The Complete ClickUp Set-up
The Complete ClickUp Setup builds a custom, efficient system that streamlines your work and keeps your projects on track. We’ll build the perfect structure for your unique business, automate workflows, and craft dashboards that make managing tasks, meeting deadlines, and scaling your business a breeze.
Take Control of Project Management Chaos
Struggling with scattered tasks and messy processes? The Aisé Consulting team simplifies project management by customizing ClickUp to fit your workflow, turning manual tasks into smooth, automated routines.
Imagine having everything you need in one place, with personalized dashboards, automated tasks, and clear project views that keep you and your team on the same page. No more missed deadlines, lost details, or endless admin work.
You’ll go from scrambling to stay organized to confidently managing your business, knowing that every project is under control and every task is right where it needs to be.
Whether you're a solo entrepreneur or running a team, we help you get rid of the noise and focus on what truly matters—growing your business with ease and clarity.
Make Clickup into the backbone of your successful business.
Simplify to Reduce Stress
Custom design a complete ClickUp workspace that fits your needs and saves you time, letting you focus on what you do best.
Automate and Streamline Your Workflow
We’ll help you identify how to leverage automation, allowing you to streamline routine work and focus on growth and building strong client connections.
Get a System That Works Your Way
Keep your projects on track and your team aligned with the right custom fields, tasks, and dashboards for a smoother workflow.
How We Optimize Your ClickUp for Success
This process not only sets up your ClickUp from start to finish but makes sure it’s customized to how you work, so you can run your business efficiently and scale with ease.
Step 1: Building Your Foundation
We kick things off by setting up the basics of your ClickUp based on your needs and goals. Using your onboarding answers, we create the initial structure—lists, spaces, and folders that keep everything organized. At the end of Week 1, we’ll hop on a call to review and adjust as needed, making sure the setup aligns with how you work.
Step 2: Adding the Details
Next, we dive into the details that make ClickUp truly yours. We’ll add extra task lists, folders, recurring tasks, and custom fields based on your feedback. Plus dashboards and views to give you a clear handle on your projects. By the end of Week 3, we’ll review it all on another call, fine-tuning things to fit perfectly into your workflow.
Step 3: Final Touches and Automation
In the final step, we refine your custom fields, dashboards, and list views, and automate routine tasks. You’ll receive a training video to guide you through your new setup, and we'll wrap up with a final call to make any last-minute tweaks, making sure your ClickUp is fully ready to support your business.
What's included
The Complete ClickUp Set-up
ClickUp for New Brands
Deliverables
(1) 60 minute revision call #1
(1) 60 minute revision call #2
(1) Final Handoff Call
Recordings of all calls
Development of up to 3 workspaces
Development of up to 3 folders within each workspace
Development of up to 5 documents (subpages excl.) within each workspace
Development of up to 3 lists within each space
Creation of up to 5 automations within each list
Optimization of the account for 1 user
Creation of (1) dashboard for primary user
(1) round of small refinements post project end date. (Small refinements include color changes, the addition of extra automations, and text changes to custom fields) – Available for up to one week after the project end date
(1) round of larger refinements post project end date. (Large refinements include the addition of extra lists, folders, documents, and spaces) – Available for up to one week after the project end date
ClickUp for Up and Coming Brands
Deliverables
(1) 60 minute revision call #1
(1) 60 minute revision call #2
(1) Final Handoff Call
(1) optional 45 minute Q&A call 1 week after the project end date
Recordings of all calls
Development of up to 5 workspaces
Development of up to 5 folders within each workspace
Development of up to 8 documents (subpages excl.) within each workspace
Development of up to 5 lists within each space
Creation of up to 10 automations within each list
Optimization of the account for up to 5 team members
Creation of ClickUp list SOPs for team use
Creation of dashboards for up to 5 team members
Creation of up to 10 single (or multi if you have a premium account) zaps for integrating other platforms
(1) round of small refinements post project end date. (Small refinements include color changes, the addition of extra automations, and text changes to custom fields) – Available for up to one week after the project end date
(1) round of larger refinements post project end date. (Large refinements include the addition of extra lists, folders, documents, and spaces) – Available for up to one week after the project end date
ClickUp for Established Brands
Price, Deliverables, and Duration are subject to inquiry (custom quote)
They have grown with Aisé, and so can you
"So, her work allowed me to focus on where I needed to, which wasn’t my business."
“I was going through a major life change when Jess implemented my ClickUp system. I was stretched thin, and her creating the ecosystem in ClickUp and all the automation showed me how much time I was wasting daily on tasks that should have been optimized or automated. Coming out of that, the biggest impact was having so much more time for my personal life, which I felt I couldn’t enjoy because I was drowning in personal and business responsibilities."
"It’s all the extra things you don’t know about and the additional processes that make the whole system more efficient."
“I didn’t have enough time in my day. During the day, I needed to focus on working with my clients. So, by the time I could work on these processes, I was staying up late and pushing off other tasks that I needed to focus on—tasks that I was actually an expert at. And after seeing what Jess did in ClickUp, I realized how much work it actually needed."
Take the Next Step
Excited to turn your ClickUp into a smooth and efficient powerhouse for your business? Fill out the form below, and let’s bring your ideas to life.
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