Lessons about all things ClickUp and building & scaling your business operations sustainably.
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 […]
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. […]
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 […]
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. […]
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 […]
ClickUp is all about creativity and productivity. You can customize your Workspaces with a variety of different templates. I get asked all the time, “What are the best ClickUp Templates?” or “What is your favorite ClickUp Template?” My answer: the templates built around repeatable tasks in your business, such as client experience, project management, or […]
Explore the differences between members and guests in ClickUp, how to assign the appropriate user roles and what to do if you have different businesses.
No one likes long meetings. Most people loathe them. Your team’s time is valuable, and so is yours. Let’s talk about how you can use a ClickUp Dashboard to organize and manage your team, eliminate the need for lengthy meetings, and still get insane value out of the time spent. Here are the widgets we […]
There are so many amazing features within ClickUp. The Sidebar is the mission control center for navigating your Workspace. It’s where you can customize your layout, archive folders, and so much more. We’ll also be covering the List Settings in ClickUp. Within those settings, you’ll be able to Pin a particular view, apply a template, […]
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