The Business Edit: Declutter and Organize your Business

How I Organize it all in One Place with ClickUp

Sep 17, 2024

In this engaging discussion, Sarah Hart-Unger, host of the popular Best Laid Plans podcast, shares her expertise in digital organization and planning. She dives into the incredible benefits of using ClickUp for both personal and professional tasks. The conversation highlights the balance between digital and paper planning, providing tips on easing into new systems without overwhelm. Sarah and her guest also emphasize prioritizing profit goals and effective time management, offering inspiration for anyone looking to streamline their productivity.

24:06

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Episode guests

Sarah Hart-Unger

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Episode notes

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Quick takeaways

Organizing your tasks in ClickUp provides a streamlined approach that enhances productivity by centralizing management of projects and deadlines.

A hybrid productivity method that combines digital tools and traditional paper planners promotes deeper engagement and reduces procrastination.

Deep dives

The Power of Profit Over Revenue

Hitting your profit goal is positioned as a transformative factor in achieving a fulfilling life, markedly more impactful than merely reaching revenue targets. Building a life-first business requires creating more financial and time margins, enabling entrepreneurs to take real vacations or work fewer days each week. Emphasizing actionable profit-generating strategies, the session encourages listeners to transition from just surviving in business to actively thriving in all aspects of life. The perspective challenges conventional business wisdom by prioritizing profit-driven strategies over simplistic revenue-focused goals.

Intro

4min

Mastering ClickUp: A Productivity Game Changer

7min

Mastering Digital Planning: A Journey from Simplicity to Complexity

3min

Maximizing Productivity with ClickUp

6min

Hybrid Planning and Business Organization Insights

5min

There's something incredibly freeing about having your entire to-do list organized in ONE place. And in this conversation with Best Laid Plans podcast host, Sarah Hart-Unger, I share my best tips and tricks for getting your life and business organized in ClickUp. We also talk about digital planning and organization, and some best tips on getting started if you're a pen and paper girly. I've been a loyal listener of Sarah's podcast for quite some time, and it was so fun to sit down with her face to face to chat about all things planning and planning adjacent! Press play for ideas and inspiration for how to get your digital to-do list organized in one place using ClickUp.

SHOW NOTES: jadeboyd.co/how-i-organize-it-all-in-one-place-with-clickup/

LINKS MENTIONED IN THIS EPISODE:

Best Laid Plans Podcast with Sarah Hart-Unger
Connect with Sarah on Instagram
ClickUp
Organize your Business Course

CONNECT WITH JADE

LEVEL UP YOUR BUSINESS + PRODUCTIVITY

FREE RESOURCES

Mentioned in this episode:

Doors to the Quarterly Reset are open!

The Quarterly Reset is a 5-day strategy intensive for service providers who want to scale their business with a life-first approach one quarter at a time. Visit www.jadeboyd.co/quarterlyreset to learn more and save your seat today!

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