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ClickUp Set Up

Phase 1:

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.

We will review this information and we will jump on a quick Onboarding Call, during which we will ask you specific questions that will help us better understand your business.
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Phase 2:

Framework. We will build V1 of the structure and we will discuss it together (Any changes will be applied immediately until all is approved)

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Phase 3:

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

Phase 5:

Onboarding. We will onboard you into that new structure
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Phase 4:

Build out. We will do the build out- Integrations and automation and data that needs to be transferred from other locations

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Results

At the end of this, you will have one very happy team and you will be happy too, as you will have visibility in your company.

Want to know more? Schedule a call.

Check out our range of services below or
the combined packages we offer:

You are good with ClickUp, but just need a professional set up

If you need to bring all your platforms together and avoid manual work

You want to learn and build ClickUp yourself, but you need some direction

Not the plug & play but still templates. To help you put a process in place, where you currently don’t have one

Or simply get the FULL Service Package

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ClickUp
Services

OBM

OBM
Services
(coming soon)

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Make (Formerly Integromat) Services

We work with businesses of any size and complexity - from start-ups to enterprises