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Your ClickUp made sense when you built it. Then the team grew.

We rebuild ClickUp from scratch for agencies past 20. Your team gets a system they actually use.

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3 spots left this month

ClickUp Verified Consultant. 50+ workspaces. 12 countries.
FinfireBrandtegicEcobirdTony HowellDesign at WorkBespokely

The pattern is always the same

Every workspace we audit has tried three things: a fresh template, a new admin, a paid ClickUp coach. The mess always comes back. The setup is not the root cause. Your operating model is. That distinction is why our workspaces still hold at 18 months.

Onboarding breaks everything
New hires can't figure out the workspace. They create their own lists, their own views, their own chaos.
You've outgrown your own setup
What worked at 10 people falls apart at 40. New lists won't fix it. The structure itself has to change.

We rebuild your ClickUp around how your agency actually works

A working operational system, not just a ClickUp configuration.

  1. Workspace architecture

    01

    Your team stops building shadow lists and rogue views. The structure finally matches how you work.

  2. Dashboards and views

    02

    Role-specific views for leadership, PMs, and team leads. Everyone sees what matters to them.

  3. Project templates

    03

    Repeatable project structures so every new client or campaign starts the same way.

  4. Automations

    04

    Status updates, notifications, and handoffs that run without anyone touching them.

  5. SOPs

    05

    New hires find the process before they ask you. SOPs live where the task lives, not in a separate doc nobody opens.

  6. Team training

    06

    Live sessions for each role, plus a recorded library so new hires onboard themselves.

How it works

From audit to handoff in six to eight weeks.

What you end up with

  • A workspace your team actually uses

    Role-based views and project templates so every new hire follows the same structure from day one.

  • Leadership dashboards without the weekly chase

    Status, blockers, and project health surface automatically. No one pings PMs for updates.

  • Client onboarding in minutes, not days

    A signed contract spawns the ClickUp project, the task plan, and the kickoff checklist automatically.

Get a free workspace diagnostic.

30-minute call. Free diagnosis. No pitch deck.

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Common questions about ClickUp consulting.

What if my team doesn't actually use the new system?
Most adoption failures come from systems that don't match how teams work. We design around your actual workflows, not an ideal version of them. Training includes role-specific sessions, not a generic walkthrough. And the 30-day support period exists specifically to catch the spots where the system needs to adjust.
How much does it cost?
A one-hour coaching call is $300. Full workspace rebuilds start at $3,000, scoped to your team size and complexity. The discovery call is free.
How long does it take?
Between two weeks and two months, depending on the complexity of your organization and your team's availability. Most engagements run six to eight weeks.
Which ClickUp plan do I need?
At minimum, the Unlimited plan. It unlocks custom fields and essential features. Choose Business if you need advanced time tracking, workload management, or advanced dashboards. Enterprise only if you need compliance or advanced permissions.
Can I migrate from another tool?
Yes. We handle migration of tasks and fields from your previous project management tool. We have experience with all major platforms and will make sure your historical data is preserved.
Do you provide ongoing support?
Implementation includes two follow-up calls: one at 15 days, one at one month. For ongoing work after that, monthly retainer packages start at $2,500.
Do we have to use ClickUp?
No. Our method applies to any modern project management software. ClickUp is our recommendation due to its flexibility and feature set, but we work with the tools you're comfortable with.

Still have questions?

30-minute call. Free diagnosis. No pitch deck.

Starting investment: Full workspace rebuilds from $3,000, scoped to your team.

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Specialized programs

Three angles on our ClickUp work, packaged for the briefs we see most often.

3 spots left this month

Find out what the workspace is costing you.

Thirty minutes, free, and you leave with a map of what's broken and the order to fix it in, whether you hire us or not.

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No charge if the call does not surface what's broken and what to fix first.