Client Case Study and Spotlight: Jena Paulo, The ClickUp Queen [Ep. 215]

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.TakeawaysTransitioning 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.Connect with her on IG Join her FB communityLinks:Sunday Morning Brew Chapters00:00 Introduction and Purpose of Client Spotlights02:00 Jena's Background and ClickUp Consulting03:07 Transition from Various Services to Project Management06:30 Transition from Retainer Model to VIP Day Model09:26 Taking a Break and Working with Another Coach10:56 Maintaining Relationships and Returning to Work with Michelle12:21 Pushing Jena's Growth and Coaching Relationship17:22 Working with Larger Companies and Scaling the Business19:17 Utilizing ClickUp as an Operational Hub21:08 Building a Relationship with ClickUp Corporate23:23 Nicheing into ClickUp and Providing Value26:00 Getting Started with ClickUp and the Basics27:53 The Versatility and Power of ClickUp29:06 Where to Find Jena and Additional Resources