Do you feel like you have a hard time staying on top of everything? You're not alone. In today's fast-paced world, it can be difficult to stay organized and get things done. But it doesn't have to be. With ClickUp, you can build a second brain for yourself! It's the simplest way to stay productive while working on all your different projects. 

Today, we welcome Meagan Beltekoglu. Meagan 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 can spend more time making a difference in the world. She thinks tweaking the settings of tech tools is fun and loves breaking big visions down into focused, manageable projects and tasks using her favorite productivity tool - ClickUp! 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 New Jersey-born obsessive researcher, infovore, birdwatcher, and homeschooling mother of 3 living in Pennsylvania. 

During this episode, we talk about:

• What is ClickUp? (3:46)

• Importance of having a second brain (7:12)

• Project management and beyond (14:09)

• Using ClickUp for automation and sending emails (18:14)

• Creating a plan for automation (25:05)

 

Visit Meagan:

Website: https://www.newleafdigital.net/

LinkedIn: https://www.linkedin.com/in/newleafdigital/ 

Facebook: https://www.facebook.com/newleafdigital 

Twitter: https://twitter.com/newleafdigital  

Learn about Meagan's new offer to build your business ecosystem with ClickUp - https://www.newleafdigital.net/business-ecosystem-clickup-setup/ 

 

Thanks for tuning in to another episode of Collab with Kiva. Growth stage, brick-and-mortar business owners come to Kiva to document their operating systems to grow their revenue and impact without investing more time in their business.

>> Every good team has a playbook. Does yours? Ready to build out your business playbook to not only take things off of your plate but help your business scale? Book a call with Kiva 

Let’s stay connected!

LinkedIn: https://www.linkedin.com/in/kivaslade/ 

Website: https://www.the516collaborative.com/ 

 

Podcast Transcript

 

Kiva Slade  0:02  

Hello and welcome to Collab with Kiva. I'm your host Kiva, Slade. From the marbled halls of the US Congress to my racing-themed office chair. I've learned that there is no perfect path to the life of your dreams. My journey over the past 20 years has included being a legislative director for a member of Congress, policy director for a nonprofit, stay-at-home mom, homeschooling mom, jewelry biz owner, and now the owner of a service-based business. Whether your journey has been a straight line, or follow zigs and zags. Join me and my guest as we share insights, hope, and lessons learned from our female entrepreneurship journeys. May the collaborative sharing of our stories be the tide that lifts your boat? Let's dive in. Hello, and welcome to another episode of Collab with Kiva. I am super excited today to bring you, my next guest. I have the pleasure of having attended a program with her together in addition to that, just we're both homeschooling mamas. So I am super excited to introduce you to Megan Beltekoglu and who is the owner, operator founder of New Leaf digital Excuse me. And so I'm super excited Megan to welcome you today to collab with Kiva. How are you?

 

Meagan Beltekoglu  1:26  

Thank you for having me. Kiva. I'm super excited to be here. And yeah, we did two programs together. 

 

Kiva Slade  1:31  

We did. We did group coaching. Really, it's still out in this online space. I felt like I've known you longer. Like I think back it was literally last June that we pretty much may that we really met but I definitely feel like I've known making way longer than that. But I know. It hasn't been that it's almost a year and a half-ish. So I guess in internet time, that's super a lot. So we'll go with so let me get let me tell you guys a little bit about Megan. So she's a certified Director of Operations and a certified ClickUp consultant who helps women-owned small businesses and agencies with the back end of their businesses so that they can spend more time making a difference in the world. She thinks tweaking the settings of tech tools is fun. And she loves breaking big visions down into focused manageable projects and tasks using her favorite productivity tool. ClickUp she has converted me I will just say and she'll probably convert you by the end of this episode. 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. We are both Jersey-born gals and she's an obsessive researcher info for birdwatcher and homeschooling mother of three living in Pennsylvania. You can find out more about her and her business and her business at New Leaf digital debt net. And the secret catch tell is that is you will not find Megan all over social media. So I love that about her because she really has made how she runs her business unique to her. So let's dive in. Because ClickUp is it's everywhere. It feels like now I kid you not like one of my most popular blog posts, I did like a comparison of tools. And when I look at search terms, people find me for looking up, ClickUp, because that was one of the tools that I talked about. So tell us a little bit more. What is ClickUp? How does it help with productivity? And how do you use it for homeschooling Basement Remodeling and client work?

 

Meagan Beltekoglu  3:46  

Yeah, those are great questions, Kiva. So what ClickUp is, is it's a work and project management tool. But what actually what their goal is, is to be one app to replace them all. So not only is ClickUp something like Asana, or like the Reminders app in your phone, where you can have, you know, your regular to do is you know, buy milk, you know, call the electrician but you can also have you use ClickUp to replace Google Docs because they have docs. You can replace Survey Monkey or type form because they have forms. They also have dashboards so it's really like a comprehensive place to manage all of your work and yes, even your homeschooling and your Basement Remodeling so as you know homeschooling has a lot of moving pieces. One kids doing this one kids doing that. You have trips, you have books, you have all these kinds of things to keep track of. So I have a template actually that I use and I also have it on my website. People can Download the free version to, to their ClickUp. And you can just use it to keep track of all those different things from, you know, paperwork you have to submit to your school district portfolio at the end of the year, if that's what your state requires. And all the different things you're you come across and think, Oh, that looks cool. I want to do that in my home school, right? There's so many of these things too many actually. So it's really good to have a place to store them. And you know, it's also at its heart, a project management tool and remodeling your basement is a significant project with tons of moving pieces. And so I needed to have a place that wasn't a notebook that I would lose so that I could put in dates, I could put in links, I could put in information about the plumber, the electrician, the tile, the you know, paint colors, and have links to my Pinterest boards and everything all in just one place.

 

Kiva Slade  6:00  

Oh, my goodness, I love that. Like, I know that I shared your homeschooling template, you know, homeschooling group, and people were like, eyes glazed over feeling like, oh, my gosh, is this like the most amazing thing whatsoever? Because there are a ton of moving pieces, like you said, in each of those, whether it's homeschooling, whether it's a Basement Remodeling, or client work and keeping track of all of those things. And having a tool that either a has its own native integrations, in terms of documents. I personally love that, like, I can add a quick photo to something that's in, you know, ClickUp. And it's, it's there for me to see which sometimes I need is that what does that task again? Oh, yeah, that's right. It's about such and such. So I love the functionality of that. And the fact that, like you said, it's almost like a hub for all of that information that we've been collecting. In some cases, it's a lot of information. So that kind of leads me to my next question, and we were talking about that earlier, is a second brain. And some people might be wondering what that is, but you have a feeling that businesses need a second brain. So let's talk through that and what that looks like.

 

Meagan Beltekoglu  7:12  

Yeah, so a second brain is another location, obviously, outside of your actual brain, where you keep stuff. And so that can be all kinds of different stuff. You can have personal things there. But we'll focus on the business side of the second brain. I heard from so many women I've worked with that. They spent so much time searching for things. They're looking there, they want to be visible. They want to get on podcasts, right? But to be applied to be on somebody's podcast, what do you have to do, you have to submit your bio, you have to submit your headshot, you have to submit your freebie links, you have to submit you know this and that. And they spend or their VA spent all this time just looking for all of that stuff. So a business second brain is not only a place to keep track of all your important fundamental business related documents, but also the other things that you know, aren't so fun, like your W nine, right? Sometimes people ask for that. Where the heck did I put that thing? You know which folder? Did I save it in? Is it in my Google Drive? Just having one place? Where did that stays saves you time even if it's a few seconds? Every time you're searching for something that adds up? It's a great place to keep you know your hex codes you your branding photos, and also your team directory who's on your team? What's their email address? What timezone are they in? What's their anniversary date? So these are all the kinds of different things we build into. Second, your second brain, it's, it's basically like, you know, the fundamental pieces of your business, what are they? And how can we keep them in one nice, organized area, alongside other pieces of information that may be useful to you in the future. This can be swipe files, or programs you want to do or conferences you want to attend. It's really designed to be something that's really comprehensive, with the goal of trying to make the business owner more relaxed, more present, more focused on what they're really good at, and letting the tech in the background handle. that heavy lifting of holding things and finding things for you. Just like our actual brains do. Our actual brains are overloaded. They were tasking them with way too much and we need to get that stuff out and stored somewhere external so that we can be make use of the innovative powers that our brain tap.

 

Kiva Slade  10:05  

Yeah, I love that. Because I know for me, I am. And I was thinking about this earlier, affiliate links. I knew I have them. And it's like, it's in the brain. Yeah, yeah, that's like literally something that I've had to start categorizing because otherwise, like you said, it's time spent looking for them. Or it's time spent, like, where did I put that? Is it in slot? Was it in Google? Was it in my GMAT like, I don't even remember sometimes where it is. So I've literally made a spot in my ClickUp for them, where it's like affiliate links, so that I know exactly where they are. And they're so much easier, and so much more easy, accessible now. And then also, I'm on my shortened links, you know, like that I have for redirects for my website, and things like that. It's like, people are gonna constantly like, schedule a call with me, oh, wait, you don't need this here, boom, I can just give you this quick link. But you're right. If we don't get it out of our heads and into a spot, it does take time to where we're constantly looking for it in that time does definitely add up. So I love that I can imagine your clients are like, Megan is a godsend. Because she comes in and it's like getting all of that out of our brains. Like you said, it's our brains are tired. I feel like at times, it's like we're so overloaded. You can't sleep at night. It's rest is disruptive. Because some other thought, I mean, I have a notepad in the shower, just because like the showers in place. I feel like I get thoughts. And I'm like, they, they they just dissipate if I don't write them down. But it's like, maybe it's the water. I'm not sure what it is. But it's like actual place where thoughts come and it's like, I need something to write them down. Oh, look, Amazon actually has a waterproof tablet, I mean, for the wall. So obviously, I must not be the only one who thinks in the shower. But it is so helpful to be able to know that that idea that you had was like sometimes just a fleeting thought. And it has like now found a resting place. So that is super helpful.

 

Meagan Beltekoglu  12:07  

Yeah, and not only like having a place for having a resting place for those things, but also having some filters to kind of pull things through. Because we come in contact with information from when we wake up until when we go to sleep. And some of us are even waking up in the middle of the night, and on our phones and that and we really need to create some some kind of filter for for the information that we're actively processing and actively storing in our brain or in our second brain. So thinking a little bit on that has been a really valuable experience for me and asking myself like, is this content? Is this something that's inspirational? Is this something that that's useful? Useful to me personally useful to my business? Is it something like a novel and then surprising, or, you know, what, what kind of benefits? Can I get from this now? Or if I save it in the future?

 

Kiva Slade  13:10  

Absolutely. I love that. Thank you so much for sharing, I feel like offline, we're gonna talk more about the secondary. I'm gonna pop into your message. So tell us how ClickUp can be more than just a project management tool? Because I feel like it does. It does so many different things. And I know for myself, I'm just starting to tap into the automations that it does, which to me have been pretty eye opening and mind blowing. I felt like at the same time. So there are days where I don't know about listeners, but I feel like I'm just totally under utilizing ClickUp. And then there are days when I'm like, Oh yeah, I'm rocking today. It's being amazing and doing so much great stuff. So when we think of a project management tool, I think, you know, general terms are like, okay, we're keeping track of this project, and this task needs to be done and by whom? But how do you view ClickUp? And how do or how can we use it then more than just project management?

 

Meagan Beltekoglu  14:09  

Yeah, that's a great question. So it's more than it's definitely more than just a project management tool. I mean, and a lot of, I would say maybe 90% of the women who I work with, they're kind of just scratching the surface, they, they, they have ClickUp, and they're using it as mainly just a really long to do list. That what's great about ClickUp is that not only is it a place to store all of your tasks related to your projects, but it lets you organize all those tasks in different ways. So you can the one of the biggest mistakes that I see people doing is not making use of the custom fields. And so with the custom fields and ClickUp you can track any kind of data that you want, you know, going back to the homeschooling example I can track which kid does which lesson, I can track subjects. You know, for business, you can track track your your department, you can track your team members, you can track, you know, a checkmark was something done or not done for your leads, you can track industry. Really, the possibilities are entirely endless, of what you can track in, ClickUp. And generally people aren't doing that. So that's one thing. The other thing is, then once you're tracking those those different pieces of data in in ClickUp, you can then create these customized views so that you can see only the information you want to see. And you can hide all the rest. So that might mean like if you're the CEO, that might mean you only want like the big picture of what's going on, you don't need to see like, Okay, someone, you know, created a social media post, they added the graphics, you might just want to see like, project is done and ready for review. Right? You don't need to see all those little tiny steps that go into getting that project done. ClickUp has a variety of different views that not only let you see what you want to see and not see what you don't want to see but also takes into consideration the different learning styles and how people prefer things visually. That's also endlessly customizable. In addition, there are forms, you know, I have one client, I helped her set up a pretty automated hiring process inside of ClickUp, where she's using. And she was doing this before in Excel, where she's now using a ClickUp form, the click of a form comes into a list. They're all different pre pre set up views. So she can see all the applicants in one place all the shortlisted candidates in one place, all the people she has selected as finalists in one place. And a lot of this is happening automatically or just with one or two clicks. Then once you hire somebody, an automation fires moves up person down to the onboarding list, and they go through her onboarding process. It's all very smooth and automated. The point here is that ClickUp is so much more than just a project management tool more than just a to do list more than just the Reminders app in your phone. It's really can be a system for managing at least 75% of your business.

 

Kiva Slade  17:46  

Wow, that was just mind blowing for me, because I was literally like kind of walking through that process with you have, because I personally have hired and it's like, here's the Google Form that they've completed that has led to obviously the Google spreadsheet where we've like, you know, gone through and made that shortlist of then those who were interviewed. But it was a very, I'm gonna say it was a manual process, in essence of you know, you Hi, I

 

Meagan Beltekoglu  18:14  

didn't even mention, I didn't even mention the automated emails we had sending out. So we had this automated email going out from inside of ClickUp, where if she changed the status of one of the candidates to rejected, it was sending out this nice automated email even right to their name saying Dear so and so. We're sorry, we didn't pick you. You know, blah, blah, blah. Okay,

 

Kiva Slade  18:39  

wait, wait, wait, wait, wait. Wait a minute, Megan, that was like a whole Mic drop. Wait a minute. You're telling me that was in ClickUp? We can send out automated emails late. Yes,

 

Meagan Beltekoglu  18:53  

yes. So you can send automated emails and there are tons of triggers. So you could send an email. So like when the due date arrives, send an email. When the custom field changes, send an email, when the status changes, send an email and a lot of what you're pulling into the email in the automation. You can use the Smart variables so you can reference things in the email, you can reference the task name and it will pull in what the task name is. You can reference the due date and it will put in like the actual due date.

 

Kiva Slade  19:31  

Okay, I don't know about everybody else, but now I'm just sitting here like, okay, yes, this is a definite confirmation that I'm under utilizing my ClickUp.

 

Meagan Beltekoglu  19:41  

I mean, most people are you're not you're certainly not alone. Oh, you're certainly not alone. And that's why I like to really make it clear to people. You know, when I'm working with them, I show them my ClickUp I show them my personal ClickUp I show them my demo workspace. And I always open their eyes to the possibilities that that are out there. Like we didn't even really talk about dashboards. Like yesterday, I showed one of my clients my lead tracking dashboard, and she was just like, just is a marketer's dream. Because I'm tracking the industry, I'm checking the source where they find me. I'm tracking what service they buy, I'm tracking why they don't buy, what's the reason why they don't buy. And I'm using all of these things to make database decisions. So you mentioned like, I don't do a lot of social media. And that one of the reasons is because I don't need to, because most of my clients are referrals.

 

Kiva Slade  20:43  

Love it. So there's no, yeah. And I have the data that show, right. Yeah, absolutely. And I think that that's so key and important. And just such as a fact to stress is that, you know, for some businesses, they may not be tracking data, you know, but it is so necessary and vital to inform the decisions that you're making for your business. Because obviously, you're yours is showing you like, you don't need to have this heavy presence on fill in the blank platform, you know, that you can literally because of referrals, your client list is the way that it is and you're able to see, hey, it's the referrals that are coming in, that's what's generating these leads, it's not, you know, the latest, I don't know tic tac video, I've made retired talking about ClickUp, that has actually led to where leads are coming from. So I think that's very, very helpful in these dashboards are you you creating those in ClickUp with basic information that you're pulling, I'm assuming from different places?

 

Meagan Beltekoglu  21:45  

Yeah, I'm creating them in in ClickUp. And so the the main thing is that in order to have a nice dashboard and ClickUp that's providing you with valuable data as you need to have that data in ClickUp. So either that data is being entered manually, or it's being pulled in from another source. So for example, I have a zap setup so that when somebody fills out my contact form, all that data is being sent into a ClickUp task. And so that's, that's automated, I don't, I don't need to do anything aside from going there and put in some notes after our call. Other times, I have to add things like I have a drop down field for industry. So I have to pick, you know, are they a coach? Are they a bookkeeper? And I just have to, you know, select that custom field there. Once I have all that data, I can pull that data into the dashboard. And that's what I use to review, I review monthly and I make my decisions about what are my future plans for my business based on that data?

 

Kiva Slade  22:50  

Oh, I love that. So I touched on the automation, you've touched on automation that occurs pretty much within ClickUp. You know, so for someone who might be listening who is like a solopreneur. It sounds that with some good foundational setup of ClickUp, they could literally have a lot of processes in their business that are automated and not necessarily requiring them to hire out yet. Would you be in agreement with that or not?

 

Meagan Beltekoglu  23:19  

I mean, yes, I know there are there are there are a lot of things that ClickUp can help you do as a solopreneur. They even have a personal mode. So it turns off a lot of the features if you don't have a team. Can I mean can it replace, like the work that, you know, for example, my VA does for me? Not really, because that's more hands on kind of things that my VA does. But there are ways that you could automate things, or use different ClickUp features, like we talked about, like the forms, like instead of having, you know, that process where you have the Google the Google Form the Google Sheet, you're manipulating the data in the Google Sheet, you're copying and pasting the rows, that could all just be and you're sending out the emails to the candidates come for an interview, you're rejected. That process could all be automated, that you could do on your own with very minimal, very minimal manual actions.

 

Kiva Slade  24:27  

Love that. So when it comes to automation, though, it does seem like we need to have some vision about it and and probably some wisdom because obviously not everything can be automated. And there are some things that require still a human touch. But when you're working with clients and talk to me about like automating their businesses, what does that look like? And what does it mean? Because I think for some, there's a perception that they can pretty much automate their entire business, you know, or there's a tool or something that's going to automate everything or maybe they'll have a gazillion and a half saps. For those things that, you know, when it comes to beginning to set up automation, what

 

Meagan Beltekoglu  25:05  

do you need to think about? Um, when it when somebody is ready to set up an automation, like who is ready to set up an automation. So that's something you should think about. First, you need to have your processes already documented. You need to already have those processes in place. Otherwise you're you're not really going to know what you're going to be automating. You're just going to go into Zapier or integrate. We are Integra master clicking around and trying things with no clear goal in mind, you have to have a goal of what you're going to automate and do some thinking on why you want to automate it. Does it take a lot of time? Is it just this totally boring, repetitive manual tasks that you can't stand? You know why there there has to be some some thought into it, you shouldn't just go off and just, you know, start connecting your apps and setting up things, you're just going to waste your time. So really, I encourage people to think first, you know, what is my process? Is my process optimized? Are there other parts of my process, I can streamline first before I automate it, and automating automation comes comes later. It's it's not something that I encourage people to to jump right into, but more to reflect on on what they're doing, how they're doing it, who is doing it, what's the goal for doing it. And then look at those kind of annoying parts that you hate, or that take up a lot of time and look to automate those. Can you automate your business 100%? I don't think so. But there are a lot of cool tools out there that make a lot of things really, really smooth and easy for you. You know, something like, in my other business, we have a Facebook group. So we use a tool, we get a lot of our leads through the Facebook group, we use a tool that manages the Facebook group. And so when somebody joins, and they put their email address that's going right into a Google sheet, we have that Google Sheet connected with integrate Lee into our funnel software. So when somebody goes and joins our Facebook group, and they leave their email address in the questions, they're going right into our funnel, as well. So that is a process that probably take would have taken a VA, you know, 10 minutes per person to admit them, copy their info, save it somewhere, add them into the funnel, tag them into the funnel, so they go into the race sequence. But that's all happening automatically. And then we're not paying somebody to do it either. So I really caution people like when you're going to looking to automate things to just pause, like, pause, reflect, think through it, and and then go forward.

 

Kiva Slade  28:05  

Yeah, I love that. And I love the fact that you said, like, document, you know, it's so hard to optimize what you already don't even you can't say what you're doing, you know, so you don't really know what needs to be optimized, can it actually be optimized? And taking that time to reflect on what the actual process is? What's the goal in the process? And where are we going with that? What's our end goal of what we're trying to achieve is so just vitally important as we move forward in our businesses and our business to start to grow. So you mentioned super quick into your greatly. I know, I mentioned Zapier, and you said Integromat, do you utilize a combination of all three of those tools? Or do you have a preference or tool as it relates to making connections there for automation?

 

Meagan Beltekoglu  28:52  

I mean, it's from my side as somebody who does a lot of work in these tools. There are a few different things I look for ease of use, availability of apps to connect and great customer service. Those are, you know, my top three so um, and affordability. That's a big one as well. So for example, integrate li i have a lifetime deal. So I don't pay for it. I already paid and you know, it's awesome. They have great customer service they they offer to go on. They we did we did a call on Google meet when I had a trouble with one trouble with one of my automations we went on Google meet to solve the issue. It was very, very helpful. But integrate Lee does not have all the apps that Zapier has like dubsado for example, a lot of my clients use dubsado. Their dubsado is only on Zapier. So if you want to integrate saw one ClickUp, you have to do it in Zapier, you can't use integrately. If you're looking at something that's a little more complex and more filtering, that's when I go to Integra mat.

 

Kiva Slade  30:13  

Okay, I appreciate that. Because I think sometimes we hear these kind of tools being batted around and understanding what we should look for, even with those and understanding that kind of like any tool, there's never a one size fits all. Because obviously, they may not have some of the same integrations or they may not work with some of the tools that you're using. So really, just being diligent and doing your research being open to pay, I might have to use more than one of these to get the job done after I've already paused, reflected, documented and optimize my process. So I think that's super helpful. So all right, uh, you have shared some wisdom upon wisdom gems, mic drop moments, everything, how can people work with you? Is there anything you have coming down the pipe that they might just want to say, Run down, run the doors down, we're gonna get to Megan's so

 

Meagan Beltekoglu  31:05  

I, so I have kind of two different paths that people can take. So one is for people who are already active ClickUp users, and they need help with optimizing their ClickUp. This is, you know, they have a lot of questions they need answered. And they're just not finding the answers on YouTube or in Facebook groups, you know, shouting into the void. So I have a like consulting session where I just I answer all your questions, right? In that time. It's super fun for me, because I love problem solving. And it's really valuable for my clients. I also have a service where I restructure and reorganize, ClickUps that kind of got a little out of control, a lot of people come to me and you know, they've done this setup on their own, which is, which is fine, I'm not gonna say don't do the setup on your own. But sometimes that kind of just grows to a point where it becomes not productive. And so what I do then is I come in, we have a strategy session, we talk about, you know, what you want to see in your ClickUp, what you use it for, what kind of data you want to track, and then in one day, I just, you know, do my magic and package it all nicely up for you and give it back to you. And it's a no all shiny and nice and beautiful, and ready to go for your team. The other side is a brand new service that I recently launched, and that is the strategic business ecosystem, which is related to that that business second brain that we were talking about before. So that is a service where we really look closely at at your, at your business at your mission, your vision and your your values and where you're going in your business. And we we look at some priorities in a, you know, a short strategy session, and then I set up your ClickUp based on that. And that set up not for where your business is now. But it's it's growth oriented. So it's, it's about where you're going. So it's it's different than how other people set up, ClickUp. Because it's really focused strategically on what you're doing and where you want to be. It's it's not for it's not a stagnant system. It's really, it's really unique in that way. And then I teach you how to use it, of course, so I want you to be active in using it. Yeah, so that that's my new service that I launched a few months ago. And it's just been really rewarding to be able to help people create that space outside of their, their brain, outside of all their files on their computer just to be more organized in that way.

 

Kiva Slade  34:16  

Oh, absolutely love that a strategic business ecosystem. I love it. Awesome. So everyone, there will be additional links in the show notes of how you can definitely reach out and connect with Megan, you can obviously found her. She is on Twitter at New Leaf digital and she's on LinkedIn. You can find her on Facebook as well there. But we'll make sure that all of those links are in the show notes so that you can reach out because if you're like me, and I've had a strategy session with Megan, I might be one of those who's ClickUp. I don't think it's out of control, but maybe it's grown a few thorns. I need some, some pruning and some cleaning up or something of that sort in order to Make sure it's bright and shiny and new again. So with that kind of new car smell, so I am so grateful to just have you here, obviously on the podcast to share with everyone because, as we've talked about, you know, our brains are taking in a ton of information that, uh, you know, 20 years ago was not even a thought that we were going to have some of these input areas that we currently do have. So I'm so grateful to just know that you exist and you are helping us obviously solve a lot of these different problems. So I am curious, though, when Megan was young and growing up, what did me want to be when she grew up?

 

Meagan Beltekoglu  35:43  

I wanted to be a meteorologist.

 

Kiva Slade  35:46  

Already, everyone. I love that though. You wanted to be a meteorologist. And your journey though is led you hear that i i see you creating some stars and some moons that we're kind of talking about, if maybe some other weather patterns that might start to shift with that business system. This is ecosystem that you're creating. So I don't know, I think some way or another, we can all tie that all together. So thank you again, Megan, for being here. Make sure you check out the show notes to reach out to Megan, if you want to optimize the ClickUp that you already have sought out or if you're saying I have never heard of ClickUp but I know that I need it and I want it and I need to have it set up in a way that works for me. Definitely reach out and connect with her also follow her newsletter which is always chock full of really great detailed information on how we can all do life better. So thanks again Megan for being here.

 

Meagan Beltekoglu  36:47  

Thanks so much, Kiva.

 

Kiva Slade  36:49  

Alright everyone, tune into the next episode. Talk to you later. Bye. Thanks for tuning in to this episode of Collab with Kiva I hope you were feeling inspired and motivated to keep being your amazing self. Make sure to subscribe so you don't miss out on any future episodes. Also, your reviews on Apple are greatly appreciated. They will help other women knows that their path is unique to them. If you're interested in being or finding a partner for this journey that you can collab with, join us in The Collab a community of female business owners on Facebook. See you next time.

Meet Kiva Slade - the Founder and CEO of The 516 Collaborative. With a unique background in high-power politics on Capitol Hill and sixteen years as a homeschooling mama, Kiva found her calling in the online business world as a trusted guide for entrepreneurs looking to build the business of their dreams.

Kiva's work began behind the scenes, orchestrating the back end of businesses and managing teams. But her inner data diva couldn't help but notice that small businesses needed help harnessing the power of data for growth. So she and her team set out to uncover and tidy up the data required to enable clients to grow their businesses confidently and easily.