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

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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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As a coach or consultant, you may be supporting several clients. ClickUp can help you elevate your client experience, track your client’s progress, and streamline your project management. Here are a few of our favorite ways to use ClickUp. 1️. Develop a templated client folder Think about the client’s journey from start to finish. Your […]

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If you are an OBM or VA, you probably work with multiple clients. You may be overwhelmed with keeping your tasks straight, tracking time, or setting deadlines.  A smooth-functioning task manager like ClickUp will keep you ahead and create an incredible client experience.  ClickUp is great for optimizing your workspace and streamlining your workflow. Here […]

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Customizable widgets are the building blocks of Dashboards. They are the best way to build a high-level view of what’s going on in your client’s workspace because you can add as much or little information as you’d like to the dashboard. Dashboards are one of my favorite ways to improve the client experience.  Utilizing these […]

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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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