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Victory Omotayo: How ClickUp Helps Me Manage My Clients, Content, and Team in One Place

Victory Omotayo ClickUp Blog

Freedom, impact, stability, flexibility.

If you’re an entrepreneur and a business owner, then these may be some of what you’re aiming for as you grow and scale your growing business.

A day in the life of an entrepreneur can consist of recruiting leads, maintaining a client roster, fulfilling client projects, and more. This daily cycle of juggling multiple tasks and wearing many hats is one of the reasons why many people get burnt out, settle for less pay, and fail when it comes to launching their business.

So how do you achieve freedom, work-life balance, and success?

Victory Omotayo can tell you! Better yet, she can show you how. ๐Ÿ˜‰

As a business coach and an entrepreneur herself, Victory has mastered the steps to launching a successful business; from ticket offering, solid positioning strategies, a simplified sales system, and a strong social media presence.

Nowadays, she helps professionals from across industries get the results that would lead them to financial freedom.

To do this, she relies on a comprehensive project management tool like ClickUp for her CRM and content management needs.

We had the opportunity to connect with Victory and chat about how she uses ClickUp to manage all her work in one place. Follow along to learn how she gets things done with ClickUp.

Time to hand over the mic! Take it away, Victory! ๐ŸŽค๐Ÿ˜Š

Victory Omotayo business coach

Tell us about your business!

Hi, I’m Victory! ๐Ÿ‘‹

Professionals and experts come to me when they want to be seen and paid like one.

I run a coaching and consulting company that helps experts leverage their zone of genius to develop and launch high ticket group programs that sell.

I do this through my signature high ticket group program, Knowledge to Profitโ„ข where I help my clients:

๐Ÿ’Ž Clarify and validate their most *profitable* expertise (I call this their “money-maker”)

๐Ÿ’Ž Boost their social authority through my signature Expedited Expertise Frameworkโ„ข

๐Ÿ’Ž Master their messaging, so they can confidently articulate their value to dreamy clients

Victory Omotayo business coach

What is your favorite ClickUp feature?

Dashboards. I love using this to create client dashboards for my clients!

ClickUp’s Dashboards allow you to create in-depth reports on your important customer data.

Use customizable widgets like Pie charts, Lead Time, Timesheet, and more to build your own mission control center.

Dashboards will give you a centralized hub for viewing valuable insights into tasks, sprints, projects, people, and so much more.

Customizable widgets in ClickUp's Dashboards

Customizable widgets in ClickUp’s Dashboards

How do you use ClickUp to push your company and projects forward?

ClickUp allows me to manage my client roster, plan social media content, and manage a team.

ClickUp’s client-friendly features make managing an entire business in one project management platform a breeze.

You can set up a CRM directly in your Workspace and create high-level views of your client tasks. Switch through different views like Board, Table, Calendar, List view, and more for an alternate perspective of your tasks.

Using ClickUp as a CRM and viewing client roster in List view

Using ClickUp as a CRM and viewing client roster in List view

To use ClickUp for content management, simply create a new List in ClickUp, set your stages with Custom Statuses, and create the tasks you need.

Once you have your list of tasks set up, you may start mapping out your content calendar!

Content calendar example in ClickUp

Content calendar example in ClickUp

Viewing the content calendar in ClickUp's List view

Viewing the content calendar in ClickUp’s List view

About how many hours a week do you save using ClickUp, and what do you do with that time back?

I save about 5 hours a week by using ClickUp to organize and manage my business!

The amount of time that I save each week allows me to focus on more revenue-generating activities to bring in more money into the business.

Victory Omotayo business coach

How has ClickUp improved your work and life?

Before ClickUp, I was using multiple apps to manage all my work and clients.

Implementing ClickUp has really helped save me time and money on all the tools I was using before.

It’s been extremely beneficial to have ClickUp, especially knowing that it has everything I need for my online coaching and consulting business.

What advice do you have for others looking to streamline their productivity?

If I can leave you with one piece of advice, I would highly recommend that you focus on one platform so you can really see the impact.

Connect with Victory on LinkedIn, Instagram, and visit her website to learn more about how she can help take your business to the next level. ๐Ÿš€

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