→ A paid ClickUp account (unlimited, business or enterprise)
→ Invite me to your Workspace as an Admin. I will perform a behind-the-scenes Workspace Audit to prepare for our kickoff session.
→ A ClickUp virtual tour of your Workspace. I need you to do screen recording of your ClickUp to walk me through your current set up, talk about your workflows and show me your pain points.
→ Your SOPs documented with clear steps, timeline, assignees and deliverables.
*What if you’re not there yet? What if everything is in your head? Don’t fret, that’s what we’re here for. So let’s just take one task/process at a time, document it and then implement it. The goal being that once everything is set up in ClickUp you can start delegating and stop “doing-all-the-things”.