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Special One-Time-Offer!

Only $100

You will not see this offer at this price again.

Interested in Email in ClickUp?

"This email course took my Clickup to a whole new level!!! Using this could save me $1000 a month or more."
SARAH GOODEN
Bookkeeper
"This is a great course if you want to know how to totally integrate your email into ClickUp."
Cassandra Maddox
Bookkeeper

EMAIL IN CLICKUP MADE EASY

a workshop series that teaches you how to manage client communications

(and achieve inbox zero-ish)

01.

STREAMLINE CLIENT COMMUNICATIONS

Email in ClickUp allows you to communicate with clients who aren’t in ClickUp without leaving your workspace!

You’ll get up and running fast with our…

Email Foundations Training

These tutorials provide you with the foundational elements you need to feel super confident about using the Email in ClickUp app right the first time.

You’ll learn the secrets to adding email to your hierarchy, using custom fields, and more!

02.

AUTOMATE + INTEGRATE YOUR EMAIL

High-five to both of these must-have features, right?!

You’ll email better with the…

Email Integration Tutorials

This five-part series will show you how you can fully use the Email ClickApp to send and receive emails, create tasks from outside your workspace, and integrate the email ClickApp with GMail and Outlook.

Easy Email Automations Workshop

This two-part training will teach you how to use automations to automatically send bookkeeping-specific emails to clients so that you can stay organized and on top of recurring deadlines every time.

03.

WRITE EMAILS- (THAT PEOPLE RESPOND TO)

Automating #allthethings is cool, right?

Writing the emails so that you can automate them? Ugh – not so much.

Don’t worry. I gotcha covered with some sweet bonuses:

You’ll email better with…

Bonus #1 – The Ultimate Guide to Writing Effective Emails

This time-saving guide will help you write response-worthy emails that clients answer so that you can stop chasing up client receipts, wasting time with email follow-up, and more!

Bonus #2 – Email Templates for Automation

Use my time-saving templates to write your own client emails you can use over and over again with a simple status or due-date change inside ClickUp.

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