What's included

• Initial consultation

  I will shadow and/or review your current process to map out your workflow and then make a recommendation as to whether ClickUp is the right platform for you based on your needs and budget.

• Completed ClickUp Implementation

  I will configure your ClickUp account with the boards, custom fields, automations, and integrations needed to replicate your current workflow. Will also handle initial admin setup including preferences and user permissions.

• Documented Procedures and Training Resources

  Once the initial implementation is complete, I will provide customized SOP's and training resources (both Loom videos + written) to help both your end users and your admin(s) utilize your new setup - all saved within your ClickUp account.

• 90 days of troubleshooting and support

  Something not working as expected, or need an alteration to your setup? After your project is complete, I will provide 90 days of support on an as needed basis for anything you need (related to the project, of course :) )