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
How do you ensure that your ClickUp setup remains intuitive for your team members, especially when they have varying levels of tech savviness? This is a question that often arises when businesses are considering implementing ClickUp as their project management tool. In this blog post, I’ll share my insights as to how I tackle this […]
read post
Are you just starting with ClickUp and feeling a bit overwhelmed by all the possibilities? Don’t worry, I’ve got your back! Let’s break it down and make this journey as smooth as possible. Clarity: The Key to Starting So, you’re diving into ClickUp to manage your operations, but where do you start? Well, the magic […]
read post
Welcome to part two of mastering your business goals with ClickUp. Today, I’m showing you a real live example of how to set up a goal in ClickUp. First, let’s identify our goal objective. Today, our goal objective is to increase quarterly revenue for Q4. Now let’s set up our goal targets. Defining Your Goal […]
read post
In today’s fast-paced business environment, managing leads efficiently is critical for growth. This case study highlights how I optimized my lead management process using ClickUp, and offers insights into how you can do the same. The Challenge The primary challenge was creating an effective yet simple workflow that not only tracks leads but also nurtures […]
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
