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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Everybody goes through it. The feeling like there isn’t enough time in the day, that the tasks outmatch the minutes. And yes, even with robust templates, like those in the Process and Procedure Foundational Build, you can still feel lost for time. In business ownership that’s normal! BUT when it gets to the point where […]
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When it comes to prioritizing your tasks, everything on your task list isn’t always essential, and everything on your list isn’t always urgent. It’s overwhelming, it’s isolating, and it’s straight-up annoying to want to move the needle in your day but never knowing where to start. Take a deep breath. We have got this, and […]
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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 […]
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How the heck do you kick-ass one month and then carry that success into the next month and the months to come?! That is the question we are all asking about success, or at least the one I used to ask all the time. Now I am the expert in my niche, and duplicate my […]
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