How to Use ClickUp and Integromat: Beginner Tutorial

Post published:April 21, 2021
Post category:Advanced ClickUp Beginner Workflows Integromat
Reading time:8 mins read

In this tutorial, we'll teach you how to use ClickUp and Integromat to automatically send complete ClickUp tasks to Google Sheets. While this is a simple example automation, you can…

How I Use ClickUp Automations for Social Media Content Creation

Post published:April 14, 2021
Post category:Advanced ClickUp Beginner Documentation Beginner Workflows
Reading time:11 mins read

We use ClickUp Automations for all types of workflows. In this video, we're going to give you ONE example, by showing you how we use ClickUp Automations for Social Media…

How to Build Systems in Business | 3 Steps to Systemize Any Workflow in Business

Post published:November 20, 2020
Post category:Beginner Workflows Workflows
Reading time:16 mins read

Learn how to build systems in your small business, systemize any workflow, and delegate your processes once and for all in 3 EASY steps. First, we MAP those workflows by…

Improving a Team Meeting Structure | Agenda, Timing, & Tech

Post published:September 15, 2020
Post category:Beginner Workflows
Reading time:65 mins read

Most companies use team meetings to keep tabs on how things are going in the business…but how EXACTLY should you structure these meetings? What should your workflow look like? In…

How do I build processes for new services?

Post published:July 3, 2020
Post category:Beginner Workflows
Reading time:2 mins read

https://www.youtube.com/watch?v=qhelBKBQAAo&feature=youtu.be This is a recording of a LIVE event in my free Facebook Group (https://processdriven.co/group). How can we use workflows to clarify a new offer? Well, let's find out. Live…

How can I visualize my workload / capacity?

Post published:June 19, 2020
Post category:Beginner Workflows
Reading time:1 mins read

https://www.youtube.com/watch?v=21QVXT5yMSg&feature=youtu.be In this (recorded) Live from my free Facebook Group, I go through a doodle-filled example of how we can visualize capacity in our business. Hint: It's about more than…

What is Client Onboarding?

Post published:May 29, 2020
Post category:Beginner Workflows
Reading time:1 mins read

https://www.youtube.com/watch?v=25oDTbqLeDY&feature=youtu.be Ever hear the word "onboarding" and wonder, "What the heck is onboarding?" We got you covered. 0:37 Definition of Onboarding 1:08 Examples of Onboarding

“System Setup” vs “Implementation” vs “Process Coach” | Service Provider Job Titles, Explained

Post published:May 22, 2020
Post category:Beginner Workflows
Reading time:1 mins read

https://youtu.be/SbQ7wEWxXPI You know you need to hire help with your business systems, software, technology, and processes...but you're so confused by all the types of help out there! Don't worry, I'm…