Love the idea of implementing ClickUp for your business,
but don't know how to get started?

We are ClickUp Vetted

clickup verified consultant

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.

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

Do you want to chat about your project specifics?

Our Expertise

Views Icon

Views

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

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Dashboards

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

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Automations

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

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Integrations

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

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Training

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

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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.

Industry Experience

Bookkeeping/Accounting

Coaching

Product Manufacturers

Product Manufacturers

Construction

Web Design/Development

Marketing

Property Management

Real Estate

Laywers/Law Firms

Our Packages

One Hour ClickUp Consultation

Hourly Rate
$ 225
00
Per Hour
  • One on One Consulting
  • Recording of Each Session Provided
  • Live Screensharing and Training (Optional)

ClickUp Consulting

5 Hour Package
$1125
$ 1000 /5 hr Package
  • One-On-One Consulting
  • Each Session Recorded
  • Priority Support Via Slack
Popular

ClickUp Consulting

10 Hour Package
$2250
$ 1850 / 10 hour Package
  • One-On-One Consulting
  • Each Session Recorded
  • Priority Support Via Slack