Wrike & ClickUp Consulting Services for Teams That Mean Business
system solutions
Service Packages
Whether you’re brand new to the platform or you’ve been stumbling through setup for months, I help you build a system that actually supports how your team works. Clear workflows, smart automations, confident adoption without cookie-cutter solutions.
Starter Setup
→ For new users needing a solid foundation
Growth Optimization
→ For current users who want to level up
Migration & Change Support
→ For teams moving from another platform or doing a revamp
Starter Setup → New Platform Users
Ideal for: Teams just starting with Wrike or ClickUp and feeling overwhelmed
Goal: Get the team up and running confidently with a best-practice setup
What's Included:
- Discovery call to understand team structure & goals
- Tailored workspace configuration (custom fields, statuses, folders)
- 2–3 core workflows set up (based on team needs)
- Permission & role setup
- Dashboard & report templates
- Basic automation (task triggers, reminders)
- Team onboarding session (recorded)
- 2 weeks of post-setup email/DM support
Timeline: ~3-6 weeks
Price: From $1,200 (variable based on team size & complexity)
Growth Optimization → Existing Users
Ideal for: Teams already using Wrike/ClickUp but not getting the full value
Goal: Refine, optimize, and unlock advanced features
What's Included:
- Workspace audit: identify inefficiencies & quick wins
- Rework folder/space structure for clarity
- Implement advanced automations
- Build goal/OKR tracking dashboards
- Train leads on improved processes
- Integrations (e.g., Slack, email, time tracking) setup or recommendations
- 3-week async support for implementation questions
Timeline: ~2–4 weeks
Price: from $1,800 (variable based on team size & complexity)
Platform Migration & Change Support
Ideal for: Teams moving from Asana, Monday, Trello, etc., or doing a full revamp
Goal: Ensure a smooth and strategic transition
What's Included:
- Migration plan & checklist
- Template mapping from old platform → new platform
- Data import & cleanup
- User & permission structure setup
- Comms plan + change management support
- Onboarding sessions for different roles
- Post-launch check-in call
Timeline: 4–6 weeks
Price: From $3,000 (variable based on team size & complexity)
more
Add-Ons Available:
ADD-ON
Description
Custom Video Tutorials
→ Branded, role-specific platform how-to videos
→ Monthly Slack / Email / Zoom support
Want help choosing the right fit?
Reach out today and find out how fast we can make the magic happen.
