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Systems School

Helping you take the guess work out of systems by creating simple processes that actually work.

Sign up for our free workflow workshop Aug 24-26

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Enroll Today
120+
Students served
99%
Student satisfaction
150+
Video lessons
Taught by a certified systems pro



Right now you might be feeling like...
👉 Tasks are constantly slipping through the cracks because you don't have systems to organize your workload.
👉 Your leads process is all over the place & you're spending too much time sending client files manually.
It is time to finally build the business of your dreams with systems that work for YOU.
WITH SYSTEMS SCHOOL 
YOU CAN
That's why we created a solution to help you...
Save more time
Grow your client base
Make more money
Build your reputation
Introducing Systems School™️
The one-stop-shop membership to give you all of the resources you need to kick-start your business systems TODAY.

Choose the Best Option for Your Business

Template Vault
  • Lifetime Access & Updates
  • 40+ ClickUp Templates
  • Guided Video Tutorials
  • Use Case Workflows & Frameworks
  • Bonus Trainings
  • ClickUp Course Not Included
ClickUp Course
  • Lifetime Access & Course Updates
  • 70+ On-Demand Video Lessons
  • ClickUp FAQ Database
  • Bonus & Advanced Trainings
  • 3 Months of Community
    Membership Access
HoneyBook Course
  • Lifetime Access & Course Updates
  • 50+ On-Demand Video Lessons
  • Plug & Play HoneyBook Templates
  • Bonus & Advanced Trainings
  • 3 Months of Community
    Membership Access
GET STARTED!

Saba Ferdinand

"There's not a single thing my mind can think of that Kristi can't find a way to systematize. My ClickUp is now more efficient and clutter free on my end as a CEO and for my team members."
Install

Shawna Olivera

"Systems School helped me experience the power of ClickUp. I love that I can access + implement the information at my leisure + have the FB group/office hours to answer any additional questions . "
Install

Grace Lamb

"Systems School has reshaped my whole business structure and I feel clearer about and how my business operates. It has so many little gems inside that just helps me figure out new organization tips."
Install

Jill Olish

"Systems School has helped me to understand ClickUp more thoroughly. I have been able to use or modify all of the resources to fit my business needs."
Install

Kayla Wells

"I'm so much more competent in ClickUp thanks to Systems School! It helped me navigate my teams transition from another task management platform so seamlessly. "
Install

Alexis Porter

"I'm organized and on a new system that I completely love now! The HoneyBook course was exactly what I needed to get everything fully transferred over from my old CRM and up and running."
Install

Saba Ferdinand

"There's not a single thing my mind can think of that Kristi can't find a way to systematize. My ClickUp is now more efficient and clutter free on my end as a CEO and for my team members."
Install

Shawna Olivera

"Systems School helped me experience the power of ClickUp. I love that I can access + implement the information at my leisure + have the FB group/office hours to answer any additional questions . "
Install

Grace Lamb

"Systems School has reshaped my whole business structure and I feel clearer about and how my business operates. It has so many little gems inside that just helps me figure out new organization tips."
Install

Jill Olish

"Systems School has helped me to understand ClickUp more thoroughly. I have been able to use or modify all of the resources to fit my business needs."
Install

Kayla Wells

"I'm so much more competent in ClickUp thanks to Systems School! It helped me navigate my teams transition from another task management platform so seamlessly. "
Install

Alexis Porter

"I'm organized and on a new system that I completely love now! The HoneyBook course was exactly what I needed to get everything fully transferred over from my old CRM and up and running."
Install
COMMUNITY & SUPPORT
Systems School Community Membership
Community Facebook Group: we have an exclusive facebook community for our members to get weekly tech support from the DL team.
Monthly Zoom Office Hours: once a month Kristi holds zoom office hours for you to get an added layer of support within the membership.
THE TEMPLATE VAULT
unlimited template downloads
Plug-and-Play Templates: we have created dozens of templates from different industry-standard workflows to apply right to your system.
Video Instructions to Customize: we know systems are not one-size-fits-all, so we give you the instructions you need to customize each template to YOUR business.

Be back soon!

Our Systems School packages are currently under construction.
Drop your details below to be the first in the know when you're able to join us!
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Choose the Best Option for Your business

Join Systems School Today

HoneyBook Course

$497
payment plans available
  • Lifetime Access & Course Updates
  • 50+ On-Demand Video Lessons
  • Plug & Play HoneyBook Templates
  • Bonus & Advanced Trainings
  • 3 Months of Community
    Membership Access
JOIN TODAY

ClickUp Course

$997
payment plans available
  • Lifetime Access & Course Updates
  • 70+ On-Demand Video Lessons
  • ClickUp FAQ Database
  • Bonus & Advanced Trainings
  • 3 Months of Community
    Membership Access
  • Template Vault Not Included
JOIN TODAY

ClickUp Template Vault

$697
payment plans available
  • Lifetime Access & Updates
  • 40+ ClickUp Templates
  • Guided Video Tutorials
  • Use Case Workflows & Frameworks
  • Bonus Trainings
  • 3 Months of Community
    Membership Access
  • ClickUp Course Not Included
JOIN TODAY

ClickUp Course Content

Modules 1-9

Module 1 - Introduction
1.1 Welcome to Systems School
1.2 Project Management Tools & ClickUp
1.3 Features & Pricing
1.4 Setting Up Your Account

Module 2 -Getting Started
2.1 Settings & Notifications
2.2 Adding Team Members & Guests (guest permissions)
2.3 Importing Bulk Info & Transferring PMTs
2.4 ClickApps and Integrations
2.5 Misc. Settings (trash, security, rewards)
2.6 Integrating Your Calendar
2.7 Creating Your First Space


Module 3 - Clickup Hierarchy
3.1 Intro CickUp Hierarchy
3.2 Inside Tasks
3.3 Columns & Custom Fields
3.4 Statuses (vs. Dropdowns)
3.5 Intro to Dashboards
3.6 Notifications
3.7 Sidebar Settings (Goals, Home, Pulse, Layout)
Module 4 - Views
4.1 Intro to Views (My FAVE)
4.2 Filtering & Grouping
4.3 View Settings
4.4 Sharing Views (internal vs. public)
4.5 List, Board, & Calendar View (Basic)
4.6 Gantt View (Dependencies)
4.7 Timeline, Box & Workload (Capacity Planning)
4.8 Table View
4.9 Mind Map View
4.10 Doc View (vs. Regular Doc) & Slash Commands
4.11 Embed View
4.12 Form View
4.13 Activity, Map, & Chat Views
4.14 Whiteboard View

Module 5 - Dashboards
5.1 Intro to Dashboards
5.2 Widgets
5.3 Today's Tasks Dashboard
5.4 Client Dashboard
5.5 Team Member Dashboard
5.6 Brain-Dump Dashboard
5.7 Metric Tracking & KPI Dashboard
5.8 Sales Tracker Dashboard
5.9 More Dashboard Ideas
Module 6 - ClickUp Tips & Dashboards
6.1 Custom Field Examples
6.2 Time Tracking, Estimates, & Reporting
6.3 Recurring Tasks/Legacy Recurring
6.4 ClickUp Chrome Extension (+ awesome email feature)
6.5 Email Integrations
6.6 Embedding Calendar Views on Dashboards
6.7 Color Coding Lists/Folders
6.8 Recovering Doc or Task
6.9 Template Center & Remapping Due Dates
6.10 Updating Task Templates & SOPs
6.11 Everything View Calendar

Module 7 - Advanced ClickUp Tutorials
7.1 Getting Started with Dependencies
7.2 Relationships & Rollup Fields
7.3 Creating Dependencies when a project is not linear (explained)
7.4 Sprints
7.5 Intro to ClickUp Automations
7.6 Advanced ClickUp Automations (Part 1)
7.7 Advanced ClickUp Automations (Part 2)
7.8 Setting OKRs with ClickUp Goals
7.9 Zapier & ClickUp

Module 8 - ClickUp Workflows & Use Cases
8.1 Business/Project Management
8.2 Client Management
8.3 Team Management
8.4 Content Management
8.5 Course Creation
8.6 Goal Setting & Launching
8.7 Personal Use
8.8 Mapping Out YOUR Process (creating workflows)
Module 9 - Managing Your Account & FAQ Database
9.1 Project Management Best Practices
9.2 FAQ ClickUp Database!!
9.3 ClickUp Clean Out
9.4 You did it! (Systems School Affiliate Program)

HoneyBook Course Content

Modules 1-7

Module 1 - Introduction
1.1 Welcome to Systems School HoneyBook
1.2 Don't have Smart Files yet? (we got you ;)
1.3 HoneyBook Setup Checklist
1.4 Setting Up Your Account
Module 2 - Getting Started
2.1 Personal Account Settings
2.2 Company Settings Overview
2.3 Company Branding (Import Logos, Fonts, & Colors)
2.4 Preferences
2.5 Client Portal
2.6 Integrations
2.7 Connecting Your Email
2.8 Connecting Quickbooks (*disclaimer)
2.9 HoneyBook Chrome Extension
2.10 HoneyBook Teams
2.11 Connecting Your Bank Account
Module 3 - Platform Overview
3.1 Home Page
3.2 Pipeline
3.3 Productivity Tools & HoneyBook Tasks
3.4 Productivity Tools
3.5 Finance Features (Reporting, P&L, Capital, etc.)
3.6 HoneyBook Community
3.7 Library
3.8 Schedulers
3.9 Calendar & Google Integration
Module 4 - Templates & Smart Files
4.1 What are Smart Files?
4.2 Organizing Your Tempplates
4.3 Smart File Content Blocks
4.4 Packages
4.5 Invoices & Payment Settings
4.6 Contracts & Smart Fields
4.7 Proposals
4.8 Questionnaires vs. Contact Forms
4.9  Questionnaires
4.10 Contact Forms
4.11 Embedding. Your Contact Form (Using Squarespace)
4.12 Brochures/Custom Smart Files
4.13 Email Template & Naming Conventions
4.14 Email Signature
4.15 Smart Files Settings & Thumbnail Templates

Module 5 - Workflows & Automations
5.1 What's are HoneyBook automations (workflows)?
5.2 DL Workflow Workbook (with 25+ email templates)
5.3 Workflow Mapping Spreadsheet
5.4 The Systems School Workflow Mapping Framework
5.5 Simple Automation Example (Spreadsheet)
5.6 Simple Automation Example (HoneyBook)
5.7 Advanced Automation Example
5.8 Automation Walkthrough from Contact Form
5.9 Copying an automation for a new offer
Module 6 - Managing Your HoneyBook Account
6.1 Creating a New Project vs. New Client
6.2 Client Project Overview
6.3 Managing Your HoneyBook Account (pipeline, tasks, notifications)
6.4 HoneyBook Support

Module 7 - Bonus & Advanced HoneyBook Tips
7.1 Automate Your 1:1 Strategy Sessions Mini-Course
7.2 Intro to Zapier
7.3 Zapier Automation 1 (create client folder when new client books)
7.4 Zapier Automation 2 (add new lead to ClickUp lead pipeline)
7.5 Zapier Automation 3 (add new sale in HB to ClickUp sales tracker)
7.6 You Did It!
7.7 Systems School Affiliate Program

ClickUp Template Vault Content

Check out the video below to see the 40+ ClickUp Templates we have in the vault!

ClickUp Templates
- Lead Tracker
- ClickUp Content Calendar
- Systems Setup Template
- Annual Goals and Habit Tracking
- Course Creation Database
- Email Marketing Template
- Sales Tracker Template -with Zapier Integration
- SOP Templates
- Lead Tracker
- Vacation Planner
- ClickUp Team Onboarding
- Recurring Business Task Template
- Team Content Workflow (with Automations)
- Team Meeting Agenda (with Google Docs Version)
- Time Study Template
- Christmas Gift Tracker
- Onboarding + Off-boarding Checlists
- Course Tracking Template (Logins + Progress)
- Launch Template
- Budget Folder Template
- Fitness Tracker
- Workflow Mapping
- Team Meetings List & Agendas
- Address Book
Client Experience Template
- DL Workflow Workflow (25+ canned emails)
- Questionnaire Templates
- Photography Brochure
- Coaching Brochure
- Service Provider Brochure
- Welcome Guide Template
Mini-Courses + Trainings
- Inbox Zero
- Onboarding with HoneyBook
- ClickUp Dashboards masterclass
- Create + Launch Your Freebie
- Pretty Spreadsheets Mini-Course
- Automate Your Strategy Sessions in HoneyBook

Saba Ferdinand

"There's not a single thing my mind can think of that Kristi can't find a way to systematize. My ClickUp is now more efficient and clutter free on my end as a CEO and for my team members."
Install

Shawna Olivera

"Systems School helped me experience the power of ClickUp. I love that I can access + implement the information at my leisure + have the FB group/office hours to answer any additional questions . "
Install

Grace Lamb

"Systems School has reshaped my whole business structure and I feel clearer about and how my business operates. It has so many little gems inside that just helps me figure out new organization tips."
Install

Jill Olish

"Systems School has helped me to understand ClickUp more thoroughly. I have been able to use or modify all of the resources to fit my business needs."
Install

Kayla Wells

"I'm so much more competent in ClickUp thanks to Systems School! It helped me navigate my teams transition from another task management platform so seamlessly. "
Install

Alexis Porter

"I'm organized and on a new system that I completely love now! The HoneyBook course was exactly what I needed to get everything fully transferred over from my old CRM and up and running."
Install

Saba Ferdinand

"There's not a single thing my mind can think of that Kristi can't find a way to systematize. My ClickUp is now more efficient and clutter free on my end as a CEO and for my team members."
Install

Shawna Olivera

"Systems School helped me experience the power of ClickUp. I love that I can access + implement the information at my leisure + have the FB group/office hours to answer any additional questions . "
Install

Grace Lamb

"Systems School has reshaped my whole business structure and I feel clearer about and how my business operates. It has so many little gems inside that just helps me figure out new organization tips."
Install

Jill Olish

"Systems School has helped me to understand ClickUp more thoroughly. I have been able to use or modify all of the resources to fit my business needs."
Install

Kayla Wells

"I'm so much more competent in ClickUp thanks to Systems School! It helped me navigate my teams transition from another task management platform so seamlessly. "
Install

Alexis Porter

"I'm organized and on a new system that I completely love now! The HoneyBook course was exactly what I needed to get everything fully transferred over from my old CRM and up and running."
Install

Systems School FAQs

What is Systems School?

Systems School offers 150+ lessons across ClickUp, HoneyBook, and other bonus materials.

No matter what industry you're in, if you're a small business owner then Systems School is right for you. Every section has been specifically designed to be applicable to people with a basic understanding of systems and advanced students alike.

With new classes and templates launching consistently, you can learn new skills to revolutionize your business.

All System School memberships include access to all of our high-definition instructional videos and downloadable templates.

What does Systems School offer?

Template downloads: Lifetime access to the templates you get in our ClickUp Template Vault & HoneyBook Course

Self-Guided Courses: Our courses on ClickUp and HoneyBook are step-by-step guides to help you set up and maximize your systems.

Consistent free upgrades: As the platforms change and update, Systems School will update right along with it.

Access to the Systems School Community: Daily tech support with the DL Team and monthly live office hours for our members.

I’m a beginner. Is this course right for me?

Yes! The courses are designed to start from the very basics and work your way up to intermediate and advanced topics. Whether you're just getting started and you start from the beginning or you jump into the section you need.

How is this product different from its' competitors?

There are no other ClickUp and HoneyBook courses out on the market that are as robust as Systems School.  Not only do I go into every feature of these platforms, but I also show you the most efficient and practical way to set them up for your business.

We also offer tried and true templates for various different workflows to manage your business.

Unlike other programs, Systems School gives you very detailed, actionable instructions to help you get organized strategically from the moment you begin module one.

Do you offer payment plans?

Yup! Each option has payment plans to meet your financial needs. Once you click on the offer you will be able to click on the payment plan link in the description.

Will I get 1:1 access to Kristi?

Systems School is a self-study membership. You will not have 1:1 access to Kristi in the program.

However! Please come hang out on Systems School Community Facebook Group as Kristi and the DL Team will be answering all of your questions.

What happens after I purchase?

You will have instant access to course you purchased and instructions on how to join our community.

Are templates included in Systems School?

Yes! The HoneyBook Course & ClickUp Template Vault have templates included.

The ClickUp Course does not come with templates, but the Template Vault is a great addition to the course!

You get lifetime access to the courses and templates, as well as future updates.

How much time do I need to commit?

I suggest committing 2-3 hours weekly for 4 weeks. Systems School is a self-study course done completely on your own time.
Keep in mind, each module is designed to build upon the lessons from the last. I implore you to learn, absorb, and implement before moving on to the next lesson.Using HoneyBook and ClickUp has saved me countless hours in my week while staying on top of my leads and elevating my client experience.

How long do I have access to the program?

You will have lifetime access to the course(s) you purchase including course updates!

You have 3 months of included community membership access, and after that you can decide if you want to stay in for an additional monthly cost.

What's the Community Membership?

Our community membership is where you get access to our exclusive FB community group to get any of your system questions answered by Kristi & the DL Team!

We also have 2 monthly live sessions, and bonus guest expert sessions, and bonus masterclasses by Kristi.

It's a really great place to be supported as you're diving into setting up & optimizing your systems.

P.S. you have 3 months of free access to the Community Membership, and then can stay in for an additional monthly cost after your 3 months is up.

A lack of organization is costing your business — big time. 

Systems School is the way to spend less & save more (and get your time back!)

It’s time to start...

Landing new clients with ease
Operating as a confident entrepreneur
Creating a seamless client experience that keeps them coming back for more
Taking breaks and enjoying life outside of work
Scaling your business to its fullest potential
Okay, I'm ready!