This is my process for when I am building and/or organizing company workspaces:

✅ For BizDev: Understanding the agency's client acquisition process > Building CRMs in ClickUp with appropriate statuses and automations from the discovery phase to Closed Won

✅ For Client Onboarding: Initiating an automated workflow and assigning this to the appropriate team to start with the client onboarding process when a lead gets toggled to 'Closed Won'. This includes having the client answer intake forms depending on their service tiers, facilitating the Kick-Off call, getting access to the appropriate tech stack, setting up monthly marketing meetings, setting up ClickUp lists depending on the services they signed up for, intake forms for support requests, and a lot more.

✅ For Service Workflows: Understanding the company's internal processes and building automation and dependencies based on their workflows for SEO, Content, Web Design and Development, Paid Media, etc.

✅ Offboarding: Building ClickUp lists to facilitate offboarding processes, including internal surveys, internal team debriefs, client access hand-offs, final invoicing, etc.

Other ad-hoc tasks relevant to ClickUp:

✅ Templates

✅ Intake forms during discovery phases/Surveys

✅ Checklists for Quality Assurance (For Website Development and Design, Paid Media, etc.)

✅ SOPs, visual workflows, Virtual Knowledge Base, etc.

I can work on your ClickUp workspace, depending on how simple or complex your requirements are. I hope to know more about your company structure so we can discuss further.