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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Client 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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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 […]

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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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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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