UK Based Verified ClickUp Consultant

Clickup Setups for teams 

We Design processes that teams can use in a custom built clickup Workspace

Like building a house, we take the same approach to building systems for teams.

We start with the foundations, making a plan and building what is needed based on how teams work together.

The ClickUp Setup is a done-for-you service delivered within a structured framework within a 3 month period. 

Here are the main benefits:

Time is taken to design a functional and effective system, taking into account the nuances of how the team work and building that into the setup.

Key requirements are captured to plug the current operational gaps and eliminate current bottlenecks.

Get insight from our industry knowledge and past experience to further provide more robust solutions for the team and business.

Our ClickUp Setup is best suited to

Teams of 5-30 people who want to work in a centralised project management system instead of scattered tools across the business 

Businesses with clearly defined service lines but lack structure within workflows and communication 

Teams who value the importance of putting the process first and not complicating how they work 

Teams who need additional training and adoption support to bring ClickUp successfully into the business 

This is more than just a tech setup

it’s also process improvement & Team adoption 

Why Our approach is unique

Has been used over the last 5 years for team sizes from 3 to 30+ people

Our signature setup framework

Due to having hands on live training and adoption support by an experienced consultant 

Your system is one that the team is invested in

It’s a collaboration, its not about us, it’s not just about you, it’s about your team and we learn how you work best and design a system your team can use and grow with 

We give you the power

We think beyond using ClickUp but more ensuring that ClickUp can grow with the business and term over the long term

Its a process focused setup

Because of our approach, clients boast results like:

💡Time is saved from finding work across various tools

💡More clarity thanks to clearly defined processes that the team can work with

💡 Less confusion with data & communication being managed in a centralised system

💡Increased efficiency and capacity to manage a busy client workload

💡Improved structure, less bad outcomes due to aligned best working practices

💡More confidence across the team to use the systems in the business

Our ClickUp Setup Framework

💡DEFINE - Week 1

In this phase, time is spent to capture your requirements and priorities to provide an understanding on where we focus for your project. A pre-work form will be provided for completion prior to the Kick Off call / Process Design workshop.

What’s Involved:

✔️Complete project pre-work form

💡DESIGN - Week 2-3

This is where we get strategic. In the scheduled Process Design Workshops, along with myself, you and your team, we will uncover your current process and through visual process mapping redesign your new process. This will help to unlock operational bottlenecks or duplications of work as well as tasks that can be automated to reduce manual work. 

What’s Involved:

✔️Process Design Workshop

✔️Design of your workspace setup

✔️Visual workflow maps created

💡DEVELOP - Weeks 4 - 8

In this phase we build your new system based on what has been designed through the Process Design Workshop. Together we stay in communication through a dedicated Slack channel and the project becomes a collaborative effort.

Regular project check-ins and update calls are scheduled to ensure work stays on track. Where required, integration between other apps will be carried out using Zapier or MAKE and workflow testing will take place, also inviting your team to take part and further optimisation can take place where required.

What’s Involved:

✔️ClickUp Implementation 

✔️Template development

✔️Third party app integrations

✔️Workflow testing and optimisation

✔️UAT (User Acceptance Testing)

💡DEPLOY - Weeks 9 - 12

The system is built, tested and ready to deploy to the wider business. Support is provided to ensure that you and your team have sufficient training and training materials to learn the new setup. Data migration may be required depending on the scope of your project and we will work with you to set a 'go live' date. 

What’s Involved:

✔️Founder and team Training workshops

✔️Data Migration where applicable

✔️Launch with 'go live' date

This is just the start 

We realise that your team will require ongoing support that’s why we’re ready to partner with you for your ClickUp journey 

✔️ Onboarding & training 

✔️ Process optimisation

✔️ Workflow management 

✔️ Tool integration 

✔️ Custom Documentation 

All of these areas are provided in our ongoing consultative support packages - to find out more see below 

Complete the form below

Help us to understand your current situation and share some details about the business and your team 

How to start

Hear back within 24-48 hours.

If it feels like we can help, you will be invited to book a free consultation call 

Book a consultation call

A free non-obligatory consultation to talk through your current situation, there is no obligation to buy our service however I will share what our solution looks like and how it can help you

Prefer to email? Reach out directly hello@systemshsus.com

Client Love

“Nicola supported us in streamlining our back office processes and setting up a new system – ClickUp – to manage our client projects. From the get go Nicola was an amazing source of ideas and inspiration. She helped us rethink our processes, make them smoother, more efficient and better for our clients as well as our team. Nothing was too much trouble – even when we scrapped one idea and moved to something else – she was always focused on ensuring we got a good outcome from the work. I would highly recommend Nicola and her team for anyone who is looking to improve their operations processes, professionalism and efficiency”

— Sharon Peake, Shape Talent

⭐️⭐️⭐️⭐️⭐️

I was thrilled with my experience working with Nicola and her team. Not only is Nicola a lovely, brilliant, positive human but she is also an excellent listener. She made sure that she understood all of my needs and even helped me realize processes I didn't know I could benefit from. Nicola continued to tweak things as I realized what more was possible along the way. She was responsive, supportive and created a system that saves me time and energy. I now have an efficient, simple, and professional experience for my clients and robust, automated backend systems for my business. I look forward to continuing to work with Nicola and her team!

— Dawn Bloomer, Productive Pressure

⭐️⭐️⭐️⭐️⭐️

Frequent questions answered

  • A ClickUp Setup starts from £8997 based on our standard project roadmap. In the case where a wider scope of work is required the cost may increase.

  • First and foremost, access to work with me 1:1 on your processes and setting up ClickUp. You have direct access to my expertise and knowledge to help you achieve your goals.

    Collaboration is key in our projects and from the start you are invited to a private Slack channel for project updates and the ability to ask any questions or chat with us as you need.

    Project transparency - we’re not the service providers who shy away from letting you see the ins and outs of your project. You have access to the project board and a dashboard in ClickUp so that you can track exactly what we’re working on and when.

    Lastly, these projects require your time input, to complete pre-work, attend the workshops and trainings and be on hand to answer any questions that we may need to ask you.

  • The biggest benefit is that it saves you time.

    Working with us to implement ClickUp cuts the learning curve down exponentially. You are not having to guess through trial and error and instead can focus on the work that brings you revenue.

    As a client, you benefit from our deep knowledge of ClickUp and other systems, as well as our experience working with similar businesses so we can offer strategic guidance that will bring you closer to your goals.

  • If you find that there are inconsistencies between how you and your team work, you struggle with communication and having oversight on where projects are at, your processes are clunky and there is a lack of automation and organisation, you are definitely ready fo use a system like ClickUp!

  • We recommend that you give yourself at least a month in advance to book your setup to allow time for you to complete pre-work. Future dates can be booked with a small deposit and also allows you more time to prepare!

  • We mainly carry out work with clients virtually however in person options can be made possible for the process design workshops and team trainings.

  • We prefer to stay within our zone of genius which is ClickUp.

  • The main difference is scope of work. This setup service provides more support for larger teams with complex processes, whereas the VIP Day is suited towards Solo CEOs and does not include team training, data migration or documentation.