Elevate Your Team's Performance with ClickUp Consulting & Training
Experience personalized consulting and training to enhance your workflow and achieve peak productivity rapidly.
Maximize Your Team's Efficiency with Strategic ClickUp Consulting and Training Services!
We understand your challenges in harnessing ClickUp's full potential to streamline operations and boost productivity. Our Strategic Services team offers consulting and training tailored to help enterprise clients excel using ClickUp.
What We Offer:
- Strategic Consulting and Site Optimization: We guide new and existing clients through the intricacies of ClickUp, helping refine your site and optimize workflows for peak efficiency.
- Workflow Creation and Development: Our services are designed to keep your operations agile and responsive, from setting up new workflows to refining existing ones.
- Change Management and Best Practices: We ensure smooth transitions and continuous improvement, advising on best practices that keep your team at the forefront of industry standards.
- Analytics and Documentation: Detailed analytics and comprehensive documentation support informed decision-making and facilitate continuous learning.
Are you facing any of these challenges?
You are frustrated that your team isn't using ClickUp to its full potential.
You are struggling to see a return on your investment from ClickUp
Your business needs to scale and optimize beyond your current ClickUp setup
You are feeling overwhelmed by the ClickUp learning curve due to its multitude of features.
You feel you could be extracting more value from ClickUp.
Onboardings
What do you get with Strategic Consulting
01Service Structure
Our services typically span a year, with the option to renew, ensuring you have sustained support.
As an extension of your team, our consultants blend seamlessly with your staff, providing the expertise and support needed to manage complex ClickUp environments.
It is tailored specifically for customers on an Enterprise plan, ensuring a fit-for-purpose approach.

02Daily Operations Support
Managing day-to-day operations can be complex. Our team handles permissions, user roles, and daily tech support, simplifying the management of large or intricate team structures.
We build, audit, and maintain crucial operational reports, views, and dashboards to keep your team informed and effective.

03Training and Development
Our training programs are designed to quickly familiarize new team members with the material and enhance the capabilities of existing staff.
We offer specialized training sessions tailored to your workspace and operational needs, ensuring everyone is proficient with ClickUp's functionalities.

04Keeping ClickUp Up-to-Date
As ClickUp evolves, our consultants update you with the latest features and integrations, ensuring your system grows with your business.
Post-integration, we provide ongoing training and support to ensure all team members are aligned and proficient in the latest functionalities.

05Renewal and Ongoing Commitment
With a focus on demonstrating continual value, we collaborate closely with you to ensure our services meet your needs, facilitating renewal discussions and planning.
Even if a renewal isn't in your plans, we appreciate the partnership and guide utilizing self-serve resources or re-engaging with our strategic services in the future.

How much does a ClickUp Strategic Consulting cost?
Pricing depends on which QuickStart onboarding package you choose. All three packages offer the same services; the only difference is whether you receive 20, 40, or 60 hours of onboarding.
We have answers to your questions...
Training is essential for all team members who use ClickUp, tailored to their specific roles and responsibilities.
To ensure a high-quality learning experience and foster interaction, we limit training groups to a maximum of 8 participants per session, allowing for meaningful dialogue and personalized attention from the instructor.
We require between 2 and 3 hours per week from your team for live training sessions. Additional assignments will be provided to complement and reinforce the training content.
Our ClickUp onboarding service is adaptable to your needs.
If you require extended support and training beyond the initial setup, we can continue to provide our services for as long as necessary.
We aim to ensure your team is fully proficient and confident using ClickUp.
We are equipped to onboard your team to multiple ClickUp workspaces simultaneously, or we can stagger the rollout according to your business's needs.
This approach is planned from the beginning of the project, allowing us to align with your objectives and timeline effectively.