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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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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When it comes to client acquisition, retention, program launching, and consistent audience value, email marketing plays a massive role. Learning how to organize your campaigns in your Project Management Tool (ClickUp) can change the game when it comes to collaborating with your team, organizing your client’s journey, and optimizing the impact of your content. Below […]

click up email marketing and client acquisition
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Don’t get me wrong…I do it too! As tempting as it is to launch off the cusp of the idea and hit the ground running when the first client shows interest, take a second before you get caught up in the overwhelming to-do list, and have your systems work for you. My personal favorite is […]

Three non-negotiables on client onboarding clickup
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Managing your projects can feel a lot like relationships. When you start a relationship what are some of the first things going through your head: What are we?  Is this serious? Is this a short-term or long-term type of relationship? How much energy and effort do I want to put into this? This same thought […]

how to onboard team members

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