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 a Vetted ClickUp Consultant who helps growing teams define their business workflows and translate them into a business instruction manual inside ClickUp. She spends most of her days teaching ClickUp, creating content, and providing unlimited feedback within the ProcessDriven Membership. The rest of the time? She's focused on creating value over on her YouTube Channel and free Facebook Group.