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Systems & Tools

99: How ClickUp Can Help You Simplify Systems in Your Service-Based Business with Courtney Lazar

episode 99

Are you confident in the systems that you have in place?

When I needed help with mine, I purchased a ClickUp course from Courtney Lazar. It was beyond helpful, and I have loved following along with her ever since.

Courtney is joining me in this episode to share her expertise and advice when it comes to all things ClickUp and systems.

Courtney is the CEO and Systems Expert behind The Elevate Effect. She partners with service-based business owners to help them get out from under a pile of work and on top of their systems.

I absolutely love to talk about systems, and I can’t think of a better person to have this conversation with!

Value Bombs:

  • Recommended CRMs to streamline services
  • Looking at your systems from a client journey perspective
  • Using ClickUp as a service-based businesses
  • How, when, and why to use ClickUp dashboards
  • The difference between the free plan and business plan for ClickUp
  • Focusing on simplicity when building out your systems in ClickUp
  • Building out training programs around your reoccurring tasks
  • Making decisions for your systems that support your vision and values

I really love that Courtney likes to keep systems simple. I am all about that! There is no need to overcomplicate them.

If you need help restructuring, rebuilding, and feeling confident in the systems you put in place, Courtney is your girl. Go check out her website and course to get started ASAP! I promise that you will be so glad that you did.

Send a DM to Courtney if you have any questions about anything we talk about in this episode or to let her know what you loved about our conversation.

Finally, if you want to know more about systems, head over to to check out my free workshop where I go over systems for scalability, how to market your services, how to elevate, how to package your pricing and so much more!

Resources Mentioned: 

** This post may contain affiliate links which means I may receive a small commission at no additional cost to you if you use one of the links to purchase. This helps keep the podcast going and I only share products I have used, tested and love.”

Additional Resources

Don’t forget to sign up for my free training >> How to Scale to Consistent 10K Months Without Hiring a Team 

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Meet Brandi

Brandi Mowles is the host of the Serve Scale Soar podcast which is a podcast dedicated to helping service-based entrepreneurs scale their online business to five-figure months so they can soar into six-figure years. Brandi is a wife, mom and in less than one year, created a six-figure business. Now she is spilling all her secrets so you can too.

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It's better than Netflix over here. Bingable content but that can make you money! Watch my ondemand 60minute training now.