ClickUp Consulting & Training

Elevate your productivity to the next level.

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!

One app to replace them all.

Simplify work and
get more done.

Plan, track, and manage any type of work with project management that flexes to your team's needs.

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Set goals and
crush them faster.

Stay on track to hit your goals with targets for task completions, numbers, monetary values and more. Track progress in real-time connecting tasks to goals and keep your objectives organized with Goal Folders.

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.