A quiet spring
Things have been quiet at NLD the past few months but am gearing back up again for a busy spring and early summer before I take a few weeks off to focus on the non-profit day camp I help run. (Yes, I run NLD, ClickUp for Bookkeepers with my partner, and a day camp + I homeschool!) It's a crazy life but I love it. If you're wondering how I manage #allthethings, I'm not any kind of super woman by any means. I'm nursing a broken foot and everything is a bit chaotic at the moment. But if I can manage this, it's possible for you too. And a big part of that is being organized and automated in my business.
If you need help setting up the same, there are limited spots for the three different ways to work with me before my summer break.
- All in One ClickUp Set Up - if you're new or new-ish to ClickUp and need setup + training + my special extended support period, grab one of the 3 spots I have left before I raise the price after the summer.
- ClickUp Consulting - if you have questions about how to do things more efficiently in ClickUp or use different features, grab a consulting slot.
- Tech Audit + Plan - if you need help selecting which tech you need to grow you business (and dump the tech you don't) so that you can serve your clients better, my strategic Tech Audit + Plan is for you.
Skip the contact form line and reply to this email and I'll get you all set up.
On the blog
5 Hidden ClickUp Features You Should Be Using - New Leaf Digital
Using ClickUp but still feel like you're missing something? Check out the 5 Hidden ClickUp Features You Should Be Using. Hit reply and tell me which one is your favorite.
My Favorite Things
Fathom - Zoom recordings + notes + action items
A friend introduced me to Fathom which is a free !! Zoom app that records your calls and lets you mark certain moments as action items, insights, give feedback, and more. It also automatically sends the recording and action items to the meeting attendees (and also your Slack if you integrate it). It's searchable and you can integrate it with other tools as well like Google Docs. No Zapier or ClickUp yet but I have requested that. This has really streamlined my meeting workflow and eliminated the need for a hosting tool I am paying for. I am new to Fathom but so far so good!