Client management | ONBOARDING
Systemized Onboarding + Streamlining Client Management With ClickUp
Lyrik
Fryer
Branding + Design
Lyrik works with her mom as a mother-daughter duo invested in changing the way you create content and show up online. After years in the branding & marketing industries they were tired of hearing about the ridiculous amount of money business owners had to spend to create online content. They asked themselves, “We aren’t even comfortable spending that amount of money on our own brand, why would you?” They knew there HAD to be a better way.
So they listened, created, and refined the Workplay method in 2019 and have been using the exact proven process to launch businesses on social media all over the country. The results have been astronomical!
Meet Lyrik Fryer
The founder
Branding
INDUSTRY
10 to 15
TEAM SIZE
0 - 20,000
AUDIENCE
Online Business Owners
IDEAL CLIENT
5 Years
Years In Business
Founder
Lyrik Fryer
There are so many pieces that happen on their own now in the background, that actually makes the team more efficient. And so there's less ‘me’ management of the team and more of ClickUp managing the team.
"
Lack Of Streamlined Client Mgmt
Overall Chaotic Business Management
Messy Team Management +
Onboarding
The Challenge
With ClickUp, we streamlined Lyrik's client management process by creating a manageable and customizable template.
This gave her the consistency needed to run her business internally, without compromising her ability to customize her projects personally to each client.
Streamlined
Client Management
In ClickUp, we built a framework for the rest of her internal management systems (internal operations, visionary management, content management, etc.).
This kept the systemized momentum from her onboarding process rolling throughout the business!
Seamless Internal Management Systems
When building this system in ClickUp, we focused on creating an onboarding process that would clearly define the responsibilities for each role.
As well as give all team members the knowledge and resources to troubleshoot and find answers to their own questions.
Systemized Team
Management + Onboarding
Our Solution
Work With US
Consolidated business management hub within ClickUp for all teams.
More time for Lyrik to be the visionary of her business and focus on the creative process.
Systemized onboarding process with clearly defined roles and responsibilities.
Continued business growth supported by a streamlined client management process.