What's included

• Project Management Systems Optimization

  Bring clarity and consistency to your project management tools. Whether your team works in ClickUp, Asana, Monday, Jira, or Trello, I’ll streamline your workspace structure, eliminate redundancy, and set up smart automations that help everyone work smarter—not harder.

• Platform audit + optimization roadmap

  Comprehensive review of your existing tool setup, naming conventions, and workflows, with a written action plan for improvement.

• Workspace restructure (folders, boards, or pipelines)

  Clean hierarchy across projects and teams, aligned with how work actually flows in your organization.

• Template library setup

  Standardized task, sprint, or project templates for faster launches and consistent delivery.

• Up to 3 automations or recurring workflows

  Automate handoffs, status updates, and task creation using each platform’s native automation or Zapier/Make integrations.

• Cross-platform alignment (optional)

  Recommendations or light setup for syncing data across tools (e.g., ClickUp ↔ Slack or Jira ↔ Google Sheets).

• 1 Loom walkthrough or recorded mini-training

  Personalized video tour showing your new system in action and how to maintain it long-term.