better project timelines to existing clients too.

Adayah

Balanced Life Virtual Services

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

FAQs

I'll answer some common ones here. But email me on aerlie@aerliewildy.com if you have more.
(Remember, there are no silly questions.

What if I haven't even started with ClickUp yet?

No problem. I pick up right where you are and provide a demo on creating your first space.

What if I'm already halfway through setting up and using ClickUp?

Awesome! Well done.
It's such a huge learning curve.

If you are feeling confident that you and your team are off and running and understand all of the features such as Custom Fields, emailing to and from ClickUp, Relationships, Docs and collaborating as a team, then you're up and running.

If you're still not sure, or have been spending hours wading through YouTube videos, then the style of this ClickUp course will benefit you.

All of the videos are short and sweet. So if there's one small thing you need help with, you can just watch that one and off you go again. They’re all easy to find and it’s easy to refresh your knowledge on how to work it out.

How does the bonus session work?

If you decide to upgrade, I'll send you a link to book a time. You can decide if you'd like to do the session ASAP, to ensure that you know you're heading in the right direction.

Alternatively, you can go through the modules first. And once you’ve completed that, then pick my brain about your next steps for optimising ClickUp for your business.

It's totally up to you. However, you will need to book within three months of purchase.

How do I access ClickUp Confident?

Once you have purchased the ClickUp Confident course you will receive a confirmation email that includes a link.
This link is a template designed in ClickUp. I'll give you instructions on how to add the template to your ClickUp so that you have everything all in one place and accessible any time.

ClickUp Confident

$197 Inc GST

Access it here

UPGRADE

ClickUp Confident +

1 60 min Strategy Session

$347 Inc GST

Yes to the Upgrade!

About Me Book a Clarity Call Privacy Policy

The ClickUp Course that Gets You

Organised and Productive

Get organised,

and get

ClickUp Confident

Your ClickUp course will guide you through the set-up of ClickUp so that you can:

Aerlie Wildy—Your ClickUp Course Creator and Expert Consultant

FAQs

What if I haven't even started with ClickUp yet?

What if I'm already halfway through setting up and using ClickUp?

How does the bonus session work?

How do I access ClickUp Confident?

Your ClickUp course will guide you through the set-up of ClickUp
so that you can: