Allow me to introduce Angela Vorphal, an amazingly talented entrepreneur and our first DaSilva Life case study!
Angela is an Early Legal Career Coach who helps law students navigate school, score high grades, and land a legal career on their own terms. She does this through tons of incredible resources, including:
In other words: Angela has a lot going on. That’s when she came to DaSilva Life to organize her business and processes.
It’s easy to see why Angela needed a hand in the form of tools and processes. She was overwhelmed, using multiple different softwares and tools to run her business, and felt like she couldn’t keep up with everything. Angela was also managing her entire business through Asana, which she had outgrown and was no longer working for her wants and needs.
Based on Angela’s business needs, we decided that ClickUp Consulting would be the best solution for her. ClickUp is DaSilva Life’s go-to, all-in-one project management tool that helps grow and scale businesses – and it’s what we use to manage our own business. We also love it because of all the amazing features, like:
So, Angela opted for a Custom ClickUp Build, which included a complete audit of all her business’ tools and processes. During this, we were able to uncover the exact issues Angela was running into. Where was she experiencing the most roadblocks? Which tasks and projects needed processes? And which processes needed streamlining?
From there, I built Angela’s ClickUp with templates, integrations, workflows, and automations. Then, after a final team training, it was time for Angela to hit the ground running!
I’ll be honest: When Angela was first introduced to ClickUp, she was worried that she was trying to fix something that wasn’t broken. And it wasn’t that surprising of a reaction!
That’s because tons of business owners like Angela become so used to managing their business in their own self-taught way. More often than not, they don’t know there are better ways to do things. And even if they do, it’s too overwhelming to know where to start.
But through training and off-boarding support, Angela was able to familiarize herself with ClickUp and see a brand-new way of doing things.
Not to mention, we always do the best we can to make a solution that works for YOU. We know systems are not one size fits all, so our process is very custom and we go through as many revisions as needed until it is just right.
“Having Kristi build out our systems and processes in ClickUp was a game-changer. It allowed me to go from what felt like a one-woman show to a fully integrated and interconnected team,” she said. Here’s what else Angela had to say about her new system:
“Oh my gosh, where do I begin? I would have to say the beauty in having everything in one place takes the cake.”
“My favorite part was how much importance Kristi placed on figuring out the hard questions and the processes that weren't immediately or easily figureoutable. She took those on every single time and found a way to make them clear, streamlined, and efficient. Absolutely amazing!”
Side note: ‘Figureoutable’ is our new favorite word.
“Calm, confident, strong, and able to figure out any new project that will be thrown our way in the future!”
“Hell yeah!”
Two simple words that are music to my ears.
When it comes to your business, investing in the right tools (and the right help!) can change everything for the better. And when it comes to custom projects at DaSilva Life, we don’t settle for templating.
We’re ready to build exactly what you need and – more importantly – make sure you feel good with the solution. Because what works for Angela may not work for you, and what works for you may not work for someone else. That’s why we’re ready to help with a customized solution for your unique hurdles, processes, and goals.
So, are you ready to take your business to the next level through ClickUp? Explore all of our ClickUp Consulting services to find the one that works best for you. If you’re not sure where to start, just reach out to me, and we’ll work together to come up with the right solution for you and your biz.
