Setup ClickUp workflows for your agency

I help agencies set up clean, efficient, and scalable ClickUp workflows that remove chaos, streamline collaboration, and create full visibility across teams and clients.

I’ll build a customised workspace that includes the right structure, automations, and processes so your agency can run smoothly — without repetitive admin or unclear hand-offs.

What I’ll Set Up for Your Agency:

✔ Workspace & Hierarchy Setup
Organised Spaces, Folders, Lists, and custom fields designed specifically for agency operations, departments, and client projects.

✔ Task Templates for Repeatable Work
Ready-made templates for recurring tasks and deliverables, saving hours each week and ensuring consistency across your team.

✔ Automated Workflows
Automations that move tasks forward, assign team members, update statuses, trigger notifications, and help your team stay on track — without manual work.

✔ Bird’s-Eye Dashboards
High-level dashboards for owners, ops, and managers to instantly see workload, deadlines, progress, bottlenecks, and performance.

✔ Team-Specific Views
Clear, focused views for each team (creative, strategy, ads, content, dev, etc.) so everyone sees only what matters to them.

✔ Smooth Task Hand-Off Processes
Defined workflows and custom statuses to prevent confusion and ensure tasks move through your pipeline cleanly and consistently.

✔ Smart Reminders & Notifications
Follow-up reminders through email, DMs, and in-app notifications so nothing slips past deadlines.

✔ Client/Guest Dashboards
Clean, limited-access dashboards that let clients check progress without disrupting internal workflows.