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Turn ClickUp into your delivery machine.

For agencies of 10 to 50. We rebuild it from scratch. Projects all run the same way. The same team carries more clients.

We turned their ClickUp into a delivery machine

FinfireBrandtegicEcobirdTony HowellDesign at WorkBespokely

Where ClickUp stops helping your team.

The workspaces we audit have all tried 3 things: a fresh template, a new admin and a paid ClickUp coach. The mess always comes back. The setup is not the root cause. Your operating model is. That distinction is why the workspaces we rebuild are still the ones the team uses a year later.

Onboarding breaks everything
New hires can't figure out the workspace. They create their own lists and views, and 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.
The tools around it never got wired in
Your CRM, invoicing and time tracker each keep their own record of the truth. Someone still retypes it by hand into ClickUp.

ClickUp becomes how the work gets done.

A working operational system that runs your agency on ClickUp.

  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. Tool integrations

    05

    Your CRM, invoicing and time tracking write into ClickUp instead of beside it, so the numbers assemble themselves.

  6. SOPs

    06

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

  7. Team training

    07

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

Running in 6 to 8 weeks.

From audit to handoff.

  1. We talk to your team as well as leadership. Then we audit tools, workflows, and pain points. You get a clear picture of what's broken and what it's costing you.

  2. We design the target system: workspace structure, views, automations map, and team responsibilities. You approve the blueprint before we build anything.

  3. We configure your workspace, build the automations, set up dashboards, and migrate your data. Weekly check-ins show you the progress while there's still time to change direction.

  4. Role-specific training sessions. Recorded video library. Quick-reference guides. We run the system in parallel for 2 weeks, then hand over full control with 30 days of support.

What runs without you.

Everyone works in the same place
Role based views and project templates, so a new hire follows the same structure on day one.
You stop asking for status
Progress, blockers and project health land on a dashboard. No one pings PMs on Friday.
Onboarding is done before your first call
A signed contract creates the project, the task plan and the kickoff checklist.

Get a free workspace diagnostic.

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

What a ClickUp consultant costs

The smallest of the 3 ways in is often enough. We agree the price before we start, and it does not move.

  1. A coaching hour

    You share your screen for an hour and we solve one problem. For a team that knows what is wrong and wants the answer.

    $300 per hour

    Book an hour
  2. Audit and architecture

    The workspace reviewed, the people interviewed, the fix list written and the target structure designed. You can build it yourself from there.

    From $8,000

    See the audit
  3. The full build

    Architecture, automations, dashboards, training and adoption support, with 30 days of Slack support after handoff. 4 to 8 weeks.

    $15,000 to $35,000

Common questions about hiring a ClickUp consultant.

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 the workflows you actually run. Training runs as role-specific sessions. 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 2 weeks and 2 months, depending on the complexity of your organization and your team's availability. Most engagements run 6 to 8 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 2 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.
What makes you a verified ClickUp expert?
We hold ClickUp Verified Consultant status, which ClickUp grants only to consultancies with proven workspace builds and ongoing client work, and re-checks every year. In practice the difference from a freelancer is scope: a freelancer configures what you ask for, and we are answerable for whether your team is still using it a year later.
Do you also connect ClickUp to our other tools?
Yes. Migrating history off Monday, Asana or Notion, and wiring your CRM, invoicing and time tracker into ClickUp with Make.com or n8n, is part of the build. We have shipped 200+ automations. A focused integration on its own runs $4,000 to $9,000.
Do you build automations and AI agents on top, or just configure the workspace?
Both. Configuration is the easy part. We also ship the automations and AI agents that move tasks, draft meeting recaps and chase invoices, built on Make.com or n8n and plugged into your ClickUp.
How is this different from the ClickUp Master course?
ClickUp Master is the DIY path: video lessons and templates you implement yourself in 4 weeks. This build is done for you: we build the system and train your team to run it. Same destination, 2 paths.
Do you work with agencies outside France?
Yes. Delivery runs in French or English, across European and North American hours, invoiced in euros or dollars. Most of our agency work happens to be French-speaking, not because delivery stops at a border.

Still have questions?

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

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

Book My Free Call

Your team stops fighting the workspace.

You leave with a map of what's broken and the order to fix it in. 30 minutes. Yours either way. Build guarantee: if your team's real delivery does not fit the rebuilt workspace, we keep working until it does.