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

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 […]

read post

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 […]

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

Wait…what do you mean by creating “databases” in ClickUp? After working with 80+ business owners ranging across industries, I’ve noticed that the term “database” is not often used by entrepreneurs, at least not enough! When it comes to creating systems, it is crucial that your foundations are well built and that you have a home […]

Photo by Carlos Muza on Unsplash

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