Growth Management | Client Management
Prepping Team Management Systems For Scaleable Growth + Creating A Consolidated Client Management System With ClickUp
Nicole
Russo
Private Stylist + Wardrobe Manager
Amanda Rush Holmes is a southern mama, podcaster, educator, and the founder and CEO of The Virtual Assistant Studio, a marketing agency for influencers. When she's not leading her team or pumping out strategies for her clients, you'll likely find her mentoring moms in her program Full-Time VA.
Meet Nicole Russo
The founder
Fashion/Consulting
INDUSTRY
1 - 5
TEAM SIZE
0 - 20,000
AUDIENCE
Down to earth, overachiever's who want their wardrobe to be stylish, effortles+ reflect their success
IDEAL CLIENT
6 Years
Years In Business
Founder
Nicole Russo
Now I feel like there's a presentation and the system in place where they could just dive in. And I don't have to worry about even like, what is that system? It's kind of already there . . . It's like a recipe for success.
"
No Team Management Or Hiring Systems
Difficulty Executing
Ideas + Goals
Lack Of Streamlined
Client Management
The Challenge
With ClickUp, we built out the framework for team hiring and management so Nicole could grow her team with ease.
We created systems to manage hiring applications, onboarding tasks, a team training program, and all of the day-to-day operations. We wanted Nicole to be able to onboard new team members into a solid and manageable business and platform.
Creating Systems For Team + Hiring Management
With ClickUp, we were able to build out important pieces of Nicole's operations.We set up systems to allow Nicole to build out projects in a way that makes sense in her brain.
We focused on creating the systems and templates for Nicole to be able to build out a project, set deadlines, brain dump her ideas, and get things done efficiently.
Systems For Executing Ideas + Goals
We took Nicole's Google Sheets and Docs and built them out into systems in ClickUp. From lead management to client management, we created a cohesive, streamlined client management system.
We were also able to adapt the system to allow for customizations with each client. We left places for customizations while still creating a rinse and repeat process.
Streamlined Client Management System
Our Solution
Work With US
Increased productivity and accuracy when managing clients.
Ability to step back and delegate to team without micromanaging projects and tasks.
Ability to execute big picture business ideas and goals.
Reduced client questions, uncertainty, and back and forth about their projects.