🚀 Streamline Your Business with ClickUp: One App to Rule Them All

Is your team is drowning in a mess of tools?

-Slack for communication, 

-Trello for tasks, 

-Google Docs for notes, 

-Excel for tracking progress. 

Things slip through the cracks, deadlines are missed, and meetings feel like they accomplish nothing.

What if everything was in one place? 

What if your team had a clear system to follow, and you could track every project, automate tedious tasks, and get real-time updates without chaos?

That’s where ClickUp comes in.

And as a verified certified consultant and power user partner for ClickUp, I’ll make sure it works exactly how your business needs it.

💡 So Why It Matters to Your Business What I Do?

✅ ClickUp Workspace Building - Get a Fully Customized System That Works for You 

Every business is unique. That’s why using ClickUp out of the box isn’t enough—you need a setup that matches your workflow perfectly. I create custom dashboards, workflows, and automations so your team knows exactly what to do, when to do it, and how to do it.

• No more scattered tasks and forgotten deadlines.

• No more wasting time searching for information—it’s all in one place.

• Your team will work faster, collaborate better, and feel more in control.

When your ClickUp system is built correctly, it doesn’t just help—it becomes the backbone of your company’s success. 

I customize ClickUp to fit your company—whether you're a startup or an enterprise. From task structures to dashboards, I make it work for you.

✅ Automation & Integration with Make -Work Smarter, Not Harder 

Repetitive manual work is stealing your team’s time. Instead of wasting hours copying data between apps, chasing updates, and fixing errors, I’ll set up powerful automations that handle the busywork for you.

• Need Slack updates when tasks are completed? Done.

• Want invoices to be generated automatically? No problem.

• Wish your CRM, email, and project management were all connected? I’ll make it happen.

Think about it: If every employee on your team saves just 5 hours a week, how much more could they focus on revenue-generating tasks? The right automations don’t just save time—they increase profits.

Tired of copy-pasting data between apps? I’ll integrate ClickUp with your other tools (Slack, Google Drive, HubSpot, etc.) using Make, so your workflows run on autopilot.

✅ Training & Support – Ensure Your Team Uses ClickUp Like Pros 

 The best system in the world is useless if your team doesn’t know how to use it. That’s why I offer hands-on training to make sure your team is fully confident and productive in ClickUp.

• I guide your team step by step, making ClickUp feel easy—even for non-techy users.

• I help your managers set up reporting, so they get real-time insights without micromanaging.

• I’m available for ongoing support, so your team can adapt and optimize ClickUp as your business grows.

Your investment in ClickUp only pays off when everyone is on board. With the right training, your team will actually love using ClickUp—because they’ll see how much easier their work becomes.

Your team won’t be left in the dark—I provide training to ensure everyone knows how to use ClickUp efficiently.

📈 How This Saves You Time & Money

❌ Without ClickUp:
→ Hours wasted switching between tools
→ Endless email chains & miscommunication
→ Unclear responsibilities leading to costly mistakes

✅ With ClickUp (done right):
→ Your team stays aligned & focused
→ Communication is centralized
→ Automations save dozens of hours per week
→ You cut costs by reducing the need for multiple apps

💡 Did you know? 

Businesses waste an average of 30% of their time on inefficient systems. 

That’s thousands of euros down the drain every year.

Why let that happen when a well-built ClickUp system can change everything?

🔧 Let’s Build Your Perfect ClickUp Workspace

You don’t need to waste another month struggling with disorganized tools. 

The sooner you make the switch, the faster your business will scale with less stress and more profit.

📅 Book a Call or Send an Inquiry Today

🥗 ClickUp Pick & Mix 

💡 Choose the spaces and tools you need — I’ll build your perfect ClickUp system.

🌍 Core Modules (Space Setups) (fixed price per space, listed items are examples to let us started without a blank page), 

📇 CRM or/and Sales Space – €1,200 (+€1,000 AI add-on)

• Leads, Deals, Clients folders

• Separate pipelines per product/service

• Proposal & contract management folder

• Statuses: New Lead → Contacted → Proposal Sent → Negotiation → Closed Won/Lost

• Views: Kanban sales board, Revenue forecast list, Contact directory

• Automations: Auto-assign rep on “New Lead,” auto-move to “Negotiation” when contract uploaded

💰 Finance Space – €1,000 (+€1,000 AI add-on)

• Budget tracking folders per department/project

• Invoices & payments folder

• Recurring expenses & financial reporting folder

• Statuses: Draft → Reviewed → Approved → Paid → Archived

• Views: Finance dashboard, Monthly expense list, 

• Auto-remind for overdue invoices

• Auto-categorize expenses

• Auto-generate monthly financial summary

• Predict cash flow issues

• Generate automated financial reports

• Suggest budget adjustments based on historical data

🗂️ Filing System – €800

• Centralized document repository

• Folders for policies, contracts, SOPs, reference materials

• Department-specific subfolders

• Statuses: Draft → Review → Approved → Archived

• Views: Folder tree view, Recent documents, Searchable list with tags

• Auto-reminder for document review dates

• Auto-tag documents based on type or department

• Notify teams when documents are updated

📊 Project Management Space – €1,500 (+€1,500 AI add-on)

• Client projects folder

• Internal initiatives (marketing, product dev, etc.)

• Sprint or phase-based subfolders

• Statuses: To Do → In Progress → Review → Done

• Views: Gantt timeline, Board per project phase, Calendar view for deadlines

• Auto-create recurring tasks, 

• Set due dates on task creation, 

• Notify assignee when status changes to “Review”

👥 Hiring & Onboarding Space – €900 (+€1,000 AI add-on)

• Candidate folders per role or department

• Interview stages folder (screens, assignments, feedback)

• Onboarding checklist folder for new hires

• Employee documents (contracts, forms, handbooks)

• Statuses: Applied → Screening → Interview → Offer → Hired → Onboarding Complete

• Views: Candidate Kanban board, Interview schedule calendar, Onboarding checklist view

• Auto-assign tasks to HR when candidate moves to “Interview”

• Auto-send onboarding checklist to new hires once “Hired”

• Reminders for managers to complete feedback forms

• Automatically summarize candidate feedback

• Generate onboarding tasks & templates based on role

• Predict candidate pipeline bottlenecks
  
  

🧑‍💼 Employee Tracking & Resource Management – €1,200 (+€1,500 AI add-on)

• Employee records folder (performance reviews, goals, certifications)

• Team workload & resource allocation folder

• Timesheets & availability tracking

• Statuses: Active → On Leave → Completed Project → Archived

• Views: Workload view, Gantt chart of team tasks, Employee dashboard

• Auto-assign resources based on availability

• Notify managers when tasks are overdue

• Track employee capacity and alert when overbooked

• Predict optimal team allocation based on skills & availability

• Auto-generate performance summary reports

• Suggest workflow improvements for resource balancing

🏢 Admin Management Hub & Ops– €800 (+€1,000 AI add-on)

• Finance folder (invoices, expenses, budget tracking)

• Filing system (contracts, policies, SOPs)

• Compliance documentation

• Statuses: Draft → In Review → Approved → Archived

• Views: Doc library, Expense tracker list, Audit-ready reports

• Auto-reminder for invoice due dates, 

• Auto-tag “urgent” on overdue items

🌐🧑‍🤝‍🧑 Team & Community / Client Portal – €900 (+€1,000 AI add-on)

• Employee tracking & HR folder (onboarding, performance reviews)

• Hiring space (candidates, interviews, offers)

• Community hub (announcements, resources, events)

• Views: Employee directory, Event calendar, Candidate pipeline

• Auto-post reminders for community events

Add-Ons

• 📝 Simple Template (per workflow) – €400

• 🧩 Complex Template (per workflow) – €800

• 🤖 ClickUp Agents Setup – €700 (+€1,200 AI add-on)

• 🔁 Automations – €600

• 🚀 Advanced Automations – €1,200

• 📨 Form Setup (per form) – €300

• 🎓 🎥 Live Training (90 minutes)– €500
  
  

• 📧 Email Setup (notifications, integrations) – €400

• ✔ Email integration (ClickUp + Gmail/Outlook)

• ✔ Templates for follow-ups & client comms

• ✔ Notification rules to cut noise 

• 🔌 Third-Party Integration (per app) – €600

• ✔ Connect tools (Slack, Drive, etc.) via API/Make/Zapier

• ✔ Custom automations between systems
  ⚠️ Requires either a secure login share OR live screen-share session for setup.
  
  

🤖 ClickUp AI (Optional)

• Available for all modules marked with (+AI).

• Add-on price: €1,000–1,500 per module
  ⚠️ Requires an active ClickUp AI subscription (billed by ClickUp directly, not included in my price).
  
  

🧠 ClickUp Brain full Setup – €800 (+ ClickUp AI subscription)

✔ Activate AI assistant

✔ Custom prompts & templates for your use cases

✔ Workflow suggestions powered by AI

⚠ AI subscription fee charged by ClickUp directly 

🔄 Ongoing Support (Existing Clients Only) (available after your initial build)

• €4,500 / month
  
  

  • Monthly optimization of your ClickUp system

  • Short video tutorials (<5 minutes)

  • Unlimited Q&A in ClickUp chat

  • ⚠️ Does not include new module builds