Phoenix - Your AI AssistantAudit Your ClickUp or Asana Setup and Fix What Slows You
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2 days
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What you get with this Offer
Your team has the tool. It is the setup that is costing you the time.
Most workspaces I open have the same four problems: tasks with no owner, statuses nobody agrees on, three different places to look for the same update, and automations firing at the wrong moment. People stop trusting the board and quietly go back to chat and spreadsheets.
This is a fast, specific audit of the workspace you already have. You get a written fix list you can act on yourself, or hand straight back to me.
WHAT YOU GET
- Review of one workspace, up to 5 spaces or projects and 3 automations
- A 20-minute call, or a recorded walkthrough of your setup if you prefer async
- Written audit covering structure, ownership, statuses, views, notifications and automations
- A prioritised fix list: what to change first, what can wait, what to delete
- Two or three quick wins you can apply the same day
- One round of follow-up questions after delivery
WORKS WITH
ClickUp, Asana, Monday.com, Trello, Notion, Airtable and Ninety.io.
ABOUT THE SECOND IMAGE
That dashboard is the one-screen view I build as an add-on: workload against capacity, project status set by rule rather than opinion, and the four numbers worth looking at on a Monday. It is a sample with illustrative data, not a client record, and it is built from fields your team already fills in.
WHO I AM
PMP certified, ClickUp certified, MBA, ten years in business management. I build and run the operating systems behind founder-led teams using EOS, Scaling Up and Pinnacle, and I am inside these tools every week with agencies, SaaS and service businesses.
NOT INCLUDED
Rebuilding the workspace, data migration, custom development or ongoing management. Those are separate pieces of work. Message me and I will quote.
Most workspaces I open have the same four problems: tasks with no owner, statuses nobody agrees on, three different places to look for the same update, and automations firing at the wrong moment. People stop trusting the board and quietly go back to chat and spreadsheets.
This is a fast, specific audit of the workspace you already have. You get a written fix list you can act on yourself, or hand straight back to me.
WHAT YOU GET
- Review of one workspace, up to 5 spaces or projects and 3 automations
- A 20-minute call, or a recorded walkthrough of your setup if you prefer async
- Written audit covering structure, ownership, statuses, views, notifications and automations
- A prioritised fix list: what to change first, what can wait, what to delete
- Two or three quick wins you can apply the same day
- One round of follow-up questions after delivery
WORKS WITH
ClickUp, Asana, Monday.com, Trello, Notion, Airtable and Ninety.io.
ABOUT THE SECOND IMAGE
That dashboard is the one-screen view I build as an add-on: workload against capacity, project status set by rule rather than opinion, and the four numbers worth looking at on a Monday. It is a sample with illustrative data, not a client record, and it is built from fields your team already fills in.
WHO I AM
PMP certified, ClickUp certified, MBA, ten years in business management. I build and run the operating systems behind founder-led teams using EOS, Scaling Up and Pinnacle, and I am inside these tools every week with agencies, SaaS and service businesses.
NOT INCLUDED
Rebuilding the workspace, data migration, custom development or ongoing management. Those are separate pieces of work. Message me and I will quote.
What the Freelancer needs to start the work
To start the audit, please send:
1. Guest or read-only access to your workspace, or a screen recording of it.
2. What the tool is meant to do for you, and where it currently falls down.
3. How many people are in it and who is expected to keep it updated.
4. Any tools it needs to talk to: Slack, email, CRM, calendar, invoicing.
5. Two or three times you are free for the 20-minute call, with your time zone.
Delivery starts once access and answers are in.