The Year-End Business Cleanup Workshop: Fix Your Systems Before 2026

Let’s be honest… you survived 2025, but your business systems are telling a different story.

Your ClickUp is disorganized.

Your workflows are inconsistent.

Your client journey has friction.

Your follow-ups are manual.

Your tasks are everywhere.

And your backend feels like “I’ll fix this next year” — except next year is now.

The Year-End Systems Reset Call is your official “clean it up before 2026” recalibration.

In 60 minutes, you’ll learn how to:

✨ Audit what’s working (and what’s definitely not)

✨ Clean up your ClickUp quickly — no overwhelm

✨ Identify the bottlenecks slowing your growth

✨ Implement simple automations that save hours

✨ Prioritize what matters most in the first 30 days of 2026

✨ Ask questions and get real-time fixes during live Q&A

This call is perfect for:

• Service providers

• Agencies

• Coaches & consultants

• Micro teams

• Founders & CEOs who want less chaos and more clarity

You’ll leave with focus, simplicity, direction, and systems that finally feel manageable.

What you’ll get:

🎁 30-Day Ops Action Plan

🎁 Live audit & Q&A

🎁 ClickUp structure recommendations

🎁 Automation quick wins

🎁 Discounted Snapshot Audit ($97)

🎁 Priority access to Power Sessions & Optimization Plans

AGENDA

00:00 – 00:05

Welcome + what to expect

→ Quick intro, who this call is for, how to get the most out of it.

00:05 – 00:15

The Year-End Systems Detox

→ What’s actually slowing you down inside your ops

→ How to spot the real bottlenecks

00:15 – 00:30

ClickUp + Client Delivery Cleanup

→ How your ClickUp should be structured for 2026

→ Streamlining your client journey so nothing slips

→ Real examples + fast fixes

00:30 – 00:40

Simple Automations to Save Hours

→ High-impact, low-tech automations you can implement today

→ What to automate first (and what NOT to automate yet)

00:40 – 00:50

Your 30-Day Plan for January

→ Exactly what to focus on to reduce chaos fast

→ What to stop doing

→ What to document

→ What to delegate

00:50 – 01:00

Live Q&A + Mini Hot Seats

→ Bring your messy questions

→ Real-time system fixes

→ Personalized recommendations