ClickUp Set Up
Getting to know your business Once you agree to work with us, we will ask you to provide access to your company’s information: Any current project management systems you are using, SOPs and processes existing in the company, etc.
Framework. We will build V1 of the structure and we will discuss it together (Any changes will be applied immediately until all is approved)
General Training. We will do a training for your team of at least 2 hours on ClickUp Features and hidden gems and we will provide training files for your future employees
Onboarding. We will onboard you into that new structure
Build out. We will do the build out- Integrations and automation and data that needs to be transferred from other locations