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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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 […]
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Have you ever wondered what a day in the life of a verified ClickUp consultant looks like? Well, today, I’m here to give you a glimpse into my Monday routine. It’s a busy day filled with work, family, and a little bit of indulgence! Morning Routine: Balancing Family and Work My day usually starts around […]
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Are you ready to take your business to the next level with ClickUp? If you’ve ever felt the need to define and refine your business hierarchy, establish a clear structure, and boost your team’s productivity, then you’re in the right place. ClickUp is here to help, and I’m Jena, a ClickUp consultant with over 150 […]
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Are you torn between ClickUp and Asana for your project management needs? I get asked this question a lot, and today, I’m here to provide you with a comprehensive breakdown of why I prefer ClickUp over Asana. Having experimented with various project management tools, including Asana, I can confidently say that ClickUp has a unique […]
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