Your business is growing. But how you deliver is not keeping up.
01
Every job runs differently
There’s no standard process. Each team member does things their own way. Quality is inconsistent, things get missed, and your clients experience a different version of your business every time.
02
You’re the bottleneck
Nothing gets done without you checking it, approving it, or chasing it. You’re spending your week managing delivery instead of growing the business — and you can’t scale without removing yourself from the day-to-day.
03
No visibility over what’s happening
You don’t know what your team is working on, what’s overdue, or where jobs are sitting. Status updates happen in meetings or Slack threads instead of a system that shows you everything at a glance.
If your delivery depends on you being in every room, you don’t have a business — you have a job that employs other people.
How we fix it
ClickUp — built to run your business, not just track tasks.
We specialise in ClickUp — one of the most powerful project and operations management platforms available. Most businesses use a fraction of what ClickUp can do. We build it out properly: structured around your actual service delivery workflow, with SOPs embedded directly into tasks, automations handling the repetitive steps, and dashboards giving you full visibility without a single status meeting.
The result is a business that delivers consistently at scale — whether you’re in the room or not.
What’s included at every tier
- Process mapping — documenting how your business currently delivers and where it breaks
- ClickUp workspace design — spaces, folders, lists, and views built around your workflow
- SOP creation — standard operating procedures written and embedded directly in ClickUp tasks
- Template builds — repeatable project templates so every job starts correctly
- Automation setup — task creation, assignments, status changes, and notifications automated
- Dashboard & reporting — live visibility over workload, progress, and delivery status
- Team training — onboarding your team so adoption actually happens
Pricing
Service delivery consulting — three tiers
Start with an audit to understand where your delivery is breaking, then move into a build and ongoing optimisation engagement. Every tier uses ClickUp as the operating system for your business.
Audit
From $1,500
once
Best for: Understanding exactly where your delivery is breaking before you fix it
✓ Process mapping across your delivery workflow
✓ Bottleneck & gap analysis
✓ ClickUp workspace review
✓ Prioritised improvement plan
✓ Presentation of findings & recommendations
Most popular
Build
From $2,500
/ month
Best for: Businesses ready to build their ClickUp operating system
✓ Full ClickUp workspace build
✓ SOP creation & embedding
✓ Project & job templates
✓ Automations & task routing
✓ Team training & onboarding
Optimise
From $3,800
/ month
Best for: Businesses with an existing ClickUp setup that needs continuous improvement
✓ Ongoing ClickUp consulting
✓ KPI dashboards & reporting
✓ Continuous improvement cycles
✓ Quarterly delivery reviews
✓ Fortnightly consulting calls
Build and Optimise tiers require a 3-month minimum. Most clients start with an Audit, then move straight into Build. Works best alongside Managed Automations — ClickUp and your automation stack built together create a fully connected operations system.
Frequently asked questions
Service Delivery Consulting — Common Questions Answered
Why ClickUp over other tools like Asana, Monday, or Notion?
ClickUp is the most feature-complete operations platform available for SMEs. It combines task management, project tracking, SOPs, time tracking, dashboards, and automations in a single workspace — at a price point well below enterprise alternatives. For businesses doing $1M–$10M, it’s the right balance of power and usability. We specialise exclusively in ClickUp so our builds are deeper and faster than generalist consultants who work across five different tools.
We already have ClickUp but nobody uses it — can you fix it?
Yes — this is the most common situation we work with. Low adoption almost always comes from poor initial setup: too complex, not structured around real workflows, or missing the training that makes it click for the team. We audit the existing workspace, simplify what’s over-engineered, rebuild what’s broken, and re-onboard your team with the context they need to actually use it.
How long does the build take?
A standard Build engagement runs 4–8 weeks depending on the complexity of your delivery workflow. We start with a process mapping session, build in stages, and run a team training session before handover. For businesses with multiple service lines or departments, builds can run longer — we scope this clearly before starting.
Do I need to do the Audit before the Build?
Not always — but we strongly recommend it. The Audit ensures we understand exactly how your business delivers before we build anything. Skipping it risks building the wrong system. That said, if you have clear documentation of your processes and a good understanding of what needs to change, we can move straight to Build.
Will you train our whole team?
Yes — team training is included at every tier. We run a live walkthrough of the workspace tailored to each team member’s role, so everyone understands how to use ClickUp in the context of their actual work — not just a generic platform overview. We also provide written documentation so new hires can self-onboard later.
How does ClickUp connect to our other tools?
ClickUp integrates natively with most major business tools — Gmail, Outlook, Slack, Zoom, Google Drive, and more. For deeper integrations (e.g. automatically creating ClickUp tasks when a deal closes in Attio, or syncing project status to your client portal), we combine ClickUp with our Managed Automations service. The two are most powerful when built together.
Better together
ClickUp works best connected to your automations and CRM
Pair ClickUp with our Managed Automations service and tasks create themselves, assignments happen automatically, and nothing falls through the cracks. Add Attio CRM and your sales-to-delivery handoff becomes seamless. One team builds it all.