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?