Layla Pomper

Owner of Process Driven

Layla is the world’s top resource for practical ClickUp education through her YouTube channel and membership platform. She has introduced SmartSuite tutorials and driven users to switch from ClickUp to SmartSuite. Layla's deep knowledge of work management platforms makes her a leading voice in no-code education.

All articles by Layla Pomper(-)

How to Create Sales Tracking Dashboards in SmartSuite

How to Create Sales Tracking Dashboards in SmartSuite

Want to create reporting in SmartSuite to report on your sales or CRM data? In this tutorial, Layla at ProcessDriven will demonstrate how to create a Sales Tracking Dashboard in SmartSuite. We'll cover what Dashboards in SmartSuite are, how to utilize SmartSuite Widgets effectively and tackle your live questions about when to use a dedicated CRM vs. SmartSuite.

10 minutes

Layla Pomper

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How to Build a CRM to Manage Prospects & Client Contracts in SmartSuite

How to Build a CRM to Manage Prospects & Client Contracts in SmartSuite

Managing prospects, client contracts, and sales, in general, can be tricky...that's why it's valuable to build a CRM in SmartSuite to keep it all organized! During this live SmartSuite demo, Layla at ProcessDriven will be guiding you through the process of how to build a CRM in SmartSuite.

10 minutes

Layla Pomper

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How to Manage Capacity in SmartSuite for Project Management

How to Manage Capacity in SmartSuite for Project Management

Struggling to manage capacity or your task workload in SmartSuite? Let's build out a solution together as we create a simple and beginner-friendly structure based on a SmartSuite Solution template! During this stream, we'll be reviewing how we measure capacity and then baking that into our project management features inside of SmartSuite itself.

10 minutes

Layla Pomper

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Your FIRST hour in SmartSuite for Task Management (Beginner Setup Tutorial)

Your FIRST hour in SmartSuite for Task Management (Beginner Setup Tutorial)

Ready to set up SmartSuite? It all begins here! In this beginner tutorial, we'll guide you step-by-step through creating your SmartSuite account for the first time. We'll demo SmartSuite while providing a tour of the hierarchy, key features, and essential settings.

10 minutes

Layla Pomper

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Unlock the Potential of EOS with SmartSuite: The Ultimate Solution for Streamlined Business Operations

Unlock the Potential of EOS with SmartSuite: The Ultimate Solution for Streamlined Business Operations

ProcessDriven CEO and Process Consultant Layla Pomper has worked with over 1700 teams to implement work management software and systemize their businesses. In today’s video, Layla demonstrates why SmartSuite is the…ahem, smart alternative to dedicated EOS software.

10 minutes

Layla Pomper

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3 Ways to Manage Client Projects in SmartSuite (Agency, Virtual Assistant, and Contractor Examples)

3 Ways to Manage Client Projects in SmartSuite (Agency, Virtual Assistant, and Contractor Examples)

In today’s video, you’ll see three small business use case examples and how they each manage client projects within SmartSuite differently. Watch until the end for a bonus mini-tutorial on how to work with clients inside SmartSuite!

10 minutes

Layla Pomper

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8 Ways to Automate a CRM using SmartSuite Automations for People Who Hate Data Entry

8 Ways to Automate a CRM using SmartSuite Automations for People Who Hate Data Entry

In this video, you’ll learn everything you need to automate a CRM in SmartSuite, a popular collaborative work platform that integrates with many third-party tools you’re probably already using. Even if you’re not using SmartSuite for CRM, you can still implement many of these automations to cut back on data entry and reduce the chance of human error in your sales workflow.

10 minutes

Layla Pomper

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The Best Notion Alternative for Teams? (SmartSuite vs. Notion Detailed Comparison)

The Best Notion Alternative for Teams? (SmartSuite vs. Notion Detailed Comparison)

SmartSuite vs. Notion: which software is best for small teams? In this detailed comparison video, we're breaking down 15 features most small teams look for when deciding which work management software they need.

10 minutes

Layla Pomper

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Want the Best HR Software for Small Businesses? Build Your Own with this SmartSuite Tutorial

Want the Best HR Software for Small Businesses? Build Your Own with this SmartSuite Tutorial

Human Resources (HR) software is essential to any business, whether you manage a small team of 10 or an organization with over 500 employees. A simple to-do list or email reminders will not suffice when it comes to managing the People Function of your business...yet, fancy HR software for small businesses can be crazy expensive! In this video, we'll build a full-stack HR software for small businesses looking to systemize their Human Resources function.

10 minutes

Layla Pomper

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