UNLOCK EFFICIENCY AND SIMPLICITY WITH CLICKUP TEMPLATES AND TUTORIALS
ClickUp for Coaches and Course Creators
Go from 'overwhelm, chaos and drowning in tasks' to effortlessly organised and productive in no time with my ClickUp templates and tutorials—your ultimate toolkit for simplifying, organizing, and supercharging your coaching or course creation business.
THIS is your year to -
Unlock Efficiency and Simplicity with ClickUp templates and tutorials from Emma
Are you a coach or course creator feeling overwhelmed by the chaos of managing your business? Imagine a world where your tasks are organized, your projects are streamlined, and you have more time to focus on what truly matters-growing your business and serving your clients.
Just imagine how amazing you will feel transforming your business operations with my proven, simple, and beautifully designed ClickUp boards. Crafted to be effortlessly customizable, with step-by-step tutorials, you'll easily tweak the fields to include your unique business details, eliminating tech fears and embracing a new level of efficiency.
Not only is this possible for you, but you can start seeing results in just a few clicks! 🎉
Why ClickUp?
ClickUp* is the ultimate tool for business owners who crave simplicity and efficiency. With its intuitive interface and powerful features, ClickUp helps you manage everything from daily tasks to complex projects, all in one place. It's the secret weapon for those who want to work smarter, not harder.
I have tried them all! And just love how I can organise all aspects of my (life and) business in one place. Clickup's* free plan is super generous and if you choose to upgrade to a paid plan the options are super affordable whether you are a solopreneur or you have a team.
Please note that some of the links on this page are affiliate links*, if you proceed to purchase via these links I may earn a commission at no additional cost to you.
Why My Templates and Tutorials?
TAILORED FOR COACHES AND COURSE CREATORS
These aren't just any templates; they're crafted with your unique challenges in mind. Whether you're juggling client calls or course launches, these templates fit seamlessly into your workflow, giving you the structure you need to thrive.
DESIGNED TO ACHIEVE MEASURABLE SUCCESS
These systems aren't just about getting organized; they're about empowering you to tackle your business challenges head-on. With everything in place, you'll have the confidence to grow your business and hit those big goals.
READY TO GROW WITH YOU
As your confidence and business expand, these templates evolve alongside you. They're designed to scale with your ambitions, ensuring that as you reach new heights, your systems remain robust and supportive, empowering your continued success.
and you can....
SAY GOODBYE TO:
OVERWHELM AND LACK OF DIRECTION
Streamline your day to day. Say goodbye to the chaos of scattered notes and endless to-do lists. My templates bring everything together in one place, so you can finally breathe easy knowing your tasks, projects, and client info are organized and at your fingertips.
TECH HEADACHES
With my step-by-step tutorials, you'll quickly master ClickUp, freeing up your time to focus on what you love—whether that's coaching clients or creating killer content.
JUST DREAMING ABOUT AN ORGANISED BUSINESS BACKOFFICE
How long have you been putting off organising your business as "too hard" and muddling along knowing that things aren't as you want them? Chances are that it's been a while, right?
Let me make the process painless - and dare I say, enjoyable. You'll wonder why you didn't make this move sooner.
Annual Launch Planning Board
USD $27
Annual Launch Plan : List, Calendar and Table views for 2025 and 2026 toidentify week by week all launches and the necessary promo periods, mark off holidays or times you are unavailable and display the details in a way that works for you and your team.
Annual Marketing Planning Board
Annual Marketing Plan : for all lead magnets, events, offers and key promotions
Offer Stack Overview Board
Offer Stack Overview : A strategic overview of all offers, freebies, upsells and downsells in list, board and filtered views
Podcast Planning Board
Podcast Planning: map out all podcast episodes, production/publication status, show notes, CTAs, guest details and download stats etc.
Blog Planning Board
Blog Post Planning : Keep track of all blog content, production/publication status, URLs, CTAs etc.
Social Media Planning Board
Social Media Planning : a monthly template that builds into an effective content bank providing you with complete visibility of your social media content, captions, graphics, Canva links, production/publication status, team approvals etc.
Webinar / Masterclass Planning Board
Webinar / Masterclass Planning : Monthly overview of all live/pre-recorded webinars or masterclass you are running with details of workbooks, slides and production status etc.
Tech and Subscriptions Tracker Board
Tech and Subscriptions Tracker : Manage all your tech and subscriptions in one handy board, with login link, affiliate links, renewal dates and pricing automations so that you never forget when a payment is due of what you have already purchased.
Frequently Asked Questions
WHO ARE THE TEMPLATES FOR?
These templates are for busy coaches, online course creators, service providers, and business owners who want to create simplicity, clarity and organisation in their business but don’t have the time to figure it all out on their own.
Whether you’re overwhelmed by where to start, stuck in the planning phase, or nervous about tech, these templates are perfect for you.
They are designed to save you time by giving you a clear step-by-step process and done-for-you templates so you can quickly get your business back office planned, organised, (automated - if you so want!), and working for you - quickly.
DO I NEED TO KNOW CLICKUP TO USE THESE TEMPLATES?
You need a ClickUp account to upload these templates. The templates are designed to be used on the free version of ClickUp however I do also provide more advanced options that are available on the paid versions if you would like to use those.
You don't need prior knowledge or experience with ClickUp. In fact, the step-by-step tutorials are designed to help you learn how to confidently use ClickUp in your own business.
HOW LONG WILL IT TAKE TO SEE RESULTS?
The templates take just a matter of minutes to upload. And whilst they are good to go, you will want to add your own details. Customizing the individual fields will take a bit of time but will depend on how much customization you want to make. If you follow the steps laid out in the tutorial videos, you'll be ready to use your fabulous new boards in no time.
IS THERE SUPPORT INCLUDED?
The templates are accompanied by step-by-step video tutorials and access to our Success Simplified Facebook group. They do not include 1:1 support, but after your purchase you will have the option of purchasing coaching/support separately if you would like more hands on support or would like us to create a custom setup for you.
LET ME INTRODUCE MYSELF
hi, I'm Emma Johnson
The Systems and Tech Queen !
... and I have been helping online business owners ditch stress and overwhelm, by simplifying their business processes, since 2018.
You’ve got the expertise, but the tech, the strategy/plan, and just knowing where to begin can feel like huge hurdles. And that is where I come in!
As a thriving Business Success Strategist, wife and mum to 2 gorgeous boys, I have built my business to run like a well-oiled machine so that I can impact my clients AND enjoy the freedom to be with my family when I want.
My mission is to simplify the process and empower you to focus on what you love-teaching and transforming lives-without getting bogged down with the tech or back end of your business.
I’ve created these ClickUp templates and tutorials specifically for busy entrepreneurs who want their businesses to run efficiently and effectively.
It’s all about saving time, reducing overwhelm, and getting you results with tools and strategies that actually work.
Ready to Transform Your Business?
Whether you're looking to overhaul your entire workflow or just need a specific solution, you can dive into the templates on this page. Choose one or grab them all - each bundle is crafted to meet your unique needs. As your business grows, so will the selection of resources available to you.
It's time to take control of your business and create the freedom you crave.
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