12/02/2025: Ops & CS w Jasmine has been uploaded onto the course!

🚀 ClickUp Systems, Automation & Scaling Ops Recap

🌟 Wins to Kick Off

🖥️ Training / Coaching Highlights

Consolidate all client operations into one main list using statuses instead of multiple lists.
Keep client info fields in the main list and move all performance metrics to a separate Metrics Directory.
Automations should move tasks through stages without manual handoffs.
EOD Reports need one central home so ClickUp AI can summarize and analyze across roles.
AI can now manage health scores, task creation, onboarding, and even generate SOPs from video calls.

🎯 Frameworks & Strategies

ClickUp should operate on a single-list structure:
Build onboarding as a stage-based workflow (Intake → Welcome Email → Anti-Remorse Call → Build).
Use AI custom fields to eliminate manual Make.com mapping.
Push data from HighLevel forms into ClickUp through API → let AI place information correctly.
Use ClickUp Chat to replace internal Slack channels with task-linked discussions and instant task creation.
Store all EODs in one list per role to unlock AI reporting and team-wide insights.

🧠 Mindset Lessons

Systems that work for one person don’t scale — build for where you’re going, not where you are.
Keep structures simple. Complexity is the enemy of delegation.
Automations should remove thinking, not add more work.
AI is not a “nice to have”—it’s the new operational backbone.
Don’t cling to old workflows out of habit. Build for a 100-client agency now.

🛠️ Group Q&A Highlights

“When status is set to Live, should ClickUp auto-update launch date?” → Yes, confirmed.
“Can WhatsApp integrate with ClickUp?” → Yes, via API and automation tools.
“Should EOD reports be split or combined?” → Combined into one folder, separate lists per role.
“Which is better for internal communication — Slack or ClickUp Chat?” → ClickUp Chat. Slack recommended only for external client communication when needed.
“Do we still need Make.com if we push forms from HighLevel?” → You need the push, but AI eliminates 90% of the mapping.

📚 Resources Mentioned