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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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. […]
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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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