Lessons about all things ClickUp and building & scaling your business operations sustainably.

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Marketing operations

Systems + tech

Business operations

Team operations

Client operations

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I help service-based professionals and creative agencies build scalable backend operations that support growth and sustainability in business using ClickUp as the operational base.

Hi, I'm Jena

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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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Lead your sales, don’t let them lead you Are you watching leads float away as you scramble to clean up your hot mess backend?⁣ Does the idea of creating robust workflows make you tense up with overwhelm? Instead of feeling those feelings, how about we shift you into a space of confidence and clarity. There […]

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Wait…what do you mean by creating “databases” in ClickUp? After working with 80+ business owners ranging across industries, I’ve noticed that the term “database” is not often used by entrepreneurs, at least not enough! When it comes to creating systems, it is crucial that your foundations are well built and that you have a home […]

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