101: Organize your business for less stress and more innovation with Meagan Beltekoglu
The Uncommon Couch
101: Organize your business for less stress and more innovation with Meagan Beltekoglu
As business owners, there are so many things to keep track of. If you aren’t on top of it, it’s easy for things to fall between the cracks. That’s why project management tools are a must if you want to stay on top of everything. They can help give you the “second brain” your business needs.
Today on Uncommon Couch, I sat down with Meagan Beltekoglu, a ClickUp consultant, to talk about how to organize your business for less stress using tools like ClickUp. She shares tips for using ClickUp for everything from business tasks to working with virtual assistants.
Don’t feel bad if your business isn’t as organized as you’d like. You would be surprised at how many 7 and 8-figure businesses don’t have their stuff together either. What’s important is that you take that first step. Putting systems into place to help you remember everything with a project management tool frees up so much mental real estate so that you can be more present for your family and the other things that matter.
What you’ll find in this episode:
The first step in organizing the back end of your business
The importance of having a business hub
What ClickUp is
How Meagan helps her clients with ClickUp
How ClickUp helps Meagan in her everyday life
The “second brain” concept
How Meagan organizes her tasks in ClickUp
Tips for working with virtual assistants
Meagan’s Bio:
Meagan Beltekoglu is a Certified Director of Operations and Vetted ClickUp Consultant who helps women-owned small businesses and agencies with the back end of their businesses so that they be more innovative. She loves breaking big visions down into focused, manageable projects and tasks using her favorite productivity tool - ClickUp! A ClickUp expert, she applies her love for strategy, planning and project management to every aspect of her life from her children's homeschooling to her basement remodeling to her client work. She's a Jersey-born obsessive researcher, infovore, birdwatcher, and homeschooling mother of 3 living in Pennsylvania. You can find out more about her and her business at www.newleafdigital.net (you won't find her all over social media though).
https://www.newleafdigital.net
Quotes:
It wasn't something I set out like, Oh, I'm going to be this. It just kind of all fell into place and it's been really fun and a really great fit for me. I love every aspect of it. [00:02:33] – Meagan
If you haven't been doing too much until now, the first thing that I tell people is like, that's okay. You know, that's okay. It's okay if your business is a hot mess or like a medium mess, like it's totally fine. I've worked with seven and eight figure businesses who are a complete disaster, so it's totally okay. [00:03:15] – Meagan
My goal is for my clients to become confident and capable ClickUp users. Some people do experience a bit of a learning curve, especially if they're coming from absolutely no project management tool [...] There can be a little bit of a learning curve to get used to tracking things in ClickUp, keeping up with it, and developing that habit as well. [00:07:42] –Meagan
As a small business owner, as a wife, as a parent, as a human, I cannot remember all the things. So I give that job to ClickUp and say, hold all these thoughts for me. I know that they're there. And the impact is really tremendous in what it allows me to do, not only while I'm working, but also while I'm not working. [00:11:00] – Meagan