What's included

• Automation Strategy Plan

  A customized plan detailing proposed automation workflows, tool recommendations, and integration strategy based on the client’s goals and existing systems.

• Workflow Design Blueprint

  A visual and/or written blueprint of the automation logic, including triggers, actions, conditional paths, and data flow using tools like Zapier, Make.com, or n8n.

• Integration Setup

  Full configuration and connection of apps/services such as CRMs, task managers (ClickUp, Trello, etc.), email platforms, forms, databases, and custom APIs if needed.

• Automation Development & Testing

  Creation and thorough testing of automated workflows to ensure reliable and error-free execution under real-world conditions.

• Documentation & User Guide

  Clear, step-by-step documentation on how the automation works, how to maintain it, and how to make basic edits (with screenshots or Loom videos if needed).

• ClickUp Workspace Optimization (if included)

  Setup or refinement of ClickUp hierarchy, task automations, templates, and dashboards tailored to the client's workflow.

• Handover & Training Session

  A live or recorded walkthrough of the final automation system, including Q&A, training on making small changes, and what to do if issues arise.