Marketing operations

Systems + tech

Business operations

Team operations

Client operations


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

Are you interested in a more holistic approach to building your business operations? Do you want to boost productivity and efficiency? If so, we have a three-part journey that can help you achieve these goals with ClickUp.

Phase 1: Processes and Strategy

The first phase is all about processes and strategy. Let’s dive into what Phase 1 entails:

  • Constructing a Robust Operational Framework. In this phase, we’ll create a robust operational framework that aligns your business processes with ClickUp.
  • Enhancing Current Processes. Phase 1 involves reviewing and enhancing your existing processes to make them more efficient and adaptable to the ClickUp platform.
  • Developing a ClickUp Implementation Plan. We’ll also develop a ClickUp implementation plan that outlines how ClickUp will be integrated into your business operations.

Phase 2: ClickUp Build Out

With a solid foundation in place, it’s time to move on to Phase 2:

  • Infusing Life into the Strategic Plan. Phase 2 is all about bringing your strategic plan to life as your ClickUp workspace infrastructure is developed.
  • Translating Processes Seamlessly. You’ll witness your organizational hierarchy and processes being seamlessly translated into your ClickUp workspace.

Phase 3: Refinement and Training

The third and final phase focuses on refinement and training:

  • Perfecting Your ClickUp System. We’ll fine-tune your ClickUp system, review the framework, and streamline any workflow nuances to ensure smooth operations.

Final Thoughts

Transforming your business operations with ClickUp is a journey of strategy, implementation, and refinement. With the right guidance and approach, you can enhance your processes and boost productivity effectively. Start your transformation journey today!

If you’re ready to have a verified ClickUp consultant in your corner for this three-part journey of clarity, efficiency, and productivity, I’m just a message away.

Work with Me: ClickUp Buildout Sprint


Leave a Reply

Your email address will not be published. Required fields are marked *

DFY Services

DIY TEmplates

For more, check out my services to help you streamline, systemize, and optimize your systems!

Join over 1500 others in the ClickUp for Entrepreneurs, Agencies, Marketers, & CEOs
FREE Facebook group to discuss, share, and learn about ClickUp solutions across
industries and user levels

Tips, Feedback, and Support Across Industries

Join the ClickUp Community