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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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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Are you overwhelmed with random notifications, emails getting lost in the mix of things, and never remembering which clients said what? Creating an amazing client experience should be top of your priority list. Without one, the automated systems and goals to scale don’t work. The answer: a central Dashboard for your clients within ClickUp. The […]
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Forms are a view inside of ClickUp that can be added at the folder or list level. They are incredibly versatile and customizable and keep all your information in one place instead of in multiple software, such as Google Forms or TypeForm. Creating the Form To add a Form, you’ll add a page view from […]
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