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See where your delivery is leaking money.

For founders of agencies that set up software for clients. 2 weeks. You get the map and the first agents to install, with a fixed price. From $900.

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4 spots left this month

4.9/5

19 client reviews

What these systems did for real agencies.

Named clients, the number they moved, and how long it took.

Clic Tempo

Clic Tempo saves 30 hours a month and €36,000 a year by automating billing with ClickUp and Make

€36,000 saved per year

Read Case Study
Design at Work

Design at Work runs 30+ retainer clients from one ClickUp system

30+ retainer clients on one system

Read Case Study
BrainWaves Consulting

BrainWaves saves about 10 hours on every client onboarding with a ClickUp grant engine

10h saved per client onboarding

Read Case Study

Read the case studies

The leaks an operations audit always finds.

  • Work lives in 6 tools

    Projects in one tool, briefs in another and client comms in a third. Reporting means copy-pasting between all of them, every single week.

  • Critical processes run by hand

    Onboarding, status reports and invoicing follow-ups. Repetitive work that machines should do, done by your most expensive people.

  • Everything routes through the founder

    Approvals, escalations and 'quick questions'. Step away for a week and delivery slips. That's not a team problem, it's a system problem.

  • AI experiments going nowhere

    A few ChatGPT subscriptions, maybe a pilot that died in a demo. No owner, no roadmap, no agent actually running inside your workflow.

Where the money leaks out.

Across the whole operation.

  • Workflows and delivery

    • Intake to delivery, step by step
    • Handoffs, bottlenecks, and rework loops
    • Capacity planning and workload balance
    • Where hours actually go, per role
  • Tool stack

    • Project management structure and health
    • Overlapping tools and subscription waste
    • Data silos between tools
    • Single source of truth check
  • Automations

    • Inventory of existing automations
    • Broken or redundant rules
    • Integration health check
    • Highest-value missing automations
  • AI readiness

    • Processes documented enough for an agent
    • Data access and quality
    • Current AI usage across the team
    • Guardrails, access, and client data safety
  • Agent opportunities

    • Repetitive judgment work: reporting, briefs, triage, QA
    • Time cost analysis per candidate task
    • ROI estimate per agent candidate
    • Build order: what to automate first
  • Team adoption

    • Who uses what and who works around it
    • Training and documentation gaps
    • Ownership of each process
    • Friction points your team already knows

Findings you can act on Monday.

Findings from recent agency audits. They all had blind spots.

  • Critical

    The team builds client reports by hand from 6 tools: 9 hours every week

    A senior account manager spends a full day a week on copy-paste. An agent could draft every report from live data.

  • High

    Client onboarding has 14 manual steps, and the founder owns 5 of them

    A new client costs the founder half a day. Onboarding speed depends on one calendar.

  • Medium

    2 paid tools doing the same job since 2024

    Duplicate data entry, conflicting numbers in front of clients, and a subscription nobody questioned.

  • Low

    Meeting notes never become tasks

    Decisions made on calls vanish. The same topics resurface 3 weeks later, unresolved.

A score, the severity, and the order to fix.

  • Operations scorecard

    A quantified assessment across 6 dimensions: workflows, tool stack, automations, AI readiness, agent opportunities, and adoption. You see exactly where you stand.

  • Findings with severity ratings

    We rate each issue critical, high, medium, or low and attach its weekly hour cost. No guessing what to fix first.

  • Prioritized roadmap

    A sequenced plan: what to fix this week, this month and this quarter. We tag each item with its fix: restructure, automate, or hand to an agent, and the agents come in install order.

  • 90-minute walkthrough call

    We present the findings to your team, answer questions, and help you decide next steps. Recorded so you can share it internally.

With a delivery team of 20 to 100.

The same audit, with your ops lead in the room. The founder's bottleneck shows up as capacity and margin: hours logged against hours sold, and the stage where work keeps slipping. The roadmap puts a price on each fix.

Your plan in 2 weeks.

  1. 30 minutes. You tell us what's working, what's broken, and what keeps you up at night. We get access to your stack.

  2. We trace your workflows end to end, inventory every tool and automation, and interview 2-3 key people. Your team keeps working normally.

  3. We compile findings into a structured report with scores, hour costs, and specific recommendations. No generic advice.

  4. 90-minute video call. We walk through every finding and discuss implementation options. You leave with a clear plan.

From $900. The price is fixed before we start.

From $900, scoped on a free 30-minute call.

Client testimonials

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

Working with Ramzi was a great experience. He's professional, precise, and understands clients' needs. He took ClickUp to the next level for me. Ramzi is responsive and delivers on promises. It's money well spent. If you're considering working with him, you can't go wrong.

Sean Barcoe

Production Agency Founder · The Barcoe Studio

Ramzi reorganized everything in ClickUp. And now I have visibility on the capacity planning of my team. The whole team is very aware of the projects, the different tasks and what needs to be done.

Yoan

Founder · Tag Expert

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. We'll definitely think of him for next steps.
Guillaume Raullin UX Designer, Rossignol
Can't recommend Ramzi enough. We were able to completely rework the project with his help in under an hour. He gave me the right tips on things I hadn't thought of with ClickUp.
Tony Loeb Doyield
Efficient deployment and support with optimization suggestions right from the start. He's had good listening skills and took our needs into account. Transition to the new tool was quick and easy. Thank you very much.
Isabelle P Department head

Then the agents.

The audit ends with the order to install them in. Each agent drafts, and you approve.

See the agents

Questions about the audit

How long does the audit take?
2 weeks from the day we get access. The kickoff call happens on day one. You receive the report and walkthrough on day 14.
What access do you need?
Read access to your project management tool, your automation platform, and any tool central to delivery. We sign an NDA before you grant access and you revoke it after the audit.
Will the audit disrupt my team?
No. We work in the background. We may ask to interview 2-3 key people for 15 minutes each, and to watch 1 or 2 workflows happen live.
How is this different from the ClickUp audit?
The ClickUp audit goes deep on one tool: your workspace structure, views, fields, and automations inside ClickUp. This audit covers the whole operation: workflows across tools, automation coverage, and where AI agents would pay for themselves.
What if we don't use ClickUp?
The audit is tool-agnostic. We audit agencies on Asana, Monday, Notion, and ClickUp. The recommendations adapt to your stack, though we'll tell you honestly if your stack is part of the problem.
Do you only recommend AI where it makes sense?
Yes. An agent needs a documented process and clean data to work. Where those are missing, the roadmap says so, and sequences the groundwork first. We'd rather flag 3 solid agent candidates than 10 flaky ones.
Can you implement the recommendations too?
Yes. The report becomes the blueprint for a build engagement or an ongoing AI partnership. But there's no obligation: you can implement it yourself or with your internal team.

See where the money goes.

30-minute call. We scope the audit and answer your questions. Free.

Book My Free Call

Know exactly where the money leaks.

A scored diagnosis and a prioritized plan. 2 weeks. From $900. Fixed price, agreed before we start. The findings are yours either way.

Book My Free Call

4 spots left this month