Best ClickUp Implementation Path For Agencies with Layla Pomper
May 29, 2022
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Layla Pomper discusses balancing strategies with tweaks, the PB&J method, self-selection versus guided vetting, value delivery methods, and sending clients elsewhere. Delve into implementation options, client acquisition strategies, and becoming an industry source. Learn from ProcessDriven's evolution and the importance of educating clients.
Process Driven emphasizes mastering ClickUp for small teams under 100 people.
Flexible tool selection is vital for efficiently solving process problems at Process Driven.
Deep dives
Efficacy of TextExpander in Enhancing Team Efficiency
TextExpander significantly enhances team efficiency by saving time on typing, ensuring consistency in messaging, and reducing errors. Graham McKenzie shares that TextExpander has saved him hours of typing each month and has improved messaging quality across the team.
Process Driven's Mission to Revolutionize Small Team Operations with ClickUp
Process Driven, led by Leila Pomper, focuses on transforming how small teams manage operations by mastering ClickUp. They aim to alter how teams under 100 people approach daily processes. Leila highlights their transition to a courses and memberships model, helping teams systematize operations effectively.
Flexibility in Tool Selection for Optimal Process Improvement
Process Driven adopts a flexible approach to tool selection, emphasizing solving process problems efficiently over fixating on a single tool. Leila articulates the importance of leveraging various tools like Make or Zapier to cater to diverse team needs and dynamic process requirements.
Balancing Framework Evolution and Continuous Improvement in ClickUp
Process Driven consistently evolves its framework for ClickUp process build-outs, emphasizing a mindset of ongoing improvement. Leila discusses the iterative nature of refining methodologies, recognizing the need for adaptability as ClickUp features evolve regularly. The focus remains on serving the holistic process needs of diverse team structures.
Balancing High-Level Strategies and Granular Tweaks
When to Focus on One Product vs. Branching Out
The PB&J Method to Separating Process From Software
Choosing Tools For Clients: Self-Selection vs. Guided Vetting
Engaging Service vs. Scalable Product: The Ideal Value Delivery Vehicle
Setting Reasonable Implementation Timelines
Self-Implementation, Guided Implementation, and DFY: Pros and Cons
When to Send Clients Elsewhere
The Trojan Horse of Client Acquisition
What The Future Holds For ProcessDriven
From Role Models to Business Models
Becoming The Go-To Source For Your Industry’s Guides
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