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

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Marketing operations

Systems + tech

Business operations

Team operations

Client operations

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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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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 […]

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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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Customizable widgets are the building blocks of Dashboards. They are the best way to build a high-level view of what’s going on in your client’s workspace because you can add as much or little information as you’d like to the dashboard. Dashboards are one of my favorite ways to improve the client experience.  Utilizing these […]

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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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