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
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.
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.