FAQs
Questions, answered.
The things teams usually ask before a build. If yours isn't here, send it over and we'll reply within one business day.
Getting started
Do we need a ClickUp account before we start?
No. If you're new to ClickUp, we'll recommend the plan that fits your team and the features your build needs, and help you access discounted pricing on your subscription where it's available.
Either way, the workspace and subscription are yours. We join as a member while we build, and you remove our access at handover.
How soon can you start?
We take on a small number of builds each month so each gets proper attention. Most projects start within two to three weeks of the discovery call. Your start date is confirmed in the proposal.
What happens on the discovery call?
It's 30 minutes. We ask how your team plans and tracks work today, which tools you use, and what's not working. You'll get a recommended plan and a written proposal within two business days.
The build
Can you work with our existing workspace?
Yes. Many clients come to us with a workspace that grew without a plan. We restructure it in place where possible, so task history, comments and attachments are kept.
Can you move our work over from another tool?
Migration is included in Signature and Bespoke. We regularly move teams from Asana, Monday.com, Trello, Notion, Airtable and spreadsheets. We map fields before importing so nothing lands in the wrong place.
How involved does our team need to be?
Plan for about three hours from each team lead in the first week for workshops, then a weekly 30-minute check-in. We do the building. You review and approve the blueprint before anything is configured.
Do you connect ClickUp to other tools?
Native integrations such as Slack, Google Drive and HubSpot are set up in any plan. Custom connections through Make, Zapier or the ClickUp API are part of Bespoke, or can be quoted separately.
Pricing & payment
How does payment work?
50% when you sign the proposal and 50% at launch. Bespoke builds are split into monthly milestones. We invoice in USD and accept bank transfer and card.
What if we need more than the plan includes?
We tell you before doing any extra work and quote it in writing. Nothing is added to your invoice without your approval.
Is the ClickUp subscription included?
No. Your ClickUp subscription is billed by ClickUp directly. Our fee covers design, build, training and support. We'll still help you choose the right plan and point you to any discount you qualify for.
After launch
What support do we get after launch?
Each plan includes a support window: 14, 30 or 90 days. During it we fix issues, answer questions and make small adjustments. After that you can join a monthly care plan or book work as needed.
What if our team doesn't adopt it?
Adoption is part of the build, not an afterthought. We design around how your team already works, record a walkthrough for every view, and run live training. If one team struggles in the support window, we run an extra session at no cost.
Will we be able to change things ourselves?
Yes. Every build comes with documentation explaining how the workspace is structured and why, so your ops lead can add Lists, fields and automations without breaking anything.
Still have a question?
Send it over. You'll hear back from a consultant, not a sales team.
Get in touch