ClickUp | Notion Consulting

Pro

Cecilia Lopez

Contact for pricing

About this service

Summary

I help online business owners and small teams to implement ClickUp and Notion in a way that truly fits their unique goals, processes, and user needs. By investing time upfront to understand your business, I design tailored systems that save you from the overwhelm of trial-and-error setups.
Key impact:
Understanding your business goals, processes and user pain points
Map current (“As-Is”) and future (“To-Be”) processes to ensure the setup supports your business goals
Configure and customize ClickUp/Notion for optimal usability, data structure, and workflow automation
Train teams and provide post–go-live support to ensure smooth adoption and long-term success
Working with a consultant means your tools are set up efficiently, avoiding costly mistakes and freeing you to focus on growth.

What's included

  • As-Is Process Maps

    Visual documentation of your current workflows to identify inefficiencies, bottlenecks, and opportunities for improvement. This ensures that the new system aligns with existing practices or highlights areas for optimization.

  • To-Be Process Maps

    Blueprint of your optimized future workflows after implementation of the new tool. It clarifies how processes should function with the new system.

  • Data Model

    A clear structure of how data will be organized, related, and stored within ClickUp or Notion to support efficient operations and reporting.

  • Documentation & User Manuals

    Step-by-step guides describing the system setup, configurations, user profiles, and workflows to help your team understand, maintain, and fully leverage the new tool.

  • Training Materials

    Interactive sessions and resources to onboard your team, ensuring confidence and adoption of the new system.

  • Aftercare Support

    Post-launch support to troubleshoot issues, answer questions, and ensure the system delivers ongoing value.

Recommendations

(5.0)

Penelope Blackmore

Client • Nov 10, 2025

Recommended

I loved working with Cecilia leading up to my webinar launch!! She is very organised, proactive, and easy to work with, always clear in her communication and focused on getting things done. Even when something was new, she quickly found smart solutions. Thanks to her support, I could focus on preparing my webinar content, knowing all the details were handled. If you’re a small business owner looking for reliable operational support, I highly recommend working with Cecilia.

Skills and tools

Business Owner

Project Manager

Online Business Manager

Asana

Asana

ClickUp

ClickUp

Notion

Notion

Trello

Trello

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