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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The technical definition for client offboarding is, “the process that leads to the formal separation between a service provider and a client through the completion or termination of service or contract.” Brian Anderson The informal way of approaching it is all about leaving your client better than they started, with questions answered, and a memorable […]

What is offboarding?!
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A high-quality client experience solidifies for your clients that you care, because you do. This is where they see you go that extra mile and give that last piece of value, so take the time to set up a flow that includes emails, reminders, and lists that include these very important steps.

High Quality Client Expereince

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