I enjoyed meeting with you all today. Thanks for those who came, participated, and asked questions. Let's have a great week of sales!

🚀 ClickUp Systems, Automation & Scaling Ops Recap 🌟 Wins to Kick Off - Systems are getting clearer and more organized. - Momentum building around improving onboarding and operations. - Strong breakthroughs in simplifying ClickUp for scale. - Team gaining clarity on automation and AI potential. 🖥️ 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.

🚀 Clarity & Direction Call Recap 🌟 Wins to Kick Off - Multiple members hit record revenue months. - 3 closes in 7 days at $4.8K, $4.8K, and $2K. - Show-up rate improved from 7% → 75% by reframing discovery. - Leo crossed $100K/month collected, with $91K new cash. 🖥️ Training / Coaching Highlights Energy is the real message Words are just the vehicle — prospects feel your emotional state more than they hear your script. Clean energy = trust, openness, and easier closes. Polluted energy = resistance, defensiveness, and stalled calls. Sensation vs. Suffering A major part of emotional mastery is not resisting what’s happening in your body. When you resist a sensation (headache, tension, fear): - You’re wishing reality was different. - Resistance makes the intensity last longer. - The mind adds a story → which creates suffering. When you simply notice the sensation: - Drop the label (“headache,” “anxiety,” “grief”). - Observe it as physical energy in the body. - Acknowledge it. - Give it permission to stay. - Give it permission to leave whenever ready. This cuts suffering dramatically. Suffering = Sensation × Resistance. The less you resist, the faster emotions and headaches dissolve. You can apply this to: - migraines - sadness - grief - anxiety - frustration - physical pain Everything is just energy in the body until you add a story. 🎯 Frameworks & Strategies 🧘 A.P.R. Method for Emotional Release 1. Acknowledge the sensation in the body. 2. Permit it to be there without fighting it. 3. Release by allowing it to leave when it’s ready. Used consistently, this reduces: - migraines - emotional triggers - negative spirals - pressure before sales calls You can still close clients with discomfort present — or you can reschedule if needed. Both are valid choices. 📈 COM-B Behavior Model Why people don’t do what they know they should: - Capability – They don’t know how. - Opportunity – They don’t have the environment or access. - Motivation – Emotions are blocking action.

Hop on if you want to develop self-mastery and a greater understanding of the inner workings of entrepreneurship, business, and your own development as a leader.

Hey Agency World, won’t be available tomorrow for call. Feel free to drop Q’s in community and tag me. Have a good week to finish November!