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ClickUp Automations - Super Power your CRM
In this episode, Nick Baldo introduces ClickUp as a CRM tool, discussing its features and how to set up automation. He explores the use of Virtual Assistants in task preparation and delves into advanced automation techniques. The discussion also covers follow-up tasks in CRM, the versatility of CRM in business, and the promotion of the SuperVA course. The episode wraps up with a mention of resources available on incomedigs.com.
Enroll to Super VA: https://www.incomedigs.com/sva
Enroll to Real Estate Accounting Bootcamp: http://bit.ly/reabcourse (Enter Code YOUTUBE50 for $50 off!)
Download our guide: https://www.incomedigs.com/qbosetupguide
ClickUp automations are super powerful and really easy to use. Check out how I use some simple automations to super power my CRM.
(0:00) Introduction to ClickUp as a CRM tool and its functionalities
(3:18) Setting up and customizing automation in ClickUp
(7:33) Leveraging Virtual Assistants in CRM and task preparation
(10:06) Advanced automation: Subtask creation and task assignment
(14:45) Follow-up tasks in CRM: Concept, automation, and testing
(18:00) Discussion on the versatility of CRM and its business advantages
(18:56) Engaging with listeners and promoting SuperVA course
(19:14) Closing remarks and promotion of incomedigs.com resources
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By Nick BaldoIn this episode, Nick Baldo introduces ClickUp as a CRM tool, discussing its features and how to set up automation. He explores the use of Virtual Assistants in task preparation and delves into advanced automation techniques. The discussion also covers follow-up tasks in CRM, the versatility of CRM in business, and the promotion of the SuperVA course. The episode wraps up with a mention of resources available on incomedigs.com.
Enroll to Super VA: https://www.incomedigs.com/sva
Enroll to Real Estate Accounting Bootcamp: http://bit.ly/reabcourse (Enter Code YOUTUBE50 for $50 off!)
Download our guide: https://www.incomedigs.com/qbosetupguide
ClickUp automations are super powerful and really easy to use. Check out how I use some simple automations to super power my CRM.
(0:00) Introduction to ClickUp as a CRM tool and its functionalities
(3:18) Setting up and customizing automation in ClickUp
(7:33) Leveraging Virtual Assistants in CRM and task preparation
(10:06) Advanced automation: Subtask creation and task assignment
(14:45) Follow-up tasks in CRM: Concept, automation, and testing
(18:00) Discussion on the versatility of CRM and its business advantages
(18:56) Engaging with listeners and promoting SuperVA course
(19:14) Closing remarks and promotion of incomedigs.com resources