🚀 ClickUp Services — Build a System That Works For You

How can we help you?​

🎯 Full ClickUp Setup (From Scratch)

Who is this for?
Marketing & creative agencies • Nonprofits • Independent consultants • Service-based businesses
What’s included:
Full ClickUp setup tailored to your operations
Smart folder/list hierarchy, custom statuses, and user roles
Custom dashboards for project tracking, finances, or team workload
Advanced automations to streamline your daily workflows
Outcome:
A clean, efficient, ready-to-use workspace that makes your team faster and more focused.

🔍 ClickUp Audit & Optimization

Already using ClickUp but things feel messy or slow?
We’ll audit your current setup and give you a roadmap for improvement.
Deliverables:
Audit report with weaknesses and actionable recommendations
1-on-1 debriefing session
Optional implementation service
Outcome:
A smoother, more effective ClickUp that matches your real processes and priorities.

👨‍🏫 ClickUp Training & Onboarding

Goal: Empower your team to master ClickUp with confidence.
Training options:
Live workshops (1–3 hours via Zoom or Teams)
Introductory sessions (individual or group)
Advanced sessions (dashboards, automations, templates)
15-day post-training support
Outcome:
A fully trained team that actually uses ClickUp and knows how to get the most out of it.

🧠 Ongoing ClickUp Coaching



Need strategic guidance as your business grows?
Stay agile with regular coaching sessions to fine-tune your ClickUp space.
Includes:
Bi-weekly or monthly 1:1 sessions
Q&A, live walkthroughs, and feedback on your setup
Tips on new features and best practices
Outcome:
A ClickUp system that grows with your business and evolves with your needs

📞 Ready to transform the way your team works?
Let’s talk about your current setup and see how we can build something better — together.