Lessons about all things ClickUp and building & scaling your business operations sustainably.

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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

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“Onboarding clients is the first step in their journey with your product or service. Simply stated, it’s the process you use to introduce new clients to your company. It’s akin to employee onboarding, which shares the goal of building long-lasting, mutually beneficial relationships.” – Becky Simon at SmartSheet.com Why does the onboarding process matter? Think about a company you […]

Onboarding Made Simple
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A high-quality client experience solidifies for your clients that you care, because you do. This is where they see you go that extra mile and give that last piece of value, so take the time to set up a flow that includes emails, reminders, and lists that include these very important steps.

High Quality Client Expereince

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