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Master operations with high-impact ClickUp solutions designed for industry pioneers
Transform your ClickUp, Elevate your Business
In the bustling world of agencies and consultancies, operational efficiency isn't just a luxury—it's a necessity. As an esteemed Verified+ ClickUp Consultant, I've spent half a decade tailoring ClickUp systems to the unique rhythms and requirements of small to medium-sized companies.
Whether you're a new adopter looking for a smooth start or an existing user eager to tap into deeper functionalities, our services are fine-tuned to elevate your business processes, empower your team, and enhance your client relations. Dive in, discover how we can collaborate, and set your agency on the path of streamlined success.
Unlock Operational Excellence with ClickUp
SCHEDULE TODAY
Together, we'll customize ClickUp to resonate with your unique business needs. The result? Standardized practices that champion organization, coherence, and superior operations, ensuring you stay ahead in the competitive landscape.
We'll pinpoint potential inefficiencies in your current workflows and processes, crafting a roadmap for optimization.
Using ClickUp as the cornerstone, we'll devise strategies to effectively manage your projects, teams, and processes.
Holistic Analysis
Operational Excellence
Navigate the nuances of ClickUp with a seasoned consultant by your side. I'll provide the insights, strategies, and support essential for a smooth transition.
Expert Guidance
Beginning with a well-defined implementation plan ensures that ClickUp is seamlessly integrated into your day-to-day, enhancing efficiency without disruptive hiccups.
Strategic Foundation
If you're yet to experience the cohesive power of ClickUp, let's change that. Dive into a digital transformation designed to invigorate your operational infrastructure from the ground up.
Let’s create seamless operations within your ClickUp system focused on your unique goals as a business owner while you take that time to do what you do best.
VIP Day with - ClickUp Buildout
CLICKUP CONSULTING
Best for basic, everyday, & advanced users
1:1 zoom consulting session(s)
One-time or bundle & save
To do
SCHEDULE TODAY
Ready to Transform Your Operations? Dive into a journey of strategic clarity, operational prowess, and continuous growth with our specialized approach.
PHASE TWO - CLICKUP BUILDOUT
PHASE THREE - REFINEMENT & TRAINING
Here, your organizational strategy transforms into tangible workflows within ClickUp, driving initiatives, enhancing team collaboration, and elevating service delivery.
Together, let's build a company-wide framework, marrying strategy with productivity. We dive deep, transforming your vision into an actionable plan, seamlessly integrating with the power of ClickUp.
- Vision Session: A strategic deep-dive into your operational DNA.
- ClickUp Strategy: Tailored hierarchy and operational planning with ClickUp at its core.
1 Day (Intensive 1.5-2 hour session)
Crafting the Blueprint for Operational Excellence
PHASE ONE - PROCESSES & STRATEGY
Embark on a transformative three-phase journey to optimize your operations. Start with "Processes & Strategy" to craft a tailored operational blueprint integrated with ClickUp. Progress to "ClickUp Buildout," bringing the devised strategy to life within the platform. Conclude with "Refinement & Training," finetuning the system and empowering your team to master their new workspace.
CLICKUP BUILD OUT
FOR SMALL TO MIDSIZE COMPANIES
DONE-FOR-YOU SERVICE
CUSTOMIZED STRATEGY & BUILDOUT
To do
Breathing Life into Strategy
- Organizational Architecture: A bespoke ClickUp structure that mirrors your business.
- Operational Toolkit: From insightful dashboards to streamlined processes - everything you need for operational agility.
1 -2 Days
Perfecting the Craft, Powering the Team
Dive into your new ClickUp space. We'll stand alongside, refining every nook and cranny, ensuring a snug fit for your operations. Then, we empower your team, turning them into ClickUp pros.
- Optimization Drive: Refining workflows, templates, and processes.
- Masterclass: Equip your team with the know-how to navigate and thrive within ClickUp.
2 weeks
Book a consult
Find the holes in your processes, eliminate bottlenecks, & get familiar with ClickUp features
Envision ClickUp-based solutions that map out a workflow or solve a specific problem without having to Google “how to use ClickUp for my business” and spending hours finding a cookie-cutter solution
Develop a strategy to support seamless experience for your team & clients
Explore the best uses of your ClickUp & create standardized practices for business organization & team/client operations with expert guidance.
A strategy session can help you:
Strategy Session
All user levels
1:1 with Jena
60-minute session
To do
Learn more
LIVE easy-to-follow training sessions that help take you from the very basics to must-have features of ClickUp & how to apply it to your business.
IMPLEMENTATION co-working sessions that are designed to create accountability & provide you the opportunity to take supported action within the program.
OPPORTUNITY to have Jena’s, the client proclaimed ClickUp Queen, eyes on your business answering your specific operational & provide a customized strategy to be applied in ClickUp.
COMMUNITY in a private FB group where you can brainstorm in real-time and see what other service-based entrepreneurs are using ClickUp for & how they have implemented it.
Learn how your integral system is set up & make informed changes in your processes/systems with the knowledge earned in this program.
Learn the language of ClickUp, build your foundation, network with other service-based business owners, & work alongside an operations expert.
A 12-week group program that includes LIVE weekly teaching & implementation co-working sessions that create accountability and action.
The LevelUp Method
New, beginner, everyday user
Group program
12-week program
To do
Book a consult
Find the holes in your processes, eliminate bottlenecks, & get familiar with ClickUp features
Envision ClickUp-based solutions that map out a workflow or solve a specific problem without having to Google “how to use ClickUp for my business” and spending hours finding a cookie-cutter solution
Develop a strategy to support seamless experience for your team & clients
Explore the best uses of your ClickUp & create standardized practices for business organization & team/client operations with expert guidance.
A strategy session can help you:
Agency
All user levels
1:1 with Jena
60-minute session
To do
- Aaron James, Digital Marketer
“Highly recommend working with Jena Paulo. She has saved me countless hours per week making ClickUp my “command center” as a run a team of 11, 15 private coaching clients, & 2 softwares.”
Kind Words
