Your client projects all run the same way in ClickUp.
Set ClickUp up yourself under 10 people, and hire a consultant like UpSys, a ClickUp Verified Consultant for agencies of 5 to 50, once a delivery team hands client work from person to person. We rebuild your workspace from scratch around how your team delivers, from $3,000, so the same team carries more clients. Setting it up yourself? One $300 coaching hour usually covers the hard parts.
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We turned their ClickUp into a delivery machine
Who we build ClickUp for.
Agencies of 5 to 50 people, with a delivery team in ClickUp every day. If that's not you yet, the coaching hour is the better buy.
- A delivery team, not one operator
- Several people hand work to each other on client projects. That handoff is where a workspace breaks, and it's what we build around.
- Past about $10,000 a month
- Your problem is how the work runs, not finding clients. Below that, a rebuild won't fix what's slowing you down.
- Already on ClickUp, or moving to it
- Workload, time tracking and role dashboards need Business. Coming from Monday, Asana or Notion? We move your history over as part of the build.
- Under 10 people
- A full build is too much tool for you. One coaching hour or the audit on its own usually covers it, and we'll say so on the call.
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 root cause is your operating model, whatever the setup looks like. 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.
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Workspace architecture
Your team stops building shadow lists and rogue views. The structure finally matches how you work.
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Dashboards and views
Role-specific views for leadership, PMs, and team leads. Everyone sees what matters to them.
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Project templates
Repeatable project structures so every new client or campaign starts the same way.
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Automations
Status updates, notifications, and handoffs that run without anyone touching them.
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Tool integrations
Your CRM, invoicing and time tracking write straight into ClickUp, so the numbers assemble themselves.
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SOPs and training
New hires find the process before they ask you. SOPs live where the task lives, with live sessions for each role and a recorded library.
Running in 6 to 8 weeks.
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Discovery
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.
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Architecture
We design the target system: workspace structure, views, automations map, and team responsibilities. You approve the blueprint before we build anything.
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Build
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.
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Training and handoff
Role-specific training sessions. Recorded video library. Quick-reference guides. We run the system in parallel for 2 weeks, then hand over full control.
What these systems did for real agencies.
Named clients, the number they moved, and how long it took.
Design at Work runs 30+ retainer clients from one ClickUp system
30+ retainer clients on one system
BrainWaves saves about 10 hours on every client onboarding with a ClickUp grant engine
10h saved per client onboarding
Agency owners, in their 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.
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.
Why an agency specialist and not any ClickUp consultant.
Freelance marketplaceGeneralist consultantUpSys
Typical client Freelance marketplace:Anyone who posts a jobGeneralist consultant:Any team, any industryUpSys:Agencies of 5 to 50
First step Freelance marketplace:Your list of requestsGeneralist consultant:A setup callUpSys:Interviews with your team, then a scored audit
The price Freelance marketplace:Hourly, open-endedGeneralist consultant:A quote after a callUpSys:$300 an hour, or fixed before we start
Deliverables Freelance marketplace:A configured workspaceGeneralist consultant:A workspace and a training callUpSys:Role training, SOPs and 30 days of Slack support on top of the workspace
ClickUp consultant pricing
The smallest of the 3 ways in is often enough. We agree the price before we start, and it does not move.
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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 -
The audit
The workspace reviewed, the people interviewed, and a scored fix list written in order. 2 weeks, with the price fixed before we start. You can build it yourself from there.
From $900
See the audit -
Architecture and build
The target structure designed and built on your data, with automations, tool integrations, dashboards, training and adoption support, and 30 days of Slack support after handoff. The audit sets the scope.
From $3,000, after scoping
Common questions about hiring a ClickUp consultant.
How much does a ClickUp consultant cost per hour?
Ours costs $300 an hour, booked as a single coaching session. Bigger work isn't billed by the hour: the audit runs from $900 and a full build from $3,000, each priced before we start, so the bill can't grow while we work.
What does a ClickUp consultant do for an agency?
We map how a client project moves through your team, from signed deal to invoice, then build ClickUp to match: the structure, a template for each service, dashboards per role, and the automations between your CRM, invoicing and time tracker. Then we train each role and stay on Slack for 30 days.
How long does a ClickUp engagement take?
The audit takes 2 weeks. The build takes 4 to 6 weeks after that, so most agencies run on the new workspace 6 to 8 weeks after the first call. A coaching hour is one hour.
Is ClickUp good for agencies and consultants?
For an agency with a delivery team, yes. One template per service, every client project built from it, and a dashboard per role is the setup ClickUp does well. It goes wrong when everyone builds their own lists, which is the mess we usually get called in to fix. A solo consultant with 3 clients rarely needs this much tool.
What if my team doesn't actually use the new system?
We keep the system simple and build it around the workflows your team already runs, so it's easy to pick up. We train each role in its own session, and the support after handoff covers any spot that needs adjusting.
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 you keep your historical data.
Do you provide ongoing support?
The support window after handoff 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.
Are you a ClickUp Verified Consultant?
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 the list you hand over, and we are answerable for whether your team still uses it after we've left.
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. We price integrations without a build on their own: a focused one 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.
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 today is in French, and English-speaking clients get the same delivery.
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.
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