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Unblock your ClickUp in under an hour.

For agencies of 5 to 50. A ClickUp expert on your screen, rebuilding what slows the team down while you watch.

Book a coaching hour

5 spots left this month

We unblocked their ClickUp on a call

FinfireBrandtegicEcobirdTony HowellDesign at WorkBespokely

Problems one hour fixes

  1. Workspace architecture

    Spaces, folders and lists laid out around the way the team already works. Same job whether the workspace is new or we're pulling it out of a mess.

  2. Statuses and workflow

    10 statuses nobody can explain, and tasks parked in a state that matches no real handoff. The list gets cut to the states work passes through.

  3. Views and dashboards per role

    A founder and a workshop lead need different screens on the same workspace. We give a role a view filtered to its own work.

  4. Automations and custom fields

    Assignments and handoffs that run with nobody touching them, and the custom fields that capture what the reports need at the end of the month.

  5. Team adoption

    The team ignores ClickUp and asks for updates in person instead. The interface gets cut down to what each person has to touch, and the rollout gets a plan.

  6. Process design

    Recruiting, client onboarding, invoicing, content production. One process gets mapped on the call and built as a template that runs the same way every time.

One hour later

Screen share from the coaching session with Kilian G.

4 ClickUp spaces (e-commerce, operations, HR, templates), influencer tracking, and an uncluttered interface.

Paper notes, email threads, and a tool abandoned after 3 months. The system had to survive an ADHD week.

Kilian G.

Founder, e-commerce supplements

Screen share from the coaching session with Shannon M.

A GTD inbox for triage, an SOP wiki per process, a content calendar, and cleaner tracking. The notebooks went in a drawer.

A remote business run with a VA overseas, and every process living in paper notebooks. Delegation stopped where the documentation did.

Shannon M.

Owner, residential cleaning company

Screen share from the coaching session with Mark R.

Templates down to 4 milestones, client folders merged, redundant workflows deleted, and a written migration path off Notion and Slack.

A ClickUp built by consultants, with 10-subtask templates and duplicate docs. The system took more managing than the work it tracked.

Mark R.

Founder, video production agency

In clients' own words

Melanie Das

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

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

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

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

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

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.

Common questions

How is this different from the full consulting?
Coaching is one hour and you implement the changes yourself. With full consulting we own the audit, the architecture, the build and the training. Coaching suits a specific problem, or a second opinion before a bigger spend. There is no package and no commitment, so book a second hour if you need one.
Is one hour worth the price?
Most teams lose hours every week to a broken ClickUp. You leave the call with the fixes for your own setup, so the hour pays for itself inside the first week.
What ClickUp plan do I need?
Any plan, the free tier included. Automations, custom fields and dashboards need Unlimited or higher, and we will pick the right tier on the call.
Do you work with other project tools?
ClickUp is the specialty, and the principles carry over. Monday.com, Asana and Notion workspaces are all fair game when the problem is structure.
Can I bring my team?
Yes, and it is worth it. 1 or 2 people who use the system every day make better decisions on the call and carry the adoption after it.

Book your coaching hour

$300 per hour

  • A short intake form with the booking: the workspace, the team size, and the one thing that has to be different by Friday
  • 60 minutes of screen share, with the changes made live and explained as we go
  • The recording and a written summary of the action items within 24 hours

100% satisfaction or the next session is free.