Get a Simple, Scalable ClickUp Operations System

Tailored to the STRENGTHS of Your TECH & TEAM

 

We’ve built hundreds of powerful ClickUp systems designed to make teams 10x more efficient—and happier in their roles. Ready to combine your tech and team strengths into a single, effortless system for growth?

CLICKUP VERIFIED CONSULTANT – CLICKUP VERIFIED POWER USER – CLICKUP VERIFIED CONSULTANT – CLICKUP VERIFIED POWER USER – CLICKUP VERIFIED CONSULTANT – CLICKUP VERIFIED POWER USER – CLICKUP VERIFIED CONSULTANT – CLICKUP VERIFIED POWER USER –

Does this sound familiar?

We all reach a point where our business can’t grow without operational changes. Often, your systems:

Aren’t built to support the size of your business as it scales.

Aren’t built to support the size of your business as it scales.

Make you the bottleneck—putting pressure on you to fix inefficiencies, juggle tasks, and handle clunky client delivery.

Sound familiar? It’s a telltale sign that your team feels overworked, your client delivery is messy, and you don’t have time to innovate or strategize.

The Result Is The Same

Despite patching things together with quick fixes or “best practices,” you still:

 

Struggle to align your team because the system isn’t designed around their strengths.

Lose time compensating for workflows that just don’t flow—leading to burnout and stalled growth.

Feel pressure to stay competitive in an evolving market but lack the bandwidth to adopt new tech or AI solutions effectively.

The Result Is The Same

Despite patching things together with quick fixes or “best practices,” you still:

 

Struggle to align your team because the system isn’t designed around their strengths.

Lose time compensating for workflows that just don’t flow—leading to burnout and stalled growth.

Feel pressure to stay competitive in an evolving market but lack the bandwidth to adopt new tech or AI solutions effectively.

INTRODUCING…CLICKUP BUILT!

 

an operational framework, done for you, done with you, or through training, customized around your team’s personality strengths, AI integrations, and your overall vision for simpler, smarter growth.

Imagine if you could..

Simplify your processes,

so that your team knows exactly what to do and you finally regain the time to lead and innovate.

Integrate AI and automations in ClickUp,

so that repetitive tasks are handled seamlessly—no extra mental load on you.

Leverage each team member’s strengths,

so that everyone works in their zone of genius and tasks get done more efficiently.

Have a central hub for all your departments and projects,

so that every piece of information is just one click away.

We blend OBM expertise, team psychology, and ClickUp’s feature-rich platform to create an easy-to-manage system designed to set you free from daily bottlenecks.

 

THE OFFER & ITS STRUCTURE

Explore our packages and find the one that best suits your needs.

Done For You

We handle everything—from initial assessments and personality tests to building your ClickUp workspace with AI-driven automations.

You get a fully functional system without lifting a finger.

Done With You

Prefer a collaborative approach? We’ll work side by side to map your processes, integrate team input, and build out ClickUp.

This ensures you learn the ropes and can manage or tweak it yourself down the road.

Training

Already have ClickUp set up but need expert guidance? We offer tailored training sessions to help your team utilize ClickUp effectively—covering everything from advanced automations to day-to-day best practices

Why an OBM to Set Up Your ClickUp?

Most tech solutions or DIY approaches only address platform features—not the human element or big-picture business strategy.

As a ClickUp Verified Consultants and OBMs, we dive into your processes, streamline them, then build (or rebuild) your ClickUp to enhance team collaboration and operational clarity.

We can even produce SOPs and integrate ClickUp with other tools as needed.

 

Melissa C. GRS

Working with Teresa has been truly interesting and constructive. I appreciated her practicality and pragmatism, as well as her ability to always respond adequately to questions by providing concrete and effective solutions. Teresa has deeply immersed herself in the dynamics of our company, studied our needs, and successfully built a true synergy, offering us the solutions we needed. I appreciated her readiness to respond to our requests and to adapt the tool to our needs for a solution as personalized as possible.

Catherine Hale - Business and Life Coach

I now have a system that has so many of the previously clunky processes streamlined. Teresa worked her magic on my business – identifying where the major challenges were and the systems that needed to be put in place to rectify them.

She always had a solution when a problem arose and found ways to implement it quickly and effectively.

I’m really happy with the system that was created- it’s making the previously clunky processes streamlined and time effective – which is exactly what I wanted.

I would highly recommend working with Teresa if you are looking to grow your business in an easeful way. Systems work!!

Laura Burak - Get Naked Nutrition

Teresa takes great pride in her work and makes sure you are very satisfied before her project is complete. She is available for help anytime and goes above and beyond to clearly communicate.

Cirila Valmaggia

I think what you did for me is absolutely awesome. I had no idea what to do and now you gave me the exact roadmap. Now I´m not lost and overwhelmed anymore. You gave me the simple little steps that I need to take every day to get where I want. I am forever grateful!

 

Victor Rogachev - Graphicoach

Working with Systems First was a game-changer for our company. Teresa Cavalla’s expertise in ClickUp was evident from the start, and her guidance helped us optimize our workflows and enhance our efficiency significantly. The support we received was top-notch, tailored to our needs, and always delivered with a smile. I highly recommend Systems First to any organization looking to streamline their processes and maximize productivity.

 

J. Debono - The Pasta Project

I’m so happy that I got Teresa at Systems First to help me out with the email subscriptions, newsletters, e-books and marketing for my food blog! She’s so reliable, effective and creative. Now I don’t think I could manage without her!

 

The Contempora Team

Teresa quickly understood our needs and proposed practical solutions while keeping a eye on cost effectiveness and simplicity.

 

Elisa Sgariboldi

I asked Teresa to support me in improving the setup of my company’s ClickUp account. Even if we are a small company of 3, I love having everything under control. Unfortunately, I don’t have much time, and working with Teresa has been key to accelerating the internal organizational process. From an operative point of view, I loved Teresa’s methodology: weekly video calls to check we were on the same track and video recordings to keep us up to date with the project: a perfect match!

I would love to collaborate with Teresa also in the future

 

Bianca Sartirana - Managing Director at Save The Cut

Teresa has helped us set up our workspace and make it efficient and tailored to the needs of our team. Moreover, she has always been extremely kind, helpful, and understanding. She has always found the best way to solve our problems and has taught us how to solve them in the future.

 

 

Ashlee Sang - Brand Messaging Strategist & Consultant

Teresa made the big, scary web of systems more approachable with clear examples, custom workflows, and a huge base of business knowledge to pull from. We covered not just “systems,” but how my marketing, sales, client delivery, and overall time spent in my business can be broken down and put together to create a cohesive, efficient ecosystem. She focused on prioritizing my time and energy as a business owner so that my growth could be both sustainable and intentional.

 

 

Andrea Elibero - Dancing Leaf Solutions

Teresa is a pleasure to work with and works with integrity. I highly recommend working with Teresa!

 

 

Courtney Bliss - Feeding Bliss

I’ve spent countless hours over my years in business trying to figure out how to be in all the places at once while living the life I want. Teresa was able to give a high level overview of what needed to be optimized to help me achieve my goals. She then went a step further and broke those out into weekly and daily tasks which I could manage and then assign accordingly. I found it to be such a helpful assessment and refocusing of my business management.

 

 

Antonio Valente

Teresa is a trustworthy person, competent and always seeking the right solution for her clients. We had a positive experience and I recommend her to anyone looking to create valuable business processes.

 

 

THE PROCESS

Initial Assessment

We start with a complete audit of your current systems. We may also conduct team personality assessments to optimize every level of your operations.

Strategic Planning

Next, you’ll receive a tailored plan outlining system optimizations, AI-driven automations, and best practices for team management in ClickUp.

Implementation

  • Done For You: We set up everything behind the scenes.
  • Done With You: We collaborate on the build so you’re hands-on.
  • Training: We teach you how to improve or maintain your existing ClickUp setup.

Support

Enjoy a period of post-project assistance—making sure your team is fully on board and your new system continues to run smoothly.

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