174. What You Need In A Task Management System with Sarah Wills
Episode Description
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If choosing a task management system feels overwhelming, this episode is for you! Jennifer chats with system strategist Sarah Wills, founder of HeySwillsy and the expert behind Tique’s ClickUp Business Hub. Sarah explains what a task management system actually does for your business, how it differs from a CRM and email marketing platform, and why the right tool can completely transform the way you work. She shares the essential features to look for, and explains why some platforms fall short while others scale effortlessly with your business. You’ll also hear what finally pushed her toward ClickUp, how she helps travel advisors customize their systems, and the surprising ways data tracking can save you time, money, and stress. Whether you’re drowning in sticky notes, managing a growing team, or trying to keep client work from slipping through the cracks, this episode will help you understand the logic behind your systems so you can work smarter, not harder!
Connect with Sarah Wills:
Today we will cover:
- (01:30) Meet Sarah Wills; how she became a systems expert
- (03:45) What a task management system actually does
- (08:20) What to look for in a task management platform
- (10:25) Trello vs. Clickup
- (19:35) How Sarah uses Dubsado and ClickUp together
- (24:10) How advisors can see referrals, return clients, and true marketing ROI
- (29:15) How to reevaluate your process using time tracking
- (38:15) Team management inside ClickUp; onboarding team members or ICs
- (47:30) What not to use ClickUp for
Check out the ClickUp Business Hub Template → tiquehq.com/shop/clickup-business-hub-template
Listen to Episode 154: How To Organize And Store Industry Contacts with Kristen Heitman
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