How do I add clients to ClickUp without overwhelming them?

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!

Layla at ProcessDriven

Layla is the Creator and CEO at ProcessDriven, where she helps small teams turn chaos into process inside our signature training programs. Since 2018, Layla has been combining software, operations, and storytelling to guide 1,200+ teams to “Enjoy the Process!” while building a scalable foundation of business systems. The rest of the time? She's focused on creating value over on our YouTube Channel and free Facebook Group.