10 Ways My Clients and I Use ClickUp for Online Business [Ep 31]
Aug 20, 2024
Discover how ClickUp can transform your online business with ten dynamic applications. From daily to-do lists to comprehensive content planning, this discussion highlights tools for visibility tracking and effective CRM systems. Learn about creating client-facing dashboards and managing product launches. The podcast emphasizes customization, showcasing how tailored setups can drive organization and collaboration. Get ready to boost productivity and streamline your operations!
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insights INSIGHT
ClickUp As A Digital Office
ClickUp is more than a to-do list; it becomes a digital office for your online business.
It centralizes projects, files, and communication so remote teams stay aligned.
volunteer_activism ADVICE
Build The ClickUp Habit Early
Start using a project management tool even as a solopreneur to build the habit early.
Log into ClickUp daily, create tasks with descriptions, and stop delegating work via Slack or sticky notes.
volunteer_activism ADVICE
Use ClickUp For Daily To-Dos
Use ClickUp for basic daily to-do lists and delegation with due dates and assignees.
Rely on built-in reminders and notifications instead of manual follow-ups.
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In this episode, I share the various ways ClickUp can be used in online businesses. I cover 10 different use cases, including daily to-do lists, content planning, visibility tracking, lead tracking, CRM, storing SOPs, business dashboards, client-facing dashboards, launching and product development, and time sheets and time tracking.
Takeaways
ClickUp is a versatile project management tool that can be used in various ways in businesses.
It can be used for daily to-do lists, content planning, visibility tracking, lead tracking, CRM, storing SOPs, business dashboards, client-facing dashboards, launching and product development, and time sheets and time tracking.
ClickUp allows for customization and flexibility, making it a valuable tool for businesses of all sizes.
Using ClickUp can help improve organization, collaboration, and productivity within a team.
It is important to take the time to set up ClickUp properly and customize it to fit the specific needs of your business.
Resources from this episode:
Sign up for your free ClickUp account (affiliate link): clickup.pxf.io/samwhiz
Grab my Signature ClickUp Templates to easily organize your content, clients, and team in one place.
Ready to start building scalable systems in your business? Check out my free private podcast feed, Seven Figure Systems, where I share the biggest systems shifts you need behind the scenes as you scale from six to seven figures.
Ready to start building scalable systems in your business? Get access to 10+ templates and resources, plus a live monthly training inside my free community The Systems Society.
Beyond The Systems Podcast | Business Systems & Growth Strategies For Your Online Business