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4953 Vine Street
San Diego, CA 92465

Office hours

Workdays at
9:00am – 6:00pm
Call us
(815) 555-5555

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Get in Touch

ClickUp Consulting

& Training


Do you need a ClickUp Consultant to set up your workflows, re-structure your space so that you have visibility over everything, or create custom fields and views for your team? ClickUp is the fastest growing productivity platform for business. And the noise about this amazing tool for your business is just growing louder. I’ve even been known to dream about different business uses and how I could set them up in ClickUp!

I’ve spent my time learning and testing ClickUp so that you don’t have to.

If you’re looking for a tool that ticks all of the boxes, look no further.

If you’re ready to get your business and processes organised, look no further.

If you’re ready to move from managing your client projects and tasks in a spreadsheet and onto ClickUp, look no further.

And if you want a customised tool for managing your business, clients, workflows and team – one place, one platform for everything, look no further. W I’ll get you up and running quickly and seamlessly, as a verified ClickUp Consultant.

.    clickup expert

How ClickUp improves your business productivity:

  • Simplify and streamline your workflows.
  • Create templates to help you manage, delegate and track tasks so that your clients all receive the same amazing service.
  • Create automations to reassign tasks to keep your workflow moving, and your team up to date with the progress.
  • Boost your productivity and save time.
  • Set up your ClickUp to help everyone prioritise with ease using custom views, track time and manage workloads so you have attention to detail as well as the bird’s eye view.
  • Utilise internal communication to collaborate on tasks.
  • No more drowning in thread chats! You can keep the conversation moving – all in one platform, and on task where it’s needed and transparent. Your team can now collaborate effectively.


ClickUp Consulting and Training Services

Don’t waste time trying to get ClickUp set up and optimised for you and your team.

My ClickUp consulting and training services will get you up and running quickly and effectively, to upskill your team and support the transition.

Whether you need support establishing workflows, building automations, or a full consulting service, I can make transitioning and using ClickUp easier for you.


My ClickUp Consulting services include:

  • setting up the hierarchy and the structure
  • customising fields and views so that you can see at a client level and management level
  • how to get the most out of the features
  • setting up your workflow into ClickUp, especially if you’re still using spreadsheets
  • setting up your lead tracking and client tracking
  • troubleshooting a list of issues
  • team training and advanced training


3 hour FastTrack Intensive ($1200 +GST)

Customised Proposal (Starting from $2000+GST)
Each business has different needs, which makes it difficult to generalise a price.

If you’re not sure what you need, book a Clarity Call and we can work out what the best option is for you.

ClickUp Training

If you’d like your whole team to learn how to be more confident with ClickUp, there are a few options for you.

Before I conduct any ClickUp training, I need to check in on your set up, and ensure that it’s optimised and working well for you.

My training covers these topics as well as using your customised setup :

  • Navigating around ClickUp
  • ClickUp Foundations of use
  • Managing Notifications
  • Your customised Task and Project Management workflows
  • Personal Productivity
  • Team Collaboration
  • Tips and tricks
  • Mobile App
  • Maintaining ClickUp

Click Up Confident

Access the ClickUp Confident course, featuring over 60 tutorial videos and demonstrating all of the features of ClickUp, and design to help you get set up and started.