A 12-week group program designed for the service-based entrepreneur who wants to take their ClickUp systems from barely cutting it to fully functioning and ready to grow.
You wear many hats and have a ton of plates to balance, and the last thing you need is a complicated and hard-to-understand project management system that leaves you & your team confused, undone, or unnoticed.
You feel like all progress and momentum rely on YOU to continue flowing & you are tired of being the biggest bottleneck in your business.
You have started your ClickUp workspace, you have begun the process of organizing, OR have at least thought about getting started, but feel like you need support around understanding and building out your foundations.
As a Service-Based Business Owner
To do
- Alison Trenter, Owner of Life Maid Better
“Jena helps strategize your business operations & ClickUp hierarchy. And, she is a genius with ClickUp so you learn how to use ClickUp in a way that makes sense. She is an AMAZING teacher. I highly recommend it."
Raving fan
Build a system that supports your desire to grow a team with all the needed resources in a space that makes it feel more seamless
Keep up with your leads, clients, marketing, and overall operations all in one place that MAKES SENSE for your unique business
Feel confident about how ClickUp works, and how it can be used to help your business flow with ease, make more sense, and scale with you as you grow
Stop feeling like all progress relies solely on you and your ability to manage everything at once
You wish you could…
To do
The LevelUp Method is a 12-week group program that will ELEVATE your confidence in ClickUp, bring you clarity around your processes, & help you build (or re-build) a strong foundation for your business growth.
ENROLL NOW
expert strategy
community support
COMMUNITY in a private FB group where you can brainstorm in real-time and see what other service-based entrepreneurs are using ClickUp for & how they have implemented it
OPPORTUNITY to have Jena’s, the client proclaimed ClickUp Queen, eyes on your business answering your specific operational questions & provide a customized strategy to be applied in ClickUp
implementation support
IMPLEMENTATION co-working sessions that are designed to create accountability & provide you the opportunity to take supported action within the program
live training
LIVE easy-to-follow training sessions that help take you from the very basics to must-have features of ClickUp & how to apply it to your business
Task type
Assignees
4 critical features
This program includes:
- Linda Neuse, Accounts Receivable Manager
"As a member of The LevelUp Method, trust me, you don't want to miss this! Jena is a great teacher & really takes the time to understand what you are looking for with ClickUp!"
client love
ASAP
To do
15+ years in Business Operations
Master’s Degree in Online Teaching & Learning
Serving Service Providers & Agencies
Built out 100+ ClickUp workspaces (& counting) for business owners in 25 US states & 3 continents
I’m Jena Paulo, and I am a Business Operations Consultant.
your host
I help my clients create SCALABLE systems & processes that enable them to GROW their business SUSTAINABLY with ClickUp.
A time to catch up, ask questions, strategize, and collaborate.
Week 3: Implementation
Week three
Setting up your lead & sales tracking system to manage your workflows & collect data
Week 2: Client Leads & Sales Tracking
Week two
A great refresh of the ClickUp basics and how to set up your foundational hierarchy (spaces, folders, lists, views, etc.)
Week 1: Structuring Your Sops & Resources
WEEK ONE
A great refresh of the ClickUp basics and how to set up your foundational hierarchy (spaces, folders, lists, views, etc.)
Pre-Work: ClickUp 101
PRE-WORK
Learn how to build dashboards that support positive client & team experience & communication
Week 7: Client & Team Dashboards
Week seven
A time to catch up, ask questions, strategize, and collaborate.
Week 6: Implementation
Week six
Laying out and creating service templates that will help you automate your systems when it comes to your client workflows
Week 5: Client Workflows & Templates
WEEK five
Creating a seamless folder, list & task structure that makes sense for your clients based on their unique needs & mapping out your service processes to be applied to your folder structure
Week 4: Creating a Space for Clients
week four
Developing blog & podcast management systems & databases for clean organization
Week 11: Blog & Podcast Management
week eleven
Creating a system that hosts your social media content creation process allowing you to review and manage your content across platforms and topics.
Week 10: Social Media & Email Marketing Management
week ten
A time to catch up, ask questions, strategize, and collaborate.
Week 9: Implementation
week nine
Learn some of the best practices for hosting your team in ClickUp & nail down your team process.
Week 8: Team Training & Management
week eight
Finalize any areas that need your attention & celebrate all you have accomplished & provide additional action steps to continue your momentum
Week 12: Final Implementation & Wrapup
week twelve
enroll now
So, what are you waiting for?
Setting up your lead & sales tracking system to manage your workflows & collect data
Week 2: Client Leads & Sales Tracking
Week two
A great refresh of the ClickUp basics and how to set up your foundational hierarchy (spaces, folders, lists, views, etc.)
Week 1: Structuring Your Sops & Resources
WEEK ONE
A great refresh of the ClickUp basics and how to set up your foundational hierarchy (spaces, folders, lists, views, etc.)
Pre-Work: ClickUp 101
PRE-WORK
Laying out and creating service templates that will help you automate your systems when it comes to your client workflows
Week 5: Client Workflows & Templates
Week five
Creating a seamless folder, list & task structure that makes sense for your clients based on their unique needs & mapping out your service processes to be applied to your folder structure
Week 4: Creating a Space for Clients
WEEK four
A time to catch up, ask questions, strategize, and collaborate.
Week 3: Implementation
week three
Learn some of the best practices for hosting your team in ClickUp & nail down your team process.
Week 8: Team Training & Management
week eight
Learn how to build dashboards that support positive client & team experience & communication
Week 7: Client & Team Dashboards
week seven
A time to catch up, ask questions, strategize, and collaborate.
Week 6: Implementation
week six
Developing blog & podcast management systems & databases for clean organization
Week 11: Blog & Podcast Management
week eleven
Creating a system that hosts your social media content creation process allowing you to review and manage your content across platforms and topics.
Week 10: Social Media & Email Marketing Management
week ten
A time to catch up, ask questions, strategize, and collaborate.
Week 9: Implementation
week nine
enroll now
So, what are you waiting for?
Finalize any areas that need your attention & celebrate all you have accomplished & provide additional action steps to continue your momentum!
Week 12: Final Implementation & Wrapup
week 12
Walk Away From This Program With...
A streamlined clickup workspace
clarity
Confidence
- Alison Trenter, Owner of Life Maid Better
Anthony Milia, Digital Marketer & Agency Owner
- Shannon Payne, Web Designer
"I'm pretty happy with how I have all my SOPs & resources setup & I'm actually using it which is a good sign. I feel like I'm finally making progress which is awesome.
I have started writing down all my processes for my different services & looking for ways I can streamline things so that is a big win for me [inside The LevelUp Method]."
Kind Words
Starting April 20th
A community of service-based entrepreneurs who are building
their systems alongside you.
Access to Jena for eyes on your business & customized strategy & support
A 12-week program that includes both LIVE weekly teaching & IMPLEMENTATION co-working sessions that create accountability and action
Recap of What’s Included:
To do
Build or revamp your ClickUp workspace with a proven method for operational success inside ClickUp