🚀 Let’s Make This Discovery Call Count -

Our goal at BoostMyFlow is to help you optimize your workflows, eliminate friction, and build scalable systems that serve your business — not slow it down.

To make our 30-minute discovery call as productive as possible, we invite you to take 5–10 minutes to reflect on the questions below.
This will allow us to go straight to the point and design a solution that matches your real needs — not assumptions.
If you’re unsure about some of the questions, don’t worry — we’ll go through them together and define the most effective setup for your team. Thanks to our experience working with a wide range of businesses and project types, we know how to quickly understand your situation and translate it into a ClickUp system that works for you.

🎯 Your Goals with ClickUp

• What are your main goals with ClickUp? (e.g. visibility, automation, team alignment)
• Do you already have a vision of how your workspace should be organized?
• Are there any urgent needs or priorities to solve quickly?

🔁 Your Workflows & Processes

• Do you have recurring processes or standard procedures?
• What are the typical statuses/phases you follow for your projects?
• Do you use templates or repeatable task structures?

⚙️ Automations & Integrations

• Are there specific actions you’d like to automate? (assignments, due dates, notifications…)
• Do you already use automation tools like Make or Zapier to connect your apps?
• Are there specific tools you’d like to integrate with ClickUp? (e.g. Google Drive, Slack, HubSpot, Gmail…)

🧩 Team & Permissions

• How many people will use ClickUp (internal and external)?
• Do you have different teams, departments or profiles to separate?
• Are there privacy or permission constraints we should plan for?

📊 Dashboards & Reporting

• What KPIs or metrics would you like to monitor?
• Who needs reports and at what frequency?
• Do you use external reporting tools (e.g. Google Sheets, Looker Studio)?

🧠 Training & Support

• Is your team already familiar with ClickUp or is this a first-time use?
• Would you need training or documentation for your team?
• Do you have a timeline or specific deadline for this implementation?

💡 Why BoostMyFlow?

At BoostMyFlow, we don’t just “set up ClickUp” — we design intelligent workflows tailored to your business.
With years of experience in project management, digital transformation, and process automation, we help teams move faster, gain clarity, and scale without chaos.

• 100% personalized setup, not cookie-cutter
• Deep expertise in ClickUp and automation platforms like Make and Zapier — so your tools actually talk to each other
• Clear communication, structured implementation, and ongoing support
• Trusted by agencies, consultants, and fast-growing teams across Europe

You’re in good hands — our mission is to streamline your operations so you can focus on what matters most: delivering value to your clients and growing your business.