Clickup Expert Consultant,
Implementation, & Training
We are ClickUp Verified!
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 in implementing this system for our clients to help them establish repeatable processes and organization. Our team of ClickUp Experts have set up systems for numerous clients over the last 5 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.
Reach out to our highly experienced team of ClickUp Experts about our ClickUp Implementation Services.
OUR PROCESS
HOW TO GET STARTED
Love the idea of implementing ClickUp for your business, but don’t know how to get started?
OUR EXPERTISE
Views
- Custom Views for You and Your Team
- Training on creating views
- Creation of View 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.
TRAINING
- Quick Tutorials and Overviews
- 1 – 1 training sessions
- Team Training Sessions
- Training Module Access
- On-going coaching and system maintenance
INTEGRATIONS
- Integration of other business tools like CRM’s.
- Set up of integrations using native ClickUp integration options or Zapier.
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
Accounting
/Bookkeeping
Product manufacturers
construction
marketing
real estate
coaching
web design
property management
lawyer/law firms
music industry
Start learning
Coming Soon!!!!
2024 ClickUp Beginners Course by SMV Virtual Consulting
Ready to Dive In?
Book a Discovery Call today
Why work with us for your clickup needs?
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.
