Already using ClickUp but know it could be working way harder for you? This session is for the business owner who’s halfway in - your tasks are living in ClickUp, but let’s be honest: your systems still feel a little feral. In 90 minutes, we’ll audit your workspace, streamline what’s clunky, and turn your to-do list into a power tool.
Typically the next step after The Systems Diagnostic surfaces a systems problem rather than an execution gap. Whether you’re drowning in lists or just need a pro to tighten things up, this is where ClickUp goes from “eh” to efficient.
Investment: $697
VALUE: $1,500–$2,000
Your Upgrade Cycle: 1.5 hours
Clickup Optimization Plan
how it works
You get a written audit report with next steps and suggested automations, plus 7 days of Slack support if questions come up.
the handoff
03.
In our 90-minute session, we walk through what's working, what's clunky, and what to fix first. You leave with a specific plan, not homework.
the strategy call
02.
I go into your ClickUp workspace and map what's there, spaces, folders, automations, and how your team is actually using it (or not).
the audit
01.
- 90-Minute ClickUp Audit & Strategy Call
- Identification of workflow gaps, duplications, and inefficiencies
- Workspace Cleanup & Structural Realignment
- Audit Report with Next Steps & Suggested Automations
- 7-Day Post-Session Slack Support
Before we overhaul the whole house, let’s take a peek in the junk drawer. The Optimization Plan is your tidy little tune-up a one-time ClickUp audit and strategy sesh that finds the mess, makes a plan, and gives your space (and brain) a breath of fresh air. Think: tighter workflows, fewer headaches, and zero excuses not to actually use your ClickUp.
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. And if you book within 30 days, I’ll knock $200 off the VIP Overhaul as a thank-you for doing the audit first. That’s called strategic stacking, friend.
Can I upgrade to the VIP Overhaul later?
If you implement what I recommend? Fast. This plan was built for momentum - you’ll have next steps laid out before we even end the call.
ow fast will I see results?
With love, yes. This isn’t a shame spiral - it’s a glow-up. I’ll help you see what’s not working and exactly how to fix it. Think “business therapy,” but for your backend systems.
Will you show me what I’m doing wrong?
If your ClickUp is a blank slate or barely functioning, this audit can still help - think of it as a “get your house in order before we decorate” moment. But if you want full build-out? Peep the VIP Overhaul instead.
I barely use ClickUp. Is this for me?
Not in this package - this is strategy-first. I’ll show you what to do, why it matters, and how to fix it. You’ll leave with a roadmap, not a mystery.
Do you actually change anything in my account?
I analyze your current ClickUp setup - spaces, folders, lists, automations, and the way you’re using it (or not using it). I identify bottlenecks, simplify workflows, and show you what needs to go and what needs to grow.
What exactly do you do during the audit?
