System Implementation

Are your business processes outdated. Do you feel like your team could be more efficient if you had the right tools and processes in place? 

Let us help. Our team has a deep understanding of how to implement and integrate systems within your company to increase productivity. 

We help you identify affordable or free tools that keep your business organized and streamlined, including CRM’s, Project Management tools, database tools and much more.

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ClickUp Coaching, Training and Implementation Services

ClickUp is one of the newest and best (in our opinion) task management/project management systems on the market today. We have a solid background with implementing this system for our clients to help them establish repeatable processes and organization.

Our Owner, Shannon is a ClickUp Vetted Consultant that has set up this system for numerous clients over the last 1 1/2 years. Additionally, we use this tool for our internal operations. 

We can provide a customized implementation of ClickUp including complete layout implementation along with customized views, integrations and more. Development of Dashboards to track key metrics. Full training and support during implementation including group training, one on one training (as needed). Direct contact for questions using slack.

Some of Our Services

Views

  • Custom Views for You and Your Team
  • Training on creating views
  • Creation of View Templates

Templates

  • Development of customized templates (views, spaces, folders, list and task template)
  • Mapping of custom fields to spaces, folders and lists to include in custom templates.

Dashboards

  •  Customized dashboards to show complete overview of statuses on current projects.
  • Personalized private dashboards for management and team members.
  • Customizable charts and graphs.

Automations

  • Creation of automations to streamline business processes.
  • Assigning of tasks based on template set up or automation triggers.

Integrations

  • Integration of other business tools like CRM’s.
  • Set up of integrations using native ClickUp integration options or Zapier.

Training

  • Quick Tutorials and Overviews
  • 1 – 1 training sessions
  • Team Training Sessions
  • Training Module Access
  • On-going coaching and system maintenance

Book a ClickUp Quick Chat