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Install the full agency delivery system already built in ClickUp

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.

$198.99 $297.00 -33%
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These agencies installed the delivery machine

Saltless DigitalMuutos DigitalDayer DigitalNerds Do It BetterFinfire

Agencies hit 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.

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.

0$10 to 20k$100 to 200kYour problem is leadsYour problem is systems

What arrives in your workspace

  1. 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. Start from the closest of 10 industry templates.

  2. One-week batches, already dated

    This week's work is already dated Monday to Friday, and what finishes leaves the batch on its own. You never type a date again.

  3. 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.

  4. Sales dashboards that fill themselves

    Won, ongoing and lost, average deal size, cycle time, read off the fields the system already writes. The reporting spreadsheet on the side can go.

  5. Automations, switched on

    The rules behind your week are in the workspace and live, including the one that opens a project the day you win a deal.

  6. 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.

The recorded course, for you and your team

Introduction
  • Why agencies hit the ops ceiling10 min
  • Why agencies hit the ops ceiling, the slides
  • What Agency Master is5 min
  • What Agency Master is, the slides
Module 1 - The framework
  • The workspace architecture9 min
  • The workspace architecture, the slides
  • Productizing your services6 min
  • Productizing your services, the slides
  • The BATCH method12 min
  • The BATCH method, the slides
  • The method summary4 min
Module 2 - The install
  • The System space13 min
  • The System space, the slides
  • The Sales space41 min
  • The marketing space20 min
  • The Admin space18 min
Module 3 - Delivery automation
  • The Delivery space18 min
  • The Delivery space, the slides
  • The AI capacity planner26 min
  • The sales handoff AI16 min
Module 4 - After the install
  • The FAQ and the community3 min
  • Need help with the setup5 min
$198.99 $297.00 -33%
Get instant access

30-day money back guarantee

Ramzi Tabka made it. He's a ClickUp Verified Consultant with 30+ workspaces configured and 1,500+ people trained.

In their words

Melanie Das CEO, BrainWaves Consulting

The team went above and beyond, from automations to SOPs and walk-through videos. It really felt like white-glove service, and I've already saved hours getting new hires up to speed.

Mark Robinson CEO, Brandtegic (Video Agency)

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...

Fabien CLEMENT Managing Director, Ecobird

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...

Guillaume Raullin UX Designer, Rossignol

I got in touch with Ramzi for some automation stuff, and his coaching really opened my eyes, especially about ClickUp's limits. He came up with a Make solution, and honestly, we're super happy: everything's running smoothly.

Pascal Bénard Smart Global

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.

Valentin Video Editor, Socialsky

UpSys helped us transition from our previous project management tool, which wasn't fulfilling our video editing tracking needs, to ClickUp. The changeover was smooth and efficient, and the team quickly adapted to the new tool.

Questions

Do I really need ClickUp Business?
Yes. The Workload view and the automation volume both sit behind that plan. It is the one requirement, and it is worth checking before anything else.
Is this the same as the Agency Brain?
No. The Agency Brain is a separate, software-agnostic framework and school, the thinking behind how an agency should run whatever tool it uses. Agency Master is that thinking installed into ClickUp specifically.
How long does the install take?
Roughly an hour of hands-on work in one sitting. The structure arrives when you import the template. The automations, the Workload capacity number and the dashboard are built by hand, because ClickUp has no API for any of them, and the training walks each one click by click.
Can I install this on a messy workspace I already have?
Yes. Install into a new space, not into the old one, and move clients across one at a time. The 3 fields live at workspace level, so both spaces can use them while you migrate.
What if my agency does not match one of the vertical variants?
Start from the closest one and adjust the list structure only. Leave the fields underneath it alone. The spaces, fields and automations are the part that should never change between verticals.
Do I need to be technical?
No. Everything is done inside ClickUp's own interface. Nothing to host, no code, and no integration to maintain.
Can I ask questions after I buy?
Yes. The platform has a community and a full FAQ, and I answer there, often on video.
What if I want a refund?
Email team@upsys-consulting.com within 30 days and you get the full amount back.

Let the whole team see what is late

Install it once, and Monday arrives already dated.

$198.99 $297.00 -33%
Get instant access

30-day money back guarantee

$198.99 $297.00
Get instant access