226: Beyond Project Management: How ClickUp and Other PM Tools Should Become Your Digital Workspace with Courtney Lazar of SystemsUp

I switched my business workspace manager to ClickUp last fall, and it was a big decision. A lot went into the switch, but ultimately, it was the best thing for my business.  In today's episode, we dive into the world of business productivity and systems with special guest Courtney Lazar, the CEO and founder of SystemsUp. Courtney shares her expertise in systems solutions, helping six and seven-figure online business owners transform their operations. In our conversation, we discussed: Managing shiny object syndrome with project managers  Choosing the right tools for your business (including ClickUp, Asana, and Notion) How to better automate your systems How ClickUp differs from tools like Dubsado and HoneyBook Our favorite ClickUp tools Ways to create Standard Operating Procedures (SOPs) for your business Keeping your end goal in mind when implementing systems While this episode focuses on ClickUp, there is plenty of valuable content for everyone, whether or not you currently use or are interested in ClickUp. Courtney and I have been friends online for years, and her journey as a supportive mom and business owner is truly inspiring.   Links Mentioned: Get the full show notes: https://elizabethmccravy.com/226 Watch the Full Video on YouTube: https://youtu.be/ZnwNDU10Mxw Sign up for ClickUp: https://elizabethmccravy.com/clickup Grab My Marketing Guide With the Reasons People Buy: https://elizabethmccravy.com/reasons  Connect with Elizabeth on Instagram: Black Friday is coming — the BEST SALE ALL YEAR! If you've been eyeing Showit Templates, Podcast Success Blueprint, or Booked Out Designer, you don't want to miss this. Sign up to get notified about these deals at https://elizabethmccravy.com/BF. Sale starts on November 21, 2025.  Thanks to our sponsor, Christian Healthcare Ministries! CHM is a faith-based, budget-friendly alternative to health insurance— at half the cost. And, you can join anytime! My family has trusted CHM for 5+ years through multiple pregnancies and health needs. With CHM, you’ll save money and know that 100% of eligible bills are shared when medical needs arise. Learn more at elizabethmccravy.com/CHM Over my 9 years of business, I have learned some financial skills the hard way and a few years ago, I developed an an 8 step process I go through at the end of each month. This process helps me know how my business is doing financially, pay myself well and allocate money for things like taxes and expenses. And, it's yours for FREE at https://elizabethmccravy.com/profit 

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