ClickUp 24/7 Business Manager
Transform How Your Business Operates in Under 7 Days with a Simple But Effective CRM & Project Management System.
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by Amy Caris
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Book a chat with me here: https://calendly.com/amycaris/hour-of-voxer
Hey, I'm Amy Caris. 👋
I am a Certified Online Business Manager who has helped hundreds of 6 & 7 figure business owners get their operations running smoothly so they can scale without stress.
I've worked at Ernst & Young and with major corporations, but my real passion is helping small to medium service-based businesses ditch the chaos and build systems that actually work.
If you’re stuck doing too much, fixing too many problems, and feeling like growth just means more headaches, I can help.
The Five Main Problems
When you have an agency or any business that provides a service, there are five main problems that will have you feeling overwhelmed & ultimately act as constraints as you grow:
- No Central Operating System/Project Management System
- No Documented Processes
- No Dashboards or High Level Metrics
- No Accountability
- No Employee Hiring or Training Systems
1. No Central Operating System
If your team is asking ‘Where’s that file?’ or ‘What should I do next?’ - this is your problem.
❌ What Happens Without It?
- Tasks & projects live in Slack, email, and random spreadsheets.
- No clear visibility on deadlines or priorities.
- Clients follow up before you do.
🚨 The Impact:
- Things fall through the cracks.
- Work feels reactive instead of proactive.
- Scaling is impossible because everything relies on you.
2. No Documented Processes
If everything lives in your head, you don’t have a business -you have a job.
❌ What Happens Without It?
- Everyone does things their own way.
- Work takes longer because there’s no repeatable system.
- Quality and client experience are inconsistent.
🚨 The Impact:
- New hires take forever to ramp up.
- Your team relies on you for answers.
- Firefighting instead of optimizing.
3. No Metrics Dashboard
What gets measured gets managed. If you’re not tracking key metrics, you’re flying blind.
❌ What Happens Without It?
- You make decisions based on gut feeling, not data.
- You don’t know why revenue or client retention fluctuates.
- Problems get noticed too late.
🚨 The Impact:
- Money is wasted on ineffective strategies.
- You’re constantly guessing what’s working.
- Growth is unpredictable.
4. No Accountability
If no one truly owns tasks, deadlines get missed, and you end up micromanaging everything.
❌ What Happens Without It?
- Team members aren’t clear on who’s responsible for what.
- Work gets delayed, and no one takes ownership.
- You spend more time following up than actually growing the business.
🚨 The Impact:
- Bottlenecks, blame-shifting, and frustration.
- You become the only person who keeps things moving.
- Scaling is impossible without adding more stress on you.
5. No Hiring & Training System
If you don’t have a structured hiring & training process, you’ll always struggle to scale your team.
❌ What Happens Without It?
- Hiring is slow and inconsistent.
- New hires take too long to get up to speed.
- High turnover because employees feel lost and unsupported.
🚨 The Impact:
- You’re stuck doing everything yourself.
- You waste time & money training the wrong people.
- Your best employees leave due to a lack of structure.
Important:
You don’t have to fix everything at once but you do need to start.
Right now, your business depends on you. The key to scaling is removing yourself from daily operations.
✅ What if your team always knew what to do?
✅ What if projects moved forward without you pushing?
✅ What if your business ran smoothly, even when you weren’t there?
✅ What if projects moved forward without you pushing?
✅ What if your business ran smoothly, even when you weren’t there?
This is exactly what a 24/7 Business Manager will do for you!
A 24/7 Business Manager SOLVES These 5 Problems
Your 24/7 Business Manager is set-up in a way that solves ALL of these problems.
It is not a coincidence that it does so. It is specifically built from the ground up for this purpose.
When you solve these problems, your business will feel calm & you will be ready for the next phase of growth.
What Are We Trying To Do?
The goal isn’t just to ‘get more organized’ - it’s to build a business that runs without you.
✅ Create a Centralized, Scalable System – So everything operates smoothly, without things slipping through the cracks.
✅ Make Work Predictable & Repeatable – So your team consistently delivers high-quality results without relying on you.
✅ Gain Visibility on Performance – So you can track key metrics and make data-driven decisions instead of guessing.
✅ Build a Culture of Ownership & Accountability – So every team member knows exactly what they’re responsible for, and things move forward without micromanagement.
✅ Remove Yourself as the Bottleneck – So your business grows, serves more clients, and increases profits without taking more of your time.
This is how you scale a business that works for you instead of one that runs you into the ground.
How Is This Normally Done?
Most businesses try to fix these problems but they do it the hard way.
🚫 Scattered Tools & No Real System
- A mix of Slack, Notion, Google Drive, spreadsheets, and random project management tools—none of which actually work together.
- Things still get lost, and you’re still chasing updates.
🚫 Documenting Processes as You Go (AKA: Never)
- You plan to create SOPs “when you have time” (which never happens).
- Everything still lives in your head, and you’re still the go-to person for everything.
🚫 Spending Hours Tracking Metrics Manually
- Trying to piece together reports from different platforms.
- By the time you notice a problem, it’s already too late.
🚫 Micromanaging Instead of Setting Up Accountability
- Following up constantly to make sure things get done.
- No clear ownership - just you pushing every task forward.
🚫 Hiring in a Panic & Training on the Fly
- Bringing in new hires when you’re overwhelmed.
- Spending weeks training them, only for them to leave because there’s no real structure.
The result? You’re still stuck in the day-to-day, still stressed, and still the bottleneck.
What Are The Limitations Of This?
1. Operations Not In Your Control
If you don’t have clear processes, your team will constantly need you to make decisions, leading to slow progress.
2. Inability To Scale Or Sell Business
A business that relies on you making every decision is not scalable or sellable—you remain the bottleneck.
3. Unpredictable Workflows
Without a structured Project Management setup, tasks are assigned randomly and inconsistently, leading to inefficiency.
4. Little/No Confidence To Grow
If you don’t trust your team’s execution, you won’t feel confident hiring, expanding, or investing in growth.
What Difference Will a 24/7 Business Manager Make?
1. More Profitability
A 24/7 Business Manager removes inefficiencies that are draining $$$ without you knowing. Faster execution = quicker turnaround on projects. Less wasted time = higher margins per client.
2. More Productivity
When you implement this system, you will eliminate wasted time spent searching for information, following up with your team, and managing tasks manually. Your team will get more done in less time and you will stop babysitting every project.
3. More Team Accountability
When your team has a clear workflow, they take ownership of their work. No more "I didn’t know I was responsible for that." No more missed deadlines or tasks slipping through the cracks.
4. Less Last-Minute Chaos
Without a system, work gets done reactively (aka with constant urgency and stress). With a 24/7 Business Manager, you’ll have a proactive plan so projects don’t become emergencies. You’ll reduce the daily stress of putting out fires.
4. More Time for High-Value Work
Most CEOs spend their days stuck in low-value tasks (checking emails, tracking projects, and reminding people of deadlines). With a 24/7 Business Manager, you’ll reclaim hours every week and have more time to focus on growth, strategy, and leadership.
5. Less Micromanagement
Without a clear system, you have to manage everything manually. A 24/7 Business Manager gives your team real-time task visibility so they always know what to do next. You stop being the bottleneck for every decision.
6. Better Client Experience
When work is scattered, clients don’t get a consistent, high-quality experience. A 24/7 Business Manager ensures smooth client onboarding, fulfilment, and project management. Happier clients mean better retention and more referrals.
7. Easier Hiring & Onboarding
Most businesses struggle with training new team members because they don’t have documented systems. With your 24/7 Business Manager set-up correctly, new hires can onboard quickly. Your team runs smoothly, even when someone leaves or you bring in new people.
8. More Confidence to Scale
Without solid operations, scaling creates more chaos. The mess doesn't go away, it multiplies. This set-up gives you the structure to take on more clients and grow your team without overwhelm. You can scale without feeling like everything will break.
9. Business Runs Without You 🤩
The ultimate goal is to create a business that doesn’t rely on you to function. With your 24/7 Business Manager running your operations, you can step back without things falling apart. Whether you want to scale, exit, or take a break, your business will keep running smoothly.
When we set this up, you’ll see these improvements compound over time.
Your business will operate with less stress, more efficiency, and more profitability WITHOUT you constantly managing every little detail.
How Does It Work?
We don’t just organize your business…
We build a system that runs it for you!
1. Build Your Central Operating System
- We create a single source of truth in ClickUp or Asana.
2. Install our SOP Magic System
- Instead of stopping to write SOPs, we install SOP Magic (a proven system that documents your entire business in 3-6 months).
- How? We capture tasks as your team does them and then have AI handle the documentation for you.
- We then show you how to link the SOPs directly into where work happens (i.e. inside your new Business Manager).
- SOPs get created, stored, and actually used, without slowing down your team.
3. Install CEO Dashboard
- We install our CEO Dashboard to track adoption and usage.
- You’ll see exactly where things are getting stuck and fix issues before they become real problems.
This can eventually be monitored by a team member or Systems Champion. It helps ensure your new set-up actually gets used so your systems stay strong and your business runs smoothly.
4. Install a Scalable Hiring System
- We install a Hiring Pipeline so every stage of hiring, from job posting to onboarding is systemized.
- New hires move through a structured process automatically, so you’re not reinventing the wheel every time you need to hire.
Hiring becomes predictable and repeatable, so you can scale your team without slowing down operations.
5. Accountability & Ownership
- Over the next 30 days, we're in the system with you helping you optimize & refine.
- We help you define clear roles, responsibilities, and automated accountability tracking.
- No more micromanaging - everyone owns their work.
Why Does It Work?
Years of Trial And Error Condensed
The 24/7 Business Manager condenses 16+ years of business knowledge and trial & error into a customized done-for-you set-up.
There are two ways to do it:
- Figure it all out yourself through trial and error.
- Have a fully customized set-up handed to you through our VIP Custom Build process.
A Head Start & Clear Path Forward
By far the number one cause of procrastination and lack of progress is not knowing where to start and not having a clear plan. We will give you both.
The 24/7 Business Manager brings immediate clarity with a custom build that is done for you plus an exact plan to help you keep optimizing into the future. Starting is the hardest part - once you have momentum, you'll be unstoppable.
Feedback From Those Who Have Done It Before
It is a lot easier to avoid mistakes when you are being guided by someone who has already done what you want to do.
This set-up has already worked for hundreds of clients.
How Much Does It Cost?
$2,497 ONE TIME PAYMENT
We will build your 24/7 Business Manager for a one time fee of $2,497.
This includes your Customized 24/7 Business Manager plus 30 days 1:1 Slack Support.
The Cost Of Doing Nothing
The cost of the 24/7 Business Manager is nothing compared to the cost of trial and error or the cost of doing nothing at all.
The only thing guaranteed not to streamline or grow your business is to do nothing.
How Long Will It Take?
7 Days
Your 24/7 Business Manager will be delivered to you in 7 days or less.
What Is The Roadmap?
Day 1: Onboarding 🎉
As soon as you sign-up:
- You’re invited to Slack for direct, real-time access to me.
- You complete a simple onboarding form so we can map out your perfect 24/7 Business Manager Setup.
- We gather everything we need to start building your workspace.
You’re 100% supported from Day 1.
Days 2-6: Build in Progress
While you go about your normal work, I’m working hard behind the scenes building your 24/7 Business Manager.
We may ask you some questions as we build to make sure we get it right but this is completely done-for-you.
Day 7: Delivery Day 📦
🎉 Your 24/7 Business Manager is ready!
We hand over the keys to your 24/7 Business Manager. Your workspace is live and functional.
We will provide a guided walkthrough so you know exactly where to find everything. You can start using your 24/7 Business Manager right away.
BONUS: 30 Days 1:1 Support
After handover, you're going to have some questions. That's why we've included a full 30 days of 1:1 Ops Support.
Now you're using your 24/7 Business Manager in real time, we’re here to support you & fine-tune it if needed. As you use the system, we make optimizations so it works exactly the way you want it to.
You will receive unlimited Slack support so you can ask questions, request adjustments, and get real-time feedback.
Our goal here is to ensure smooth adoption of the new system and this means making sure you feel 100% confident using it without second-guessing anything.
You’re not left figuring this out alone. You have full support every step of the way.
The End Result
✅ A fully structured 24/7 Business Manager that runs your operations. No more scattered tasks or missing information.
✅ More time and headspace so you’re leading and not managing daily chaos.
✅ Confidence knowing everything is handled without constant check-ins.
✅ More time and headspace so you’re leading and not managing daily chaos.
✅ Confidence knowing everything is handled without constant check-ins.
You’ll go from overwhelmed to in control with a Business Manager that works hard for you 24/7.
Ready to get started?
1️⃣ Purchase your 24/7 Business Manager
2️⃣ Join Your Private Slack Channel
You'll be invited within 24 hours so we have an open line of communication and I can start supporting you right away.
3️⃣ Complete Your Quick Intake Form
This helps us understand exactly what you do & what you need ClickUp to achieve.
4️⃣ Sit Back & Relax
You can sit back & relax while we build your 24/7 Business Manager.
5️⃣ Walkthrough & 30 Days of 1:1 Support
We hand over your completed build with a detailed walkthrough and you’ll also unlock 30 days of 1:1 Slack Support to ensure you have everything you need as you start working in ClickUp.
Frequently Asked Questions
Do I Need to Be Tech-Savvy?
Nope! We set everything up for you and then show you how to use it properly.
Can I Have My Team Manage This Instead of Me?
Yes! In fact, I recommend it. We can include your VA, OBM, or Operations Manager in our Slack Communications if you would prefer them to take full ownership.
Will This Work for My Business Type?
If you are a service-based business with a team, yes. We tailor the setup for cleaning businesses, agencies, consulting firms, and other service businesses.
What Happens After the 30 Days?
You’ll have a fully working system that runs your operations. Many of our clients choose to continue working with us for ongoing systems support however this is completely up to you.