ClickUp Consulting & Training
Elevate your productivity to the next level.
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ClickUp Consulting & Training
We are committed to assisting our clients in streamlining their tasks and saving time so they can concentrate on what matters most.
We help you automate workflows, interface with 3rd party applications, integrate your ClickUp setup for maximum efficiency, teach your team on best practices, and save time so you can concentrate on expanding your business.
Onboarding Services
Onboarding Services help ClickUp customers get their Workspace up and running quickly. Consultants who deliver Onboarding Services are project management and productivity experts. Consultants spend time with each client to fully understand their requirements and translate them into ClickUp solutions.
Onboarding Methodology
Kick-Off Call
Product Demo & Discovery Workshops
Platform Configuration
Validation and Testing
Admin User Trainings
Post Deployment Support
Who Needs Onboarding Services?
Onboarding Services are for any customer that needs their ClickUp instance set up and customized for their use case!
Note: Typically, this means that most of the customers purchasing Onboarding are new to ClickUp, but existing customers may need this type of support, too.
Admin Services
Admin Services help our customers make the most of their Workspace by providing a dedicated consultant that acts as an extension of their team for all things ClickUp. ClickUp Partner’s goal is to ensure your clients work seamlessly within ClickUp, saving them time!
What's Included in Admin Services?
Workflow Creation and Optimization
New Feature Implementation
Strategic Consulting
Feature Training
Governance and Best Practice Recommendations
Who Purchases Admin Services?
Admin Services can be helpful for any customer, but it’s especially useful for organizations who don’t have their own ClickUp “owner” or system administrator to ensure the success and adoption of the product.
Training Services
ClickUp’s Customer Enablement Trainers develop and deliver tailored training with best practices for each customer’s use case, and guide our customers to relevant resources to continue long-term enablement. ClickUp partners help our customers become ClickUp Gurus!
Both Onboarding Training and Custom Training follow the same core process, which can be split into 4 stages:
Discovery
Resource Design
Developing custom resources (agendas, documentation, live call scripts, etc) for your trainings.
Content Delivery
Feedback & Review
Getting feedback on your deliverables and user adoption and determine whether additional or different support is needed.
Discovery
Assesment
Strategy
Execution
Performance
Follow-up
Other Services
Premium Support
Customers can purchase Premium Support to guarantee faster response times when speaking with our support team. Depending on the package they purchase, they may also received a dedicated support contact they can escalate requests to.
Data Migrations
For an additional fee, ClickUp can handle customer migrations. We can import projects, tasks and custom fields, but we're not able to copy links, relationships, or dependencies between projects.
Note: Only Premium Support and Data Migration should dbe included as part of the service
ClickUp Unveils New Platform to Shape the Future of Productivity
ClickUp is the world’s only all-in-one productivity platform that flexes to the way people want to work. It replaces all individual workplace productivity tools with a single, unified platform that includes project management, document collaboration, whiteboards, spreadsheets, and goals.
Explore your true
potential with ClickUp
ClickUp
Training
ClickUp
Setup
& Services
ClickUp
Auditing
ClickUp
Integration
Templates
and More
Best
Pricing
While we create a tailored solution to meet your existing company demands, unwind while working with our team of specialists. When working together, you can count on us to be attentive, honest, and kind.
Pricing Plans
Get the best pricing from our customized plans.
- 3 projects
- 30-day version history
- Up to 2 editors
- Unlimited cloud storage
- Unlimited projects
- Unlimited version history
- Custom file/user permissions
- Invite-only private projects
- Org-wide design systems
- Centralized teams
- Private plugins
- Plugin administration
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