Get ClickUp working for you!
Is your ClickUp setup not quite working out the way you hoped it would?
Does it feel like…..
👉🏾 Your workspace is more like a place where tasks go to die rather than a functional operating system for you and your team
👉🏾 You’re not convinced that the structure you have in place is scalable for future growth
👉🏾 Delegation, communication and progress updates are still happening in the inbox and not inside of ClickUp
👉🏾 You spend alot of time figuring out how the many features can be utilised to improve your process?
The whole purpose of having ClickUp (or any project management tool) in your business is to help you save time and support the work happening in your business.
If this is not happening, then its time to look at why and fix the issue!
ClickUp Audit
A deep dive review for ClickUp users who are struggling to get their setup working just right
Walk away with clarity and custom recommendations on improvements you can put in place to get organised, boost overall productivity, enhance your client experience and solve bottlenecks within your internal operations.
As a Verified ClickUp Consultant, my job is to resolve the common mistakes and help clients work through setup issues that can arise from not implementing ClickUp correctly.
I bring my knowledge and expertise to your setup to eliminate the problems you’re experiencing so that you’re no longer stuck trying to figure it out alone.
A ClickUp audit will work for you if:
✅ You currently have an active ClickUp workspace but you’re not confident the structure you have can grow with you
✅ You’ve built your workspace to a point, but need guidance to make improvements and use more of the features
✅ It’s taking you too much time to see where to optimise it further and you’d rather invest in an expert who can tell you what to do
After your ClickUp audit…..
🚀 You will have much more clarity over where there are gaps in your workspace setup
🚀 You will have a plan to follow to make the necessary improvements
🚀 You will know the other areas to consider to continue to get the most out of using ClickUp in your business.
Your audit will be completed within a 5 day time frame at the end of which I will share an improvement report and we will have a walkthrough call to guide you through the recommend adjustments to make to your workspace.
Getting booked in
🚀 Step 1 - Book your audit
Book your date for your audit. You will be sent an intake form to gather key information prior to starting the service and confirmation of your audit date will be shared.
🚀 Step 2 - The Audit
On the start date of your audit, you will receive an email to say that I’m about to dive into your workspace from top to bottom and look for the best ways to organise your work and run the processes you wish to manage alongside the features you can be utilising more.
During this audit process I will create for you a workspace restructure plan along with a recommendations report for improvements to your workspace.
Audits take 3 - 4 days to complete after which you will be invited to book a walkthrough call for us to discuss recommended improvements.
🚀 Step 3 - Walkthrough call & improvement plan
We wrap up the service with us having a call to walk you through my recommendations and your improvement plan. You also have an opportunity to ask your questions.
Ongoing consulting is available for further implementation support.
What's Included in your Audit:
✅ Deep dive review of your ClickUp Workspace
✅ Custom Improvement report & project plan
✅ Walkthrough call (recorded replay shared)
Important points to note
Full access to your ClickUp workspace will be required to carry out the service.
Done-for-you implementation is not included - please review our Consulting package for ongoing support.
Investment
£697 GBP