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Nothing gets lost in your ClickUp

One structure for all your clients. 6 questions decide where new work goes. The 7 workflows you repeat come already written down, batch and points included.

3 lessons. 15 minutes. Then 6 practical follow-ups over 11 days.

A free course from UpSys

The Agency Blueprint

The architecture, the decision rule and the 7 workflows already built.

  • 3 lessons
  • 15 minutes
  • An exercise each

For ClickUp

The 3 lessons

  • The Northlight Studio client list grouped by week with BATCH and Points fields.

    The architecture

    Northlight Studio gets one list in Active, the same shape as your other clients.

  • A hand-drawn ladder with 6 levels from Space to Custom Field, with the first yes setting the level.

    The decision framework

    6 questions, in order, tell your team where any new piece of work goes.

  • The DELIVERY list inside a ClickUp folder called Task Templates, listing Client onboarding with 6 subtasks, Project kickoff with 5, the Friday close, and Client ticket

    The recurring workflows

    Onboarding, kickoff and the Friday close are templates your team copies, not jobs it rebuilds.