ClickUp Verified Consultant (VC)
Your ClickUp Workspace
Shouldn't Fight You
Cleanup or fresh build. Workflow first. Automations that fire. Reporting you can trust. We build ClickUp workspaces your team actually uses.
Based in Wilmington, NC. Serving clients nationwide.
ClickUp help for teams that need adoption and clarity
If ClickUp feels messy, slow, or unreliable, you’re in the right place.
Founder led small businesses
You need visibility without becoming the project manager for everyone.
Agencies and service teams
Client delivery, onboarding, timelines, handoffs, and reporting in one place.
Ops and delivery teams
Clear processes, fewer fire drills, and work that moves forward automatically.
Not a fit: If you want a templated workspace with no workflow decisions and no change management, we are probably not the right partner.
ClickUp is powerful.
That's also the problem.
What usually happens
You sign up for ClickUp because it looks great in demos. You create some spaces. Add some folders. Make a few lists. Then your team starts using it differently than you expected. Someone creates duplicate statuses. Views get messy. Tasks fall through the cracks. Pretty soon you've got 47 folders, automations that don't fire, and nobody knows where anything is.
You're paying for a powerful tool and using it like a spreadsheet. Or worse, using it alongside a spreadsheet because nobody trusts the data in ClickUp anymore.
Sound familiar?
- Your workspace feels cluttered and overwhelming
- Team members keep things in their heads instead of ClickUp
- Automations you set up stopped working (or never did)
- You can't get accurate reports because the data is messy
- Onboarding new hires is painful
- You're not sure if you picked the right plan or features
What changes after we fix it
One clear place for work. Fewer side spreadsheets. Less chasing.
Statuses that mean something, so reporting matches reality.
Automations that reliably move work forward and reduce manual follow up.
New hires onboard faster because the system is understandable.
Two paths. Same result.
Clean workspace. Happy team. Work that flows.
ClickUp Cleanup
You have an existing workspace that needs fixing. We audit what you have, identify what is broken, and rebuild it properly.
Based on workspace complexity
- Full workspace audit
- Hierarchy restructure
- Status and custom field cleanup
- Automation repairs or rebuilds
- Team training on new structure
ClickUp Setup
Starting from scratch or migrating from another tool. We build your workspace the right way from day one.
Based on team size and needs
- Workflow mapping session
- Complete workspace build
- Custom automations
- Dashboard setup
- Data migration (if needed)
- Team training
- 30 days post-launch support
Not sure which you need? Start with a $500 Tool Audit. You get a written diagnosis, a cleanup or build plan, and clear next steps.
Common systems we build inside ClickUp
Practical workflows that match how your team actually works.
Client onboarding and delivery
Intake, kickoff, execution, approvals, handoffs, and closeout.
Intake and triage
Forms, routing, ownership, SLAs, and visibility into what matters today.
Dashboards and KPIs
Executive views that reflect reality, not vanity metrics.
Content and marketing production
Calendars, production stages, review cycles, and repeatable templates.
Hiring and onboarding
Recruiting pipeline, checklists, docs, training tasks, and owner assignments.
Automations that reduce busywork
Assignments, reminders, status changes, and handoffs that actually fire.
Workflow first. Then the tool.
We don't replicate what you had before. We define how work should move, then build ClickUp to match.
Discovery Call
30 minutes. We talk through how your team works, what is broken, and what you have tried. No pitch deck.
Workflow Mapping
We map triggers, ownership, handoffs, and what “done” means for each work type.
Build or Rebuild
Spaces, folders, statuses, and fields that make sense, plus tested automations.
Train Your Team
Live training sessions so people leave knowing exactly what to do.
Support After Launch
We stay close during adoption and tune the system based on real usage.
A workspace that works for you.
Clean Hierarchy
Spaces, folders, and lists that make sense. No more “where does this go” questions.
Statuses That Mean Something
Workflows by work type so everyone interprets progress the same way.
Automations That Fire
Assignments, reminders, and handoffs built and tested so they actually work.
Dashboards You'll Use
Leadership visibility that reflects reality because the underlying data is clean.
Templates for Repeatable Work
Click once, get a proven structure for recurring projects and processes.
Documentation
Clear reference docs your team can actually follow.
Built for adoption, not feature demos
Workflow first
Most ClickUp setups fail because the tool gets built before the workflow is defined. We map how work actually moves, then build ClickUp to match.
Hands on training
Adoption is the whole game. We run live training so people leave knowing what to do and where work belongs.
ClickUp Verified Consultant (VC): We meet ClickUp’s standards for consulting. We use that to build cleaner systems faster, with fewer mistakes and better adoption.
Questions about ClickUp consulting.
Are you a ClickUp Verified Consultant?
Yes. Iteratum is a ClickUp Verified Consultant (VC). We design ClickUp around your real workflows so the system sticks.
How much does ClickUp consulting cost?
ClickUp consulting typically ranges from $2,000 to $6,000 depending on workspace complexity, team size, and whether you need cleanup or a fresh build. We offer a $500 Tool Audit if you're not sure what you need yet.
How long does a ClickUp implementation take?
Most ClickUp implementations take 2 to 4 weeks. Simple setups for small teams can be done in about 2 weeks. Larger workspaces with migrations and advanced automations typically take 4 to 6 weeks.
Can you fix my existing ClickUp workspace?
Yes. We specialize in ClickUp cleanup. We audit what you have, identify what is broken, and rebuild it into a clean structure without losing your data.
What ClickUp plan should I be on?
It depends on your team size and needs. Many small businesses do fine on Business. If you need advanced automations, time tracking, or workload features, Business Plus may be the right fit. We will tell you if you're overpaying.
Can you migrate us from Asana, Monday, or Trello?
Yes. We've migrated teams from common project management tools. Migration is included when needed, and we map your structure into ClickUp so nothing gets lost in translation.
Do you train our team?
Every engagement includes training. Live sessions so your team knows how to use the system with confidence. We are also available for questions after launch.
What makes you different from other ClickUp consultants?
We are workflow first, not feature first. Most consultants show you what ClickUp can do. We start by mapping how work moves, then build ClickUp to match. That is how you get adoption and clean reporting.
Ready to fix your ClickUp workspace?
30-minute call. We’ll talk through what’s broken and what it would take to fix it. No pressure, no pitch deck.