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The problem

ClickUp is supposed to run your operations. Instead, it's a mess nobody uses.

01

Set up wrong from the start

Most ClickUp workspaces are thrown together without a clear structure. Spaces, folders, and lists don’t reflect how work actually flows — so tasks pile up in the wrong places and nothing gets done consistently.

02

No visibility across the business

You can’t see what’s on track, what’s overdue, or where your team is stretched. Reporting is manual. Project status lives in someone’s head. And the business owner is the bottleneck for every update.

03

Your team works around it

When ClickUp is confusing or inconsistent, people default back to email, Slack, and spreadsheets. The workspace becomes a graveyard of half-finished tasks rather than a live operating system for the business.

A ClickUp workspace your team doesn’t use isn’t a productivity tool — it’s expensive digital clutter.

How we fix it

ClickUp — built properly, so your team actually uses it.

We specialise in ClickUp for Australian SMEs. Unlike a generic setup, we architect your workspace around how your business actually operates — your teams, your workflows, your service delivery process. From structure design through to automations and dashboards, we make ClickUp the operating system your business runs on.

From initial setup through to ongoing optimisation, we make sure your ClickUp workspace is clean, consistent, and used by your team every single day.

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What’s included at every tier
  • ClickUp workspace audit — reviewing your current setup and identifying what needs rebuilding
  • Structure design — spaces, folders, and lists architected around your actual operations
  • Custom statuses & workflows — built around how work moves through each team and process
  • Automations — repetitive tasks, triggers, and notifications automated so your team focuses on real work
  • Dashboards & reporting — real-time visibility into project progress, workload, and business performance
  • Integrations — connecting ClickUp to your CRM, communication tools, and other systems
  • Team training — hands-on onboarding so adoption is high from day one
Pricing

ClickUp consulting — three tiers

Every tier is built around making ClickUp work for your business — not the other way around. Start with a one-time setup, or move straight to ongoing consulting if you need continuous optimisation.

Starter

From $1,200

once

Best for: Businesses setting up ClickUp for the first time


✓  Workspace audit

✓  Space & folder structure design

✓  Custom statuses & workflows

✓  Team onboarding session

✓  Basic automations setup

Most popular

Growth

From $1,200

/ month

Best for: SMEs wanting ongoing ClickUp optimisation & support


✓  Everything in Starter

✓  Ongoing workflow optimisation

✓  Advanced automations

✓  Monthly consulting call

✓  Dashboards & reporting setup

Scale

From $2,400

/ month

Best for: Larger teams needing full operations consulting


✓  Everything in Growth

✓  Multi-team workspace architecture

✓  Advanced integrations

✓  Full process documentation

✓  Fortnightly consulting calls

Growth and Scale tiers require a 3-month minimum. Works best alongside Attio CRM — ClickUp and your CRM built together deliver the most connected, reliable operations system.

Frequently asked questions

ClickUp Consulting — Common Questions Answered

We already have ClickUp but it’s a disaster — can you fix it?

Yes — this is one of the most common situations we work with. We start with a full workspace audit, identify what’s working and what needs rebuilding, and redesign the structure around how your business actually operates. Most teams are surprised how much better ClickUp can work with the right setup.

How long does the initial setup take?

A standard Starter setup takes 2–3 weeks from kickoff to handover — including discovery, build, automations, and team onboarding. More complex multi-team setups may take 4–6 weeks. We give you a clear timeline before we start.

Will our team actually adopt it this time?

That’s the whole point. We design the workspace around how your team works — not a generic template. Then we run live training sessions and provide documentation so new staff can onboard themselves. Adoption is built into how we configure the system, not bolted on at the end.

Can you connect ClickUp to our other tools?

Yes. ClickUp has native integrations with most major tools, and connects to automation platforms like n8n, Make, and Zapier for anything more complex. We design integrations as part of the build — not as an afterthought.

Do you work with specific industries?

We work primarily with Australian service businesses, agencies, and professional firms with 5–50 staff. If your business delivers a service, manages projects, or has a team that needs to coordinate work — ClickUp done properly is almost always the right answer.

Better together

ClickUp works best when it’s connected to your CRM and automation stack

Pair ClickUp with our Attio CRM service and your operations and sales pipeline run as one connected system. Add Managed Automations and the manual work disappears entirely. One team builds it all.

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Ready to make ClickUp the operating system for your business?

Book a free 30-minute strategy call. We’ll audit your current setup — or help you plan a new one — and show you exactly what we’d build first.

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