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

welcome to my blog

Marketing operations

Systems + tech

Business operations

Team operations

Client operations

Categories:

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

read post

You can utilize ClickUp Dashboards in many different ways, but there are three Dashboards that are my favorite to support you, your team, and your company. 1. Client Dashboard If you anticipate having clients inside your workspace, utilizing a client dashboard will make sharing tasks, information, and tracking project progress easy and organized.  You can […]

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. […]

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 […]

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. […]

automate client communications using clickup

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

JOIN NOW