Thank you for suggesting these videos Layla! 👍🏻 My main takeaway is that I have to get it on pen & paper and out of my head. Loooooved the post it idea, it will definitely be easier to shuffle things/steps around, as well as the video intro. My VA business will be that much better for it!!
Thank you for making this make so much sense! You're absolutely right in that I already do almost an identical onboarding process (as a VA!), but writing it out like this gives so much insight on how to improve it. Do you have a video on how you can automate all of this in ClickUp? Or would it be best to make it into a list of tasks and template it? That's really the next step for me - trying to figure out how to manage it in ClickUp, both for myself and for my clients who need a similar process set up.
Hey! Just now getting caught up with comments 🙈 In case you still need support, I found a video that may help you here: ruclips.net/video/lpsLuesIG0o/видео.html
Hey Ellen! Besides general SOP videos, I have a video coming out in about a week (just filmed it!) where I’m giving a tour of how I use Dashboards for team management / policies / huddles. So stay tuned! ☺️ I’ll make note to get a purpose-built video on team on boarding too- probably be next month!
Oh my goodness, I was in the process of building my workflow in order to set up in Dubsado and came across this video. AMAZING VALUE!!! Thank you!!!
Glad to be of help! Best of luck!
Outstanding...well presented. This is awesome!
So happy it helped you Michael!
Thank you for suggesting these videos Layla! 👍🏻 My main takeaway is that I have to get it on pen & paper and out of my head. Loooooved the post it idea, it will definitely be easier to shuffle things/steps around, as well as the video intro. My VA business will be that much better for it!!
So glad to hear it! Hope you’ll keep me in the loop as you start building out your systems!
Loved it
U did a great explanation how to make a perfect process
Appreciating
So glad it helped!
Thank you for making this make so much sense! You're absolutely right in that I already do almost an identical onboarding process (as a VA!), but writing it out like this gives so much insight on how to improve it. Do you have a video on how you can automate all of this in ClickUp? Or would it be best to make it into a list of tasks and template it? That's really the next step for me - trying to figure out how to manage it in ClickUp, both for myself and for my clients who need a similar process set up.
Hey! Just now getting caught up with comments 🙈
In case you still need support, I found a video that may help you here: ruclips.net/video/lpsLuesIG0o/видео.html
I’m an architect and I just found your channel. I would be interested in onboarding staff / freelancers. Specifically with Clickup
Hey Ellen! Besides general SOP videos, I have a video coming out in about a week (just filmed it!) where I’m giving a tour of how I use Dashboards for team management / policies / huddles. So stay tuned! ☺️
I’ll make note to get a purpose-built video on team on boarding too- probably be next month!