226: Beyond Project Management: How ClickUp and Other PM Tools Should Become Your Digital Workspace with Courtney Lazar of SystemsUp

I switched my business workspace manager to ClickUp last fall, and it was a big decision. A lot went into the switch, but ultimately, it was the best thing for my business.  In today's episode, we dive into the world of business productivity and systems with special guest Courtney Lazar, the CEO and founder of SystemsUp. Courtney shares her expertise in systems solutions, helping six and seven-figure online business owners transform their operations.

In our conversation, we discussed:

• Managing shiny object syndrome with project managers 

• Choosing the right tools for your business (including ClickUp, Asana, and Notion)

• How to better automate your systems

• How ClickUp differs from tools like Dubsado and HoneyBook

• Our favorite ClickUp tools

• Ways to create Standard Operating Procedures (SOPs) for your business

• Keeping your end goal in mind when implementing systems

While this episode focuses on ClickUp, there is plenty of valuable content for everyone, whether or not you currently use or are interested in ClickUp. Courtney and I have been friends online for years, and her journey as a supportive mom and business owner is truly inspiring.

Links Mentioned:

Get the full show notes: https://elizabethmccravy.com/226

Watch the Full Video on YouTube: https://youtu.be/ZnwNDU10Mxw

Sign up for ClickUp: https://elizabethmccravy.com/clickup

Grab My Marketing Guide With the Reasons People Buy: https://elizabethmccravy.com/reasons 

Connect with Elizabeth on Instagram:

As you start your biz, you’re likely starting subscriptions to things left and right, like Showit, Dubsado or Honeybook, FloDesk, Riverside, and Kajabi just to name a few. To get the best deals on your needed software + easy to understand info about that software and if it’s right for you, head to https://elizabethmccravy.com/tools

(This page does use affiliate links, which means I may earn a commission!) 

Over my 9 years of business, I have learned some financial skills the hard way and a few years ago, I developed an an 8 step process I go through at the end of each month. This process helps me know how my business is doing financially, pay myself well and allocate money for things like taxes and expenses. And, it's yours for FREE at https://elizabethmccravy.com/profit 

Need some extra pages to improve or add onto your Showit website, BUT you’re not in the market for an entirely new template? You need my Add On Templates for Showit! You'll find add ons like speaker pages, podcast pages, quiz lead magnets, favorite things pages, Link in Bio pages, and more.

Use the code “BBPOD”to save 15% on your add on or full site template for a limited time: https://elizabethmccravy.com/shop