Lessons about all things ClickUp and building & scaling your business operations sustainably.
welcome to my blog
read post
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 […]
featured
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. […]
featured
read post
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 […]
featured
read post
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. […]
featured
read post
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 […]
featured
read post
If you want to stand out in project management, ClickUp can help you achieve that goal. With its wide range of features and customizable options, ClickUp will give you the tools needed to succeed. ClickUp is a powerful and versatile project management tool that allows users to stay organized, create systems, and streamline their workflow. […]
read post
As a coach or consultant, you may be supporting several clients. ClickUp can help you elevate your client experience, track your client’s progress, and streamline your project management. Here are a few of our favorite ways to use ClickUp. 1️. Develop a templated client folder Think about the client’s journey from start to finish. Your […]
read post
If you are an OBM or VA, you probably work with multiple clients. You may be overwhelmed with keeping your tasks straight, tracking time, or setting deadlines. A smooth-functioning task manager like ClickUp will keep you ahead and create an incredible client experience. ClickUp is great for optimizing your workspace and streamlining your workflow. Here […]
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 […]
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
