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

Step 1

Product Demo & Discovery Workshops

Step 2

Platform Configuration

Step 3

Validation and Testing

Step 4

Admin User Trainings

Step 5

Post Deployment Support

Step 6

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!

General Process

Both Onboarding Training and Custom Training follow the same core process, which can be split into 4 stages:


Gathering requirements for the trainings, auditing customer processes, and developing a timeline for giving your trainings.
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Step 1

Resource Design

Developing custom resources (agendas, documentation, live call scripts, etc) for your trainings.

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Step 2

Content Delivery

Scheduling and delivering the Custom Training Resources you prepared.
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Step 3

Feedback & Review

Getting feedback on your deliverables and user adoption and determine whether additional or different support is needed.

Step 4


We understand your pain points, goals, and environment. This helps us create solutions that fully align to your unique needs.
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Step 1


We analyze the inputs gathered during the discovery process to assess your requirements and present our understanding to you.
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Step 2


We prepare a detailed plan with proposed strategy, key milestones, deliverables, timelines, and associated costs.
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Step 3


After we mutually discuss and agree on the proposed strategy and plan, we implement the plan and keep you updated on an ongoing basis.
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Step 4


We measure the outcomes at specific stages and ensure that we finetune the way forward based on the progress made.
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Step 5


We ensure that we stay in touch with you beyond implementation to ensure sustained growth and success.
Step 6

Let's get connected Schedule a demo and experience the full potential

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

& Services
and More

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.

for up to 2 editors and 3 projects
  • 3 projects
  • 30-day version history
  • Up to 2 editors
  • Unlimited cloud storage
$12 /mo
for up to 2 editors and 3 projects
  • Unlimited projects
  • Unlimited version history
  • Custom file/user permissions
  • Invite-only private projects
for up to 2 editors and 3 projects
  • Org-wide design systems
  • Centralized teams
  • Private plugins
  • Plugin administration

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