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the upwell blog

Setting goals is an important part of running a business and managing your personal life. One of the questions that often pops up is how to set and manage short term vs long term goals. This can be especially challenging for small business owners; the day-to-day of running a business can often feel overwhelming and leave no space for thinking much into the future.

Caitlyn laying on a blanket in the grass and using her computer

Finding other businesses that align with your mission can be crucial when expanding your network, creating a list of trusted referrals for your clients, and when deciding who to collaborate with.

The client offboarding process is a crucial part of customer experiences and can make all the difference between a returning customer or someone leaving you a bad Yelp review. So how can you make your client offboarding experience a great one?

creating a sustainable sales funnel on computer

A lack of efficiency in your business means wasted time, money, and resources that can slow growth and hinder you from reaching your goals. Having a clear plan and a strategic partner in your business lets you rest in the knowledge that you’re heading in the right direction, and you’re not alone.

upwell strategies black friday

The decision-making journey of a small business owner hiring or outsourcing work in their business can be difficult! The best way to handle this process? Breaking the decision-making up into smaller steps makes it easier for you to approach the problem, and it gives you a way to be intentional with your choices at every step.

Kaitlyn of Upwell Strategies

Finding someone trustworthy and well equipped to partner with in your business can feel like searching for the secret eighth wonder of the world. Where do you start? What are you looking for? And how do you know who to choose?

I am an operations & systems strategist for impact-driven businesses looking to scale their business sustainably. The goal? For our clients to experience incredible clarity as we work towards their big vision for their business & its impact. 

If you are thinking “That’s exactly the support I need!”

Hey there! I’m Caitlyn, your biggest supporter in all things business and operations.

With guiding questions and tips for creating a successful strategy to grow your business!

Strategic Planning Workbook