No more sticky notes. No more digging through emails. No more ‘what am I forgetting?’ spirals at 3am.
✨The Custom ClickUp Setup✨
This is your fully done-for-you ClickUp setup - organized, streamlined, and finally built to work for you.
say no more, i'm in!
You started your business to do what you love—not to drown in a never-ending list of tasks, dig through email threads to find that one client request, or feel like you’re playing project management whack-a-mole.
Right now, it probably feels like your whole business is being held together by sheer willpower (and maybe a couple of late-night menty bs). Your team (if you have one) is always asking where things are, your projects are managed across 17 different tools, and your brain? Over it.
Let's fix this 🫶
is your backend running on vibes and crossed fingers?
A fully customized, done-for-you ClickUp setup designed to take your backend from “absolute chaos” to organized, streamlined, and stress-free.
So you can finally run your business in a way that feels good - and actually works.
i'm so ready for this
The Custom ClickUp Setup
introducing...
Imagine this...
☕ You sit down at your desk, open ClickUp, and everything is right there - organized, clear, and easy to follow. No more digging through emails or Slack threads or your dreaded Notes app
📅 Your projects, client work, and team tasks are all mapped out with due dates, checklists, and templates, so nothing slips through the cracks
🚀 You’re no longer the bottleneck - your team (or future team!) actually knows what to do without you micromanaging every detail
🧘 You get to breathe because your business finally has a backend that supports you instead of draining the life out of you
sounds dreamy right?
That’s what we build inside The Custom ClickUp Setup
What You'll Get
AKA, What I Handle So You Don’t Have To
ClickUp Strategy Session (90 mins)
We’ll map out how your business actually runs - so we can make sure your setup supports the way you work, not some generic system
Custom ClickUp Build
Spaces, folders, tasks, and workflows all built around your services, your team, and your day-to-day reality
Done-for-You Templates
Recurring tasks? Repeatable projects? Client onboarding? You’ll have ready-to-use templates so nothing starts from scratch again.
Built-In Tools (custom to your biz):
Your ClickUp might include:
✔ A financial tracker
✔ A client feedback form
✔ A content planner and calendar
✔ A team contact list
✔ A brand style guide
✔ A SOP manual (if you want one!)
✔ Or any other workflow you need to stay on top of your business
Automation & Recurring Tasks
Because you shouldn’t have to remember to remember everything
Personalized Training Videos – A recorded 1:1 training and plus step-by-step tutorials on how to use your new setup (and share with your team)
All the Support – A 1:1 handover call, a check-in call after 30 days to make sure everything runs smoothly, as well as 30 days of email support
this is exactly what i need
How It Works
strategy & mapping
building & implementing
support & learning
You’ll receive a full walkthrough, custom video tutorials, and 30 days of support to help you (and your team) get comfortable using your new system.
You fill out a deep-dive questionnaire → We hop on a 90-minute call → I design your system based on what your business actually needs.
I create your entire backend inside ClickUp—spaces, templates, tools, automations, integrations, and workflows. You sit back and relax!
i'm in!
You’re running a growing business and need systems that can keep up
Your processes live in your head (and nowhere else) and it's a problem
You want to hand off tasks, but don’t have the structure to do it well
You tried setting up ClickUp once, got overwhelmed, and bailed
You want to stop wasting time figuring it out alone
This is for you if...
You love your paper planner and don’t want to switch
You’re not ready to learn a new tool (even if it make it super easy for you)
You’re hoping for a plug-and-play template, not a custom solution
You want a set-it-and-forget-it system with zero upkeep
You love a good DIY and want to build your new setup yourself
This might not be for you if...
kaytee, email marketing expert
I had tried to set up ClickUp on my own, but only made things more chaotic and overwhelming, until Sarah swooped in and truly saved me.
The clarity, simplicity, and effectiveness she brought to my ClickUp has completely changed how I move through my day. No more searching for a long lost sticky note, or hunting for a saved social media post idea in my phone. I honestly can’t believe I managed my business for 16 months without this level of organization!
Client Love
rylan, social media manager
Thank you, Sarah, for helping me show up as my best self, even on my most hectic days.
Working with Sarah was a dream brought to life. She did a complete overhaul of not just my workflows, but the entire foundation of how I was using systems in my business, my packages, and even what I wanted the client experience to BE like. She took rough edges of a semi-plan and turned it into a MACHINE that works for me. It's like magic.
Client Love
Let's build your backend
Investment: $2700
🗓️ Timeline: 4–6 weeks
💰 Payment plans available
i'm ready - let's build this!
The FAQs
Nope! Whether you’ve never used ClickUp before or you tried setting it up and got overwhelmed, I’ll build everything from scratch (or clean up what’s already there). No prior experience needed!
Absolutely. I provide training videos, SOPs, and a recorded walkthrough to make sure everyone on your team knows how to navigate the new system. If you need ongoing support, I also offer retainer packages to help keep things running smoothly.
Yes! I get that this is an investment, and I’m happy to offer flexible payment plans to make it work for you. Just let me know what you need when we chat!
You get 30 days of support after your ClickUp build is complete. If you need more help beyond that, I offer monthly retainer packages where I’ll handle updates, new workflows, and keeping your system running at its best, or you can book one-off support calls.
The business you want isn’t built on sticky notes, scattered files, and crossed fingers
It’s built on smart, simple systems that work for you—so you can actually enjoy running your business again.
Let’s make that happen with ClickUp 🫶