Your Toolkit for a More Organized Business
Practical resources designed to help you implement systems with ease.
Sometimes, the hardest part of creating a new system is just knowing where to begin. I've created this collection of my favorite free templates and resources to give you that simple, practical starting point.
These are tools designed to help you streamline your operations, get organized, and create a little more breathing room in your day. Please feel free to download and use anything here that feels helpful. I hope these resources support you as you build your business.
Launchpad - An Introduction to TravelJoy
This self-paced digital course is your friendly guide to mastering TravelJoy without the overwhelm. Learn to create systems that reduce daily stress, save valuable time, and help you focus on planning incredible client memories.
$100
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The Business Efficiency Toolkit: Find Your Focus, Reclaim Your Time
Trade business chaos for calm focus with this comprehensive toolkit. Use proven templates to create clear systems for your operations, projects, and quarterly planning, giving you the space to lead effectively.
$27
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Strategize Your Success - Monthly Membership
Template "My Business Success Plan" for your organization to use going forward. 1hr call to answer your questions and get you started. Private Community for business weekday Q&A. Ask your technology, strategy, project management questions. (48hr response, Rules & Restrictions apply). Renews monthly. 3 month minimum.
127.00 USD / month
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The Business Center
Stop wasting time: - Toggling between a dozen different apps - Searching through email chains for key documents - Wondering what your team is really working on. The Business Center Hub is the all-in-one, foundational system designed to run your entire business from a single, organized place. This comprehensive package isn't just a template; it's a complete Business Mission Control Center built inside ClickUp. It integrates key aspects of: - Operations - Team Management - Strategy - And So Much More. From your 90-day plan to your team directory and operational SOPs, this hub connects every moving part of your business, giving you unparalleled clarity and control. This full package is for you if: You feel like your business operations are scattered and chaotic. You want a "single source of truth" for all critical company information. You're ready to stop managing tasks and start orchestrating your business strategy.
$1495
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Fully Configured Business Center
You Need a World-Class Business Hub. You Don't Have Time to Build It! Description: You see the power of a fully integrated Business Center, but the thought of building it yourself is overwhelming. The trial-and-error, the complex automations, the hours spent watching tutorials—your time is better spent running your business. This white-glove configuration service is your ultimate shortcut to a perfectly optimized ClickUp system. We'll work with you to understand your unique business processes and then custom-build your entire Business Center for you. This isn't just a template import; it's a comprehensive, done-for-you implementation designed to streamline your operations from day one. Our Configuration Service Includes: A deep-dive strategy call to map your business needs. Custom build-out of your entire Business Center, including all relevant hubs. Implementation of key automations to save you time. A live training session for you and your team to ensure confident adoption. 30 days of post-launch support to answer questions and make adjustments."
$3995
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Business Center - Operations
The ""How We Do Things Here"" Manual Your Business Desperately Needs. If you're the only person who knows where to find key documents, how to execute a critical process, or what software the company pays for, you don't have a business—you have a bottleneck. The ClickUp Operations Hub is the central brain for your business. It's a dedicated space to document and organize all of your company's operational information. Store your business plan, document your frameworks and Standard Operating Procedures (SOPs), keep a list of key software and automations, and house all your essential company resources. This hub makes your business more scalable, efficient, and easier to manage for everyone.
$297
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Business Center - Efficiency Hub
Turn Your Big Plans into Real, Executable Actions. A great strategy is worthless without execution. If you find your team is busy but not productive, or your 90-day goals get lost in the shuffle of daily tasks, you have an efficiency problem. The Efficiency Hub is designed to bridge the gap between your high-level strategy and your team's day-to-day work. This hub provides a clear, focused space to house your current 90-day plan, manage key project backlogs, and ensure your team is always working on the right things at the right time. Stop letting important projects become a black hole and start driving measurable progress on your most important goals. This hub is perfect for: Translating quarterly goals into actionable tasks. Managing and prioritizing project backlogs effectively. Maintaining focus and alignment across your entire team."
$297
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Business Center - Teams Hub
Manage Your People, Not Your Paperwork. As your team grows, so does the administrative complexity. Where is that contractor's contact info? Who approved that time-off request? What is the official job description for the new role? The ClickUp Teams Hub centralizes all of your essential people operations. This template acts as a lightweight HRIS (Human Resource Information System) right inside your favorite work tool. Create a central directory for all employees and contractors, manage time-off requests with a clear approval process, and store important documents like role descriptions and onboarding checklists. Give your team the clarity they need and give yourself a break from the administrative headache.
$297
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Business Center - Meetings Hub
Run Every Meeting with Purpose, Clarity, and Action. How many hours have been lost to meetings with no clear agenda, no actionable next steps, and no record of what was decided? The ClickUp Meetings Hub transforms your meetings from time-wasters into productive, organized sessions. This template provides a single place to manage everything meeting-related. Build collaborative agendas, track attendance, assign action items in real-time, and store meeting minutes so they're always easy to find. From pre-meeting prep to post-meeting wrap-up, you'll ensure every meeting pushes the business forward. Features include: Reusable templates for recurring meetings (e.g., team check-ins, project kick-offs). Automated tracking of action items and assigned owners. A searchable database of all past meeting minutes and decisions.
$296
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Business Center - Social Media Tracker
Go from Chaotic Content Ideas to a Polished, Consistent Social Media Presence. Are your brilliant social media ideas scattered across notebooks, phone notes, and random documents? Do you struggle to plan content consistently and collaborate with your team? It's time to end the chaos. The Business Center - Social Media Hub is your all-in-one command center for planning, creating, and managing your entire social media strategy. This template provides a centralized idea bank to capture inspiration, a dynamic content calendar to plan your posts, and a streamlined workflow to take content from draft to approval to scheduled. Stop posting on the fly and start building a powerful, organized content engine. This hub helps you: Never lose a great content idea again. Visually plan your content across all your platforms. Track post status, manage approvals, and collaborate seamlessly with your team.
$297
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Business Center - Lead Generation Tracker
The Lead Generation Tracker is a custom hub you build in ClickUp to track and manage all lead outreach before they move to a proposal/ discovery call where they move into your CRM
$197
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The Tech Audit Cheat Sheet
Conducting this technical audit will assist in identifying duplication and missing structure within the technical infrastructure of your business. The process is straightforward and conducting and maintaining the audit annually will result in manageable technical spend
$27
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Standard Operating Procedure Template
The perfect first step to a calm, consistent business. This easy-to-use template helps you create clear Standard Operating Procedures to streamline operations, empower your team, and build a business that can thrive without you.
$15
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Clarity Call SOP Template
A simple framework for confident client conversations. This SOP helps you build genuine connections, present your value clearly, and turn initial chats into wonderful client relationships, reducing the stress of sales.
$15
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Cashflow Worksheet: A Clear Path to Financial Peace of Mind
A clear path to financial peace of mind. This easy-to-use template helps you gently track income and expenses in one organized place, calming the chaos of financial guesswork so you can plan with confidence.
$15
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