Sifting for Gold in My Business: The ClickUp Reset I Needed After a Year of Shake-Ups
It’s 5 a.m. on a Friday morning as I’m writing this.
My husband left at 2:30 a.m. for his snow-clearing shift and, like clockwork, I woke up shortly after. A strange mix of winter quiet and entrepreneurial urgency nudged me out of bed around 3.
I’ve been a night owl the last few months — something about the stillness helps me think — but with my husband on his early-morning schedule and the kids just two weeks away from Christmas break, my rhythms are shifting again.
And yes — before anyone comes for me — I’ve been using em dashes long before AI made them “a thing.” It’s just how my brain writes: a little pause, a little breath, a little rhythm. They’ve always been my favourite way to give my sentences space to be themselves.
Funny how the tools evolve — but the writer inside us stays the same.
And honestly? That feels fitting for everything I'm about to share.
Because this whole year has been one long identity shift — mine, my clients’, and the industry’s. Getting up at 5 a.m. to write this wasn’t the plan… but it’s very on-brand for how 2025 has unfolded: a slow, continuous recalibration toward what actually supports me.
I’m doing the work now, before the house gets full and noisy again, so that when Christmas arrives — kids home, husband home, holidays blending together — I’m not drowning.
I’m choosing systems that help me… not ones that stress me out.
And that theme?
It’s the heartbeat of this blog.
Because if there’s anything 2025 taught me, it’s this:
When your identity shifts, your systems shift with it.
And wow… have my systems shifted.
The Year the Sand Started Shifting
This year felt like watching a gold pan in motion — the sand falling away, the shiny pieces staying behind. And it wasn’t just happening in my business. It was everywhere.
Clients losing team members.
Agencies restructuring.
Friends dismantling entire offers.
Revenue ebbing and flowing.
The AI bubble changing expectations overnight.
A collective fatigue settling in like fog.
One longtime client finally said gently:
“You’re not yourself. Your planning and proactiveness… it’s been off this year.”
It wasn’t unkind — it was true.
And I felt it too.
Which led me back to a very honest truth:
I couldn’t keep doing business the way I had been doing it.
When Identity Shakes, Systems Shake With It
Looking back, it makes sense.
My business had been built on me being “on top of everything.”
But this year, with constant shifts around me, my internal systems started wobbling too.
My memory wasn’t reliable.
My attention span scattered.
Overstimulation hit faster.
Every client used different systems, and I was buried under them all.
My old systems weren’t wrong.
They were simply built for a different version of me.
And when we grow, our systems have to grow with us.
Returning to ClickUp With Fresh Eyes
If you’ve been in business long enough, you know the tool-hopping trap. I was deep in it.
But then I discovered something that felt like an invitation:
Go High Level can now send tasks directly into ClickUp.
One tiny integration made everything feel easier again.
I opened ClickUp, saw chaos everywhere, and chose kindness:
Archive, not delete.
Eight old spaces — tucked away, not trashed.
And suddenly, the overwhelm lifted.
Rebuilding With Intention (And Supporting Future Me)
I began rebuilding ClickUp with clarity instead of pressure.
✔ Automating discovery call prep
HL + AI → research → ClickUp task → pre-call notes
So I show up calm instead of scrambling.
✔ A referral + relationship dossier
Something I’ve wanted for years.
✔ Calmer content planning
A cornerstone of where I’m heading in 2026.
✔ One home base for my brain
And honestly? It feels like coming back to myself.
Templates Born From Client Work
As I rebuilt, I realized how many tools I’ve created over the years for clients:
workflow templates
worksheets
checklists
automation sequences
content planners
website structures
Tools designed to:
help me work faster
stay consistent
reduce overstimulation
automate repeated tasks
pivot between clients with more ease
And refining them during this reset made me realize:
✨ These are becoming my 2026 digital product ecosystem. ✨
They were never meant to sit in folders.
They were meant to support people.
So they’re slowly being added to my store.
The Turning Point: A Nudge From Tara That Landed Exactly When I Needed It
In the middle of my ClickUp cleanup, I re-opened a template I grabbed from Tara Reid ages ago — one for blogging, Pinterest, and gentle engagement flows.
I didn’t need all of it.
But the parts I kept?
The blog idea board and the Pinterest flow?
They affirmed something that finally clicked:
Systems don’t have to be rigid.
They can be soft, supportive, and human.
Tara and I have been Voxering for months about burnout, identity shifts, introversion, and navigating business as neurodivergent-leaning women.
This template wasn’t “the fix.”
But it was a signal — a reminder of everything we’d been talking about:
sustainable rhythms
gentler systems
marketing that doesn’t drain
permission to operate differently
And that’s when it hit me:
If my systems needed to soften… my marketing needed to soften too.
(Which is exactly what Part 2 dives into.)
Letting My Systems Support My Life — Not Compete With It
This identity shift hasn’t just been business-based — it’s been life-based too.
As the kids get older, the logistics grow:
school emails
permission slips
fundraisers
schedule changes
appointments
And my memory? She’s trying — but she’s tired.
I haven’t built the full personal-life system in ClickUp yet — but recognising I need one was the wake-up call.
This is my end-of-year project:
to build something that supports future-me instead of relying on chaotic mental notes.
And I’ll bring you along as I build it.
What Survived the Shake-Up: My Gold
When all the sand fell away, here’s what remained:
✨ Systems that honour my energy
✨ Automation that reduces overstimulation
✨ Templates born from real client work
✨ A home base (ClickUp) that feels grounding
✨ A clearer sense of who I am in my 40s
And the biggest reminder?
**We’re not businesses in a box.
Our systems should evolve as much as our vision does.**
What’s Coming in Part 2
As I look toward 2026, one thing feels abundantly true:
My marketing needs to feel just as supportive and sustainable as my systems.
And keep your eyes peeled, because I am truly excited for this next chapter.
Something happens in your 40s — a settling, a clarity, a coming home to yourself.
And part of that is finally taking my own advice:
**Build your business in a way that feels like you.
Not who the internet says you should be.**
Part 2 explores:
quiet marketing
Pinterest + SEO
blog-led visibility
1:many offers
sustainable growth
and the conversations with Tara that changed everything
There’s a lot of gold in it — I promise.
Final CTA — Warm + Gentle
If you’re craving calmer systems heading into the new year, the templates and tools I’ve been rebuilding are slowly being added here.
Part 2 will be live soon — and it’s a special one. 💛✨
