SMV Virtual Consulting

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.

Certifications
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Satisfied Customers
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Years in Business
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OUR PROCESS

HOW TO GET STARTED

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

ClickUp Verified Consultant

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

concerned about clickup

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.

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