Create Efficient Systems to Save Time and Grow Your Team and Agency

Kaci Ackerman went from dental office manager to being furloughed due to Covid to running a six-figure business in less than two years. Kaci is a Certified Business Manager and ClickUp expert. Kaci has helped over 1000 business owners streamline their businesses with ClickUp. She saves CEOs 10 hours a week and increases their profit by 25% with a robust and automated ClickUp system. Some fun facts: queen of typos & truth bombs, allergic to alcohol, Netflix binger, sports fan, bike rider, Friends obsessed (she’s 100% Monica!).

Episode highlights from Kaci Ackerman’s episode

• What is it about business processes that is so exciting?
• How you can go from checking off lists to making the process automated
• How to know when you need to start hiring for help with systems
• What Kaci does when she walks into a hot mess of a systems setup
• What kinds of pushback Kaci sees when starting with a new agency
• What are a few quick wins to save you time
• How do you get a team to adopt this stuff?

Lightning Round with Kaci Ackerman

• Best advice: Don’t give up
• Habit that contributes to success: Organization habits
• Recommended tool:  ClickUp
• Recommended books: Systemology by David Jenyns

Resources, plus connect with Kaci Ackerman

• ClickUp Roadmap
• Instagram
• Kaci Ackerman’s website

Quotes from Kaci Ackerman’s episode

• “It’s taken care of. Sitting there waiting for you.”
• “Literally, an eight-year-old could do that.”
• “There’s the automation side of it where you don’t have to build a list anymore.”
• “If you’re that busy, you should not be doing it yourself.”
• “I’m sure you’ve seen some hot messes!”
• “Somebody else can come in and take it from there…the owner doesn’t need to be doing that.”
• “Building out these systems empowers your team.”

Takeaways from Kaci Ackerman’s episode

• Are you still doing bookkeeping? Maybe it’s time to outsource
• Always have a buffer day “to clean up the mess”
• Don’t give tasks on Slack

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