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How to Use ClickUp Templates to Automate your SOPs
In this episode, Nick Baldo discusses the importance of SOPs, the use of ClickUp, and the role of virtual assistants in real estate investment. He delves into process flows, tenant onboarding, task management, and team collaboration. The power of templatizing work processes is explored, along with the introduction to the SuperVA course, and leveraging virtual assistants for business growth.
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
Take your SOPs to the next level with ClickUp Templates. Add dependencies and additional attributes to your SOPs so that you can actually use them!
(0:00) Introduction to SOPs, ClickUp, and the role of virtual assistants
(1:24) Process flows and tenant onboarding
(3:12) Setting up SOP space in ClickUp and documenting process flow
(5:28) Task management: Adding custom fields, assigning priorities, and setting due dates
(9:51) Team collaboration: Assigning tasks and documenting tasks
(12:28) Creating and using templates in ClickUp
(15:06) Updating SOPs and templates for better efficiency
(16:07) The power of templatizing work processes
(16:30) Free resources and introduction to the SuperVA course
(17:00) Leveraging virtual assistants for business growth and conclusion
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By Nick BaldoIn this episode, Nick Baldo discusses the importance of SOPs, the use of ClickUp, and the role of virtual assistants in real estate investment. He delves into process flows, tenant onboarding, task management, and team collaboration. The power of templatizing work processes is explored, along with the introduction to the SuperVA course, and leveraging virtual assistants for business growth.
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
Take your SOPs to the next level with ClickUp Templates. Add dependencies and additional attributes to your SOPs so that you can actually use them!
(0:00) Introduction to SOPs, ClickUp, and the role of virtual assistants
(1:24) Process flows and tenant onboarding
(3:12) Setting up SOP space in ClickUp and documenting process flow
(5:28) Task management: Adding custom fields, assigning priorities, and setting due dates
(9:51) Team collaboration: Assigning tasks and documenting tasks
(12:28) Creating and using templates in ClickUp
(15:06) Updating SOPs and templates for better efficiency
(16:07) The power of templatizing work processes
(16:30) Free resources and introduction to the SuperVA course
(17:00) Leveraging virtual assistants for business growth and conclusion