You know that feeling when you finally decide to get organised? You pour a cuppa, open up ClickUp, and think: Right. Time to sort my business life out.
And then…
😵💫 You’re staring at empty folders.
😵💫 Unsure where to even start.
😵💫 Wondering if maybe ClickUp just isn’t for people like you. Here’s the truth: ClickUp can be incredible…but only if you do one important thing first.
🧠 You need a plan before the platform
ClickUp is a tool, not a strategy.
It can’t organise what you haven’t mapped out.
It’s like setting up a filing cabinet without knowing what files you need.
So before you dive into templates and colour-coding, ask yourself:
What do I actually need this system to do for me?
Start by getting clear on your core workflows:
🤔 How do clients move through your business?
🤔 What’s your content creation process?
🤔 How do you track goals, launches, or tasks?
🤔 What does your week actually look like?
Once you’ve mapped this, then we build the system around it.
🫣 Don’t try to recreate someone else’s setup
ClickUp templates are everywhere, and I get it, they’re tempting. I even sell some myself!
But just because it worked for that 7-figure agency owner on YouTube doesn’t mean it’ll work for your business.
You need a setup that matches your brain, your business model, and your bandwidth.
That’s why my approach is strategy-first, tech-second.
✨ Keep it simple (to start)
If you’re new to ClickUp or coming back after ghosting it for six months (no shame), don’t try to build the perfect system.
Start with the basics:
✅ One dashboard with your key priorities
✅ Spaces or folders for clients, content, and operations
✅ A clean, repeatable checklist for recurring tasks
Once that’s running smoothly, you can layer in more advanced workflows. But don’t start there. You’ll burn out before you hit publish on anything.
🙋🏽♀️ Want your ClickUp to actually work for you?
Whether you need a total rebuild or just a tidy-up, I can help you turn ClickUp into your virtual HQ – without the overwhelm.
💻 Zen in Ten is perfect for quick project setups/tidy-ups
🛠 My Done-For-You packages include full ClickUp system builds, tailored to how you work.
🧩 And if you are tempted by templates to give you a head start, I have my HQ Hub and 90-Day planner available immediately.
With ClickUp, I can help you make your business feel more organised and a lot less chaotic.