Automate your leads and sales pipeline without overwhelm

Learn my easy three-step process to track, follow up, and close more leads effortlessly with the ClickUp pipeline.

July 26th @ 11:00am MST

I'LL BE THERE

Imagine if you could accomplish these goals…

  • Effortlessly track your leads and clients
  • Easily onboard new clients via ClickUp
  • Use custom fields to sort your leads and sales
  • Use automations to save you hours of time
  • Easily reference past leads and clients
  • Easily hand off to a team member
I WANT ALL OF THIS

HERE’S WHAT WE’RE GOING TO COVER:

Leads Pipeline

SECRET 01

Learn how to organize and plan your leads from all sources with ClickUp list and table views.

Follow Up Automations

SECRET 02

Learn how to follow up directly inside ClickUp with in-house automations.

Sales and Closing Pipeline

SECRET 03

Learn how to effortlessly onboard your newly sold client and trigger projects to populate.

Live Q&A + Replay

BONUS

In addition to the step-by-step workshop, there will be Q&A and a replay straight to your inbox

TAKE MY MONEY

This Masterclass is for you if: 

  • You currently aren't tracking your leads or following up
  • You want to organize and streamline your leads and sales pipeline
  • You want to save time and increase efficiency managing your leads and closing more sales
  • You want to easily onboard your new clients

This Masterclass is not for you if:

  • You don't have any leads or sales
  • You like having your leads and sales in multiple places and hard to find
  • You enjoy spending hours tracking down leads and proposals
  • You like having to remember everything you need to do for every client

MEET YOUR HOST

Hi, I’m Kaci

ClickUp and Systems Expert.

In the past two years, I have helped over 1000 business owners streamline their businesses with ClickUp.

My mission is to save CEOs 10 hours a week and increases their profit by 25% with a robust and automated ClickUp system. 

Some fun facts: queen of typos(I’m sure you’ll find one or two on this page), I’m allergic to alcohol, Netflix binger, sports fan, bike rider, and friends obsessed (I’m 100% Monica!).

MEET YOUR HOST

Hi I’m Kaci

ClickUp and Systems Expert.

In the past two years, I have helped over 1000 business owners streamline their businesses with ClickUp.

My mission is to save CEOs 10 hours a week and increases their profit by 25% with a robust and automated ClickUp system. 

Some fun facts: queen of typos(I’m sure you’ll find one or two on this page), I’m allergic to alcohol, Netflix binger, sports fan, bike rider, and friends obsessed (I’m 100% Monica!).

The masterclass includes

  • 60-Minute Step-By-Step Training
  • 30-Minute Live Q&A
  • Lifetime Replay Access
  • Exclusive Discounts

Value: $247.00

Today’s Cost: $27.00

LET'S DO THIS