Stop Drowning in Chaos: Build a System That Will Transform Your Business
The exact ClickUp setup that took us from overwhelmed to organized—now available for YOU to implement step-by-step.
We’ve done the trial and error so you don’t have to.
This DIY course will teach you how to create a ClickUp system that brings clarity, empowers your team, and gives you back your time—without the stress of figuring it out alone.
The Problem
Let’s get real:
👉 You’re overwhelmed, juggling client tasks, deadlines, and never-ending to-do lists.
👉 You’re trying to keep everything in your head, notebooks, emails, or post-its.
👉 You know you need a system, but ClickUp feels like a giant blank whiteboard that’s way too overwhelming to figure out.
Maybe you’ve tried before:
❌ Watching hours of YouTube videos, but nothing made sense for your business.
❌ Attempting to set it up yourself, only to give up when it got too messy.
❌ Using ClickUp “halfway” and still relying on old habits to get work done.
The truth is, without a system, you’re:
Losing time to chaos.
Overcommitting because you can’t see what’s on your plate.
Missing small tasks that cost you in big ways.
Sound familiar?
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What If You Could Build a ClickUp System That WORKS for Your Business?
Imagine this:
✨ You wake up knowing exactly what’s on your plate for the day.
✨ Your team knows what to do without needing constant direction.
✨ No more missed deadlines, forgotten tasks, or last-minute scrambles.
✨ You’re free to focus on the big picture while your business runs smoothly.
That’s what this DIY ClickUp Course will help you achieve.
Introducing the DIY ClickUp Course
We’ve spent YEARS perfecting ClickUp for our own business—testing workflows, building systems, and learning what really works.
Now, we’re handing it all to YOU in this step-by-step course.
What’s Inside the Course:
✅Proven Workflows and Templates
Learn the exact workflows we use to manage client work, internal tasks, marketing, sales, and more. These workflows are ready for you to customize and implement immediately.
✅Step-by-Step Video Training
Clear, easy-to-follow videos that walk you through every part of the setup. No fluff, no guesswork—just actionable steps to build a system that works for YOUR business.
✅Best Practices for Efficiency
Learn how to use ClickUp to its full potential—so your system saves you time instead of adding more to your plate.
✅How to Involve Your Team
We show you how to get your team on board and ensure they’re using ClickUp consistently. A system only works if everyone uses it!
✅BONUS: Troubleshooting Common Problems
Avoid the common pitfalls that cause task management systems to fail, like messy setups, missing tasks, and lack of team buy-in.
Why This Course Works
This isn’t just a generic “how to use ClickUp” course—it’s designed specifically for service-based businesses, including accountants, bookkeepers, and tax professionals who need clarity, control, and growth.
We know where business owners struggle because we’ve been there:
✅ We’ve spent hours researching best practices so you don’t have to.
✅ We’ve tested and refined ClickUp for businesses like yours.
✅ We teach you how to build a system that grows with you—not one that falls apart in a month.
Who Is This Course For?
This course is for you if:
✅ You’re overwhelmed by tasks, deadlines, and client work.
✅ You’ve tried ClickUp (or other tools) but gave up because it felt too complicated.
✅ You’re ready to build a system that brings clarity and empowers your team.
✅ You want a proven, step-by-step plan to get ClickUp up and running—without wasting time.
The Cost of NOT Having a System
Without a task management system that works:
❌ Tasks and client requests keep falling through the cracks.
❌ You’re doing work you shouldn’t be because there’s no clarity on who owns what.
❌ You’re stuck working nights and weekends to “catch up.”
❌ You’re losing money in out-of-scope work and missed opportunities.
How much is this chaos costing you every week?
What’s the Investment?
You could spend the next year figuring it out yourself (like we did), or you can get everything you need in one place—right now.
✨ DIY ClickUp Course: $497 ✨
For less than the cost of one missed client invoice or a few wasted hours, you’ll get:
✅ A fully proven, step-by-step plan to build your ClickUp system.
✅ Workflows and templates you can implement immediately.
✅ The freedom that comes from knowing your business is under control.
Just a few examples of results after implementing this EXACT STRATEGY that we are sharing in this course..
"I wake up every morning early ready to work in my business and on my business. I am not overwhelmed! You helped me find opportunities in me I didn't even think was possible."
- Sam Mabry
"Two weeks ago, someone on my team got that devastating call—they needed to go home immediately to say goodbye to a loved one. Within 12 hours, we lost all contact with her as she rushed to be by their side. Of course, I wasn’t about to intrude on her family time or stress her about work. So I told my team: "Go to ClickUp. Reassign her tasks. Everyone pick up what you can for the next two weeks."
And just like that—we didn’t skip a beat."
-Tiffany Archambault
"I was inspired to take task out of my head and put them into my task management system. As I have begun to discipline myself to do this, I have been a lot happier to do my work each day, an di have less anxiety that I will forget to do something!"
-Jill James
Who are We?
I'm Leslie Liondas, CPA and I know firsthand how overwhelming it can feel to manage a business without a clear system in place. Years ago, we were drowning in chaos—tasks were falling through the cracks, our team was frustrated, and I was burned out.
At the time, Megan Comer, who now leads our systems work and one of our lead business coaches, was completely against switching to ClickUp. She loved the system we were using and didn’t see the need for change—until we sat down and mapped out all the tasks we were missing. That moment was eye-opening.
Once Megan embraced ClickUp, she didn’t just like it—she fell in love with it. She dove in headfirst, built workflows that transformed our business, and made sure ClickUp became the heartbeat of everything we do.
✨ Today, Megan has taught countless business owners how to set up ClickUp effectively and avoid the overwhelm that so many face when they start. She created this course with that same love, intention, and proven knowledge.
Our journey with ClickUp changed everything for our business, and we want that for you, too.
This course gives you the exact step-by-step process we use, so you can finally get out of the chaos and into clarity.
Let’s help you build a system that works!
Leslie Liondas, CPA & Megan Comer
Your ClickUp Experts
Still have questions? Let's Address Them!
Q: What exactly is the DIY ClickUp Course?
A: This is a self-paced, step-by-step course designed to help you build a ClickUp system tailored to your business. You’ll get video training, proven workflows, templates, and best practices so you can set up ClickUp without the frustration of figuring it out alone.
Q: I’ve tried setting up ClickUp before, but it didn’t stick. How is this different?
A: Most people struggle with ClickUp because they don’t know where to start or how to customize it for their needs. This course gives you a proven structure to follow, with templates and workflows already built out. You won’t be starting from scratch—you’ll be learning a system that has worked for businesses just like yours.
Q: Who is this course for?
A: This course is perfect for overwhelmed business owners, especially those in service-based industries like accounting, bookkeeping, or tax. If you’re juggling too many tasks, missing deadlines, or struggling to keep up with your team, this course is for you.
Q: I’m not very tech-savvy. Will I still be able to follow along?
A: Absolutely! The course includes clear, step-by-step videos that walk you through everything. You don’t need to be a tech genius—just willing to learn and implement. If you can follow instructions, you can build this system!
Q: How long will it take me to set up my ClickUp system?
A: That depends on how much time you dedicate, but most people make significant progress in just a few hours if you sit down and do it! The course is designed to help you implement as you go, so you’ll see results quickly. Plus, you can revisit the training anytime you need to tweak or refine your setup.
Q: I don’t have a team. Will this course still help me?
A: Yes! Even if you’re a solo business owner, ClickUp will help you organize your tasks, client work, and deadlines so you don’t have to keep everything in your head. It’s like having a virtual assistant to keep you on track.
Q: Will this work for my team? They’re resistant to new systems.
A: Getting team buy-in is critical, and we address that in the course! You’ll learn how to introduce ClickUp to your team, train them on how to use it effectively, and create workflows that everyone can follow.
Q: What if I get stuck or have questions during the course?
A: The course is built to be straightforward, but if you get stuck, you can always reach out to us for support. We also offer a ClickUp Coaching Group for ongoing guidance if you need additional help implementing.
Q: Is this course really worth $497?
A: Let’s put it this way—how much is disorganization costing you? Missed tasks that upset clients, hours wasted trying to find what needs to be done, out-of-scope work that you didn’t bill for? This course will save you time, money, and energy. For a one-time investment, you’ll gain a system that will keep your business running efficiently for years to come.
Q: Can I access the course immediately?
A: Yes! As soon as you enroll, you’ll get instant access to all of the videos, templates, and resources. You can start building your ClickUp system right away.
Q: Do you offer refunds?
A: Because this is a digital product with instant access, we do not offer refunds. But I can confidently say that if you follow the steps in this course, you’ll see massive results in how you manage your workload and team.
Ready to Finally Take Control?
You don’t have to stay stuck in overwhelm. You don’t have to keep spinning your wheels.
With this course, you’ll:
✅ Build a ClickUp system that works for YOUR business.
✅ Empower your team to take ownership of tasks.
✅ Free up time to focus on the work that really matters.
Stop struggling. Start thriving.
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