Summary:

In this client spotlight episode, Michelle interviews Jena Paulo, a ClickUp consultant. They discuss Jena's journey from offering various services to specializing in project management using ClickUp. They also talk about the transition from the retainer model to the VIP day model, the importance of maintaining relationships, and Jena's experience working with another coach before returning to work with Michelle. Jena shares her expertise in utilizing ClickUp as an operational hub and building a relationship with ClickUp corporate. They also provide tips for getting started with ClickUp and highlight the versatility and power of the tool.

Takeaways

• Transitioning from various services to specializing in project management can lead to more sustainable and fulfilling work.
• Maintaining relationships with clients and coaches, even during breaks or when working with others, can lead to future opportunities.
• ClickUp can be used as an operational hub for businesses, providing a centralized location for tasks, projects, team communication, and more.
• Building a relationship with a software company, such as ClickUp, can lead to recognition and partnership opportunities.
• Getting started with ClickUp involves understanding the basics of the tool, such as organizational hierarchy, task creation, and task viewing.

About Jena:

Jena is a seasoned ClickUp consultant and business efficiency strategist, Jena Paulo specializes in transforming chaotic workflows into streamlined processes. With over 15 years of experience and having empowered over 200 companies, she excels in customizing ClickUp solutions to enhance productivity and operational clarity. Her mission is to help businesses unlock their full potential through innovative, tailored systems and insightful training. Jena turns operational complexity into simplicity and success.

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Links:

Sunday Morning Brew

Chapters

00:00 Introduction and Purpose of Client Spotlights

02:00 Jena's Background and ClickUp Consulting

03:07 Transition from Various Services to Project Management

06:30 Transition from Retainer Model to VIP Day Model

09:26 Taking a Break and Working with Another Coach

10:56 Maintaining Relationships and Returning to Work with Michelle

12:21 Pushing Jena's Growth and Coaching Relationship

17:22 Working with Larger Companies and Scaling the Business

19:17 Utilizing ClickUp as an Operational Hub

21:08 Building a Relationship with ClickUp Corporate

23:23 Nicheing into ClickUp and Providing Value

26:00 Getting Started with ClickUp and the Basics

27:53 The Versatility and Power of ClickUp

29:06 Where to Find Jena and Additional Resources