Carry more clients on the same team
For agencies of 10 to 50. Import 5 spaces, switch on 2 automations, and see who is overloaded before the week starts. An hour to install.
4.9/5
19 client reviews
These agencies installed the delivery machine
Every agency hits the same wall, usually right after a win
You land a bigger client, or 3 good ones close in the same month, and for a while everything feels like it is working. Then you notice you are the only one who knows what is late.
Hiring puts more work in flight. The view of that work stays where it already was, in your head. Your view of the work breaks before the work does. You stop knowing, by feel, what is late and who has room, and you find out on the client call, from the client.
A shared doc holds a plan for about a week, until somebody edits it out of date. A group chat holds a decision until it scrolls off the screen. What is left is memory, spread across the people you can least afford to have holding it in their heads.
One agency that put this system in place cut the founder's own project management time by 2 hours a week within 4 weeks. The project manager got at least 2 hours back, and every team member roughly an hour each. That is 10 to 15 hours recovered every week. The same team, at least $4,000 more invoiced a month.
What arrives in your workspace.
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5 spaces, already built
Sales, Delivery, Marketing, System and Admin, with the folders, lists and 5 statuses in place, and a wiki of procedures behind each one.
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One-week batches, already dated
This week's work is already dated Monday to Friday, and what finishes leaves the batch on its own. Nobody types a date again.
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A capacity view, per person
Work is sized 1, 2 or 3, capped at 15 points a person. You see who is over the line on Monday, while the week can still change.
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Sales dashboards that fill themselves
Won, ongoing and lost, average deal size, cycle time, read off the fields the system already writes. Nobody keeps a reporting spreadsheet on the side.
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Automations, switched on
Every rule the week runs on is in the workspace and live, including the one that opens a project the day a deal is signed.
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An AI agent that closes Friday
The capacity planner runs late on Friday, does the arithmetic of the close on its own, and hands back the 2 or 3 decisions that need you.
Client testimonials
I'm Melanie, founder of BrainWaves Consulting, a grant strategy and writing business for bio/med tech companies. I found UpSys through Ramzi's terrific YouTube channel when I was looking for help turning ClickUp into a real OS for my business. Before working with UpSys, I had the pieces of a system, but they mostly existed in my mind. Nothing was organized in a way that made client delivery feel clear, repeatable, or easy to manage. I was juggling a lot across projects, deadlines, client communications, and internal tasks. I knew ClickUp could support the way I work, but I did not have the time or deep expertise to build it properly myself and have it done right the first time. Working with Anja and Ramzi at UpSys helped me translate the workflow that lived in my mind into a ClickUp space that is structured and intuitive. More than a well-designed, functional space, I also have a strong scaffold to build out company workflows as we continue to scale. The team went above and beyond with the project, from setting up automations to creating SOPs and walk-through videos; it really felt like white-glove service. I've already saved hours on getting new hires up to speed because the onboarding/training materials are all in place. The grant writing process is also much clearer for my clients. They can see what is needed, what is missing, and what comes next, which has saved me time by reducing back-and-forth emails and helping prevent missing items from slowing down the process. UpSys did a great job translating the way my business actually works into a ClickUp system I can use every day. Anja was a joy to work with and was always ready to answer questions and make any tweaks to the setup. I would absolutely recommend them to any service-based business owner who wants more clarity, organization, and ease in their operations!
Melanie Das
CEO · BrainWaves Consulting
We hired UpSys to migrate our entire workflow from monday.com to ClickUp, including recreating about 250 complex Make automations. Ramzi was brilliant, delivering fast, high-quality work with absolutely zero disruption to our business. I would definitely work with them again and highly recommend UpSys for projects of any size.
Adam Keary
MD · Bespoke-ly
I took time to step back before writing this to fully assess both the solution and how it was implemented. Today, I can say I'm very satisfied. The solution clearly meets our needs. It removed several bottlenecks for our teams. ClickUp is now part of our daily routines. Adoption is strong. Collaboration is clearer and more effective. Recent hires with strong industry experience have integrated quickly, which helped us move faster. The solution continues to improve. Updates are frequent. A good example is time tracking: initially limited, it has matured significantly since the start of the year. We're now seriously considering using it day to day.
Pascal Bénard
Smart Global
We were looking for a powerful tool to plan our teams and monitor our activity that was user-friendly, dynamic, and easy to use. Our objective and the challenge we faced was to get our staff to adopt a new business management method in which they would become active participants, not only in managing their daily workload, but also as advisors to other team members. This was made possible thanks to ClickUp, with support from the UpSys teams during implementation. We exceeded our objectives thanks to Ramzi and his experience. Today, the team saves more than 6 hours per week on planning and 1 hour per person per week on activity monitoring, or 72 hours per month, without even counting the energy redirected toward lead acquisition. A great success story for the company in 2025, so much so that we've decided to extend the partnership until 2026. Thank you to Ramzi and the entire team.
Fabien CLEMENT
Managing Director · Ecobird
UpSys helped us improve our system and actually make the transition to ClickUp, which we had been trying to do for a long time. They delivered what we were looking for, were flexible and supportive, and fixed a lot of problems and complexities from previous consultants. Overall, we're very happy with the work provided and feel it was good value. We appreciate Ramzi and his help!
Mark Robinson
CEO · Brandtegic (Video Agency)
The team at UpSys were fantastic to work with. They quickly identified our needs during the discovery call, coordinated with the necessary team members to capture the full scope of the project, and then designed and implemented a project management system tailored to our company. True professionals. We look forward to continuing our partnership with them in the future!
Josh Most
Founder · Finfire
Your team runs it without you.
This is the platform you get, with the real outline loaded. Click any lesson to read what it covers.
5 modules · 22 lessons · 3h 26m
Why agencies hit the ops ceiling
The ceiling, the symptoms, why hiring is the wrong first move, and who this is built for.
Key takeaways
- What Agency Master is, and how it differs from the Agency Brain
- The one plan requirement to check before you install
- Why growth turns the founder into the only person who knows what is late
Available after purchase
Who this works for. Who it doesn't.
Good fit
- Agencies of 3 to 30 people, where the same shape on every client starts paying for itself.
- You run ClickUp already, or you are ready to move onto it.
- Somebody can sign off on how the work runs, the same way they sign off on what ships.
Not a fit
- Under $10,000 a month. Your problem is still leads, and this does not touch that.
- You want it installed for you. This is an hour of your own hands on the workspace, and the training walks it.
- You are on a plan below ClickUp Business. Workload and the automation volume both sit behind it.
Everything is in it.
One price, paid once. The list below is the whole of it.
- 5 spaces with a wiki each, importable into your ClickUp
- Batch planning, the Points field and the capacity view, already wired
- Every automation and the AI capacity planner, switched on
- 10 industry templates, so you start from the closest one
- The course, recorded lesson by lesson, for you and for your team
- A community and a full FAQ inside the platform, where I answer, often with a video
One time. Lifetime access.
Built by Ramzi Tabka, ClickUp Verified Consultant. 30+ workspaces configured, 1,500+ people trained.
Questions
Do I really need ClickUp Business?
Is this the same as the Agency Brain?
How long does the install take?
Can I install this on a messy workspace I already have?
What if my agency does not match one of the vertical variants?
Do I need to be technical?
What if I want a refund?
Stop being the only person who knows what is late
An hour to install. Then Monday is already dated.