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

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Marketing operations

Systems + tech

Business 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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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 […]

Photo by Carlos Muza on Unsplash
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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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