Your ClickUp Set Up In One Day

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. And I can do it in just one day, saving you time, stress and overwhelm! I will guide you into the planning process, assure you have a clear vision of how your business can be optimized, and set up the entire backend so that you can start working immediately without the burden of having to do this on your own.

Let’s hop on a free call and see if this is a good choice for you

CLICKUP – VIP

WHAT I OFFER

Pre-session questionnaire evaluation

Recorded Strategy Call

Custom Plan Development/Problems Solution

ClickUp setup:

  • Spaces
  • Folders
  • Lists
  • ClickUp automations as needed
  • Zapier/Integromat/Integrately integrations
  • Mail Integration

Loom Video with Instructions and Details

Recorded Walkthrough Strategy

30 days mail and video assistance

Templates

Color preferences

Creation of Smart Fields as needed

Dashboards

Notification Settings

Team Settings and Permissions

Customized views

NOT EXACTLY WHAT YOU ARE LOOKING FOR?

Visit my different options

ClickUp + Dubsado + Mailerlite + Google Drive

IMPORTANT NOTE

 

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

LET'S CONNECT

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 

VIP DAY

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 30 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?