Frequently Asked Questions
I'm an accountant/CFO/tax preparer etc. Will this course work for me?
Yes! Any financial pro who provides client services will catapult their ClickUp understanding after enrolling in the ClickUp Crash Course.
How long will it take me to complete all the lessons?
If you’re like the other bookkeepers in my community, you have lots of clients and little time.
I created the ClickUp Crash Course especially for you – the busy bookkeeper – so you can master your task management in just a few hours.
I'm not using ClickUp yet. Will this course work for me?
Yes! The ClickUp Crash Course was designed for you – all of you…
-The DIY bookkeeper with analysis paralysis and ClickUp overwhelm
-The bookkeeper who’s not ready to abandon her beloved Asana or Jetpack Workflow until she’s confident ClickUp will work for her
-The bookkeeper who’s completely new to project management tools, but ready to graduate from her trusted Excel sheets and sticky notes in order to grow her business
I'm already using ClickUp. Will this course help me?
Are you 100% confident that you (and your team) are managing your tasks in the most efficient way possible?
If not, then yes, this course will help you ClickUp better.
If you’re looking for a more advanced course focusing on processes and client management, click here to join the waiting list.
Do I need a paid version of ClickUp in order to complete the lessons?
Nope – everything I teach inside of this course uses the free version of ClickUp but I do recommend you upgrade to the Unlimited Plan to make the most out of ClickUp’s features.
No additional investment is needed to complete this course.
Is everything available immediately?
Sure is! This course is 100% complete, and all the materials will be accessible to you immediately after payment. Plus, I regularly update the materials so that you have access to the most up-to-date information.
How is the ClickUp Crash Course different from other ClickUp courses?
ClickUp Crash Course is meant to be a shortcut series.
The video tutorials, the digital assets, the checklists…all of it is designed to help you with the hardest elements of ClickUp – getting started without frustration and overwhelm.
The course fast tracks all your start-up efforts.
By the time you’re done, you’ll be amazed at how much more efficiently you (and your team) can get work done on time – every time.