System Optimization Sprint
Believe it or not, you’re just one month from an optimized system that actually supports your needs.
We said what we said. ;)
Let us audit and optimize your project management system or CRM for a complete system refresh in just 30 days.
Your system optimized in only four weeks
The System Optimization Sprint is a four week project aimed at optimizing a single platform within your tech stack. While this project happens quickly, it’s still a laser focused deep dive to ensure a thorough optimization of your system. After 30 days you’ll get: an audit for one core system, recommendations on what to optimize, and implementation of all approved recommendations.
The System Optimization Sprint — or, SOS (you get it) — is for the business owner who’s identified the leak in their systems bucket and needs expert assistance in getting it fixed, fast.
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The Clock is Ticking
Being a business owner can mean death by a 1,000 subscriptions, and the last thing you want is to be shelling out money for a system that doesn’t actually support your needs. That’s what was happening to Staci at The Banyan Tree, when she realized she was paying for ClickUp every month, but she and her team were not really utilizing it for their project management. What was worse… they were losing time each month doing the same repetitive admin tasks that should have been done on ClickUp.
When she sent out an S.O.S. to Upwell, we swooped in to turn her ClickUp into a project management tool that actually worked for and her business. Her team now enjoys using ClickUp, and they keep asking themselves the question, “why didn’t we fix this sooner?”.
It’s easy to keep putting off problems that don’t feel pressing, but each month that goes by without systems optimized to work for you, is a drain on your business that could be easily avoided. Just think what you could accomplish 30 days from now with an optimized project management tool or CRM!
Every marathon comes with a few quick sprints… we’re in it with you for the long haul, even when we say, “race you to the next milestone.”
While we always offer and recommend holistic solutions to your business, sometimes you need a quick fix. The System Optimization Sprint is for that SOS moment, when you know the exact system that needs another pair of eyes and some strategic TLC.
This package is only available for our most frequently implemented platforms including: ClickUp, Monday Work Management, or Asana for project management and Honeybook, Monday CRM, or Dubsado for CRMs.
The S.O.S. in action
We worked with one client who was technically using Monday.com as her CRM, but she knew that it was being used disjointedly (or not really at all) and leads were falling through the cracks. She was spinning too many plates trying to fix it on her own, so she brought us in to revamp the system that was costing her money and potential growth.
Once her CRM was set up the way she needed it to work, all new leads were being recorded and tracked properly in the CRM and their sales conversion rate increased. The result? An 80% increase in revenue over the next six months!
The System Optimization Sprint Timeline
Week 1: Focused audit of your chosen system
Week 2: Our recommendations to improve your processes + automations
Week 3: Once we have your approval of our recommendation, we begin implementing updates
Week 4: Finalize implementation and provide documentation of your new processes
The outcome: an optimized system that actually supports your needs.
The total investment for the S.O.S. is $2,800 USD — granting you expedited solutions that will pay you back in dividends over time for your most frequently used systems.
Book YOUR System Optimization Sprint TODAYNote: This service is for the optimization of a platform you are already using. If you are not currently using one of these platforms or need help figuring out the best tech stack and processes for your business, consider our full Systems Audit & Strategy package. If you want to migrate to a new software or need a system built out from scratch, consider our Systems Development & Training services.
What Our Clients Say
“Caitlyn is amazing at helping you get the back end of your business set-up for success. She provides creatively solutions and makes your dream a reality. In our time working together, I’ve loved how I can tell her what I'm looking for and she can provide me with alternative ways of doing things. I don't know what I don't know -- so it's so helpful."
“Caitlyn is a thorough, proactive, and detail-oriented communicator. This is *huge* for me as a busy entrepreneur. In every touchpoint, she makes things easy for me, which is a skill many providers don't have and never learn. It's invaluable.”
“Working with Caitlyn elevates and expands any business! Since working with Caitlyn I have been able to successfully implement processes that were on my "to do list" for ages. One such example is my regular nurturing communication. I had a dormant list for years before Caitlyn came along and she quickly identified and organized a process for me to communicate to my audience. This has created deeper client relationships as well as sales I would not have gotten had it not been for this process. This is one specific example of her company's ability to organize, expand and enhance the marketing strategy and business processes of a business. I highly recommend working with Caitlyn if you desire business structure, process and growth.”
“My overall experience with Caitlyn and Upwell Strategies has been beyond expectations. Every time I jump on a call with her, I know we are going to be productive. What I've liked most is the reliability. Not all small businesses are created equal, and Caitlyn really is a cut above the rest. She's a high-performer with emotional intelligence & business acumen. She's the total package. I'm really fortunate she's made space for my business needs; I'm stronger with her.”
Let's get your system working for you
Every month without an optimized system is costing you time, money, and missed opportunities. In just 30 days, we'll transform your system into something you and your team actually want to use.
