Lessons about all things ClickUp and building & scaling your business operations sustainably.
welcome to my blog
read post
Using a ClickUp mind mapping and custom field sorting can save you time, energy, & sanity when developing a new service or product. The mindmap feature is a great way to get all your new ideas out on ‘paper.’ Brain dump all those thoughts swirling in your head about your new program right into a […]
featured
read post
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. […]
featured
read post
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 […]
featured
read post
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. […]
featured
read post
Why using communicating with your team is crucial Communicating with your team creates efficiency, trust, and authority with the purpose of being able to deliver on your vision and promises to your clients. To do this your team must: Know when you are available for feedback Understand the tasks at hand Have a clear understanding […]
featured
read post
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 […]
read post
Why do you need project management when working with clients? Operating without a solid understanding of the why, how, who, and when of any project can lead to serious misalignment regarding client goals and results. You most definitely don’t want to get to the end of a project just for your client to turn around […]
read post
Using a project management tool is essential to keep your projects and tasks on track and streamlined. When you have a systemized way of managing projects, you inherently become more productive. In turn, this helps you serve your team and your clients better (which is the whole freaking point, right?!) As a business operations consultant, […]
Join over 2.6K+ others in the ClickUp for Entrepreneurs, Agencies, Marketers, & CEOs
FREE Facebook group to discuss, share, and learn about ClickUp solutions across
industries and user levels
Tips, Feedback, and Support Across Industries
Join the ClickUp Community
