What's included

• Custom workspace build

  A ClickUp/Notion/Asana/Monday setup designed around your specific business model, team size, and workflow needs.

• Templates for projects & clients

  Ready-to-use templates that standardize how you track projects, clients, and tasks — making daily management effortless.

• Dashboard setup & automations

  Visual dashboards and smart automations to keep key data visible and repetitive tasks off your plate.

• Walkthrough & video guide

  A live or recorded training to help you and your team confidently navigate and maintain your new system.