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