Have you heard of DesignJoy’s legendary project management board? 🧙♂️ It’s how design whiz Brett Williams streamlined his business to handle \$1.5 million+ in design projects, and you’re about to learn how to recreate it in ClickUp! 🤯
Why This Matters 🤔
Imagine this: a stress-free system where clients happily send you projects, and you always know what to work on next. 😌 That’s the magic of a well-organized project management system, and this one’s a game-changer!
ClickUp Basics 🖱️
ClickUp is your new best friend. 👋 Here’s how we’ll use it:
- Spaces: Think of this as your company’s home base. 🏠 We’ll create a space for all our client work.
- Folders: Each client gets their own folder to keep things tidy. 📁
- Lists: This is where the magic happens! ✨ We’ll use a Kanban board (think digital sticky notes) inside each client’s folder to visually track their projects.
Setting the Stage 🛠️
- Create a “Start Here” Card: Just like DesignJoy, we’ll welcome our clients with a friendly card that explains how to use the board.
- Add Key Information Cards: Include cards for:
- Design Files: Where clients can easily access their designs.
- Branding: A dedicated spot for clients to upload their brand guidelines.
- Subscription: Allow clients to manage their subscriptions directly on the board.
The Workflow – Simple Yet Powerful 💪
1. Backlog – The Project Queue 📝
Clients add their project requests to the “Backlog” list as they come up. This keeps everything organized and prevents important tasks from falling through the cracks.
Pro Tip: Encourage clients to be detailed in their requests! The more information they provide upfront, the smoother the project will run. 👍
2. Active Request – Your Current Focus 🎯
Only one task at a time moves to “Active Request.” This laser focus eliminates distractions and allows you to deliver exceptional results.
Surprising Fact: Limiting work in progress is a proven productivity technique! By focusing on one task at a time, you’ll actually get more done overall. 🤯
3. Approved – A Satisfying Finish ✅
Once a project is complete and the client is thrilled, it moves to the “Approved” list. This provides a visual record of all your accomplishments!
Pro Tip: Celebrate those wins! 🎉 Take a moment to acknowledge your success before moving on to the next project.
Scaling Up Your Client Management 📈
ClickUp’s beauty is its scalability! As you take on more clients, simply:
- Duplicate the Folder: Create a new folder for each client, keeping the same structure.
- Share Access: Give each client access only to their folder.
- Consolidated View: Create a master Kanban board in your main workspace to see all active requests across all clients. This gives you a bird’s-eye view of your workload. 🦅
Your Resource Toolbox 🧰
Here are some tools mentioned in the video to supercharge your workflow:
- ClickUp: Your all-in-one project management platform! – https://clickup.com/
- Webflow: Build beautiful websites visually – https://try.webflow.com/l9bi5zf0cljy
- Memberstack: Add membership features to your Webflow sites – https://memberstack.com/?via=survivingyourtwentys
- Botpress: Build powerful chatbots without code – https://try.botpress.com/g9islyh7pjv6
- Make.com (Integromat): Automate your workflows and connect your favorite apps – https://www.make.com/en/register?pc=survivingyour20s
Taking Control of Your Workflow 🕹️
By implementing this simple yet powerful system, you’ll experience:
- Increased Efficiency: Stay organized, manage your time effectively, and get more done.
- Happier Clients: Provide a clear and transparent process that keeps everyone on the same page.
- Reduced Stress: Say goodbye to project management chaos and hello to a calmer, more in-control you. 🧘♀️
So, what are you waiting for? Go forth and build your own DesignJoy-inspired ClickUp board! The world of stress-free client management awaits! ✨
