Platform Onboarding Packages.

Our Starter Package offering is best suited for setting

up individual departments with 1-2 distinct processes.

Starter Package

1. DISCOVERY

  • 1 x (60-minute) discovery calls reviewing the scope of your existing processes

  • Resource analysis (slides, videos, existing platform review)

2. CONFIGURATION

  • Construction of up to 3 Spaces in ClickUp (with appropriate Folders-Lists-Views-Statuses-Fields)

  • Workflow design for up to 2 distinct company process

  • Construction of up to 5 templates

  • Construction of up to 5 distinct reports (dashboards & views)

3. USER ACCEPTANCE TESTING

  • Up to 3 (60-minute) review sessions detailing the configuration of your work management

  • Implementation of amendments based on feedback gathered (via call or email) during this phase

4. TRAINING & DOCUMENTATION

  • Up to 3 (60-minute, recorded) training sessions for yourself and your team detailing best practices

  • Onboarding Template with Foundational Product Training Videos

5. LAUNCH

  • Ticketing system for 3-weeks after launch for question submission (responses will be made within 24 business hours)

Our Premium Package offering is best suited for

setting up 2-3 departments with 3-5 distinct processes.

Premium Package

1. DISCOVERY

  • Up to 5 x (60-minute) discovery calls reviewing the scope of your existing processes

  • Resource analysis (slides, videos, existing platform review)

2. CONFIGURATION

  • Construction of up to 6 Spaces in ClickUp (with appropriate Folders-Lists-Views-Statuses-Fields)

  • Workflow design for up to 5 distinct company process

  • Construction of up to 15 templates

  • Construction of up to 50 distinct (in platform) Automation(s)

  • Construction of up to 15 distinct reports (dashboards & views)

  • Resource Management view(s) and processes

3. USER ACCEPTANCE TESTING

  • Up to 7 (60-minute) review sessions detailing the configuration of your work management

  • Implementation of amendments based on feedback gathered (via call or email) during this phase

4. TRAINING & DOCUMENTATION

  • Up to 5 (60-minute, recorded) training sessions for yourself and your team detailing best practices

  • Onboarding Template with Foundational Product Training Videos

  • Solution Design Documentation (including videos) of all company processes

5. LAUNCH

  • Ticketing system for 4-weeks after launch for question submission (responses will be made within 24 business hours)

  • 60-minute call (weekly) for one-month  to review launch success and answer any questions

Our Elite Package offering is best suited for

teams of 50-100 looking to onboard multiple

departments each with distinct processes.

Elite Package

1. DISCOVERY

  • Unlimited discovery calls reviewing the scope of existing processes

  • Resource analysis (slides, videos, existing platform review)

2. CONFIGURATION

  • Construction of unlimited Spaces in ClickUp (with appropriate Folders-Lists-Views-Statuses-Fields)

  • Workflow design for up to 10 distinct company process

  • Construction of up to 30 templates

  • Construction of unlimited distinct (in platform) Automation(s)

  • Construction of up to 30 distinct reports (dashboards & views)

  • Resource Management view(s) and processes

3. USER ACCEPTANCE TESTING

  • Unlimited review sessions detailing the configuration of your work management

  • Implementation of amendments based on feedback gathered (via call or email) during this phase

4. TRAINING & DOCUMENTATION

  • Up to 10 (60-minute, recorded) training sessions for yourself and your team detailing best practices

  • Onboarding Template with Foundational Product Training Videos

  • Solution Design Documentation (including videos) of all company processes

5. LAUNCH

  • Ticketing system for 8-weeks after launch for question submission (responses will be made within 24 business hours)

  • 60-minute call (weekly) for one-month to review launch success and answer any questions