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Unblock your ClickUp in under an hour.

For agencies of 10 to 50. A ClickUp expert on your screen, rebuilding what slows the team down. Recording and written plan within 24 hours.

$300 / hour

100% satisfaction or the next session is free.

4.9/5

19 client reviews

We unblocked their ClickUp on a call

FinfireBrandtegicEcobirdTony HowellDesign at WorkBespokely

We fix these problems in one hour

6 problems come up more than all the others. Any one of them fits in a session.

  1. Workspace architecture

    01

    Spaces, folders and lists laid out around the way the team already works. Same job whether the workspace is new or being pulled out of a mess.

    Kilian left one call with 4 spaces for his e-commerce brand: products, operations, HR, templates.

  2. Statuses and workflow

    02

    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.

    Sebastien went from 10 statuses to 5 on his billing pipeline. Invoices stopped going missing.

  3. Views and dashboards per role

    03

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

    Filtered views so the shop team and the workshop team each open ClickUp on their own tasks, sorted by priority and due date.

  4. Automations and custom fields

    04

    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.

    Tasks assign themselves on a status change, and the PM gets pinged the moment a deliverable is ready for review.

  5. Team adoption

    05

    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.

    A workshop chief who refused to open ClickUp ended up with 3 buttons. He was using it within a week.

  6. Process design

    06

    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.

    An influencer pipeline, end to end: research, contact, negotiate, ship the product, track the content, measure the result.

What changed by the end of the hour

Screen share from the coaching session with Kilian G., showing their ClickUp workspace

4 ClickUp spaces (e-commerce, operations, HR, templates), influencer tracking, and an interface with nothing on it to look at.

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

Workspace architecture

Screen share from the coaching session with Shannon M., showing their ClickUp workspace

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

Process design

Screen share from the coaching session with Mark R., showing their ClickUp workspace

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

Migration and cleanup

The hour in 3 steps

  1. A short intake form arrives with the booking: the workspace, the team size, and the one thing that has to be different by Friday.

  2. Screen share, questions, and the workspace gets rebuilt live. We explain each change while we make it. You can repeat it later without help.

  3. The recording and a written summary of the action items arrive within a day, so the hour itself goes on watching the workspace change.

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

Common questions

What happens during the call?
You share your screen, or I share mine if we are building from nothing. We work on whichever problem is costing you the most time right now. I make the changes live and explain each one as I go, so you can repeat them after the call.
What if one hour is not enough?
Book another one. There is no package and no commitment. Most people fix their biggest problem in the first call, then come back a month later for the next one.
Do I get a recording?
Yes. The recording arrives within 24 hours with a written summary of the action items, so the notes are already written by the time the call ends.
How is this different from the full consulting?
Coaching is one hour and you implement the changes yourself. Full consulting is 6 to 8 weeks where we own the audit, the architecture, the build and the training. Coaching suits a specific problem, or a second opinion before a bigger spend.
Is $300 worth it for one hour?
A broken ClickUp costs most teams 5 to 10 hours a week. One call replaces months of trial and error. At $50 an hour, it 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 I will tell you on the call which of those you actually need.
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.

Unblock your ClickUp in under an hour

60 minutes of screen share at $300, the broken parts fixed live, and the recording and written plan within 24 hours.

$300 per hour

  • 60 minutes of screen share
  • Changes made live in the workspace during the call
  • Recording of the full call
  • Written summary with the action items

Most clients book one or two. A few come back monthly for a check. 100% satisfaction or the next session is free.