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I'm Lori - certified online business manager and founder of Amazing OBM.  Here you will find the operational, marketing and management tips you need to scale your business to new heights!  Enjoy!

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On Tuesday, I had an introductory call with an international coaching company that is looking for a rockstar operations manager.  The business owner asked me, “I would imagine you have a lot on your plate to keep track of. How do you manage all the many tasks and projects you are responsible for, without dropping the ball?”

That’s a fair question. Most (if not all) six- or seven-figure business owners want confidence that their online business manager is on top of everything.  And in all honesty, they absolutely deserve that. My answer, which was an easy one for me, was ClickUp. My team and I live and die by this robust project management and productivity tool.

ClickUp, if you’re not familiar with it, falls in the same category as TeamworkPM, Asana, Trello, and other popular project management software.  ClickUp is the newcomer, the underdog, but that’s where they thrive. They are now the fastest growing app in the productivity space. I switched last year from Monday.com to ClickUp and this tool is the backbone of our company.  Without it, we could not provide the excellent service that we do.

This is why I trust ClickUp to be my go-to project management and productivity tool:

ClickUp is Your Solution for Uber Organization

Have you ever felt overwhelmed with a monstrous amount of “to-dos?”  Do you wake up at night, suddenly remembering something you forgot to do?  So you scribble it on a piece of paper or a notebook on your nightstand. Then those pieces of paper or the mile-long to-do list gets buried.  Stress kicks in because you fear dropping the ball on something important. ClickUp ends that fear. It houses every project and/or task you have on your list.  You can organize by project and by lists. Assign due dates, prioritize, make notes, etc. Receive reminders so you don’t forget. In other words, everything you need to stay on top of your workload is all in ONE place. 

ClickUp Uses Templates to Help You Carry Out Your Processes

In most businesses, specific functions have multi-step processes that need management and follow up.  For instance, we have processes for posting blogs, new client and staff onboarding, event management, and product launches.  Rather than dragging out the SOP every time we need to carry out a multi-step process, we build a templated checklist in ClickUp to ensure every step of the process is carried out.  These templates reduce errors, reinforce proper systems management, and make follow-through easy. And if you want to be doubly sure the system is followed, you can attach the SOP in ClickUp for easy reference.

ClickUp Connects the Entire Team

ClickUp is designed for teams to collaborate on projects and business activities.  Especially when you are operating an online business, you have a virtual team that often resides in multiple locations.  My team is in Colorado, Texas, Michigan, Massachusetts, and California! Each of us is working on different tasks/projects for different clients.  Sometimes we are working together on a project. Other times we have our own individual responsibilities. But I need to know what everyone is doing at any given time.  ClickUp allows me to manage every detail of every task with every team member. Our adventurous clients also use this tool with us to stay on top of their own workload.

ClickUp Integrates with Other Important Tools

What good is a productivity tool if it can’t integrate with other important business tools?  ClickUp integrates with Google Drive, Dropbox, Google Calendar and Gmail, Outlook, Office 365, Slack, and other business apps.  My absolute favorite integration is Gmail. A big portion of requests from my clients are almost always emailed to me. If I stopped everything I was doing to handle a client request immediately, I would never get anything done.  At the same time, the last thing I want to do is forget something that was emailed to me. Thankfully, there is a little button in my email that enables me to connect to ClickUp, create a task, assign a due date, and transfer the contents of the email.  This way I can delegate immediately or prioritize my workload on the fly. We use Google Drive to upload documents and you can even create a Google document right from ClickUp.

ClickUp Houses All Your Communications

Communication is everything in a business.  Let’s be honest. Communications get buried in email.  You know you’ve talked about an item, but you’re searching endlessly to find the email with the details you need.  We get enough email in a day. The last thing we need to do is go back and forth, in several strings of emails, to collaborate on a task/project.  With ClickUp, all your communications pertaining to a particular task is all in one place. You can use the @Team Member feature to communicate directly with one person.  Forgot where you’re at or what you’ve done on a task? The notes section in ClickUp reminds you. If someone is out sick or leaves for vacation, it’s easy to step in and get up to speed on what is happening.

To grow and manage a six- or seven-figure business, we must harness the powerful technology that is available to us.  ClickUp is your tool to simplify, organize, streamline, and execute on the many business activities it takes to scale your business.  Want to learn what else is required to scale your online business? Download our free Biz Assessment Guide and Action Plan

Lori Young is the founder and chief OBM at Amazing OBM.  She works with coaches and other heart-centered entrepreneurs to help them scale their businesses to multiple six figures and beyond!

Download our Free Biz Assessment Guide to create an action plan and learn the 4 “must-have” components to scaling your online business to multiple six and seven figures.

Operations

How I Use ClickUp to Manage Six- and Seven-Figure Businesses

July 18, 2019

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top posts

fitness

coaching

01.

Get Anything You Want in Life

02.

Meditation for Beginners (3 Steps!)

03.

The Story Behind my 1st $20k month

04.

Being a Future Based Thinker

CATEGORIES

Operations

Marketing

leadership

team

inspiration

video

Free!

biz assessment guide to scale your online business.

see obm services!

I'm Lori - certified online business manager and founder of Amazing OBM.  Here you will find the operational, marketing and management tips you need to scale your business to new heights!  Enjoy!

tell me more!

Hello!