Marketing operations

Systems + tech

Business operations

Team operations

Client operations

Categories:

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

After hosting my LevelUp With ClickUp With ClickUp challenge, I was able to obtain feedback from Zargarian Consulting. It’s such a valuable opportunity and it really provides insight into how much my systems actually help other businesses scale.  

About the Client 

Zargarian Consulting 

Mary, a dynamic leader, and consultant with extensive experience in business operations management, is Zargarian Consulting’s CEO. With her team, she works remotely across North America, Australia, and New Zealand to help companies improve their performance through professional consulting services that cater to each client’s needs.

The Challenge

What issue, challenge, or pain point did you want addressed? 

When I first became a Certified Online Business Manager (OBM) in October 2021, I conducted market research to know what my ideal client’s preferred systems were to run their business. ClickUp was the primary response. 

I’m an Asana Services Partner, and until this point, I had refused to entertain any other system; however, with the results of this research, I felt like I owed it to myself and clients to explore what ClickUp had to offer. 

I liked what I saw…a lot. 

So much so that within a month, I decided to invest in learning ClickUp and having it become the new project management system for my business.

What were your expected outcomes from working with me to solve your stated problem?

I’m a huge fan of learning from others to fast-track your growth and development. 

Sure, I’m fully capable of learning ClickUp on my own; however, I knew that Jena would provide me the insights and experience to quickly put it into practice while going through LevelUp With ClickUp. 

I’m glad I did because my business grew fast – on the client side and building out my team. ClickUp made that growth manageable.

What’s the Solution?

How did Jena approach the challenge? 

I was not always able to make the LevelUp With ClickUp trainings live; however, even if I did attend live, I always watched the replays. It allowed me to press pause and implement the processes she was walking us through.

The Outcome/Results

Did Jena’s solution solve your problem or accomplish your objective(s)?

Yes, it did! Jena’s solution not only solved my problem, but it also accomplished all of the objectives I had set out for myself.

What benefits have you seen over time? 

Our ability to scale our impact with clients is key to our success. Jena’s templates, automations, and dashboards help us streamline our work and deliver value quickly and efficiently.  Our ability to scale our business’ impact with clients is a key competitive advantage.

Are there specific KPIs, measurements, statistics or ROI data you can share that clearly demonstrates the value of the solution/service/strategy I provided?

I started LevelUp With ClickUp with 2 clients and was a solo entrepreneur. By the time I finished LevelUp With ClickUp, we had 5 team members and 8 clients. This program and implementing what I learned made all of that happen.

Looking for more support with ClickUp? Check out LevelUp with ClickUp.  

This program teaches you how to use the functionalities of ClickUp AND provides you with the knowledge you need to develop a customized ClickUp workspace with my proven method. Join the waitlist today!

Client Testimony: How Using ClickUp Scaled My Business

Business Operations

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