ClickUp / Trello Setup

Organise workflows. Align your team. Execute with clarity.

Description:
A complete ClickUp or Trello setup tailored to your business operations, team collaboration, and project management needs. This service builds out your boards, templates, and automations to ensure every task is visible, tracked, and executed efficiently.

What’s Included:
• 1 x 60-minute onboarding and structure session
• Workspace setup in ClickUp or Trello (based on business type and team size)
• Project templates (marketing, operations, content, clients, sprints, etc.)
• Task views, custom fields, statuses, and automations
• User permissions and team workflows
• Documentation + Loom walkthrough for onboarding

Perfect For:
• Founders and teams managing multiple projects or departments
• Agencies with clients and internal task management needs
• Creators and consultants needing a scalable workflow hub
• Startups wanting a clear, centralised operating system

Credit Value: 30 Credits
Estimated Timeline: 1–2 Weeks (setup, structure, and delivery)

Outcomes & Deliverables:
• Fully configured ClickUp or Trello workspace
• Operational dashboards, task flows, and templates
• Team roles, permissions, and workflow logic
• A scalable project management system to streamline execution