Free workspace audit

Is your ClickUp working against you?

Get a recorded review of your workspace and a prioritised list of fixes. It's free and there's no obligation.

Get your free audit Book a free consultation
Recorded Loom walkthrough Prioritised fix list Nothing changed without your OK

What we review

Six areas where workspaces drift.

Structure

Spaces, Folders and Lists. Does the hierarchy match how your team actually works?

Statuses & fields

Duplicate status sets, unused custom fields and data that no one fills in.

Automations

Rules that fire on nothing, clash with each other or create extra work.

Permissions

Who can see what, guest access, and sensitive Spaces left open.

Views & dashboards

Whether leadership can see status and overdue work without asking anyone.

Adoption

Where the team works around ClickUp instead of in it, and why.

How it works

Simple steps, no sales pitch.

  1. Request

    Fill in the short form below. We reply within one business day.

  2. Access

    Add us as a guest, or walk us through your workspace on a short screen share.

  3. Review

    You get a recorded Loom walkthrough and a prioritised list of fixes.

  4. Your call

    Fix it yourself from the list, or ask us to rebuild it. Either is fine.

Questions

Is the audit really free?

Yes. There's no fee and no obligation to hire us afterwards. Many teams fix things themselves from the list.

Will you change anything in my workspace?

No. The audit is review only. Nothing is changed unless you later ask us to and approve the plan.

What access do you need?

Guest access to the Spaces you'd like reviewed is ideal. If you'd rather not share access, a short screen share works too.

What if we'd rather start fresh?

Then a free 30-minute consultation is the better first step. We'll talk through a new build instead. Book a free consultation.