A custom solution for a custom problem.

WHAT THEY DO

The Bold Life Design, a coaching & consulting practice centered around enabling bold leaders & high-achievers to play big, own their story, & go after their most audacious goals.

Their mission? To help you own your weird, trust your gut, and do cool sh*t so you can maximize your purpose, impact & joy.

THE PROBLEM

They were growing rapidly and as they added more clients to their plate, they wanted to be able to easily manage the increase in work without compromising their client experience. The goal was to create a place to keep track of all client information, needs, and touch points while creating a replicable and manageable process so nothing falls through the cracks. 

OUR IMPACT

We jumped right in and created two custom ClickUp spaces for the Bold Life’s specific needs. Each piece was intentionally added to serve a specific purpose and make the new process simpler and faster and more efficient than ever. By the end, the Bold Life had an updated system and process that worked with them rather than against them. 

SCOPE OF WORK

Custom ClickUp Build.

DELIVERABLES

• Workshopped the client’s needs and created a plan to address the client’s needs and updated process to be more seamless. 

• Created two new custom ClickUp spaces designed specifically for the client and their team while addressing their pain points. 

• Migrated all historical data to the new system.

• Walked the client through their new system and trained their team on how to use it effectively.

CLIENT TESTIMONIAL:

“Tiff and her team were profoundly impactful in helping me set up the right systems to track important functions of my coaching & consulting business, specifically prospective clients & active clients. With many moving parts, humans in different stages, and different communication timelines, having one place to see who needs what and when has been a powerful tool for my team. I feel way more on top of these parts of my business. And more documentation & systems means less swirl and overwhelm in my brain... which is the real win for my mental health!”

Check out our Systems Builds to learn how we can build systems into your business.

Follow to learn more about the amazing things The Bold Life Design is doing HERE.