In this episode of The Clerics of Marketing, Adam and Brian dive deep into how The Marketing Clerics runs projects, clients, and daily operations inside ClickUp. They break down why they switched from Monday.com, how they use ClickUp for everything from task management to automations, and what makes it a powerful tool for small teams that need to stay organized without losing flexibility.

You will learn:

• How ClickUp helps track client work, time, and internal communication

• How automations save hours and reduce errors — even for non-technical users

• Why custom fields, milestones, and dependencies matter for project-based work

• How contractors can use ClickUp to manage installs, team schedules, and job progress

• The pros, cons, and practical lessons from real-world use

It’s a hands-on conversation full of real examples, practical advice, and a few laughs — especially for business owners who want to bring order to the chaos without overcomplicating their systems.