This is a recording of a LIVE event in my free Facebook Group (https://processdriven.co/group).
In this video (selected by popular vote in the Facebook Group!) we talk through how to work with clients in ClickUp.
We’ll talk about when to onboard clients, how to educate clients about ClickUp, as well as little features (Chat, Teams, etc.) that can help the Client collaboration feel a little bit easier.
Skip to what matter to you:
3:31 Onboarding Clients Into Your Systems
7:34 Tell, Show, Do, Apply!
13:01 Obstacles with Clients Using ClickUp (with solutions!)
15:14 Making ClickUp the Hub
17:58 Power of Explanations
21:10 Memo in ClickUp Doc to expand Sidebar
22:15 Regular ClickUp Check-ins
25:05 ClickUp Chat Feature
26:01 How to Invite Clients to ClickUp
28:38 ClickUp Teams
34:29 Map, Prep, Try!
Want to try ClickUp? Check out my affiliate link at: processdriven.co/clickup
[ Like the new ?? ] Custom composition created by www.RichardThomasLive.com. Thanks, Richard!
ProcessDriven helps small teams turn chaos into process. The ProcessDriven Approach™️ combines software expertise with practical process-first strategies that have helped 1,900+ teams build a scalable foundation of business systems.
