TRAINING #1: 

The ClickUp Setup Mistakes Costing You Time and Efficiency

• Why your ClickUp feels cluttered and overwhelming (and how to fix it in minutes).
• The #1 mistake people make when structuring their workspace — and how to avoid it. 
• A simple, proven method for organizing tasks, projects, and workflows so nothing falls through the cracks.

TRAINING #2:

• How to integrate ClickUp with other platforms you already use (e.g., Calendly).
• Creating a single ClickUp flow to substitute what you do on multiple platforms.
• Why endless Google Docs are a thing of the past. Hello, pages + subpages in ClickUp Docs!
• The risks of a "build it and leave it" system and how to avoid them.

• How to avoid the “Too Many Lists” trap by keeping your hierarchy clean and your sidebar lean.

TRAINING #3: 

The Good, Bad, and Ugly of Using Templates

• Why copying someone else's template doesn't work.
• How to customize your ClickUp views and fields for your business's specific needs.
• The benefit of building YOUR vision instead of trying to work someone else's system. 
• How to avoid custom field overload by keeping only what you actually use and merging duplicates so your setup stays simple and actionable.
• Why skipping documentation leaves your team guessing and how documenting processes in ClickUp (via Docs, descriptions, and SOP links) keeps everyone aligned and future-proofs your system.

TRAINING #4: - REPLAY COMING SOON

Automations Done Right

• Why turning on automations too early can backfire.
• How to test your systems before adding automation.
• How to make your automations complement each other.