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Will

Helping you save time and find clarity through productivity tools and workflows 🚀

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What if your client health reports wrote themselves?

Read the longer online version of this week's newsletter here. I've been playing with ClickUp AI a lot lately and discovered some really useful things that it can do. I'll talk about AI agents in a future issue (check out a preview of the work on LinkedIn). But today I want to give you a prompt that saved me hours last week. If you're managing multiple clients in ClickUp, you need a quick way to get an overview of each one. Usually this involves delving into the tasks, seeing what meetings...

I was testing out a new camera this week and thought it was the perfect chance to share a little automation for agency and business owners who live in ClickUp. You need a space for your team to collaborate, revise, and handle all the internal back-and-forth. But you want your client's view to be clean, simple, and professional. They don't need them seeing your internal notes of, "ergh why are they asking for another revision!?" This quick automation creates a perfect separation between your...

So yeah, we’re all chasing that same dream. Having one app to rule them all. A single, perfect system where our tasks, projects, and all our awesome ideas can live and work together in perfect harmony. But what if that dream is actually a trap? What if putting everything in one bucket, especially a project management tool like ClickUp (which I love), is quietly sabotaging your most valuable asset? That asset is your thinking. This is why I practice something I call The ‘Second Brain’ Split....

Want to listen to this article instead? Check out the audio version here: https://share.descript.com/view/oC57XHKi92Y You think a project should take 20 hours, but it ends up being double that. You’re pouring hours into client work, only to look at the books and wonder where the real profit is. I’m finishing up a ClickUp implementation for a client and the final time log gave me a bit of a reality check: 50 hours 👀 That was… more than I initially planned for. I track every minute of my time...

You know when you’ve just finished working on your business and you’re heading out to the pub – but you’ve got this nagging feeling in the back of your mind? You’re worried that a really important client call or a hot new lead might come in… But there’s nobody in your business to pick it up! So it rings, goes to a generic voicemail, and then you just hope that somebody remembers to follow up tomorrow. But hope isn’t a good strategy, especially when you’re trying to juggle lots of clients,...

You ever get the feeling you’re doing things in your business – posting, commenting, sending stuff out, but, you know, you’re not really sure if it’s actually working? You feel busy but maybe not effective? I was chatting with my mentor, Jason Fox, a while back, and he basically said, “Look, we can’t improve anything if you’re not actually hitting some KPIs and seeing the numbers.” Makes total sense. You can’t get better if you’re not measuring. Posting here and there, hoping for the best…...

Imagine mastering a skill in 2 days instead of 2 months. With the rise of AI, a lot of us are feeling threatened in our careers. It doesn’t matter if you’re an artist, musician, coder, or photographer, AI can do some part of all of those jobs. But if you can pick up new skills fast, you can ride this wave of opportunity instead of being swallowed up by it. Suddenly, you can get a new job or grow your business a lot easier than someone who doesn’t know how to learn as fast as you. I’m going to...

Want to read the online version? 🚀 Read it here You need to work less, not more, to get things done. You’re building your business on the side of your day job and it’s going well. But you’re going so much slower than everyone else online. They all have more followers and more business than you. So, what’s going on? When you finish work for the day, you’re probably exhausted. You might have the time to work on your business if you’re lucky. But you sure don’t have the energy. Of course you...

Prefer to read this post online? Click here to read later You’re a service provider. Your time is your most valuable asset. But if your project management tool is a mess, it’s silently draining your productivity and your profits. What if you could get expert feedback on your ClickUp workspace setup in just 60 seconds? Without paying for a consultant or manually exporting your data. That’s exactly what my new ClickUp AI Auditor does. It analyses your workspace structure, matches it to your...

Want to save this article for later? Read it online: Read Later You know what’s funny about working from home? You forget what real humans actually look like. Last night, I ventured out from my garden office and went to an in-person networking event. It was at the hotel I used to work at when I was 18. I spent the evening awkwardly inserting myself into different conversations. You know, trying to relearn how to socialise after spending too much time just hanging out with the dog. That’s...