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Jordan Planner

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Jordan Planner

Jordan PlannerJordan PlannerJordan Planner
  • Home
  • Services
  • About Us
  • Blog
  • Contact Us

Overwhelmed by Business Operations? Discover Simpler Workflows!

Overwhelmed by Business Operations? Discover Simpler Workflows!Overwhelmed by Business Operations? Discover Simpler Workflows!Overwhelmed by Business Operations? Discover Simpler Workflows!

Reclaim your time-boost your bottom line. Providing tailored solutions to optimize your small business processes & workflows!

Schedule a free consultation and discover how we can streamline your processes

Overwhelmed by Business Operations? Discover Simpler Workflows!

Overwhelmed by Business Operations? Discover Simpler Workflows!Overwhelmed by Business Operations? Discover Simpler Workflows!Overwhelmed by Business Operations? Discover Simpler Workflows!

Reclaim your time-boost your bottom line. Providing tailored solutions to optimize your small business processes & workflows!

Schedule a free consultation and discover how we can streamline your processes

Why Dubsado, ClickUp and Zapier?

Dubsado

Dubsado

Dubsado

  • Cultivate strong client relationships
  • Effortlessly automate invoicing
  • Enhance the efficiency of your project workflows


Don’t let inefficiencies hold you back - embrace these changes for maximum productivity and success! 

people sitting around a desk collaborating

ClickUp

Dubsado

Dubsado

  • Elevate your project management game by simplifying processes
  • Boost task tracking
  • Ignite team collaboration 


Unlock new levels of efficiency and watch your success soar! 

connecting iot

Zapier

Dubsado

Zapier

  • Connect various applications effortlessly
  • Streamline data transfers
  • Craft seamless integrations that enhance your workflow


Embrace the power of automation to boost efficiency and make your processes flow like never before! 

ai

AI

Dubsado

Zapier

  • Dive into data analysis
  • Harness predictive automation
  • Elevate client communication with personalized interactions that truly resonate


Unlock the power of AI to transform your processes! 

Our Professional Services

Workflow Automation

Project Management Setup

Project Management Setup

We’re dedicated to enhancing your client experience with AI-powered Dubsado automations and workflows that feel genuinely personal.   


  • Welcome new clients effortlessly with tailored email sequences that boost engagement and reduce follow-ups
  •  AI simplifies the creation of personalized proposals and contracts, ensuring they meet your clients' specific needs
  • It’s all about making your workflow smoother while making each client feel valued!

Project Management Setup

Project Management Setup

Project Management Setup

We’re here to elevate your ClickUp experience with AI to boost productivity and project efficiency!  


  • Automate task prioritization and deadline management, keeping your critical projects on track
  • Generate real-time progress reports and summaries to simplify decision-making
  • Let’s unlock your team’s full potential together! 

Intelligent Business Process Automation

Intelligent Business Process Automation

Intelligent Business Process Automation

We’re passionate about transforming how businesses operate with AI-driven solutions. Our goal is to help you eliminate inefficiencies and boost your performance (and sales!)


With intelligent data extraction and analysis, we can:

  • Identify bottlenecks in your processes and recommend tailored optimization strategies
  • Automate repetitive tasks like data entry and document processing - freeing your team to focus on high-value activities that drive your business forward
  • Let’s work together to enhance your efficiency!

AI-Enhanced CRM & System Integration

Intelligent Business Process Automation

Intelligent Business Process Automation

We integrate ClickUp, Dubsado and Zapier using AI to streamline your operations. 

  • An AI-powered chatbot in Dubsado offers instant client support
  • ClickUp efficiently manages your projects
  • Our AI-driven integrations automate data flow, creating a seamless ecosystem that simplifies your business processes
  • Let's enhance your productivity!

About Jordan Planner

communication type icons

Our Mission


   Let Jordan Planner help you save time, reduce stress, and boost your productivity, even within the dynamic world of crypto and blockchain ventures. We offer friendly and expert business services, along with process automation, to make your life easier. Our focus is on streamlining your workflows and creating a mindful approach to managing your business, including the unique operational needs of digital asset management and blockchain integration. 


With the latest tools and AI-driven solutions, we provide personalized support, such as Dubsado setup, ClickUp project management, workflow automations, and system integrations. 


Our mission is to take care of those time-consuming administrative tasks, so you can concentrate on growing your business and connecting with your customers. We're dedicated to offering reliable, efficient, and professional services tailored just for you, ensuring everything runs smoothly and effectively.


✅ Expert Automation & Integration - We are all about making your life easier! We leverage amazing tools like Dubsado and ClickUp, along with some AI magic, to automate your workflows and connect all your business systems. This means less time on repetitive tasks and more time for you to focus on growing your business!


✅ Customized Solutions - We know that every business is unique, and that’s why we don’t believe in a one-size-fits-all approach. We take the time to really understand your specific needs and create personalized solutions just for you. Whether it’s setting up complex Dubsado workflows, refining your ClickUp project management, or automating your data processes, we’ve got you covered!


✅ Focus on Efficiency and Productivity - Our mission is to help your business run like a well-oiled machine! We’ll pinpoint any bottlenecks, automate those pesky repetitive tasks, and implement systems that enhance your productivity. 


✅ Reliable and Professional Support - Clear communication and reliability are at the heart of what we do. You can count on us to handle your administrative tasks with the utmost professionalism, allowing you to relax and focus on what you do best.


✅ AI-Enhanced Services - We embrace the latest trends in AI to enhance and automate your business processes. Our goal is to provide you with cutting-edge support that keeps you ahead of the curve!


✅ Dedicated Partnership - We’re not just here to check off tasks; we’re genuinely invested in your success! Think of us as your long-term partner dedicated to helping your business thrive.


✅ Bridging Tradition & Innovation - Whether you're a well-established enterprise or a groundbreaking blockchain startup, we're your dedicated partners, committed to understanding your unique needs and fueling your growth in both the familiar and the cutting-edge. 


Let Jordan Planner be your go-to for saving time, reducing stress, and enhancing productivity with our friendly and expert business services!


Reach out today, and let’s chat about how we can optimize your small business!


Our Packages

Select your perfect package!

Select from our different package levels - find the one that's right for you and your business!

Platinum Full Immersion

  • Initial consultation to understand business needs
  • Up to 40 hours of project support after signed Contract
  • Unlimited revisions
  • Three hours of training
  • Weekly Progress Reports
  • Priority Phone / Chat / Email Support

stacks of gold bars

Gold Workflow Mastery

  • Initial consultation to understand business needs
  • Up to 30 hours of project support after signed Contract
  • Three rounds of revisions
  • Three hours of training
  • Weekly Progress Reports
  • Phone / Chat / Email Support

an ounce of fine silver

Silver Automation Accelerator

  • Initial consultation to understand business needs
  • Up to 20 hours of project support after signed Contract
  • Two rounds of revisions
  • Two hours of training
  • Chat / Email Support

stacks of bronze

Bronze Foundation

  • Initial consultation to understand business needs
  • Up to 10 hours of project support after signed Contract
  • One round of revisions
  • One hour of training
  • Email Support 

Add Ons

  • Custom Dubsado templates
  • Advanced email sequence development
  • Team Training
  • Priority Support
  • Third-Party Integrations

a hourglass

Retainers

  • Essentials Retainer - Extra 10 hours per month
  • Growth Retainer - Extra 18 hours per month
  • VIP Retainer - Extra 30 hours per month

‼️ Our service packages are billed on a monthly basis with no long-term contracts or recurring commitments required - giving you the flexibility to work with us as needed. Please note that hours included in each package are valid for the current billing month only; unused hours do not roll over and are non-refundable.

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Get Started Today!

 Ready to elevate your business operations? 


We specialize in crafting tailored Dubsado workflows, optimizing ClickUp project management, and implementing AI-driven automation to streamline your processes and supercharge your growth. Let’s collaborate to build efficient systems that free up your time and drive your business forward. 


Click the link below to tell us a bit more about how we can 

assist you with your business needs! 


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