Managing a web design agency doesn’t have to be difficult, especially when you have tools like ClickUp at your fingertips. ClickUp can help you streamline your processes and delegate your tasks to your team, in such a simple way that will make it easier to grow your company.

In this video tutorial, our guest and friend Julie Moe from the Gutsy Mama Project shares with us how she uses ClickUp in her web design agency to keep track of every part of the process, and how her own clients use ClickUp to build their own agencies.

Get in touch with Julie Moe ➡️

P.S.: Click the hyperlinked text to go exactly to the part of the video where we mention each feature!

Start here – this is the very first step for all projects. Make sure you have all your important information in one single place, like links, Google folders, contracts, etc. Julie uses a ClickUp template that she just duplicates whenever she onboards a new client, and it has all the tasks, subtasks, and checklists needed to get started. 

The next step is to divide your projects into phases and use individual checklists for each phase. That way, it’s easier to organize your tasks and lead your project in the right direction, monitoring deadlines with clarity. 

For a marketing agency, the first phase would be “Pre-builds” for each element, for example, for the copy phase, for web design, and finally, the website launch. This is useful because each client has different needs, so you can customize your pre-builds for each specific client following the initial template. 

The next phase is web design. This phase has a specific checklist that helps creators, especially those who are new to web design, make sure they are following through every essential step.

The final phase is the website launch. At this point, the client has already approved everything and is ready to launch their website to the public. It includes steps like setting up their website to receive emails, payment, transferring ownership of the website, and all other final details.

Finally, Julie recommends using ClickUp to save ideas and inspiration for your work. She uses the ClickUp Chrome extension to take screenshots of websites that she likes and creates an inspiration board right within ClickUp.

Watch Amalie Show You How To to Manage a Web Design Agency with ClickUp:

Read The Managing Web Design Agency with ClickUp Video Transcript

Amalie Shaffer 0:02
All right, welcome back to ClickUp Mastery. My name is Amalie Shaffer, I’m with Systematic Excellence Consulting. And today, I have my friend and colleague as my guest. And we are going to go over managing a website design agency using ClickUp. And Julie is, has been a client of mine, we’re also friends. She is the founder of Zooby Media and the creator of the Gutsy Mama Project. And I’m really excited for you to be here.

I know that we created this template initially for you to use, but then we turned it into a template that your mama’s can use. And yeah, so just tell us a little bit about your business, about the Gutsy Mama project. And then I definitely just want to roll right in and show them the template and how we’ve set that up to manage a web design agency.

Julie Moe 0:57
Yeah, absolutely. I mean, Zooby media is a business I’ve had for a long time. And I never really did it with any systems. And when I started to get really busy and started to bring on people and virtual assistants and things like that, I knew that I needed to figure out the way to make it all happen. So that things would be in one place, because I was starting to spend an endless amount of time searching through emails on every project, which just cuts into your profit margin, because that’s just more time that you spend searching emails where you could be designing or better yet not working. And spending time with your family, doing things that you would prefer to be doing, rather than going through that.

So Clickup was kind of the way that I decided to go with because I feel I felt like it had like the Trello elements and sort of the Asana elements, you know, and visually it worked for me, I’m a visual person, and then support and things like that. So when I decided to go with ClickUp, I went all in on ClickUp. And I’m really happy I did, I’m really happy that I at the same time hired you to help me with.

Amalie Shaffer 2:06
Yeah, yeah, it was a great opportunity to build it out. You had already and it’s not like you didn’t have them. I think when you hired me it forced you sort of to kind of to brain dump all the things that you had, was great, because you needed to do it anyway. And because you weren’t growing. And you know, as you grow as you build a team, you need all those elements, you need everything out of your head and on something that someone else can follow, you know?

Julie Moe 2:34
Absolutely. I mean, it finally forced me to write down like, these are my systems. Yeah, this is how I do this. And when I did that, it really, it a) forced me to streamline. Wait, it gave me the opportunity to be like, “Okay, what can I give to someone else? What can I give to my virtual system? What can I take off my plate and assign to someone else?” And then it also helps me just refine that process in a way that helped me just save time.

Amalie Shaffer 3:04
Yeah, like, where are the inefficiencies? Because you don’t know where the inefficiencies are, unless you know what the whole, unless you can see the whole process together. Otherwise, how can you even, you know, you have to scope out a project before you know how long it’s gonna take, right? So you got to scope out the process before you can say like, where the inefficiencies are, whatever.

So I think it was a great opportunity, you know, for both of us. And it was nice to, for me to get the opportunity to build out a template for you, using your processes. So basically, I just translated what you already had into ClickUp. I, you know, I just translated it, and then being able to use the templates, the shareable templates in ClickUp where you can, now you can share them with all of the women in your group, which is really helpful. It’s a great starting place.

Julie Moe 3:55
100%. And it gives them a checklist to follow, you know, the months that gets on projects. Some of them have never built websites, or some of them have, but they’ve never done it in sort of an agency status. So just being able to go through and click off and go down the list and have the knowledge that they haven’t missed anything. It’s so helpful. And it, it really helps them refine their processes from the beginning, rather than waiting several years, like I did to like get to the point where I had to make a decision.

So when they start at the beginning, and they’ve got these checklists and templates that they can follow through for each step. And it creates a roadmap for them really needed.

Amalie Shaffer 4:38
Yeah. Awesome. So can you tell us a little bit about the Gutsy Mama project, and then I want to roll into the because I want to give you an opportunity to share about it. And then at the end we’ll say where they can find it. But if you just want to tell us a little bit about that program.

Julie Moe 4:53
Sure. Gutsy Mama project is a course that I have built on because I recognized when I became a mother that for me working outside of the house didn’t work and being a stay at home mother didn’t work. And each had a different layer of guilt; either mommy guilt or mommy money guilt for me. And I enjoyed working, I enjoyed creating projects. So I started building Squarespace websites. And I recognized when my daughter was a few years old that other moms probably want to do the same thing too. So I created that Gutsy Mama project to give moms all the tools that they need to build, grow and scale a Squarespace agency.

You know, going from never built a website before to badass gutsy website designing mamas. So that’s why I created the gutsy mama project.

Amalie Shaffer 5:41
Well, I love that. And that’s so great. And I actually still work with the women in your program. And it’s really awesome. It’s such a great experience. So all right, well, let’s just dive in here. So if you want to share your screen and pull up the template that we built, and let’s just kind of talk through it and what the important elements are of it and all of that. Just you know, and I’ll try to think of all the questions that I imagined people will ask while they look at it.

Julie Moe 6:09

Amalie Shaffer 6:13
Awesome. Okay. So alright, so we were starting here, and let’s just talk through just the main portion of this. This is from like, kind of the beginning like you’ve onboard the client, and then you’re here. And now what do you do? Right? That’s kind of like the setup here. Okay, perfect. And let’s, do you want to start at the beginning. And let’s talk through the different phases, why do you split it up that way into those phases?

Julie Moe 6:44
Okay, so this is where I start. So instructions here, this list actually created a board in here for important links, because it’s nice to always have one page one place to go to. So this is where you, I keep my, you know, a link to my Google folder and any Google information they have for them any important contracts, this is where I link to their dubsado project, if I want to have that. So I can have that for myself, and be able to go to one piece for it.

And then I’ve broken this out into pre-build, like pre-build for copy phase pre-built for web design phase, web design phase, and then website launch. And the reason I’ve broken it out as I have is because some clients only need web design or web development, or some need copy, some need more or less. So I’ve broken it out in such a way where I can add these different phases to projects as they’re needed. So and then I can put the time frames on them based on that. So I’ve broken it out in that way so that I could really personalize it for every single client.

Amalie Shaffer 7:53
And then this is actually a folder template so that when you get a new client, you duplicate the folder, which is something I’ve mentioned in previous videos, I do, we do the same thing. So like when I help build out templates and stuff, I do it a lot based on how we do things. I always tell people, this is just one way to do it, there’s millions of ways to do these things. But you have a folder. And so when you get a new client part of your onboarding process is to duplicate that folder. And it’ll include all of these, this list all of these tasks and subtasks. And then if you don’t need them, you just delete them, right?

Let’s say you don’t need a portion of it, you’ll just delete it and go from there. So I think the important thing here is figuring out like the first step to when you have an agency, right, you’re gonna have no matter what kind of agency you have, most likely, you’re going to have repeating projects. So if you’re an ad agency, you’re going to have the same sort of projects, if you’re a web design agency, you’re going to have the same sort of project. So it’s a good idea to build out, okay, what is a general project look like for you. And that’s what we did here, right? We built out what a general project, that doesn’t mean that you’ll never get a project that is something different, right. But this is the main thing that you would be doing.

And also it applies to your to the women in your group. This is the main project that they’ll do. So even though you have some custom projects, you can come in and change this based on that. But this is the general project that or service that you offer. And I think that’s important when people are starting that I get that a lot of people have, you know, customized services, but in order to make your life easier, you want to get that initial sort of, okay, what’s the basic service that I offer and then I can customize these tasks based on that and that’s what we did.

Julie Moe 9:42
And it’s just kind of like the overarching umbrella of your business. You know, if you’re a marketing company, you want to rank them start your marketing steps and you can break it down if you’re doing web design or social media or whatever it is, but you kind of want that overarching umbrella, a standard operating procedures so that you can just get them down like the biggest hairiest most important things you need to do for your clients. Like, let’s put this in a list right away, so you can make sure not to miss anything. Yeah. Because I don’t know about anyone else. But I was keeping all of these things in my brain.

Amalie Shaffer 10:14
And that’s hard to do when you get past like three clients? Right?

Julie Moe 10:17
Yeah. And it’s hard to do it when you’re a mom too, mommy brain is real. Any moms out there watching will tell you that it is real. So having these things written down in a checklist that I don’t have to write down singularly every time for each project has been a really, really nice change.

Amalie Shaffer 10:34
Yeah. And let me ask you this, do you give your client access to this list? Do they see this list when they are on boarded?

Julie Moe 10:41
They do not. This is for me, I have certain notes in here for myself, like little things that they have– this is my list of all the things that they have no need to know about? You know, the hundreds of little things that no, not hundreds. But the several little things in a web design project. Most clients just think, “Oh, you put in images and words.”t And then you get a website with a bunch of little smaller things to design things and SEO and making sure that all your URLs are right, and all these things that clients don’t need to know about. And that I keep in these lists. So make sure not to miss anything.

Amalie Shaffer 11:17
Yeah, awesome. Okay, well, let’s go through the phases, if you don’t mind, let’s look at like, the pre-building copy phase and what those subtasks look like, let’s just kind of dive in here.

Julie Moe 11:27
Yeah. So like I said, you know, personalized client questionnaire inside the Gutsy Mama project, I give moms questionnaires, and that really walk them through each phase of copy in a website. So and part of that is a client custom client questionnaire that really dives deep into what information clients need to have on their website.

To make it money-making, to make it convert people into clients. And so that’s in here, you know, competitor research, review the client copy, questionnaire, write the copy, make first draft, make revisions, send revised copies to clients, because you really want to have these things timed out. All the things when I work with a client as part of the boundaries that want to set. And so what I really recommend is that I put things on a deadline.

So in my contract says, okay, you’ve got one week to make revisions, I’ll send you the revised copy by this date. Once we’re there, we are finished. And we’re moving on to the next phase. So we can add all of those in and add these dates in. So complete final draft of copy. So that’s sort of the space for writing copy. And we can, based on the length of the project, we can change those and update them and putting due dates, and work in the schedule. And we can do that all at the beginning, right when we have the contract signed, because all that information is in there.

Amalie Shaffer 12:50
Awesome. I just want to make one note here. So with checklists, you can assign checklist items to people. You can’t give them due dates, though. So for you, Julie, this works out fine. Because you may only have, right, you or a VA that’s supporting in some ways, it’s a bigger team, a bigger agency, taking a critical look at what where you’re delegating to other people. And that to me, kind of puts my mind in the mindset of okay, it needs to be a subtask versus a checklist.

For you, this works as a checklist. But when you, if you grow any larger, this is something you and I’ve talked about that then it would need to become more of like a subtask versus a checklist item, because you’re going to be delegating to more people. But right now it’s you and you have a VA that would be supporting you on some of these things. So it makes sense that you have checklists, and this is just a reflection of the of the SOP that you have written out in a Google Doc, this is more of like a reminder, like, don’t forget to do this thing, you know what I mean? It’s like, okay, got it. Got it. Got it, right.

These are all things, you know, and these aren’t the step by step instructions. This is just, hey, don’t forget to do these things for this stage in the project. And I have a side note, for anyone watching, the checklist isn’t meant to replace the SOP where it has, like, go here and do this thing, right? That’s the SOP. This is a reminder of, here’s all the things that I don’t forget to do you know what I mean?

Julie Moe 14:25
Right. 100%. And like, that’s part of the training, I’m not going to put all of that in my SOPs, because you know, when I share these with the moms, there’s videos, and there’s a whole course about how to do these things. So they can take these in reference back to the course. And once you know how to do them, you kind of know how to do them.

Amalie Shaffer 14:43
Right, exactly. And it’s more of just a reminder, like, if you have a lot going on, you can quickly look to say, Oh, I didn’t I forgot to do this one thing and I can do it cool.

Julie Moe 14:52
Yeah, and especially in phases later on, like in the launch phase when you’re getting ready to launch a website, you know, making sure that all your URLs are right, and making sure that your SEO is set up, making sure that all your meta tags are and all those things.

When it gets down to the nitty gritty little details of your project, especially when you’re finishing up, you don’t want to miss anything. That’s when this checklist can be like, boom, boom, boom, boom, boom, boom, boom, I got all of these things done. So it’s really just about okay, I got this done.

And the checklists are helpful too, for like QA if you do have people working on it, and your QA to see, okay, did everything get done that needs to get done? You can quickly look at the checklist to see, you know, did they get it done or not? And so, I think, if anyone watching doesn’t like the checklist, you could absolutely make each of these subtasks. Do I think it’s necessary? Not always, but it could be if you wanted to. And that’s what’s great about ClickUp. There’s a lot of flexibility with that. So let’s move on to the next stage. So that was the pre-builds. Now we’re in the web design.

Mm hmm. I don’t have I’m missing some stuff in here.

Amalie Shaffer 16:08
Okay, well, that’s fine. Anyway, no problem. This is the pre web design phase. Again, there’s checklist items on this. And you do, we did link your SOP in up at the top of the task, right, so we have that available, too, which is really helpful. And we’ve put all of the Client Onboarding, and each of the phases in here, which, you know, makes it really nice. Okay, well, let’s, let’s go to the next, let’s go the next phase.

Julie Moe 16:47
You know, that piece looks about right, because it’s a shorter phase.

Amalie Shaffer 16:51
And so this is the longer one. And again, these are just reminders how to do what needs to get done. We want to when you have an SOP and a checklist, you want to have both available so people can follow the SOP easily. But also, you know, check, check items off. But the nice thing is, once you create a template of this, you don’t have to recreate this every single time or you just create at once. So do you want to talk through this phase a bit?

Julie Moe 17:19
Yeah, so this is really, I don’t necessarily need all of this detail, because I’ve built a lot of websites. And I have my way of doing especially when it comes to actually building and designing a website. But this is really set up for the moms in the Gutsy Mama project, who’ve never built a website. So they go to a Squarespace template and they just look kind of deer in headlights. So this is really like taking them from start at the top, add your logo, add your favicon. So it’s like a bunch of little details.

Some of them are like little details that I see on people who built their own websites that they didn’t take care of that made them look like oh, by the way, I built my own website, and PS, I can tell. So a lot of these things are the little tiny details that they need to know how to do. This isn’t me telling them like this is how you add your favicon. But this is me saying make sure that you do that. So it really takes them from, you know, starting at the top of the website and building the website down all of the steps I take on every website build that I do now out of muscle memory. And now these moms can know that, okay, I’m going to take them through every little task they need to do in order to make this happen.

Amalie Shaffer 18:34
Awesome. And then this kind of also helps with, you’re referring to the women in your group. But this applies to if you’re growing a web design agency, and you have team members coming in and taking on pieces of this, you’re essentially going to need the exact same thing because they’re going to need to know like what are the little steps, especially if you’ve hired or brought on new web designers on your team, or, you know, you’ve moved someone from graphic designer to web designer or you know, hired internally, something like that, you know, these are the same kinds of things to have. And even if you do know the steps by heart, it is important, especially when you have multiple people working on a project, to have these kinds of details in there.

For each of our producing videos, right, my copywriter, the copywriter and the designer know what they need to do. But I still have a checklist for them because things happens. People skip over things, whatever. You know, things get missed, but it’s just a reminder to them, but it also makes it easier for me because I can quickly go see, okay, what have they done? What do they have to, you know, what do they have left to do? How much you know, maybe that’s only 30 minutes of work left, like I can quickly look at that based on seeing the progress they’ve made on the checklist. Go ahead.

Julie Moe 20:08
No, I’m sorry, I was just saying it, it also makes it easier for my virtual assistant, who is not necessarily a web designer, some of the smaller tasks that aren’t super design heavy that they can handle for me, I can easily just go, you know, send that off to them. So it makes it a lot easier on that side as well.

Amalie Shaffer 20:27
Yeah, that’s great. Yeah. And I just wanted to draw the line to like, this was built with the idea of helping the women in your kind of program, and to assist them in building their own agencies. But if someone watching has an agency right now, or is growing their agency, this still applies, like having these kinds of details is important. It’s really about you know, offloading your brain, like getting all of whatever’s in your brain out somewhere where other people can read it and take action on it.

Julie Moe 21:02
And you know, these things are constantly changing too. So just the fact that I can update these templates. So simply, like Squarespace itself is constantly changing the features or adding new things. And not only that, as you take on different kinds of clients, you might need to use different kinds of services, and CRMs, and all of these things. So you can add those in really easily to the template, and then it’s just there forever into all of your future projects was just so helpful.

Amalie Shaffer 21:32
Yeah, that’s a great point. Okay, cool. Let’s go to the next phase here, you had, I think it’s the launch phase. So this one we put as subtasks. I actually did that and the reason I did that is because a lot of these things will happen at different times, right? Like when I think about whether I’m going to use subtasks, or checklists, and it’s for something just for me, or just for one person, I think about the timeline.

So if the task or the action is going to happen at a different time, like each line item is going to happen at a different time, I generally put them as subtask, because what it allows me to do is assign due dates for them, like so the overall task will get a due date down the road, and then I’ll reverse engineer it and start putting due dates to these other items. And the reason I did this in my mind, because it’s kind of how you had it built out in your notes when I was building from it, was that a lot of these things aren’t going to happen all at once. Whereas that web design one, it was the items that were all gonna happen at one time, where you sit down and design it, this is like, yeah, okay, well, I gotta collect payment, got it. But then the next thing, like, you’re not going to collect payment and get the Client Testimonial at the same time, you’re going to need a reminder for both of us, right?

And that’s why I kind of decided that’s sort of my thought process when I’m building them out. Like for myself, too. And for my team is okay, well, is this something that happens at different times? Or is it something that’s going to happen all at once? And how many people are working on it? And that’s how I kind of decipher whether it’s a checklist or a subtask item? So yeah, that’s a great way to think about it. Yeah. And so for this one, so this is like your launch? This is end piece. So when you’re in this phase, at this point, have you already had the client review it?

Julie Moe 23:42
This point, the client is like, Yes, I love it. Okay, let’s launch it. So this is like launch phase and like everything after setting them up to receive emails, so you can check in and getting testimonials, payment, transferring ownership of the website, launching it, all of those things. That’s when this phase comes into final play.

Amalie Shaffer 24:06
Yeah, yeah. And, I see that you have, sometimes I know that you sometimes do additional copywriting for the client, just for the website. What point in your process here would you do any additional, if they asked you for maybe an email sequence? Or I’m trying to think of some other copywriting that you do for them? When would you do that piece of it? In this process?

Julie Moe 24:37
I would probably do that somewhere in web design in the earlier phase. So that like sometimes I have clients who helped me, you know, asked me to help them with say, a lead magnet, which would be in like the lead magnet and the email phase would actually kind of be separate. So that would kind of go concurrently so that I could launch a lead magnet with a six email sequence or seven email sequence right on its heels.

So that would kind of go congruently I’m probably in tasks somewhere. So that would be a separate phase. But it works very similarly to the the website writing phase. It’s really more of messaging and making sure that messaging is sort of the same. But I’ve lots of clients who bring me on for, you know, web mastering. So that’s kind of a monthly thing where I check in every month, make sure everything’s going nice, and everything still looks pretty. Because, you know, the internet is constantly changing.

So and then I can create tasks and give them to my VA, like, Hey, I noticed this on a website, can you go fix it? Just like, something that happens?

Amalie Shaffer 25:46
Yeah, yeah. Gotcha. And then, there was one other thing that you were going to share, how you kind of save ideas, do you want to show that? I think that’s really helpful.

Julie Moe 26:08
Yeah, so I wanted to share this. And it is really helpful, because this isn’t my exact work. So I don’t want everyone to see what I’m inspired by. But this is a copy of my board. But I use the ClickUp Chrome extension to take screenshots of websites that I really like. So just as sort of an inspiration board, it’s like my own little website, Pinterest board, I guess you could call it. Because you know, little secret, everyone takes a little bit of inspiration from everyone else. And that’s great. So I use this as a way to keep myself organized. So if I’m looking to build a black and white website, you know, I’ve got some examples of like my websites, if I’m looking to build a neutral colored website, I’ve got some examples of neutral color websites.

So I really, if I just go to a website, and like, wow, I really like the layout of this. So that I can go somewhere when I’ve got a new project. And I’m trying to think of it because I try to make every website special, every website look a little bit different. So, I can go to my inspiration board and be like, let’s go ahead and look at that. And it’s just become a really nice way for me to organize these things, because I won’t even show you my Chrome bookmark bar. It’s just, it’s bananas, it’s completely useless in every way, shape, or form, you know, but I can use this if I wanted to, I love it having an inboard view, it feels like Trello a little bit.

But the Chrome extension app is so nice, just because it takes the photo, it takes the screenshot for you. And I just create a new task, or subtask. I’m in this particular board, and then it just lives there. Really, they get added here. And then eventually I come in and I move it. Okay, so this would probably go into my black and white one, right? Yeah. So I can kind of move things around, it’s a great way I have you know, some sections I’m like, really like how this footer is set up, or I really like, I could use this in a particular section of website or a contact page, that’s really cool. Or even use it as a way to be like, I don’t know how they did that. So if I’ve got a little time, I’m going to figure out the code that they used. It’s a great way for me to gain a little inspiration, it’s a great way for me to, like move forward. And in my own design.

Amalie Shaffer 28:25
Yeah. I love that. And then, if someone is just starting out building their web design or web build agency, what advice, you know, what advice would you give them? As they’re getting started? They’re getting the business up and running. I know, one thing you mentioned was getting a jump on the processes and not waiting on those. And I totally agree with you. What other advice would you give them?

Julie Moe 29:00
Charge for everything. I think as newbies, and people are, when you’re starting your own business, I think that’s some of the best advice I can give you is people want to try and take advantage of you as your friend. And I’m all for giving a friend discount, but I still charge all of my friends for everything. Because they have to appreciate that. And it will make a real difference to your bottom line. And if they’re asking for something for free, if they’re your friend, they’re probably not your friend. And so that’s my first piece of advice. And my second, I have three pieces of advice.

When charged for everything, do your marketing first. Every day, it’s more important than your client work. It’s more important than any of the admin tasks in your business and you know what it should be in your ClickUp on your to do list every day, even if it’s just 10 or 15 minutes of marketing for your business, it’s creating your social posts, it’s writing a blog, it’s, it’s all of these things that are marketing for your business. marketing for your business is probably the most important thing you can do. Because it’s what gets people in your funnel. It’s what gets people in.

And then third, my third piece of advice for anyone who’s started is, online it’s easy to see people always like, “Oh, I did this really fast, blah, blah.” And some people do like, “I made $100,000 In two months.” I’m like, that’s amazing. Congratulations. But that’s the exception to the rule. So give yourself the grace and the time to get a business started properly and practically.

Some people do it in a month. Some people do it in six months. Some people take a year. I’ve got moms, in the Gutsy Mom project. You bought the course, like first thing and are just now coming to do it. And I’m like, welcome, Mama. Welcome back. Let’s freakin do this. Then they’ll email me and they’ll be like, “Can I still work with you?” Yeah, let’s do this. I get so excited.

I’m like, Yay. I see them lurking in the Facebook group and things like that. So I’m like, Okay, whenever you’re ready, come on back. Yeah. Oh, you got to give yourself the time it takes because, it’s very rarely instantaneous for people.

Amalie Shaffer 31:26
Yeah, for sure. Yeah. And just to reiterate, having structure, right. I know, in the beginning, it’s easy to just do the things but having the structure in place. So when you’re ready. Most of the time, when people are ready to hire, it’s almost too late. Because they’re like knee-deep in the shit looking for someone to help them. But there’s no way to help them because everything’s in their head. So it’s just this sort of evil cycle of like, everything’s in your head, you’re knee-deep, you know, you’re up to your eyeballs in work, you need help right now. But you don’t have anything written down. And it’s just like, it’s so hard.

Because when I come into situations like that all the time with clients, and I think Oh, my goodness, like, if you were to just hit me up, like six months ago, we could have avoided this pain point where you’re at right now, you know, and it might seem like a lot of work in the beginning to kind of get some of these things in place. But it’s so important.

Julie Moe 32:23
Yeah, and I think I think when you’re just starting out, people don’t realize you’re the CEO of your company, right. But they don’t realize the other positions, you’re the chief marketing officer, you’re the chief operating officer. So ClickUp can help you be the chief operations officer that you look to be. And for me, like I’m a creatively brained person. So having these things that are said, I like having, I looked at ClickUp and I was like, I need you to help me set this up, please. Because my creative brain didn’t do this, it was just different. So but having this and having the options to have it look creative, like this in the board, and then being able to be like, “Okay, I know that I really only have one thing that I have to do, I have to go to ClickUp.” And get all these things and see what I need to do today, as opposed to the 75 post it notes and the four notebooks with random things written in them.

Not gonna lie. That’s what it looked like. As a creative person taking knowing that all I have to do is go to that one thing is so much better.

Amalie Shaffer 33:34
Yeah. Awesome. Okay. Well, this has been really amazing. I’m really grateful that you joined me. If you can tell people where to find out more about the Gutsy Mama project. And I will include the website in the show in the show description so that they can access that but if you want to just share with us now where they can.

Julie Moe 33:53
Yeah, if you are a mom and you are interested in building, growing, and scaling a Squarespace design agency, go ahead and visit me at If you’ve got questions, you can visit me in the Squarespace for moms Facebook group, and I’m happy to answer them or just slide into my DMs on Instagram at Gutsy Mama Project.

Amalie Shaffer 34:12
Awesome. Well, thank you so much. And if anyone has questions, leave them in the comments. I will answer what I can and I will let Julie know if there’s any that I cannot answer and she will help me answer them. And make sure you subscribe to catch my future videos. And like and share this with anyone that you think would find it helpful. So thank you again so much. I hope you have a great day.

Julie Moe 34:38
Thanks, Amalie.

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