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Scale your agency without scaling chaos.

We design, install, and maintain a custom ClickUp Operating System built to streamline delivery, simplify delegation, and unlock scale, so your 7-figure agency can increase capacity, cut delivery costs, and grow profitably without adding headcount.

Already in ClickUp but it's kind of a mess?  Most agencies come to us after trying to DIY it or hiring someone who overcomplicated everything. We won’t start over. We’ll fix what’s broken, simplify what’s overbuilt, and turn it into an operating system that actually supports your agency's goals and your team.

Our Approach

Most ClickUp builds fail because they’re based on someone else’s system... not yours. They’re bloated, disconnected, and dumped on your team with zero support.

We do it differently: We design your OS around how your agency actually runs.

We build it clean, simple, and scalable.
And we stay with you, so it keeps working as you grow.

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1. Design

We start by auditing how your agency actually runs — workflows, delivery, team setup — to pinpoint what’s slowing you down.

Then we design your foundational ClickUp OS: the structure, hierarchy, and key processes built to remove bottlenecks.

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2. Build

We turn the design into a fully built ClickUp Operating System, designed around your services, team, and delivery model.

Everything from task structure to automations is built for how you actually work.

No guesswork. No clutter. Just one system your team can use straight away.

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3. Train & Optimize

Once your OS is live, we stay close.

We're inside your systems, spotting friction, tightening workflows, and removing bottlenecks as you grow.

That means smarter automations, better reporting, AI integrations, and operational upgrades, without you needing to ask.

The Core Systems We Help You Streamline

We go beyond project management to improve how your entire agency runs (across sales, delivery, onboarding, hiring, and reporting).
These are the systems we most commonly optimize.

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Lead Generation & Nurture

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Proposals & Sales Admin

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Client Onboarding


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Project Management

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Hiring & Team Onboarding

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Reporting

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“THIS IS ABSOLUTELY AMAZING. THE PERSONAL SUPPORT AMY PROVIDES IS ALONE WORTH EVERY PENNY”

Monika

Founder - Housekeeping Maid Easy

We keep onboarding lean so we can get to work fast, without wasting your time or overwhelming your team.

1. Choose a Plan

Pick the plan that fits your support needs. We’ll recommend the right level of involvement and you can pause or cancel anytime.

2. Book Your Kick-Off Call

We’ll meet to align on your goals, review current systems, and map the first stage of your OS.

3. We Get To Work

You’ll get your full Foundation OS delivered in 30 days.

Then we’ll roll into ongoing support and refinements, if you choose to stay on.

ONE POWERFUL PARTNERSHIP.

We partner with you to install the Foundation Agency OS and then support you long-term.

Already in ClickUp but it's kind of a mess or not working for your team? Book a call & let's chat!

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Agency OS Install

Perfect for solo operators or COOs who just want the OS Installed plus handover support.

$6,995

ONE TIME PAYMENT

All prices in USD.

What’s Included:

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Full Foundation OS Install

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Custom Client Folder Template

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Knowledge Base Foundation Structure

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Agency Template Library

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60 Minute Installation & Customization Call

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Agency OS + Support (Best Value)

Everything in Agency OS, plus ongoing 1:1 ClickUp Maintenance, Customization & Support.

$4,995

/per month

All prices in USD. No contracts. Cancel anytime.

Everything in Agency OS Install plus: 

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1:1 Slack Support Monday - Friday 

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1:1 ClickUp Launch Support

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Unlimited ClickUp Maintenance

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Daily ClickUp Spot Checks

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Unlimited Customization Requests*

Already in ClickUp but it's kind of a mess? We can still help!

Let's chat about your needs and how we can help streamline your operations!

Frequently Asked Questions

Empowering you to take charge of your operations with intuitive systems and custom support.

How many ClickUp Maintenance/Update Requests can I make each month?
What is the turnaround time for each request?
How many questions can I ask you each month?
Do I need to sign a long-term contract?

Get unlimited systems

Let's chat about your business needs and how we can help you streamline your operations, one systems project at a time.

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