How to use ClickUp with Consulting Clients ft. Khandiz

If you've been watching our ClickUp tutorials here on the channel and been thinking it would be really nice if I could see inside someone else's ClickUp to see how they put it all together. Well, you are in for a treat. Today we're going to be taking a member of the processdriven membership candies. Thank you so much. And we are going to be having her show us around her ClickUp account as to how she has everything organized. Now we're going to be showing you just a clip of the full interview that we featured inside the membership for our members. We also have a live Q and A in there if anyone's curious if you are a member watching this. But for the purposes of this clip today, I want to just give you some backstory. First of all, let's have Khandi's introduce herself.

So I have recently transitioned from being a creative, a hair and makeup artist for 20 years to being a sustainability consultant. So I use ClickUp to manage my clients projects because it's very iterative. It really uses templates and processes beautifully. My website clients, I also do sustainable website design and my own business, so I've separated my ClickUp into that structure. But today we're really going to look at how I've taken the process driven course and built out a very complex management system as a template so I can keep using the same processes for my clients.

Okay, so that's good list information to add some structure and instruction to her client certification.

This is very boring and you don't need to look at it. But there we go. There is my fault, my space. These are all the items that we need. One to 10 are required. And then within each of these, some of these breakdown, some of them just have documents that I've set up as templates which each of my clients can then give you an example, can just go in and update their details once we've added it as a template.

So for you, if I'm understanding correctly and just to clarify this, the hardest part of ClickUp for most people is that hierarchy. But you've taken this directly from the certification structure requirements and just like boop, that's what we're going to do. And what I like about this is that they're not all the same. It's not like every, you know, number one and number five, they all have the same structure. Each one is broken out differently. Is that kind of how this is?

Yes, that's exactly how this is. So again, for instance, this deck of documents, they're going to be the same for every client, they need to be there. They have to have an example of what it is. So I've been able to just build out this template and that's really nice and easy to duplicate. But when we go to something like planning, which is a big part of your environmental management system, this is where things get really interesting. So I can break it down to internal and external items that need to be managed, what their impact is. So I've obviously created another list and we've got a nice relationship list. The impact will be on biodiversity. These are the aspects we need to think about. I've just used nice little typing option here.

This is just so great.

So this is. This has taken something I've definitely learned from the course and built it out even better in line with the standard requirements that I need to build it out. So we've obviously got. We can break it down into interested parties board view if people prefer. So again, depending on who's managing it from the client's side, if it's me or if I need other players to come in and have a look, we've got those different views because obviously, as we all know, ClickUp can be completely overwhelming.

No. What?

So lots of lists, lots of stuff that pulls through in multiple places. This is another very big, big example of lots and lots of. Sorry, I've got Covid brain. Please excuse me if I'm speaking a bit slowly today, but custom custom fields, that's the word I was looking for to pull through that. I can then show all the different types of impact and keep a record. So this is a requirement, but I've made it nicer in kick up.

This is probably the prettiest ISO reporting I've ever seen.

Ooh.

And I just want to pop in here with a moment of explanation. You see those little highlighted squares that show the name of a list or a task inside her setup? This is a mention that is being used inside the document. So this is the at or at. At. At symbol that is tagging other tasks or other docs. So everything is interconnected. All right, back to the recording. Now tell me, just so I understand how this gets applied. You have all of these different areas and I hope we'll still walk through a few more of them. How exactly is that client being engaged in this? Is this something that you're monitoring and maintaining? Is this something you're installing? What does that look like?

It really depends on the client. I mean, I. What I'm finding I work pretty predominantly with micro and SMEs. But the reality is most people don't have a management system in place. They don't have any kind of system. We are having to see this massive shift of reducing emissions, on saving energy, on saving money, on moving towards sustainable businesses in sustainability in its truest context. But there's no management system in place. So what I'm trying to do for my clients, what my offering is, is make things conducive to happiness really is how do we make really complex, boring things that we have to do to save planet and save ourselves as a species and a civilization. How do we make it a little bit more fun and engaging? So some clients I'm going to get to move to ClickUp and I will take them through this process so they can carry on on their own and others I will be operating as their environmental manager and will be overseeing this and just giving them guest access.

This. It's, it's interesting when we have really complex structures like this, you actually don't have that many automations because the complexity is actually in the structure you've built out. And I think that's a pretty interesting difference where you'll see other structures, where you see one task, but then there's 18 automations because it tends to be a trade off.

Right, right. Yeah. I think it's funny because I've not seen many other systems. I've. I've only had this really small introduction to, to ClickUp and sort of processes and I think what for me was so valuable and I think I've said this to you before, is processes is something that's never been properly explained and for the work that I do, it is critical. Those SOPs, those things are coming in and I'm able to take that and totally build it into this, this management system.

Well, I see, I think a piece of that in your list information section where I see there's some kind of doc embedded in there. So it sounds like you're also using this not just for SOPs, but also education. If I mean still kind of an sop, but client education seems to be somehow blended into this. Is that correct?

That's correct. So part of this environmental management system is you have a whole series of procedures. It's literally that, that is what it is. They've got the procedures. I'm not even writing the SOPs, I'm just updating them. So this will then take us through. Can you still see that screen?

Yep, clear.

Then take us through to the guided procedure for the standard. So then this is the template that they would need. We can fill out here the information that obviously links to the register straight away so I can click that and it's going to take us to the impact register. So I've linked it as much as possible. I've linked the team, our team and roles list. Sorry rather the roles list. I've linked that over here so you can click straight through into that. Obviously with templates and ClickUp. Now I'm going to have to redo all the relationships. So that's one thing I realize is going to become a problem. But what I found really interesting in building this out, I am new to this system so it's really allowed me to learn. Building it out in ClickUp has allowed me to learn the system that I need to do for compliance, which I found really helpful.

At a certain point you just have it memorized.

What you do, you do, you do memorize it. Oh, okay. That's how that links up and. And I've taken the 14001 system and actually expanded it beyond that to other management systems. But we'll go into that another day.

Isn't that amazing? Now this is just one clip of the tour, but trust me when I say Condes has built out a really cool system that's going to help herself and her clients organize all of the parts involved in that ISO certification process. Actually, it's become so valuable for her own business that she's turned around and started to sell it to other businesses in her space. Actually, let me just have her tell.

You, I've yet in building out that big system and really getting actually getting comfortable with ClickUp, I think that's the important thing. Not only am I able to offer a really good client service, I have an entirely new revenue stream and a very niche opportunity. As a ClickUp consultant, I'm not interested in building out full management system, but I've already got my first client, another sustainability consultant who I can build out a whole ClickUp for. And so again, like if we're talking about true sustainability, I've literally got another revenue stream to keep me going. Even if I'm not doing consulting to a client, I now have this as a, as an option.

Talk about sustainability. Whether you are looking to use ClickUp for yourself, to use ClickUp for your clients, or to use ClickUp as something to sell to your clients, we can help you. So check out the Process Driven membership link is in the description below. We help folks figure out how to systemize their business and build these frameworks that themselves could add so much value that you could turn around and sell them to the person behind you. Besides just teaching you that information, we also include 30 plus templates, my continuously updated course about the best practices for setting up ClickUp, and our beginner course on ClickUp Basics called How to ClickUp. This is like there's just so much in there. Beyond the forum, beyond the master buys, beyond the weekly live streams that only are offered to members, there's a lot of good stuff. So if you want to see this full interview, please do join us inside link in the description below. And if you are already a member, thank you and please do search inside your membership portal to find the full recording. If you have any questions, please do leave them in the comments below. Otherwise, like and subscribe and until next time, enjoy the process.