This week on the podcast, we’re talking with Kaci Ackerman, Certified Online Business Manager. She’s sharing her strategies for getting started with ClickUp, creating systems, building up a detailed SOP handbook, and why it’s important for you as a business owner to outsource tasks. If you are in the stage of business where you need an OBM to take your business to the next level, you are at the right place.

Topics discussed in this episode:

* How Kaci’s team began using ClickUp features* Practical tips & tricks for getting started with ClickUp* What exactly time freedom could mean to you* Why it is important to build a precise SOP handbook that every team member can use* The importance of outsourcing tasks to a VA* How to start building systems for where you want to be in your business

More on Kaci:

Website | Instagram

Resources Mentioned:

* Strategy & Planning ClickUp Template* Leads Tracker + CRM ClickUp Template* Navigate ClickUp Like a Pro Mini-Course* Strategic Goal Planning Workbook

Quotables:

Having organization pieces put into place and then having the SOPs, allows you, as a business owner, to start stepping away from having to manage all that because ClickUp starts to actually manage it for you. – Kaci AckermanClick To Tweet

Your business is always evolving and changing, which means your systems are always going to be potentially evolving or changing or needing to be updated. – Kaci AckermanClick To Tweet

One of the processes that I implement when I’m building SOPs is giving it to somebody to execute that has never even seen it before, and it’s really helpful because they will tear it to pieces. – Kaci AckermanClick To Tweet

As a business owner and a CEO, we have so many things to get done. The last thing we want to do is spend time writing out how we’re doing the things. – Kaci Ackerman