Lessons about all things ClickUp and building & scaling your business operations sustainably.
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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 […]
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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. […]
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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 […]
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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. […]
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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 […]
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Custom fields in ClickUp offer a world of possibilities for personalizing and streamlining your work processes. But with so many options and updates, are you fully tapping into their potential? The Diversity of Custom Fields ClickUp’s custom fields are not one-size-fits-all. They come in various types and serve multiple purposes, making them adaptable to the […]
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“How do you maintain and update ClickUp workspaces for clients to ensure they stay efficient as the business evolves?” That’s a question I often hear, and it’s one that holds immense importance in today’s fast-paced business world. As someone deeply involved in helping businesses optimize their operations, I’d like to share my approach to ensuring […]
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How do you ensure that your ClickUp setup remains intuitive for your team members, especially when they have varying levels of tech savviness? This is a question that often arises when businesses are considering implementing ClickUp as their project management tool. In this blog post, I’ll share my insights as to how I tackle this […]
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“How do you approach the challenge of migrating a client’s existing processes into ClickUp?” Have you ever thought about migrating your existing project management processes into ClickUp? It might seem like a daunting task, but think of it as moving into a brand-new house – your new ClickUp house. Just like in a move, you […]
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