Project Management Archives - Jena Paulo Virtual Solutions
automate client communications using clickup

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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Client Project Management with ClickUp

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 […]

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Three non-negotiables on client onboarding clickup

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 […]

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What are Standard Operating Procedures (SOPs) and Why Are They Important? A standard operating procedure is a document providing explicit directions for completing a certain task or operating a certain system. David Oragui SOP documents have detailed information on how to operate and manage your backend business operations. They should be “living” documents that should […]

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Onboarding Made Simple

“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 […]

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