Why I Ditched Notion for ClickUp as a Marketing Agency

Let's talk about ClickUp vs Notion as a small marketing agency.

The Notion Struggle Was Real

I had built my entire business and workflow in Notion and started to realize two years in it wasn't hitting it for me anymore. We primarily do email campaigns, social media management, and blog posts for our clients, and the biggest headache was trying to move stuff between our team lists to client-facing lists for approvals.

I found myself spending more time creating a useable space versus actually working. I needed automations between lists and could not for the life of me figure it out without lots of workarounds. The messy library felt overwhelming every time I opened Notion.

💸 And get this - I even looked into hiring a Notion expert to help with automation, but quickly backed away when multiple experts quoted me 5k.

The Great Software Hunt

Look, I've tried every software out there - Monday, Airtable, Asana, ClickUp, you name it. But now that I've been in business for a bit and developed specific systems and workflows, I knew what we needed. And our pretty Notion just wasn't it anymore.

Game-Changer Time

In 2025 I wanted to cut down on multi platform software and apps and automate what I could. ClickUp became my answer. It replaced my Loom, Slack, and Notion subscription. The best part? Those automations I needed for our client approval process - moving things from team view to client view - I could set up in ClickUp within seconds. No more manual updating and moving things around!

What Made ClickUp Different

I fell in love with ClickUp because

• It replaced multiple other apps I was paying for

• I could actually automate what I spent years trying to figure out in Notion within seconds

• Everything felt organized and made sense

• Instead of creating something from scratch each time, ClickUp already had specific systems with dedicated lists, folders, and docs

• You can customize everything so it's not another boring project management tool

Feature	ClickUp	Notion
Free Plan	• 100MB Storage • Unlimited Tasks • Unlimited Free Plan Members • Collaborative Docs • In-App Video Recording	• Collaborative workspace • Basic integrations • 7 day page history • 10 guest invites • Basic page analytics
Paid Plans	Starting $10/user/month: • Unlimited Storage • Unlimited Integrations • Guest Permissions • Resource Management	Starting $12/user/month: • Unlimited blocks • Custom automations • 30 day history • Advanced features
Automation	• Built-in advanced automations • Easy setup process • Multiple trigger options • Cross-list automation	• Basic automation features • Requires workarounds • Limited trigger options • Complex setup needed
Best For	• Task-focused teams • Process automation • Project management • Client collaboration	• Knowledge management • Documentation • Wiki creation • Complex databases

Final Thoughts

I moved my team over and while we're still figuring out certain things, it's been such a game-changer for our workflow. If you're curious, Monday or Asana would've been my second choice. Hope this helps anyone else struggling with the same decision!

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The Big Wins

• No more manual approval workflows

• Replaced three separate subscriptions

• Less time building workspaces

• More time actually working on client projects

How Corporate Finance Principles Drive Social Media Success at Rae Business Management

Numbers don't lie – and neither do results. At Rae Business Management, we bring a finance-backed approach to social media strategy, transforming how small to mid-sized businesses generate revenue through social platforms.

The Reality Check Your Business Needs:

After managing social media for diverse businesses across multiple industries, we've consistently seen the same pattern: Businesses invest significant time and resources into social media without a strategic plan, then wonder why they're not seeing returns.

Here's what sets our approach apart:

1. Results That Actually Matter

Working with a wholesale candle company, we increased content interactions by 833% – not by chasing trends or posting randomly, but by implementing data-driven strategies that directly impacted their bottom line.

2. Business-First Strategy

This isn't about vanity metrics or empty engagement. When we partnered with a busy salon owner, they saw a 180% engagement rate increase in just 14 days because we focused on content that converted to actual bookings.

3. Measurable Growth

Our strategic framework consistently delivers measurable results:

- 400% engagement rate increase for a nonprofit client

- 30% overall business growth for a retail client

- 221% follower growth with real, engaged audience members

- 5.8K increase in average reach for business accounts

The Rae Business Management Difference:

We don't do content calendars. We don't chase trends. We create real-time, strategic content that responds to your business needs and market opportunities. Our clients don't just get pretty posts – they get a proven system for turning social media into a reliable revenue stream.

From Our Clients:

"I was nervous that this would be an added expense, but it's actually an investment and you will see an increase in your sales. You will not be disappointed." - Angie, Hive and Honey Candle Co.

Is your business ready to transform social media from a time-sink into a profit center?

→ Connect with us to learn how we can create a strategy that delivers real business results.

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Rae Business Management

Turning social media overwhelm into overnight payment notifications