How to Use ClickUp to Run Your Online Business

February 5, 2024

Owning an online business comes with a unique set of challenges. You don’t meet face-to-face with your clients and customers, so working together can be tough. The same goes for overseeing your team. Plus, there’s managing your business itself: tracking sales, reaching your goals, providing content, and more.

That’s one of many reasons why we love using ClickUp to run an online business. This tool not only helps you overcome these challenges — it’s often a better, more efficient solution to the problem.

If you’re wondering how to improve the way you run your online business by using ClickUp, then keep reading!

Manage multiple sources of income

Say that you make money from different services and/or products in your business. You might sell done-for-you services, digital products, courses, subscriptions, and so on. How do you track all of those sales and understand your cash flow?

ClickUp, of course. ClickUp’s sales tracker pulls all of that data and displays it in a single location. You can break down sales by month, by product or service, by payment processor, and more. You can filter and sort them according to different data points, too.

Automate your content creation

ClickUp may be used primarily as a project management tool, but you can also use it to create and manage a content calendar! That’s extremely helpful, since it’s important for every business to have a solid content strategy. (Not just online businesses!)

ClickUp can help you organize and manage all of the social media platforms you use for your business, like your:

  • Blog
  • Email marketing list
  • YouTube channel
  • Facebook
  • Instagram
  • TikTok
  • X
  • LinkedIn
  • Pinterest

We like using ClickUp to create sustainable content workflows and a content calendar. For example, you’d add regular content tasks to your calendar, like your monthly email newsletter or biweekly YouTube video. You can then assign this task a status to stay on top of its completion. Tags by type of content can help you filter your calendar view, too.

The bottom line? The more you automate, the easier it is to show up online for your audience.

Map out workflows with clients

Since you’re not working with your clients in person, it’s crucial that you manage every step of your workflow.  Having systems and processes in place in ClickUp can help.

Our ClickUp Workflow Template makes it easy to track, manage, and delegate every piece of your client project well. With it, you can break down a project timeline into more manageable phases and tasks, track statuses and hours worked, set deadlines and priorities, and lots more.

Keeping clients in the loop and staying organized is super important, so ClickUp tools like our workflow template are a must.

Keep your online team members in sync

Keeping your team members is just as important, too! Again, when you’re not working face-to-face and sharing an office with your team, how do you collaborate with them?

Hiring, onboarding, and managing your team can be a cinch if you use ClickUp to create and store resources like:

  • Out-of-office calendars
  • Standard operating procedures (SOP) library
  • Training videos
  • Employee handbook
  • Brand guidelines and marketing assets
  • Onboarding documents and processes
  • Team member information

Here’s a secret: we actually think it's easier to keep your team members in sync with online platforms like ClickUp. Why? Because all the team resources you need are housed and available in an easy-to-find, accessible location.

Organize your online course or membership

Having an online course or membership is a lot of work. You have to create a lot of online content and manage groups of multiple people. It’s easy to get overwhelmed or disorganized…unless you take advantage of ClickUp as a CRM (client relationship management tool).

With ClickUp, you can house and organize all your member or student information in one database. You can also store user-facing materials like feedback forms,  office hours, course/program materials in one convenient location. Ready to create more materials? Workflows will help you stay on task with planning, writing or filming, editing, and publishing those materials.

In short, ClickUp helps you stay organized but can also take your student or membership experience to the next level.

Grow your online business with ClickUp

ClickUp is a robust tool that can help you run your online business more efficiently and help it grow. But what if you don’t have time to map out workflows or learn which automations to set up on your own?

Save yourself time (and headaches) by grabbing our ClickUp Course and ClickUp Template Vault! We’re running a special sale now, where you can get 20% off these ClickUp resources!

What do you get with the ClickUp Course or ClickUp Template Vault?

  • 70+ On-Demand Video Lessons with step-by-step instructions and hands-on examples
  • 3 months of free, Community Membership access to get weekly tech support from the DL Team
  • Bonus lessons and advanced trainings
  • Lifetime access and future course updates

  • 40+ pre-designed, customizable ClickUp templates
  • Guided video tutorials to implement, customize, and use each template
  • Use-case workflows and frameworks
  • 3 months of free, Community Membership access to get weekly tech support from the DL Team
  • Lifetime access, including future template additions

Don’t miss out on this excellent sale — it ends February 13! Start taking your online business to the next level with ClickUp! 🚀

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