FAQ
Questions, answered
Everything clients usually ask before booking a call. Can't find yours? Ask us directly.
Getting started
How do we get started?
Book a call through our contact form. Tell us a little about your team and what isn't working, and we'll reply with next steps.
Can you work with our existing workspace?
Yes. Most projects start with an audit of what you already have, so nothing useful gets lost and we only rebuild what needs it.
We're not on ClickUp yet. Can you help us move over?
Yes. We map how your team works today, design the workspace around it, and plan the switch so your team can move over with as little disruption as possible.
Who do you usually work with?
Agencies and service businesses, plus ops leads at growing companies who have outgrown spreadsheets and scattered tools.
Projects and pricing
How much does a project cost?
Every project gets a fixed quote after the discovery call, based on scope. You know the full cost before anything starts.
How long does a build take?
It depends on the size of your team and how much needs building. You get a timeline with the blueprint, before any build work begins.
What do you need from us?
Access to your workspace and tools, a little time with the people who do the work, and feedback when we share the blueprint for sign-off.
Will our day-to-day work be disrupted?
No. We build alongside your current setup and switch your team over once the new workspace is tested and ready.
ClickUp and tools
Do I need a specific ClickUp plan?
Not to get started. Some features depend on your plan, and we flag anything that needs an upgrade in the blueprint, before you spend on it.
Which tools can you connect to ClickUp?
Forms, CRMs like HubSpot, Slack, Google Workspace and more, through Make or Zapier. If a tool has an API, it can usually be connected.
Do you use Make or Zapier?
Both. We pick whichever fits the workflow and the tools you already pay for, and explain the choice in the blueprint.
Our automations stopped working. Can you fix them?
Yes. We trace what each automation does, find what's breaking or conflicting, and rebuild it so it stays reliable.
Can you add AI to our workflows?
Yes. AI steps can score, summarize or route incoming requests before they land in ClickUp, so your team starts with the right information.
After handover
What happens after handover?
Your team gets training, written SOPs and recorded walkthroughs. Ongoing support is available if you want someone on hand as you grow.
Will our team be able to maintain the workspace?
That's the goal. We keep things simple, document how everything works, and train the people who will own it.
Can new hires learn the workspace on their own?
Yes. Recorded walkthroughs and SOPs mean new team members can get up to speed without waiting for a training session.
Do you offer ongoing support?
Yes. Support covers changes, new workflows and fixes as your team and workspace grow. See training and support.
Ready for a workspace your team actually uses?
Tell us what's broken. We'll reply with next steps.