THE COMPLETE GUIDE TO CLICKUP FOR FREELANCERS
You may actually start enjoying clients again 🫢
This isn’t your generic ClickUp training guide 🚫. These pages are bursting with use-cases and examples just for freelancers & solopreneurs – illustrating exactly how ClickUp saves time, provides useful learnings, and makes working for yourself fun again. 🥳
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There's a reason freelancers & solopreneurs are constantly buzzing about ClickUp 🐝
And it's about time you got in on the action.
Because there just simply isn't another tool on the market like ClickUp (no, Notion isn't like ClickUp, I promise).
So if you're running a business that involves managing multiple clients, and you're motivated to make your life easier, keep reading...
Your business doesn't need to be on fire to make a change... 🔥
YOU: "I'm managing on my own. I'm getting by with the way I'm currently doing things, why should I change it now?"
The thing is... we're so used to doing things a certain way that we don't even realize how much of it may be unnecessary. 😮
This isn't about needing to be rescued.
This is about understanding all of your options, so you can make an educated decision about how to run your business.
There is a whole world of benefits waiting for you in ClickUp land 🌎
ClickUp is not just a task management tool, so you're going to experience a whole lot more than just enhanced project management (while you will get that too)...
Building your entire business into ClickUp gives you:
A DEEPER UNDERSTANDING of the inner-workings of your business, with insights & numbers you can use to MAKE INFORMED DATA-DRIVEN DECISIONS about growth
A STURDY FOUNDATION you can rely on every single day that props you up and empowers you to continue growing WITHOUT FEAR OR ANXIETY
A CLEAR PATH towards INCREASING YOUR REVENUE while decreasing the time you spend working in the business (no really, this WILL happen)
An incredible sense of NEWFOUND CONFIDENCE & EXCITEMENT about your business and yourself AS A BUSINESS OWNER
Here’s a sneak-peek of what the guide includes…👀
GUIDE 1
Buying into ClickUp 💸
You won’t need to use your imagination here! Learn exactly what makes ClickUp so great for freelancers & solopreneurs than through the power of example.
This 61-page guide is packed with real-world examples of how ClickUp can be configured to save time, gain incredible learnings, and make working for yourself fun again.
GUIDE 2
The ClickUp Features to Pay Attention To 👀
There are so many features in ClickUp, how do you know where to focus?
To prevent the common feeling of overwhelm that comes from navigating ClickUp’s robust features, this guide will help you focus on the ones that will help you the most.
GUIDE 3
Setting Up Your ClickUp 🔧
Before jumping into your Client space setup, we want to make sure you’ve got the basics covered.
Follow along with this 6-page guide in ClickUp to setup your integrations, and learn a bit about why it’s so powerful to include your email & calendar in the tool.
GUIDE 4
How to Set Up Your Client Space in ClickUp 🪐
Let’s get down to business! The goal of guide 4 is for you to walk away with a complete Client Space setup you can start using immediately.
Pull up the ebook alongside ClickUp, and take it click for click and before you know it, you’ll be client ready!
What you’ll learn inside the Guide:
Find out the two things you must know about ClickUp to use it correctly (and why everyone makes this mistake)
Reveal exactly why one of these mistakes can cost you crucially important data you can use to grow your business and confidently approach difficult client conversations
Get an answer to the age old question of the best way to setup client work inside of ClickUp
Learn ClickUp’s unique and powerful way of consolidating client work and how this radically changes what you can do with your project management
Discover how to create a sense of ease, organization, and momentum with two different project management views you’ll use every single day
Uncover how to eliminate the need for Google Sheets (and all those extra clicks) to manage client tool logins more efficiently
Explore 11 incredibly useful examples of how ClickUp’s lists can be used to simplify client management
Find 3 insanely useful examples of how ClickUp dashboards can be used to see the big picture & effortlessly grow the business
Find out which 9 ClickUp features you need to focus on adopting and avoid wasting time on shiny object syndrome
Explore the power and possibility of integrating your calendar & email into ClickUp and how it can create even more efficiencies
Get the step-by-step directions to setting this all up for yourself so you can start using your new ClickUp client space immediately
And so, SO much more… 🥳
Hi, I’m Robyn Henke
My almost decade-long freelancing career has been anything but easy, but my commitment to being free and living a life outside the 9-5 is what’s kept me going all these years.
My business hasn’t made me millions, but it has allowed me to travel the world, donate to causes I care about, deepen relationships with friends & family, and invest time volunteering in my community.
AND I BELIEVE THAT WE ALL DESERVE A PIECE OF THE PIE.
Helping business owners create simplicity in their business so they can cultivate their dream life is a total dream come true, and I’m so grateful for every single opportunity to do just that. ❣️
Get started building a business that serves you and the life you want to live – in ClickUp! 🥳
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