Webinar - Setting Up Goals in ClickUp

ClickUp Goals Webinar

Setting Up Goals and OKRs Using ClickUp
(Recorded Webinar)

We will cover:

– Best formula to define an OKR

– How to use ClickUp’s Goals to set your OKRs?

– How to customise ClickUp to set up your personal or business goals according your needs?

Meet Your Speaker

Hina Sohrab

With 15+ years of experience optimising business operations, Hina has helped countless companies like your breakthrough operational bottlenecks. Through IT Visionists, she’s delivering enterprise-level efficiency to growing businesses. She is ClickUp’s Qualified Solutions Consultant and Partner in UK delivering custom workflows globally.

What the Free Webinar Includes?

The best formula to define an OKR (Objectives and Key Results)

How to use ClickUp’s built-in Goals feature to set up your OKRs

How to customise ClickUp to align your personal and business goals

Offer on Our Goals Template

Why Business Leaders Trust Us

Max Fata

I’ve worked with Hina for years now with everything ClickUp. She is an absolute gem and is truly the best. She has an unbelievable amount of knowledge and knows how to execute. She has built, customized, and supported on dozens of our ClickUp spaces. So if you’re in the market to have someone make anything related to ClickUp, definitely hire Hina.

Abdi Ali

Director, SYDRC, UK

I recently had the pleasure of working with Hina and I must say, the service provided was nothing short of exceptional. From start to finish, Hina went above and beyond to ensure that all my needs were met and that the entire process was as smooth and stress-free as possible. The level of professionalism and expertise Hina demonstrated was truly impressive. She took the time to understand our specific requirements, offering tailored advice and innovative solutions that far exceeded my expectations. The attention to detail and dedication to delivering high-quality results were evident in every interaction. Communication was clear, timely, and always courteous. Hina kept me informed at every stage, addressing any queries or concerns promptly and efficiently. This proactive approach provided great peace of mind, knowing that everything was being handled with the utmost care and precision. What particularly stood out was Hina’s willingness to go the extra mile. Whether it was accommodating last-minute changes or providing additional support and resources, nothing was ever too much trouble. This level of commitment is rare and greatly appreciated. Overall, I cannot recommend Hina highly enough. Her fantastic service, combined with a genuine passion for helping clients achieve their goals, makes her a standout consultant. If you’re looking for someone who delivers exceptional results with a personal touch, look no further. Thank you, Hina, for making this such a positive and wonderful end product.

Vanessa Besack

Founder, Bravehope Partners, USA

Working with Hina is a pleasure. She understood my needs and carried out the work in a timely manner. She also provided weekly updates to make sure the communication was ongoing. I would give her more than a 10 if I could.

Paul Claydon

Deputy CEO, Education Industry, UK

IT Visionists helped us find a solution to our problem. They listened, responded and asked thoughtful questions which allowed us to refine our platform so that it worked in the way we needed it to. Helpful videos and examples tailored to our context meant that we had a responsive partner in finding solutions with us. Collaborative and responsive, I would recommend Hina and the team to anyone looking to improve their systems.

Lee Boyce

CEO, BDSIP, UK

From the outset, Hina listened carefully, understood the issues we faced, and gave confidence that our challenges could be solved. The team helped us design and implement a sales and delivery tracking system that not only works but has already had a tangible impact. Our sales process is now far easier to manage, schools are engaging more effectively, and service leaders are able to allocate and monitor delivery in real time. This has created transparency; ensured schools receive what they have purchased; and enabled the Executive Team to keep a close eye on equity and capacity across the organisation.

Feedback from leaders has been overwhelmingly positive: they felt understood, involved, and supported throughout. The training sessions also created a real buzz across the organisation, with teams committing to adoption because they could clearly see the benefits.

It’s still early days, but the first phase has been a genuine success. We now have a strong foundation for using ClickUp as a central system to manage sales, delivery, and profitability, with clear plans for further development. IT Visionists have surpassed my expectations, and their expertise, responsiveness, and collaborative approach have been invaluable in setting us up for success.

Fay Skaggs

Director, HR @Mobilize

We worked with Hina (at IT Visonists) over a 4 month period. She was exceptional at getting our operations sorted and organized. Hina was able to research different tools and suggest what would work best for our company. Her responsiveness was key to getting our projects completed in a timely manner. Hina was a pleasure to work with and we would work with her again!