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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When it comes to prioritizing your tasks, everything on your task list isn’t always essential, and everything on your list isn’t always urgent. It’s overwhelming, it’s isolating, and it’s straight-up annoying to want to move the needle in your day but never knowing where to start. Take a deep breath. We have got this, and […]

Client Project Management with ClickUp
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Don’t get me wrong…I do it too! As tempting as it is to launch off the cusp of the idea and hit the ground running when the first client shows interest, take a second before you get caught up in the overwhelming to-do list, and have your systems work for you. My personal favorite is […]

Three non-negotiables on client onboarding clickup
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“Onboarding clients is the first step in their journey with your product or service. Simply stated, it’s the process you use to introduce new clients to your company. It’s akin to employee onboarding, which shares the goal of building long-lasting, mutually beneficial relationships.” – Becky Simon at SmartSheet.com Why does the onboarding process matter? Think about a company you […]

Onboarding Made Simple
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Let me blow your mind real quick when it comes to retaining clients in your service-based business. As much as the industry wants you to think that your focus in business should be acquiring new clients, retaining clients in your service-based business is cheaper and easier both in terms of money and time. You think I am […]

Retain Clients in Your Service Based Business

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