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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Everybody goes through it. The feeling like there isn’t enough time in the day, that the tasks outmatch the minutes. And yes, even with robust templates, like those in the Process and Procedure Foundational Build, you can still feel lost for time. In business ownership that’s normal! BUT when it gets to the point where […]
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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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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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What is Outsourcing? Outsourcing is the business practice of hiring a party outside a company to perform services and create goods that traditionally were performed in-house by the company’s own employees and staff. – Investopedia In way more relatable terms, outsourcing is the move in your small business that allows you to focus on your top priorities […]
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