Every engagement follows the same four-stage journey and 60-minute rhythm, so you always know what comes next.
We map how your business actually runs, define the hierarchy and KPIs, and agree scope. Output: documented, refined processes ready to build. Clarity before cost; optimise before you digitise.
With scope agreed, we configure ClickUp: hierarchy, custom fields, automations, integrations, dashboards and any data migration. Output: a working system that mirrors your real operation.
We coach teams and managers live on their own work until ClickUp becomes the default, not the extra step. Output: daily active usage and dashboards leadership trusts. One free hour per licence.
Once you’re live, we stay on-demand for fixes, tweaks and small builds. Output: a system that keeps pace as your business changes.
0–15 min
You screen-share a workflow your team runs today — the messy one, in Excel or WhatsApp. We watch and ask questions. No slides.
15–50 min
Together we rebuild that exact workflow in your workspace — real lists, fields and automations. You drive; we guide. By the end it’s working.
50–60 min
We recap, hand over a reusable template, and share the session recording — so the whole team can follow, not just whoever attended.
As a ClickUp Diamond Partner we’re measured on real adoption. If the session works, your team asks for more. If it doesn’t, we stop. That’s the whole deal.
