Your ClickUp Audited
A powerful Project Management Tool is key to your business. It’s like having a full time personal assistant that helps you stay on track and pops-up in your day reminding you of things, storing notes, reminding you of due dates, collecting the most powerful data, so you can get this out of your brain for yourself and your team and never miss a deadline again. All of this is possible and doable, though, only if your tool is set up correctly.
ClickUp is a very good choice as a Project Management tool. It can be customized and streamlined to make it work optimally for you and your business.
As a Vetted ClickUp Consultant and a Certified OBM, specializing in Systems and Strategies, I can help you to set up and optimize ClickUp, in order to get the most out of this tool. I will audit your setup and provide you with useful suggestions on how to make it more efficient so that you can use ClickUp in a more productive way.
Let’s hop on a free call and see if this is a good choice for you
WHAT I OFFER
The ClickUp Audit is the perfect service for you if you are already using ClickUp and have set up your account by yourself.
You are happy with what you’ve done, but you know you are not using this powerful tool to its full potential and you want to leverage all the features and see if and how you can modify your setup to make it more customized and productive.
First, you will fill out a form so I can learn more about your business and schedule our call. During the call, we will review your current processes, workflows and needs, you will share how you have setup ClickUp and tell me what you would love to improve.
I will then evaluate your needs and, in 7 days, send you a super detailed plan on what you should improve and how you could customize or change some settings to make ClickUp work differently and more efficiently.
THIS IS A DONE BY YOU SERVICE. THE FINAL SETUP IS DONE BY YOU
NEED SOMETHING MORE?
View different options
ClickUp + Dubsado + Mailerlite + Google Drive
Due to the nature of this service, we have limited spots and we need to prequalify our clients to be sure we are good fit
HOW DOES THE PROCESS WORK?
FILL IN THE FORM
Access the link and fill in the pre-session questionnaire
BOOK THE CALL
I will review your form and your request and send you the contract, invoice, payment details and the link to book the call
We will review your request and outline everything that’s necessary to set up your ClickUp
PLAN AND DOCS
I will send you a detailed plan with the processes I will set up and you will send me the documents required
On our VIP DAY I will prepare your ClickUp and send you a video with all the instructions to use it immediately. We will start our 14 days post-sale assistance to be sure you have everything in place and know how to use it
The day after our VIP we will have a Recorded Walkthrough Session to help you get familiar with the setup
Let´s start talking !
Interested in knowing more about our services?