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How do I track all client data in one place using ClickUp, Asana, and Monday?
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Can a single ClickUp list really save you hours in client onboarding and account management? You bet it can!
In this week's episode, join Alane and Micah as they reveal how creating an Internal Client Hub in their project management tool (ClickUp) unleashed efficiencies they had only dreamed were possible! From eliminating internal status meetings to automating client onboarding, you'll learn just how powerful a simple, well-designed solution can be.
In this Episode, we'll cover...
- (0:00) The Journey to the Internal Client Hub
- (2:06) Our Solution for Eliminating Internal Client Onboarding
- (4:18) Simple Tracking of Engagement and Budget Details
- (6:59) Say "Sayonara!" to Status Update Meetings and "Hello" to Better Business Insights!
- (10:50) Analyzing Client Portfolio Health and Resource Allocation
- (13:50) Powering Automated Client Check-in Reminders
- (15:44) The Simplicity of the Client Hub
If you found this episode valuable, will you leave us a 5-star review? It will help with show rankings and give more listeners the opportunity to find our show and reap the benefits. Thank you and see you next time!
Tools mentioned in this episode:
ClickUp
Asana
Monday
Pipedrive
Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!
For more information, visit our website at biggestgoal.ai.
Want more valuable content and helpful tips?
Explore our Courses/Programs:
- Complete our self-paced Process Mapping course
Enjoy our Free Tools:
- Free Asana, ClickUp, or Monday.com Selector Tool
- Get 25 Free Custom Automation Ideas for your Business
Connect with Us:
- Join our Community
- Follow us on LinkedIn
- Subscribe to our YouTube channel
View all episodes
By Alane Boyd & Micah JohnsonSend us a text
Can a single ClickUp list really save you hours in client onboarding and account management? You bet it can!
In this week's episode, join Alane and Micah as they reveal how creating an Internal Client Hub in their project management tool (ClickUp) unleashed efficiencies they had only dreamed were possible! From eliminating internal status meetings to automating client onboarding, you'll learn just how powerful a simple, well-designed solution can be.
In this Episode, we'll cover...
- (0:00) The Journey to the Internal Client Hub
- (2:06) Our Solution for Eliminating Internal Client Onboarding
- (4:18) Simple Tracking of Engagement and Budget Details
- (6:59) Say "Sayonara!" to Status Update Meetings and "Hello" to Better Business Insights!
- (10:50) Analyzing Client Portfolio Health and Resource Allocation
- (13:50) Powering Automated Client Check-in Reminders
- (15:44) The Simplicity of the Client Hub
If you found this episode valuable, will you leave us a 5-star review? It will help with show rankings and give more listeners the opportunity to find our show and reap the benefits. Thank you and see you next time!
Tools mentioned in this episode:
ClickUp
Asana
Monday
Pipedrive
Disclosure: Some of the links above are affiliate links. This means that at no additional cost to you, we may earn a commission if you click through and make a purchase. Thank you for supporting the podcast!
For more information, visit our website at biggestgoal.ai.
Want more valuable content and helpful tips?
Explore our Courses/Programs:
- Complete our self-paced Process Mapping course
Enjoy our Free Tools:
- Free Asana, ClickUp, or Monday.com Selector Tool
- Get 25 Free Custom Automation Ideas for your Business
Connect with Us:
- Join our Community
- Follow us on LinkedIn
- Subscribe to our YouTube channel