The DIY ClickUp System for Scaling Businesses

Tired of messy processes, scattered tasks, and wasted time? Systems School gives you everything you need to streamline, automate, and scale your business with ClickUp—without the guesswork.

Join the growing list of businesses optimizing their workflows with ClickUp

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ClickUp isn’t just another project management tool. It’s your secret weapon for your business growth.

Imagine a world where your team knows exactly what to do, deadlines never slip through the cracks, and your workflows practically run themselves. ClickUp turns that into reality.

Choose the Best Path to ClickUp Mastery

Beginner Level

ClickUp Course

Master ClickUp step-by-step with expert guidance. Learn how to build & optimize your systems from scratch.

70+ in-depth training videos

Learn ClickUp strategy and best practices

Does NOT include templates

$997

Purchase

Intermediate Level

ClickUp Template Vault

Skip the setup struggle! Instant access to 50+ plug-and-play ClickUp templates so you can streamline your workflows fast.

50+ pre-built, customizable templates

No setup stress just plug, tweak, & go

Ideal for business owners ready to implement NOW

$697

Purchase

All-in-One Bundle

Get everything—the full ClickUp Course + Template Vault—at the best price. Learn, implement, and scale with ease.

70+ in-depth training videos

50+ pre-built, customizable templates

Ideal for business owners who want the foundations AND quick setup

$1,500

Purchase

Student Success Stories

Don’t just take our word for it—see how Systems School has helped business owners take control of their systems and scale with ease.

Latasha R.

This course was a game-changer for how I manage my systems. I’ve stayed in Systems School because it’s consistently valuable.

Alan P.

These templates have been a game changer for our business processes. Great stuff!

Meet Our Student Gabby Founder of Blissful Step

Alexis M.

I love all of the ClickUp templates! It’s so well organized and easy to use.

Alexis P.

The course was exactly what I needed to switch platforms and streamline everything. Loved the visuals!

Meet Our Student Shawna Founder of Functional Health Consultant

Kimberly T.

Systems School blew my mind. The templates + videos helped me bring order to my business and personal life—total game-changer!

Shawna O.

Kristi is a ClickUp genius! Her templates saved me hours and helped me finally get a handle on my systems.

Meet Our Student Anna OBM & Systems Consultant at Organized Mondays

Grace Lamb

System School reshaped my business structure and gave me clarity in my offers. I keep finding gems inside!

Jill O.

The templates helped me organize my projects and customize what I needed for my business.

Linda F.

The videos made it clear where to click and how to set things up. Great for someone like me who’s not super techy!

Kayla W.

Thanks to Systems School, I feel so much more competent in ClickUp! My entire business runs more smoothly now.

step-by-step with expert guidance.

Purchase

The Only ClickUp Course You’ll Ever Need.

Whether you’re new to ClickUp or looking to optimize your setup, this course gives you the exact steps and strategies to build a fully functional, automated system for your business. Hit play and let’s dive in to what's included!

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What You’ll Learn

Systems School is designed to take you from ClickUp confusion to complete clarity. Here’s what you’ll master inside:

Learn how to create custom dashboards for full business visibility.

Automate tasks, reduce admin work, and optimize workflows effortlessly.

Step-by-step guides for project management, client tracking, sales pipelines, content planning, and more.  

Learn how to use dependencies, integrations, and advanced features for next-level efficiency.

Build systems that grow with you, ensuring long-term success without chaos.

Set up ClickUp the right way and customize it for your business.

Your Exclusive Systems School Community Membership

When you enroll in Systems School, you don’t just get training—you get access to an exclusive community designed to keep you supported, accountable, and consistently improving your systems.  

Here’s what’s included (FREE for 3 months!)

Private Circle Community Access

Connect with like-minded business owners, ask questions, and get support anytime.

Daily Q&A
(Mon-Fri)

Get expert answers to your biggest workflow and systems questions.

Monthly Office Hours

Live calls where you can troubleshoot issues, refine your processes, and get expert guidance

Process Power Hour Co-Working Sessions

A dedicated time each month to implement and refine your systems with community accountability.

Quarterly Bonus Workshops by Kristi

Deep-dive sessions covering advanced workflows, automations, and scaling strategies.

Quarterly Guest Expert Webinars

Learn from business experts on topics like marketing, sales, leadership, and scaling—so you can grow beyond just systems.

Your fast-track ClickUp solution for seamless workflows

Purchase

Skip the setup struggle!

Instant access to 50+ plug-and-play ClickUp templates so you can streamline your workflows fast.

Save 25%+ Admin Time Automate repetitive tasks and eliminate manual busywork with ready-to-use templates that cut your admin time significantly.

Ensure everyone knows what to do, when to do it, and how—without constant check-ins or confusion.

Plug into your favorite tools effortlessly and keep your systems connected without tech headaches.

Build standardized processes that any team member can follow—no more knowledge bottlenecks or single points of failure.

Lay the foundation for sustainable growth with templates designed to grow and adapt with your business.

Get a Quick Look at a few Essential Templates in Our Vault

Find the exact ClickUp templates you need to streamline, automate, and scale your business—without the hassle of building from scratch.

Operations Tasks List

Track and manage all ops tasks in one place to boost productivity and keep your team aligned.

Organizational Chart

Map your org’s structure and reporting lines visually with this drag-and-drop whiteboard template.

Contractor Payout Form

Track timesheets and process contractor payouts efficiently with this streamlined submission form.

Yearly Goals Tracker

Set yearly goals, align your team, and track progress toward your biggest business milestones.

30/60/90 Plan

Help new hires succeed by setting clear 30/60/90-day goals and tracking their onboarding progress.

Project Management List

Plan, track, and manage projects with ease. Organize tasks, set deadlines, and hit your goals.

Yearly Sales Tracker

Track sales goals, log wins, and gain insights to drive business growth all year long in one template.

Yearly Profit First List

Track income, allocate funds, and stay profitable with this Profit First–aligned ClickUp tracker.

Team KPI Tracker

Set KPIs, track team progress, and stay aligned with goals to boost performance and accountability.

Client Management Template

Manage clients, track progress, and streamline communication with one powerful ClickUp workflow.

Content Brainstorm List

Organize content ideas, prioritize themes, and fuel creativity with this simple brainstorming list.

Content Calendar Bundle

Plan, write, and publish content faster across platforms with this $500+ value bundle of templates.

Hiring Workflow

Streamline hiring: track applicants, manage interviews, and organize your recruitment pipeline.

Team Onboarding Workflow

Guide new hires through onboarding steps with ease and give them the resources they need to thrive.

Team Database List

Keep team info: roles, contacts, and more, in one central spot for easier collaboration and access.

Your Exclusive Systems School Community Membership

Private Circle Community Access

Connect with like-minded business owners, ask questions, and get support anytime.

Daily Q&A
(Mon-Fri)

Get expert answers to your biggest workflow and systems questions.

Monthly Office Hours

Live calls where you can troubleshoot issues, refine your processes, and get expert guidance

Process Power Hour Co-Working Sessions

A dedicated time each month to implement and refine your systems with community accountability.

Quarterly Bonus Workshops by Kristi

Deep-dive sessions covering advanced workflows, automations, and scaling strategies.

Quarterly Guest Expert Webinars

Learn from business experts on topics like marketing, sales, leadership, and scaling—so you can grow beyond just systems.

ClickUp Course + Template Vault

The Systems School Bundle Best Savings, Maximum Impact

Want to master ClickUp AND get instant access to 50+ templates? The Bundle is your smartest investment.

Best Value

Get the ClickUp Course +  Template Vault for less.

Learn & Implement Faster

Master ClickUp and use plug-and-play templates to skip the setup stress.

No Overwhelm

Follow the course, apply templates instantly, & streamline your business with ease.

Expert Support

Get 3 months FREE in our private community with Q&A, workflow audits, and live coaching.

Grab the Bundle Now

Get a Free Lesson

Curious about what’s inside? Get a free preview lesson and see how Systems School can help you streamline, automate, and scale your business with ClickUp. Enter your email below, and we’ll send you instant access to one of our training videos.

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I’m Kristi! A Verified ClickUp Consultant and Systems Expert passionate about helping business owners get organized, automated, and ready to scale.

Inside Systems School, I’ll walk you through everything you need to know to master ClickUp—so you can spend less time managing tasks and more time growing your business.

Join Systems School and get instant access to training, templates, and our exclusive community.

Begin Learning

Follow the step-by-step lessons & templates designed to help you set up ClickUp without the overwhelm.

Experience Optimized Business Systems

Run your business with clarity, efficiency, and automation—finally freeing up your time to focus on growth.

FAQs

Any Questions?

Do I need to be a tech wiz or systems pro to take this ClickUp course?

Absolutely not. If you can copy-paste and click a checkbox, you’re qualified. This course was designed to meet you where you’re at—even if you’re still Googling “what is a workspace.”

How long does it take to go through the ClickUp course?

You can binge it like a Netflix mini-series in a weekend… or chip away at it on your own time. Most students implement their first key workflows within 7–10 days.

What if I’ve already set up ClickUp?

Perfect. If your current setup feels like a digital junk drawer, we’ll help you declutter it, optimize it, and finally make it work for you (not the other way around).

Is the course updated with the latest ClickUp changes?

Absolutely. ClickUp evolves fast, and so do we.

We keep a close eye on new feature rollouts and aim to update our course materials at least twice a year (often more when major changes drop).
‍
You’ll always get clear, no-fluff walkthroughs of what’s new, what’s changed, and how to actually apply it inside your system — without starting from scratch.

What’s inside the Template Vault, and how do I use it?

Inside, you’ll find plug-and-play ClickUp templates for agencies, service providers, and creative teams. From client onboarding to recurring ops, each template is paired with a quick-start video tutorial so you’re not stuck guessing what goes where.

Can I use the templates with a free ClickUp plan?

The Free plan is pretty limited, so we recommend starting with at least the Unlimited plan for the best experience. If a template requires a feature from the Business plan or higher, we always mention it in the walkthroughs and share alternatives when possible.

What kind of support will I get in the Systems School community?

Support isn’t an afterthought—it’s baked into the experience. Inside the community, you’ll get access to monthly live office hours, bonus quarterly workshops, and guest expert sessions to help you go deeper on strategy and implementation. Plus, our team is available Monday through Friday for real-time tech support right inside the Circle platform. Ask a question, get feedback, and see how others are building smarter systems—you’re never figuring this out alone.

What kinds of people are inside Systems School Community?

Agency owners, online service pros, operators, and high-achievers who want to build systems that scale without burning out. If you love efficiency with a side of fun, you’ll fit right in.

What happens after I finish the course—do I lose access?

Nope! You get lifetime access to the course and templates you purchased, so you can revisit lessons anytime. Your community access is included for the first 3 months, giving you time to ask questions, get support, and join live calls as you implement.

What happens after my 3 months of community access ends?

You’ll have the option to stay in the community for just $57/month, cancel anytime. That keeps you plugged into live office hours, bonus workshops, tech support, and a crew of business owners who actually get systems. Totally up to you!