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See what your ClickUp is really costing you.

For agencies of 10 to 50. Set up fast, team grew, nobody uses it the same way. We audit it and hand you a prioritized roadmap.

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8 spots next month

4.9/5

19 client reviews

We audited what their ClickUp was costing

FinfireBrandtegicEcobirdTony HowellDesign at WorkBespokely

What these systems did for real agencies.

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

Clic Tempo logo

Clic Tempo / Admin agency

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

€36,000 saved per year
Design at Work logo

Design at Work / Creative agency

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

30+ retainer clients on one system
BrainWaves Consulting logo

BrainWaves Consulting / Grant consulting

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

10h saved per client onboarding
Read the case studies

What a messy ClickUp costs you every week.

Your workspace grew without a plan
Spaces, folders, and lists were added on the fly. Now you have 15 different structures and nobody remembers why half of them exist.
Adoption is inconsistent
Some teams live in ClickUp, others avoid it. The data is incomplete, so dashboards tell half-stories and leadership guesses the rest.
Automations are fragile or missing
Status changes don't trigger anything. Handoffs are manual. Someone still sends the weekly update email by copying data into a spreadsheet.
New hires take weeks to figure it out
There's no standard way to use the workspace. Teams each keep their own conventions, views and workarounds.

The whole workspace, scored.

We examine every layer of your workspace, down to the automations.

  • Hierarchy and structure

    • Space/folder/list architecture
    • Naming conventions and consistency
    • Template usage and standardization
    • Duplicate or orphaned structures

  • Views and dashboards

    • View sprawl and redundancy
    • Dashboard accuracy and usefulness
    • Role-specific view coverage
    • Filter and grouping logic

  • Custom fields and statuses

    • Field consistency across spaces
    • Status workflow correctness
    • Unused or duplicate fields
    • Data entry compliance rates

  • Automations and integrations

    • Active automations inventory
    • Broken or redundant rules
    • Integration health check
    • Missing automation opportunities

  • Team usage patterns

    • Adoption rates by team and role
    • Feature utilization analysis
    • Common workarounds and friction points
    • Permission and access issues

  • Best practices gap analysis

    • ClickUp feature utilization score
    • Comparison against proven patterns
    • Quick wins vs. long-term fixes
    • Prioritized recommendation matrix

Findings you can act on Monday.

All workspaces have blind spots. Here are findings from recent audits.

  • Critical

    47 custom statuses across 12 spaces with no shared convention

    Teams can't compare progress across projects. Reporting is unreliable.

  • High

    Dashboard pulling from archived lists, showing stale data to leadership

    Executive decisions based on numbers that are months out of date.

  • Medium

    9 of the 23 active automations did nothing because trigger conditions changed

    Notifications that stopped firing months ago. Handoffs falling through.

  • Low

    Team using ClickUp Docs for SOPs but no one can find them

    New hires spend a week asking questions that are already documented somewhere.

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

Workspace health scorecard

Audit slide 4
Audit slide 3
Audit slide 2
Audit slide 1

Prioritized recommendation roadmap

Prioritized task list in ClickUp

90-minute walkthrough call

Audit walkthrough meeting

  1. Workspace health scorecard

    01

    A quantified assessment across 6 dimensions: structure, views, fields, automations, adoption, and best practices. You see exactly where you stand.

  2. Findings with severity ratings

    02

    We rate each issue critical, high, medium, or low. No guessing what to fix first.

  3. Prioritized recommendation roadmap

    03

    A sequenced action plan: what to fix this week, this month, and this quarter. Quick wins separated from structural changes.

  4. 90-minute walkthrough call

    04

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

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 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 admin access to your workspace.

  2. We go through every space, folder, list, view, field, automation, and integration. We interview key users if needed. Your team keeps working normally.

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

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

One price. No surprises.

Book a call to get a quote based on your workspace size and complexity.

Book My Free Call

Questions about the audit

How long does the audit take?
2 weeks from the day we get workspace access. The kickoff call happens on day one. You receive the report and walkthrough on day 14.
Do you need admin access?
Yes. We need admin-level access to see the full workspace structure, automations, and usage patterns. We sign an NDA before you grant access and revoke it after the audit.
Will the audit disrupt my team?
No. We work in the background. Your team continues using ClickUp normally. We may ask to interview 2-3 key users for 15 minutes each, but that's optional.
What if we already know what's wrong?
Most teams know the symptoms but not the root causes. The audit finds the structural issues behind the frustrations and gives you a specific fix for each one.
Can you implement the recommendations too?
Yes. Many audit clients move into a consulting engagement afterward. The audit report becomes the blueprint. But there's no obligation. You can implement the recommendations yourself or with your internal team.
What ClickUp plan do we need?
Any paid plan. The audit works on Unlimited, Business, or Enterprise. Free plan workspaces have limited features, so the audit would find less to fix.
What's the difference between this and full consulting?
The audit tells you what to fix and in what order. Consulting does the fixing. Think of the audit as the diagnostic scan before the treatment. It's also useful if you want an independent review before committing to a larger engagement.

See what the workspace really costs.

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

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Know what's wrong with the workspace, in writing.

A detailed diagnosis and a clear plan. 2 weeks. One report. Fixed price, agreed before we start. The report is yours either way.

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8 spots next month