Get a peek inside our brains and learn how Assist-Her Agency has been able to maximize ClickUp for our business and our multi-7-figure+ clients to increase revenue, productivity, and efficiency.
We’ve spent the time learning the ins and outs of ClickUp and going through all the latest updates, so you don’t have to!
trying to Google and YouTube your way to a successful ClickUp system
for a full ClickUp expansion in a way that allows you to leverage ClickUp to maximize productivity and your profit margin within your business.
You’ll master automations and customize your workspace to make space for expanding your service offerings without increasing your overhead costs.
We will teach you how to leverage the best aspects of ClickUp in a way that makes sense for where your business is today and where you want to scale to in the future.
This is ClickUp for beginners, intermediate users, and advanced users who want to truly master the platform.
business owners, coaches, and service providers who are tired of manually juggling operations and want a seamless system.
You just need to be ready to learn the right way from ClickUp experts who’ve built systems for dozens of businesses.
Our curriculum is built on practical, hands-on learning experiences. Dive deep into ClickUp's features with real-life case studies and projects that simulate the challenges you'll encounter in your daily tasks and as your business grows. Learn our process for strategic and forward-thinking ClickUp buildouts to help you master ClickUp in a way that directly benefits your business.
Doors close on August 21!
You don’t need to be “techy.”
You don’t need to already have ClickUp set up.
Learn from the best in the field. AHA Academy brings you seasoned instructors with extensive experience in virtual assistance, social media management, and online business operations. The ClickUp queens share their insights, tips, and strategies to optimize your ClickUp usage.
Navigate the ClickUp landscape by mastering the essential features that empower online service providers to scale their businesses to seven figures and beyond. From task management to collaboration, we cover the fundamentals crucial for your success.
In this chapter, you’ll learn how to navigate the ClickUp hierarchy and get a handle on all the different functions to create an effective and efficient workspace.
1.1 Creating your account
1.2 Account preferences
1.3 Notifications
1.4 Users and permissions
1.5 Custom fields and columns
1.6 Spaces
1.7 Folders
1.8 Lists
1.9 Home screen
1.10 Task features
1.11 Favourites
1.12 Commands
2.1 List view
2.2 Board view
2.3 Calendar view
2.4 Embed page view
2.5 Docs page view
2.6 Forms (basic and intermediate)
3.1 CEO space
3.2 Team space
3.3 Marketing space
3.4 Offers
3.5 Clients
3.6 Sales
4.1 Recurring tasks
4.2 Dependencies
4.3 Tray and lineup
4.4 Assigned comments
4.5 Merge, move, and duplicate
4.6 Linked tasks
4.7 Sidebar
We have built ClickUp systems for online coaches, e-commerce, marketing agencies, influencers, accountants, and so much more. We know that ClickUp can work to scale a business in any industry if you use it correctly, and we’re going to show you how ClickUp brings Assist-Her Agency and our clients so much success.
We are official ClickUp ambassadors, with over 17,000 active hours in ClickUp each. We have created over 150 ClickUp build-outs for our clients, allowing us to test different features for various businesses under various circumstances. Our experience has given us the knowledge to understand what is a must-have for most businesses versus what needs to be customized.
is the CEO and founder of Assist-Her Agency. She shares her CEO perspective and how she used ClickUp to scale her business from freelance solopreneur to a multi-six-figure business in under two years.
has a background as a virtual assistant and online business manager. Her perspective comes from managing teams and implementing systems that work not just for the CEO but the entire team.
You’ll work through the modules to ensure you understand the foundations of ClickUp and have a solid base to work from. With each module, we’ll show you EXACTLY how to make everything work for your ClickUp space and your business. Each module has videos with transcriptions, templates, and quizzes to ensure you fully understand how to use each aspect of ClickUp.
Plus, if you’re an Elevate member, you’ll get to join live monthly calls with Gabrielle and Katy to go over market research and ClickUp updates and get more in-depth insight into how to make your ClickUp workspace work for your business.
Whether you’re a ClickUp beginner or a veteran, you’ll benefit from learning our proven customization systems to quickly make ClickUp work to scale your business.
The best part?
Creating an efficient and organized ClickUp workspace can be a headache, but it doesn’t have to be.
Join AHA Academy, and we’ll show you how to quickly customize your ClickUp workspace, create systems that make sense for your business, and automate tasks to keep your business running smoothly and generate more income year after year.
Here’s how it works:
We recommend that you at least get the free plan so you can follow along with the modules. We’ll discuss pricing options in Chapter 1 to help you decide which plan is best for you and your business.
AHA Academy is perfect for online business managers, virtual assistants, social media managers, project managers, and operations managers who want to increase their productivity and profitability.
CEOs can also use AHA Academy to train their staff on the proper and efficient use of ClickUp.
AHA Academy is the best way to learn ClickUp for anyone who wants to use it or is using it and wants to use ClickUp to its maximum potential.
Absolutely not! Solopreneurs and small teams benefit from using ClickUp to keep themselves organized for their businesses and their clients. It’s better to have solid systems in place while you’re a small business and teach your team good habits as you grow. Having these systems in place also makes it easier to scale your business to the next level since it’s already prepared for your future growth.
AHA Academy is tailored to the unique needs of service providers. AHA Academy's training modules dive deep into the intricacies of ClickUp, providing insights and strategies you can apply across various industries.
We are online business managers who started as virtual assistants. Our team is fully virtual and has social media managers and operations managers. We know what you need to succeed in your role.
We recommend you go through the modules in order so you get the most out of AHA Academy. While you may have been using ClickUp for a while, you may be unfamiliar with some of the basics. Skipping a module might mean you’re lost when you get to the more advanced stuff.
You must complete all modules and homework to receive the AHA Academy certificate of completion and prove your expertise to your clients.
Essentials members get access to live monthly calls during their 6-month training. Live monthly calls will be held on the third Thursday of every month at 10 a.m. MST. The calls will be recorded and transcribed so you can review them at any time during your access period.
Some individuals learn faster than others or have more time than others to get through the material, so completion time can vary. You can likely complete the training within two months if you are an Essentials member. Elevate members can complete the full training within six months.
All members have lifetime access to the ClickUp foundations section, but only Elevate members get access to the intermediate and advanced training modules.
The Elevate membership is a 6-month cohort, and members have access to all training materials for the duration of their enrolled cohort.
We created this course because we know what it’s like to struggle
to figure out how to make a platform work for your business. We want to alleviate that stress for you by giving you everything you need to know to successfully grow your business and hit your financial goals.
AHA Academy truly is the most comprehensive ClickUp training you can find, and it’s the training that will help you turn your small business into an empire.