ClickUp Consulting, Implementation, & Training
We Are ClickUp Verified
ClickUp is the ultimate task and project management platform, and our certified experts at SMV Virtual Consulting provide customized implementations, seamless integrations, and comprehensive training to transform chaotic processes into organized, automated systems, enhancing business efficiency and workflow automation.
From Chaos to Clarity: Transform Your Operations with ClickUp
ClickUp is one of the most advanced task and project management systems available today, designed to streamline your operations and boost productivity. Since 2018, our team of ClickUp experts has successfully implemented this powerful tool for numerous clients, helping them establish repeatable processes and achieve unparalleled organization.Â
We don't just recommend ClickUp; we use it for our internal operations, ensuring we stay at the forefront of its capabilities. Our customized implementation services include complete layout design, tailored views, seamless integrations, and more. We develop intuitive dashboards to track key metrics and provide comprehensive training and support, including both group sessions and one-on-one guidance. Let us help you harness the full potential of ClickUp to transform your business operations.Â
Our Services
HOURLY CONSULTING SERVICES
IMPLEMENTATION SERVICES
ONGOING SUPPORT
Our Process
Discovery
Process Mapping
Design
Implementation
Training
Manage
How To Get Started
Take the First Step Towards Efficiency with ClickUp Implementation!
Our Expertise
Why Choose Us?
We Have:
- Over 100 ClickUp Implementations under our belt
- Experience with custom builds and rebuilds
- Experience with clients in a wide range of industries
- Solid background with process mapping to get you where to be for your implementation
 We are Verified:
- We have been a Verified ClickUp Consultant since 2020
 We use it everyday:
- Not only do we help client’s with their ClickUp needs, our entire team uses ClickUp on daily basis to manage all our client projects. We love the software and have a huge passion for it since it continually keeps our business running smoothly.
 Shannon helped me set up ClickUp for managing my bookkeeping firm. I can now see at a glance my upcoming deadlines, payroll due dates, HST remittance deadlines, etc. It has eased my stress immeasurably, and I am now able to bring team in to my business easily.
-Â Trish Feistner
 Shannon is beyond excellent! I needed help organizing my ClickUp workflow across social media, client projects, and misc. writing projects, and Shannon was able to take what I shared and quickly and efficiently set up everything to perfectly meet my needs. She’s a true professional and I wouldn’t look anywhere else for help with ClickUp and project management workflow. Thank you so much Shannon!
 - Amina Marie Blog
 Shannon has been great to work with. We just completed my company's implementation with ClickUp. I had previously hired someone who unfortunately wasn't as familiar with the ClickUp program and I now understand how important it is to have not only a vetted consultant like Shannon, but also someone who can be available for questions and adjustments during the implementation. Shannon's knowledge of the program is very evident and her ability to turn my work flow into Clickup list will pay off dividends for years to come. I'm going to continue my working relationship with Shannon beyond my initial contract because I now see how valuable having her on my team is. Thank you Shannon!
-Â Z Domus Design
We love Shannon and her team! Shannon really helped us customize things in ClickUp to work optimally for our travel business. She also was eager to answer any and all of our questions every step of the way. We loved working with her and felt she was a true part of our team!
-Â Anton's Egypt Tours
Shannon is the quintessential ClickUp automation nerd who is knowledgable, quick, easy to communicate with and delivers quality product on time. As a numbers nerd myself, I appreciate Shannons quick on her feet, solution oriented initiative and follow through. I have hired her a number of times and she is my "go-to" ClickUp expert. Thanks for all you do Shannon!
-Â Stephanie Solaris, Solaris Whole Health
Shannon provided my team and me with ways to improve our ClickUp workspace. We walked through each Space, and Shannon shared tips and recommendations; from integrations and automation best practices to dashboard layouts and a checklist we can run through to better maintain our workspace. I highly recommend her services to those looking for a ClickUp expert!!
- Olivia Wheeler
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