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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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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Your role as the expert is to make it clear what the goals for your business should look like and how they will affect the team and your clients. Before we jump to features you can be using; you first need to understand how they can be applied with your team. How to Apply Goal […]
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Managing your projects can feel a lot like relationships. When you start a relationship what are some of the first things going through your head: What are we? Is this serious? Is this a short-term or long-term type of relationship? How much energy and effort do I want to put into this? This same thought […]
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Why Using ClickUp To Manage Your Team Is Important You are in the midst of a project, feeling like all the pieces are there, the project itself is managed, but then you look up, and there is a whole team staring at you through the screen waiting for their tasks, waiting for instructions. OR you […]
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