Services
Ways we can help
Four services that can stand alone or work together. Not sure where to start? The discovery call sorts that out.
Workspace audit
For teams already in ClickUp whose workspace has grown messy, slow or hard to trust.
What's included
Full workspace review
Spaces, folders, lists, statuses and custom fields, checked against how your team really works.
Automation check
Every automation and integration traced, with broken or conflicting ones flagged.
Team conversations
Short conversations with the people who use the workspace every day.
Written audit report
Clear findings and prioritized recommendations, so you know what to fix first.
Full workspace build
For teams new to ClickUp, moving over from another tool, or ready to start over properly.
What's included
Hierarchy and statuses
Spaces, folders, lists and statuses mapped to your delivery process.
Fields and templates
Custom fields and task templates so work is set up the same way every time.
Automations
Hand-offs, assignments and recurring work set up and tested.
Views and dashboards
For each team: ops overview, project tracking, workload, leadership reporting and more.
Automations and integrations
For teams losing hours to manual updates, copy-pasting and chasing hand-offs across tools.
What's included
ClickUp automations
Native automations configured so they stay reliable as the workspace grows.
Make and Zapier workflows
Multi-step scenarios that move data between ClickUp and the rest of your stack.
Integrations
HubSpot, intake forms, Slack, Google Workspace and other tools connected to ClickUp.
AI steps
Requests scored, summarized or routed with AI before they land in ClickUp.
Training and support
For teams that have the workspace but not the habits, and for teams that want someone on call as they grow.
What's included
Role-based training
Live sessions built around each team's real tasks, not generic demos.
SOPs
Written guides for the processes that run through the workspace.
Recorded walkthroughs
Short videos new hires can watch on their own.
Ongoing support
Changes, new workflows and fixes as your team and workspace grow.
Quick compare
Which one fits?
Workspace audit
- Best when
- You already use ClickUp and it feels messy
- You get
- A prioritized plan
Full workspace build
- Best when
- You are new to ClickUp or starting over
- You get
- A complete, documented workspace
Automations
- Best when
- Manual updates eat your team's time
- You get
- Workflows that run on their own
Training and support
- Best when
- People aren't using the workspace well
- You get
- A team that knows the system
Every project gets a fixed quote after the discovery call. Book a call
Ready for a workspace your team actually uses?
Tell us what's broken. We'll reply with next steps.