From first message to long after launch.

1. Day 1

   You send an enquiry

   Fill in the contact form with a few lines about your team and what isn't working. A consultant reads every enquiry personally and replies within one business day with times for a call.

2. Within a week

   Free 30-minute discovery call

   We ask how work moves through your team today, which tools you use and where things slip. If you're not on ClickUp yet, we'll tell you which plan fits and help you access discounted pricing where it's available.

   You get: an honest view of whether ClickUp is right for you
3. 2 business days later

   Written proposal

   A clear document with the recommended plan, what's in and out of scope, the timeline and a start date. No surprises later: anything outside the scope is quoted in writing before we do it.

   You get: scopetimelinestart date
4. Kickoff

   Sign-off and setup

   You approve the proposal and pay the first 50%. We get access to your workspace, set up a shared channel for questions, and book the discovery workshops with your team leads.

1. Week 1

   Discovery workshops

   Short sessions with each team lead. We map how requests come in, who does what, where approvals happen and what leadership needs to see.

2. Week 2

   Blueprint for your approval

   A written architecture document covering Spaces, Folders, Lists, statuses, custom fields, automations, dashboards and permissions. Nothing gets built until you approve it, and one round of revisions is included.

   You get: the full blueprint document
3. Weeks 3–4

   Build and migration

   We build everything in your workspace and bring your live work across from spreadsheets or other tools. A weekly 30-minute check-in keeps you up to date on progress.

4. Week 5

   Testing and training

   We test the setup with real tasks, then train each team in a live session. Every view gets a short recorded walkthrough so new starters can learn it later.

   You get: live trainingvideo walkthroughsadmin handbook
5. Launch

   Go live

   Your team switches over and the old tools are retired. The second 50% is due at launch.

1. 14–90 days

   Support window

   We fix issues, answer questions and make small adjustments as your team settles in. The length depends on your plan: 14 days for Essential, 30 for Signature and 90 for Bespoke.

2. Day 30

   Check-in

   We review how the workspace is being used and flag anything worth adjusting before habits set in.

3. Ongoing

   Grow it when you're ready

   Join a monthly care plan for new automations, changes and a health check, or book work when you need it. Your workspace is documented, so your own team can extend it too.

Timings shown are for a Signature build. Essential builds are shorter and Bespoke builds run longer, with the same stages.