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 […]
Do you want to know a secret? Nothing personal here, just pure business. In my years of working with different clients at their backend operations, I have found that having streamlined systems and processes is key to running a successful business. Yes, there is such a thing as a secret ingredient in business. The great […]
ClickUp Forms make collecting feedback easy and create tasks based on user input. You can share your Form anywhere, so you don’t have to enter information into individual task fields manually. All gathered data is stored in one place for easy reference later. It’s the perfect way to save time while ensuring accuracy! How to […]
Did you know you can use ClickUp to track your goals? It’s a great way to stay on track to meet your goals with clear timelines, measurable targets, and automatic progress tracking with ClickUp Goals. ClickUp Goals are high-level objectives that are made up of smaller, measurable Targets. When you complete all of the Targets, […]
ClickUp Board view offers an added layer of organization with Swimlanes. You can organize complex information into categorized rows.
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