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.
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.
Looking for LEADERSHIP Consulting?
Visit Leadership First
Not Exactly What You’re Looking For?
Check Out Our Other Solutions