If you’ve been around a while, you might know that ClickUp is my go-to favorite tool to use in my business as it helps to keep me organized – it’s a bit of a life saver, as I’m very forgetful and have ADHD, so I need my platforms to help me keep track of things! However, since it’s such a robust project management tool, it can seem pretty complicated when you first create your account. You’ll probably have plenty of questions, for example you might be wondering what the difference is between spaces and folders, how best to use automations and if you’ve even set it all up correctly in the first place!
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Helping us through all of these ClickUp pitfalls today is certified Director of Ops & Vetted ClickUp Consultant, Meagan Beltekoglu. She helps women-owned businesses simplify their tech and systems with ease. From breaking down big visions into focused projects to creating standard operating procedures, she gets her kicks from making the complex simple (and having fun doing it!). When she’s not geeking out over ClickUp, you can find her birdwatching, homeschooling her 3 kids, and dreaming up new ways to organize her basement (wish her luck!). Meagan is here to help you free up brain space for innovation and impact.
In this episode, Meagan and I dive into:
- Selling your services without a personal brand
- The best ways to use ClickUp in your business
- The biggest mistakes Meagan sees people make in ClickUp
- How to best outsource tasks to your team members
- …and much more
A Breakdown of This Episode
[01:27] From needing extra cash to working with over 400 businesses
[04:07] Building a business without a “personal brand”
[07:41] Using ClickUp for client and team communication
[09:40] Getting started with ClickUp in a simple way
[15:31] The top three ClickUp mistakes
[18:47] Outsourcing tasks to team members
[21:13] Which ClickUp plan should I get?
[23:33] Working with a ClickUp specialist
If you enjoyed this episode, I invite you to drop a five-star rating + review with your biggest takeaway, so that other introverts can find this podcast for guidance and support through their introvert entrepreneur journey!
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