Course Outline

1. START HERE

   5 lessons

   1. Welcome to TOP Operations!
   2. REPLAY: Live kick off call
   3. Adding a Team Member
   4. Guided Implementation Membership
   5. Course Homework + Template

2. Module 1: Foundation Setup

   13 lessons

   1. Foundation and Account Setup Introduction
   2. Why Your Business Needs a Project Management Tool
   3. ClickUp 3.0 vs 4.0
   4. Understanding The 3 Categories of Tasks
   5. Create Your ClickUp Account
   6. Guest vs. License Seats
   7. Introduction to Spaces, Folders, Lists, Tasks, Docs, Dashboards, Chat
   8. Introduction to Task Types
   9. Introduction to Custom Fields
   10. Personalizing Your Notifications
   11. Setting Up Your Team Chat
   12. Import Tasks from a Different Project Management Tool
   13. Module 1 Homework

3. Module 2: Setting Up Your Business Suite Space

   15 lessons

   1. Business Suite Introduction
   2. Creating Your Business Suite Space + Customizing Spaces
   3. How to Copy a Template into ClickUp
   4. TEMPLATE: Business Information Hub Folder
   5. TEMPLATE: SOP Folder
   6. Business Suite Space Purpose
   7. Business Info Hub Folder
   8. Creating Your Business Information List
   9. Setting Up Your Business Assets + Links
   10. Creating Your Contractor Handbook
   11. Setting Up Your Team Member Favorite Things Form
   12. Setting Up Your Out of Office / Vacation Tracker
   13. Introduction to SOPs
   14. Setting Up Your SOPs Folder + How to Create SOPs
   15. Module 2 Homework

4. Module 3: Setting Up Your Business Planning Space

   11 lessons

   1. Business Planning Introduction
   2. TEMPLATE: Annual Planning Folder
   3. TEMPLATE: Strategy Meeting Doc
   4. TEMPLATE: Marketing Meeting Doc
   5. Setting Strategic Priorities
   6. Goal Planning and Tracking
   7. Introduction to Using Docs
   8. How to Use the Year at a Glance Doc
   9. How to Use the Weekly Planning Doc
   10. How to Use the Marketing Planning Doc
   11. Module 3 Homework

5. Module 4: Setting Up Your Task Management Space

   14 lessons

   1. Task Management Introduction
   2. TEMPLATE: Team Tasks Folder
   3. TEMPLATE: Project Folder
   4. TEMPLATE: Project List
   5. Introduction to Recurring Tasks
   6. Setting Up Your Recurring Tasks List
   7. Setting Up Your One-Time Task List
   8. Setting Up Your Master Backlog
   9. Introduction to Using Subtasks
   10. Setting Up Projects as a List or Folder
   11. Setting Statuses + Workflows
   12. How To See The Tasks You've Created
   13. Team Communication Guidelines
   14. Module 4 Homework

6. Module 5: Setting Up Your Client Management Space

   12 lessons

   1. Client Management Introduction
   2. TEMPLATE: Client Management Processes Folder
   3. TEMPLATE: Client Management List
   4. TEMPLATE: Client Management Folder
   5. Setting Up Your Onboarding Tasks
   6. Setting Up Your Offboarding Tasks
   7. Setting Up Your Client Intake Form
   8. Setting Up Other Client Management Processes/Assets
   9. Setting Up Your Client Management Tasks
   10. Walkthrough of a Client Management Space Setup
   11. Inviting Clients into ClickUp or Not?
   12. Module 5 Homework

7. Module 6: Setting Up Your Marketing Space

   27 lessons

   1. Marketing Introduction
   2. TEMPLATE: Social Media Folder
   3. TEMPLATE: Podcast Folder
   4. TEMPLATE: YouTube Folder
   5. TEMPLATE: Promotions/Emails Folder
   6. Social Media: Introduction
   7. Social Media: Short Form Video List + Workflow
   8. Social Media: Feed Posts List + Workflow
   9. Social Media: Stories List + Workflow
   10. Social Media: LinkedIn List + Workflow
   11. Podcast: Introduction
   12. Podcast: Ideas List
   13. Podcast: Guest Applicants List + Workflow
   14. Podcast: Guest Tracking List + Workflow
   15. Podcast: Production Walkthrough
   16. Podcast: Episode Template List + Setting Up Lists for Episodes
   17. YouTube Introduction
   18. YouTube: Ideas List
   19. YouTube: Production Walkthrough
   20. YouTube: Video Template List + Setting Up Lists for Videos
   21. Promotions/Emails Folder
   22. Ads Folder
   23. Calendars Introduction
   24. Calendars: Setting Up Calendar Views at Different Levels
   25. Calendars: Customizing a Social Media Calendar at the Folder Level
   26. Calendars: Customizing a Full Marketing Calendar at the Space Level
   27. Module 6 Homework

8. Module 7: Setting Up Your CRM/Business Growth Space

   8 lessons

   1. CRM Introduction
   2. TEMPLATE: CRM Folder
   3. CRM 101
   4. Setting Up Your Deals List
   5. Setting Up Your Companies List
   6. Setting Up Your Contracts List
   7. Workflow Walkthrough
   8. Module 7 Homework

9. Module 8: Setting Up Your Dashboards

   7 lessons

   1. Dashboards Introduction
   2. Should You Use The "Home" Screen In ClickUp or Build A Custom Dashboard?
   3. How to Determine What Goes on Your Dashboard
   4. Building Custom Dashboards Tutorial
   5. Walkthrough of a Team Member Dashboard
   6. Walkthrough of Using Your Dashboard to Plan Your Week
   7. Module 8 Homework

10. Module 9: Advanced Features

    5 lessons

    1. Advanced Features Introduction
    2. Time Tracking and Time Sheets
    3. Forms
    4. Automations
    5. Email Integration

11. BONUSES

    5 lessons

    1. Hiring an Online Business Manager / COO aka Your Right Hand in Business
    2. Digital Organization
    3. Walkthrough of how we used ClickUp for TOP Operations Beta Application Process
    4. Using AI to Write SOPs
    5. AI Prompts