Lessons about all things ClickUp and building & scaling your business operations sustainably.
welcome to my blog
read post
Using a ClickUp mind mapping and custom field sorting can save you time, energy, & sanity when developing a new service or product. The mindmap feature is a great way to get all your new ideas out on ‘paper.’ Brain dump all those thoughts swirling in your head about your new program right into a […]
featured
read post
Why build out a lead tracking dashboard in ClickUp? Tracking your leads within a CRM (built-in ClickUp) and setting up a dashboard focused on the data collection gives you a perspective of your overall client experience and your ability to track success that is unique to your needs sets you up for effective operations strategies. […]
featured
read post
Growing your team and getting them onboarded with your systems are two different challenges. What is onboarding?! Okay, so I could give you the textbook definition, but instead, I want you to think about the last time you brought someone into your business, client, or team member. Take yourself back: You are onboarding a new […]
featured
read post
Does Communciating with Your Clients Feel Like This? Have you ever been flooded with questions or inquires that were too frequent to keep up with? Happy problems, right? But, in reality, it can be incredibly overwhelming to keep up with all those messages & related tasks if you don’t have a way to organize & track those types of communications. […]
featured
read post
Why using communicating with your team is crucial Communicating with your team creates efficiency, trust, and authority with the purpose of being able to deliver on your vision and promises to your clients. To do this your team must: Know when you are available for feedback Understand the tasks at hand Have a clear understanding […]
featured
read post
Are you considering using ClickUp to enhance your business operations but feeling overwhelmed by its many features and functionalities? You’re not alone. ClickUp is a versatile project management and productivity tool, but harnessing its full potential requires a thoughtful strategy tailored to your specific business objectives. So, if you’re wondering: “What’s your strategy for determining […]
read post
“Could you walk us through the initial steps you take when customizing a ClickUp workspace for a new client?” Have you ever wondered about the initial steps involved in customizing a ClickUp workspace for a new client? Well, you’re in luck because today, I’m pulling back the curtain to share my insider tips. As a […]
read post
Are you tired of spending endless hours searching for tasks, struggling with disorganized workspaces, and battling to keep your business operations on track? If you’ve been searching for a solution to streamline your workflow, enhance collaboration, and boost efficiency, look no further. ClickUp 3.0’s Custom Fields Manager might just be the answer you’ve been waiting […]
read post
In the world of project management and task organization, having a powerful tool at your disposal can make all the difference. ClickUp 3.0’s Custom Field Manager is one such tool that can revolutionize the way you manage tasks and projects. In this article, we’ll take you through the basics of ClickUp 3.0’s Custom Field Manager, […]
Join over 2.6K+ others in the ClickUp for Entrepreneurs, Agencies, Marketers, & CEOs
FREE Facebook group to discuss, share, and learn about ClickUp solutions across
industries and user levels
Tips, Feedback, and Support Across Industries
Join the ClickUp Community
