This is for the business with multiple departments, offers, or moving parts and a vision that needs structure. Over a 4-6 week timeline, we’ll design and build a robust ClickUp ecosystem from the ground up. Think: client journey workflows, internal SOPs, team task management, and data dashboards. We’ll collaborate weekly to ensure everything aligns with how your business actually runs.
The top of the Build Lane: a full operational rebuild for businesses with multiple departments or moving parts. This is your one-stop shop for a beautifully built, operationally sound ClickUp system.
Investment: $5,500
VALUE: $8,000–$12,000
Transformation Arc: 4-6 Weeks
Bespoke Clickup Ecosystem
how it works
Once your shiny new ecosystem is ready, we hand it off with training videos, SOPs, and a 60-minute walkthrough so you and your team know exactly how to use it (without sending a single “what list was that task in again?” Slack).
smooth handoff
03.
Then I get to work. Think: mapped workflows, intuitive folder structures, automations that run while you rest, and dashboards that actually make sense. I’ll build your ClickUp from the ground up - or renovate the bones of what’s already there.
bespoke buildout
02.
We zoom in on how your business actually works - your offers, your team, and where the ball keeps getting dropped. This helps us build a ClickUp that mirrors your brain (minus the overwhelm).
audit + align
01.
- Full operational mapping and ClickUp strategy
- Custom architecture across up to five core spaces
- Up to five folders per space + five lists per folder
- Up to twenty templates for processes and workflows
- Department-level automation setup
- Up to five custom dashboards
- Workspace walkthrough video
- 1 hr Handoff call
- 3 weeks of Post-Build Slack Support
- 30-day check-in call
This is the full-monty ClickUp build. We’re not just cleaning up a few lists—we’re building you an ecosystem. Over 4-6 weeks , we map your departments, workflows, client experience, and ops backend. Then we build it all into ClickUp: dashboards, templates, automations, views, SOP libraries - you name it. It’s a digital headquarters that runs without the duct tape.
What's included
Doreen Gonzalez
Brandy's strategic consulting and personalized resources have been invaluable in helping me scale my business and achieve my goals.
Absolutely. We include post-handoff support and a 30-day check-in to see what’s working, what’s not, and what needs tweaking. Your business evolves, and your system should be flexible enough to evolve with it.
Can I request changes after the build?
Not techy at all. This is not a 200-click setup with 17 steps to update a task. I design intuitive systems even non-tech founders love. You’ll get video walkthroughs, SOPs, and post-support so you never feel like you’re winging it.
How techy do I need to be to use this?
Most major tools play nicely with ClickUp: Google Drive, Slack, Gmail, Zoom, Zapier, Notion, and others. We can link your CRM, automate onboarding, connect your calendar, or pull in assets - whatever supports your workflow (and brain).
What tools or platforms can be integrated with ClickUp?
Most major tools play nicely with ClickUp: Google Drive, Slack, Gmail, Zoom, Zapier, Notion, Airtable, and others. We can link your CRM, automate onboarding, connect your calendar, or pull in assets - whatever supports your workflow (and brain).
Will this work if I’m a team of one?
You don’t need to know. That’s my job. We’ll start with a strategy session where I ask all the right questions to uncover what’s missing, what’s too complicated, and what’s holding your business back. By the end, we’ll have a clear plan - and I’ll build it for you.
What if I don’t know what I need yet?
Totally. Most of my clients have a ClickUp account - they just haven’t made it actually work for how they operate. Whether you’ve got a half-built mess or a decent skeleton, we’ll audit what’s there and either refresh or rebuild to support your team, your services, and your sanity.
I’ve already “set up” ClickUp. Is this still for me?
