ClickUp & Make Specialist

ClickUp Consultant
for Agencies

Stop using ClickUp as a simple to-do list. As a Process Architect, I design and implement the infrastructure your agency needs to scale, centralizing operations, clients, and team in one place.

Request ClickUp Audit

Experts in the ecosystem

ClickUp Logo Create Logo

THE REALITY

Having ClickUp does not mean having processes.

The tool is just the container. Without engineering behind it, it becomes an expensive "digital landfill" that creates more administrative work than it saves.

Standard Implementation

What you get with a generalist freelancer or by doing it yourself.

  • Zombie tasks: Endless lists of tasks that are created, duplicated, and never closed.
  • Operational Noise: Unfiltered notifications that cause your team to overlook what is important.
  • Dirty Data: Fields and statuses that each employee uses in their own way. Zero reliability.
  • Financial Blindness: You see tasks crossed off, but you don't know which project is actually profitable.

What you need

PRO Method (Architecture)

Business engineering applied to ClickUp.

  • Hierarchical Structure: A data architecture (Client > Project > Task) designed to scale without breaking.
  • Invisible Automation: Robots that eliminate 80% of repetitive administrative work.
  • Command Control (CEO): Dashboards that translate tasks into business metrics and real profitability.
  • Guaranteed Adoption: Your team won't hate the tool; they'll learn to use it as their command center.

A logical, step-by-step process

We don't sell "individual hours." We sell a structured operational transformation in three stages optimized to improve your agency.

1. Diagnosis and Architecture

Before we begin, we need the truth.
We audit your current flows to detect where you are losing money and design the ideal "Operational Map" for your agency.
Deliverable: Architecture Document and Action Plan.

2. Building the Ecosystem

We set up your new digital office.
We configure ClickUp as your operations ERP and connect Make to automate repetitive and administrative tasks.
Deliverable: 100% operational workspace + trained team.

3. Optimization (Partner)

Continuous improvement and support.
Your agency evolves, and so do your processes. Recurring service for adjustments, new automations, and technical support. Your outsourced Chief Operating Officer.
Format: Monthly/Quarterly Subscription.

Don't know where your agency stands?

Request Initial Diagnosis

“Anyone can watch a tutorial and create a list in ClickUp. My job isn't to set up software; it's to understand your business model and translate it into a system that works without you.”

Ibon Azkoitia
Consultant and Ambassador for ClickUp

Frequently asked questions about ClickUp Consulting

Why choose ClickUp over Asana, Monday, or Notion?

Asana and Monday are excellent task managers, but ClickUp is an "All-in-One Productivity Platform." It allows us to have tasks, documents, emails, chats, and dashboards in one place, saving costs on multiple subscriptions and centralizing information.

How long does full implementation take?

It depends on the size of the agency, but our standard PRO Method sprint lasts 8 weeks from Diagnosis until the team is formed and operating autonomously.

Do I need to pay for the ClickUp license separately?

Yes, the software license is a direct payment to ClickUp. However, we can advise you on which ClickUp plan is the most cost-effective for your team, saving you unnecessary costs.

SHALL WE TALK?

Stop putting off organizing your agency.

The cost of not acting is continuing to lose margin and time on each project. Let's analyze your current situation in a no-obligation session.

Schedule a Diagnostic Session

Ideal for agencies with 4 to 20 employees. Limited places available.