
Most small businesses waste hours juggling tools that don’t connect. The Clarity Reset™ combines a focused strategy session with done-for-you setup in HighLevel + ClickUp, giving you one clear plan and two connected platforms to back it up.
What you’ll get:
   ✓  A reset framework that clears bottlenecks and simplifies workflows
   ✓  Consolidation of scattered tools into HighLevel + ClickUp
   ✓  Key workflows + starter automations mapped into your systems
   ✓  Practical resources + SOP templates your team can actually use
   ✓  Integration guidance so your setup works smoothly across the board
Why HighLevel + ClickUp?
The Clarity Reset™ is built on two powerful platforms that cover nearly every system a small business needs:
HighLevel → An all-in-one client-facing platform for CRM, marketing, booking, and communication
ClickUp → A robust project and task management hub for streamlining your team’s internal workflows
Together, they give you one connected system — front-end and back-end — without the mess of juggling multiple tools.



Simple resources and training so your team can start using it right away
We’ll dive into your tools, workflows, roles, and handoffs. By the end, you’ll walk away with decisions made, a reset action plan, and your business migrated into HighLevel + ClickUp — so everything finally runs inside a connected, all-in-one system.

Quick fit check to clarify goals, surface bottlenecks, and confirm the best starting point.

Your 90 Minutes to Clarity™ strategy session plus done-for-you HighLevel + ClickUp migration. One clear plan, one connected system.

Your system is set up to match your reset plan. Expand further with advanced workflows, dashboards, or team systems if needed.

Stay supported with Clarity on Call™: monthly advisory sessions, ongoing fixes, and quick decision support so your systems grow with you.
The Clarity Reset™ gives you the best of both worlds: a focused strategy on what matters and a done-for-you migration into HighLevel + ClickUp — so your systems finally work the way your business actually runs.
Frequently Ask Question
The Clarity Reset™ combines your 90 Minutes to Clarity™ strategy session with full setup inside HighLevel + ClickUp. You’ll walk away with a custom action plan and both platforms configured to support it — so you’re not left juggling scattered tools.
Not at all. You bring your business; I’ll bring the setup. I’ll migrate your workflows, tools, and processes into HighLevel + ClickUp and show you how to actually use them — no tech background required.
While HighLevel + ClickUp handle the bulk of your systems (client-facing flows + internal operations), there are a few peripheral tools you’ll likely still use — and many of them can integrate seamlessly. Common extras include:
- Video / conferencing (Zoom, Google Meet)
- Accounting / invoicing (Stripe, QuickBooks, Wave, etc.)
- Domain / web hosting (if you don’t host your site inside HighLevel)
- Email provider or business email (Google Workspace, etc.)
- File storage & collaboration (Google Drive, Dropbox)
- Messaging / communications (Slack, Teams, etc.)
These integrations allow all your tools to talk with each other so your “all-in-one” system doesn’t feel isolated.
You’ll have one connected system running inside HighLevel + ClickUp. If you’d like ongoing support, you can add Clarity on Call™ — with monthly advisory calls, system tweaks, and guidance as your business grows.
Far more than just a plan. Every Clarity Reset™ includes:
- A 90-minute strategy session to map bottlenecks + priorities
- A written Clarity Action Plan (delivered within 48)
- Intake + Ops Personality Quiz insights
- HighLevel setup: client pipelines, automations, forms, emails, scheduling
- ClickUp setup: task + project templates, dashboards, reporting, SOPs
- An optional 30-min follow-up call for accountability + questions
- Training so you and your team know how to use your system with confidence
You’ll leave with clarity, a working system, and support to keep it running smoothly.
For more information, visit: www.cannardconsulting.com/clarityreset