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

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Marketing operations

Systems + tech

Business 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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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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You can utilize ClickUp Dashboards in many different ways, but there are three Dashboards that are my favorite to support you, your team, and your company. 1. Client Dashboard If you anticipate having clients inside your workspace, utilizing a client dashboard will make sharing tasks, information, and tracking project progress easy and organized.  You can […]

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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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Lead your sales, don’t let them lead you Are you watching leads float away as you scramble to clean up your hot mess backend?⁣ Does the idea of creating robust workflows make you tense up with overwhelm? Instead of feeling those feelings, how about we shift you into a space of confidence and clarity. There […]

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