Episode 384: Yvonne Heimann talks about ClickUp, Project Management and Patience

It’s personal building the right process for your business. ClickUp expert and business coach Yvonne Heimann shares how choosing the right tool will shift your business.

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This episode is sponsored by Sit Down, Startup, a new weekly podcast from Zendesk. Getting your business off the ground is hard. Find out why customer experience is at the heart of success. The startup’s team chats with Zendesk leaders, founders, and CEOs in a coffee-shop style conversation about starting up when the world is upside down. Catch weekly fresh new episodes on Apple, Google, and Spotify. Head over to Sit Down, Startup here.

From having been a German pub owner to now being a Californian business coach, Yvonne Heimann “sees systems everywhere”. I discovered her work on YouTube when I wanted to move over from Asana to ClickUp – and she massively helped me with this transition. Yvonne helps digital entrepreneurs increase profits and reclaim lost time by teaching how to implement proven processes, systems, using project management tools like ClickUp.

As you can tell from our conversation, Yvonne knows her stuff when it comes to simplifying systems and building processes. Listen to find out more about her ‘Daily Method of Operation’, building a successful YouTube channel, why ClickUp is her favorite tool, using visual flow charts – and what it was like being brought up near the Berlin wall.

Talking PointsBe clear on your ‘Why’ and ‘What’ (03:48)Being a woman in the productivity industry (06:40)How to find common values within your workflow (09:12)Having patience with setting up your process (11:31)Defining productivity across the US vs European culture (19:01)Journaling and daily routines (28:50)Tips on moving to a different project management tool (30:53)Having a bigger picture with your process (34:33)

“Look at the bigger picture, then drill down.“

– Yvonne Heimann

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