ClickUp Consulting for Small Businesses

Systems that save time, reduce chaos, and actually get used.

My Approach

I take a thoughtful, hands-on approach to setting up ClickUp for your business. It starts with a deep-dive call where I learn how your team actually works—what’s working, what’s not, and where things are slipping through the cracks. Then I build a custom ClickUp system that fits how you operate.

No cookie-cutter templates. No over-complicated dashboards. Just the tools and structure you need to stay organized, communicate clearly, and actually move work forward.

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Screenshot of a project management dashboard showing tasks, deadlines, statuses, and team member avatars in a colorful interface.

Take Control of Your Operations

Let’s make sure you get the most out of your ClickUp investment—with clear, professional support tailored to your business.

I’ll help you set up a system that gives you visibility into everything that’s happening—without needing to micromanage or constantly chase things down. You’ll finally feel confident your team knows what to do, when to do it, and how to keep things moving.

Packages

  • A woman with long dark hair, wearing a rust-colored blazer, holding a brown folder and a coffee cup, smiling in a bright indoor setting with plants.

    Custom ClickUp System Integration

    Move your business into ClickUp with a simple operating system designed to manage your key projects and processes.

    What's included:

    Planning Sessions

    System & Process Mapping

    A Complete ClickUp System

    Delivered in 30 Days

  • A smiling woman holding a notebook in a modern office setting with plants and large windows.

    ClickUp Operations Administration

    Oversees, maintain, optimize, and improve your ClickUp workspace with admin support for all projects on ClickUp.

    What's included:

    ClickUp Admin as a service

    Month To Month Package

    Process Design, Templates, Employee Oversight

    ClickUp Real Time Business Specific Training

  • A smiling man with glasses and dreadlocks working on a silver laptop at a black desk.

    ClickUp Operations Management

    Collaborate with us on weekly sprints, systemizing your business in all areas for maximum freedom and scalability.

    What's included:

    ClickUp Project Management as a service

    Month To Month Package

    Process Design, Templates, and Employee Oversight

    ClickUp Real Time Business Specific Training

    Weekly collaboration for successful project execution and business strategy.

Let’s streamline the way your business runs—so you and your team can get more done with less stress.

I build ClickUp systems that are simple to use, easy to scale, and tailored to how your team actually works. With the right setup, you’ll spend less time managing tasks and more time moving the business forward.

Clear processes. Stronger collaboration. Fewer bottlenecks.

Blog

A man giving a presentation in a room with exposed brick walls and large windows, with a group of people seated and listening. There is a large monitor displaying the presentation being given.

Level Up Your Small Business with ClickUp: Because Every Click Matters

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A cluttered wooden desk with a white wireless keyboard, a mouse, a computer monitor, various papers, and office supplies.

The True Cost of Disorganization: Why ClickUp is Your Business Lifesaver

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Top-down view of a cluttered wooden desk with laptops, smartphones, notebooks, pens, headphones, cups, and various tech accessories and supplies.

ClickUp Unleashed: Streamlining Your Business with Less Payroll Overhead

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Woman laughing and relaxing on a living room couch with blankets and throw pillows, with drinks and food on a table nearby.

How ClickUp Transforms Your Small Business, and Why We're Your Setup Experts

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Finally get ClickUp working for your team!