The FIling Cabinet
Practical resources for a calmer, more organized business.
ClickUp tips, workflow walkthroughs, and the tools I actually use — all tested in my own business and with my clients. The goal is simple: less time managing the work, more time moving it forward.
consider this the helpful task you'll actually want to open!
What do you need help with today?
explore Katie's files
Do you need better systems?
Learn how to organize your business and stop reinventing the wheel.
Want to use Clickup better?
Tips, tutorials, and real examples from businesses using ClickUp every day.
Are you growing and things feel messy?
Resources about delegation, documentation, and scaling sustainably.
Does your marketing keep getting pushed aside?
Ideas for making content and ongoing marketing easier to manage and more consistent.
featured post
ClickUp Is Not a CRM, Buuuut It Can Help You Track Your Leads
ClickUp isn’t a replacement for your CRM, but it can give long-term leads somewhere useful to live until they’re ready to buy. Learn how to organize prospects, automate follow-ups, and build a lead management workflow that remembers what needs to happen next so you don’t have to.
Ollie's Tool Drawer
Every tool I actually use to run this business
The platforms, programs, and people behind my own systems and my clients' — with honest notes on what each one is genuinely good for, what it isn't, and a few codes that'll save you money on the way in.
recently filed resources
Stop Keeping Your Business in Your Head: How to Create a Source of Truth for Your SOPs
When important processes are scattered across your brain, Google Docs, emails, and Loom videos, your team spends too much time figuring out how things work. Learn how to organize SOPs in ClickUp Docs, create one reliable source of truth, and connect your documentation directly to the work.
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How One Association Traded a Long Email for a Flipbook Members Actually Read
Your association newsletter can have great content and still get ignored. See how one association replaced a 20-page email with a digital publication members actually read, while building a smoother process for submissions, deadlines, and monthly production behind the scenes.
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What Managing a Preschool Taught Me About Delegation
At 24, I was the youngest Director of Education my company had ever had — managing 25 to 35 teachers, many of them 10 to 20 years older than me. I was so young I couldn’t even legally drive the vans to pick kids up from the local elementary school. You had to be 25. I was a baby with a clipboard.
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The One List That Runs My Entire Week (As an OBM)
When your tasks are scattered across different clients, platforms, emails, and sticky notes, planning your week can feel like a job of its own. I’m sharing the one ClickUp list that keeps my entire workload organized and the simple custom fields that help me prioritize, delegate, and plan around the brain space each task actually requires.
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Paralysis by Pings: Why Your Team Is Busy, But Nothing Gets Done
If your team is constantly responding to pings but the actual work still isn’t moving forward, the problem might not be productivity, but the way you’re communicating! Let’s look at how constant notifications create distraction, and how a few thoughtful boundaries and better workflows can help everyone feel more focused, organized, and productive.
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The Rooms I'm In
Running a business with young kids is a different sport
Most business communities aren't built for someone answering emails between nap transitions. This one is.
Ollie's Open Tabs
Every week (okay, sometimes not!) I send a few tips to my list. Want in?
Not sure what kind of support you need?
You do not need to have it all figured out before reaching out!
If you know your business needs better structure, stronger systems, or more support behind the scenes, we can talk through what makes the most sense for where you are right now.