Buying licenses is easy. Getting a team to actually work in one system is the hard part. We design the process, build the workspace, wire in the automation and AI, and coach your team until it sticks.
Bring one workflow that is broken today. On a 60-minute call we rebuild it live in ClickUp, together, so you can judge us on the result instead of a pitch.
No deck, no generic demo. You leave with a working process, a clear picture of what a full workspace would look like, and enough information to decide whether to go further. Most clients start here.
We map how work actually moves through your business before touching a single ClickUp setting.
Our own agency runs on ClickUp: client work, content pipelines, time tracking, reporting, and AI agents.
The engagement is not done when the workspace is built. It is done when your team uses it without reminders.
One workspace for projects, communication, knowledge, and time, replacing 20 or more disconnected apps
Every task, owner, deadline, and dependency in one place, viewed however each team likes to work.
Conversations and documentation live next to the work they are about, so nothing gets lost in a Slack thread or a shared drive.
Rule-based automations and ClickUp Brain that move work forward and answer questions without a human pushing it.
Real views from the WE-DO workspace we run our own agency on. Same structure, same automations, same AI we set up for clients.
Zoomed in on the parts of ClickUp that change how a team actually works.
Every task carries its brief, fields, files, and the full conversation about it. Agents and people comment in the same thread, so nothing lives in someone's inbox.
Brain runs on whichever frontier model you pick, and you can change it any time. GPT, Claude, Gemini, or ClickUp's own Brain Max, all with the same workspace context.
Skills are reusable instructions Brain and agents follow: your brand voice, your report format, your intake rules. Automations fire them when a status changes or a date arrives.
Super Agents are scheduled teammates. Ours draft the social calendar, prep invoices, sweep billable time, and triage new requests every week. They run on your context and your skills.
This is Brain answering a real question about our publishing list: what ships this week and what still needs a review. No searching, no status meeting.
Most tool rollouts fail for the same reasons. Here is how we solve them.
“Your team spends more time managing work than doing it. Status lives in five tools and none of them agree.”
We consolidate tasks, docs, chat, and reporting into a single ClickUp workspace built around how your team actually operates.
“You bought ClickUp last year. Two people use it properly. Everyone else is back in spreadsheets.”
Live coaching on real work, weekly check-ins, and a workspace simple enough that the path of least resistance is the right one.
“Leadership wants AI in the workflow. Nobody knows where it fits or what it should actually do.”
We wire Claude and ClickUp AI into the tasks and docs your team already uses, so it drafts, summarizes, and answers from your data.
Strategy first. Support for as long as you need it.
Before anyone touches a setting, we map how work moves through your business and design the hierarchy, fields, and views to match.
We build the workspace, move your data from Asana, Monday, Notion, Trello, Jira, or spreadsheets, and hand it over clean.
Hand-offs, reminders, approvals, and status changes that run themselves, connected to the tools you keep.
AI that works inside your workspace with your context: drafting, summarizing, triaging, and answering questions from your own docs.
Role-based training on your workspace, not a generic demo, with coaching that continues until the new habits stick.
A workspace is never finished. We stay on to tune automations, add teams, and keep the system matching the business as it grows.
Buying licenses is easy. Landing them is the hard part.
ClickUp direct will help you configure ClickUp. We start with how your business actually works, then configure the tool to fit. Most failed rollouts skipped that step.
You work with the people who designed the system, not a help-center article. Every engagement is led by someone who runs their own operation in ClickUp every day.
We do not consider a workspace done when it is built. It is done when your team uses it without being reminded. We coach until that happens.
We are a growth marketing agency that runs client work, content pipelines, reporting, and AI agents in ClickUp. We build workspaces that connect to revenue, not just task counts.
From ten seats to several hundred
Ten to fifty people who need a fast, focused setup that replaces the spreadsheet-and-Slack mess without a six-month project.
Multiple departments, existing tools to integrate, and data to migrate. You need a system that scales past the first team that adopts it.
Many clients, shared resources, and time that has to be tracked and billed. We run our own agency this way and build the same for you.
Discover, build, adopt, support
We start with a free 60-minute working session on one of your real workflows, then map the rest of the business before proposing a structure.
Rebuild one live process in ClickUp together, on the call
Document how work enters, moves, and leaves each team
Hierarchy, fields, views, and dashboards, approved before build
We construct the workspace from the blueprint, migrate your data, and wire up the automations and integrations that remove the busywork.
Spaces, lists, templates, permissions, and dashboards
Move and clean data from your current tools
Rules, integrations, and Claude or ClickUp AI where it earns its place
Role-based training on your actual workspace, then weekly coaching on real work until the new way of working is the default.
Sessions built around what each role does on a Tuesday
Short check-ins that fix friction before people route around it
Usage data so leadership can see what is sticking
The business keeps changing, so the workspace has to as well. We stay on to optimize, extend, and roll out to new teams.
Monthly audit of automations, views, and clutter
Bring additional teams and processes into the system
Quarterly sprints to simplify and improve
Start with a free session. Pick the engagement that matches your team.
A clean, well-structured workspace for one team, built from a real process map.
Full build, migration, automation, and coaching until the team runs on it.
Organization-wide rollout across departments with change management built in.
ClickUp subscription fees are billed separately by ClickUp and are not included in these prices.
The view most leadership teams end up living in.
You bring one real workflow that frustrates your team. We rebuild it live in ClickUp on the call, so you leave with a working example and a clear read on whether we are the right fit. No slide deck, no generic demo.
No. We can help you choose the right plan and set up the account, or work inside a workspace you already have. If you have an existing workspace that has gone messy, we start with a cleanup audit before adding anything.
Yes. Migration is included in the Implementation & Adoption tier. We map your current structure to the new ClickUp hierarchy, clean the data on the way over, and run both systems in parallel for a short window so nothing falls through.
A single-team Workspace Setup typically launches in about four weeks. A full Implementation & Adoption engagement runs three months at minimum, with most of the build in month one and adoption coaching through months two and three.
We connect Claude to your ClickUp workspace so it can read tasks and docs, draft updates, summarize threads, triage intake, and answer questions from your own data. We also configure ClickUp Brain where it fits. The goal is AI that works with your context, not a chatbot bolted on the side.
No. WE-DO is a growth marketing agency, and we run our own operations in ClickUp, but we build workspaces for operations, client services, product, and leadership teams. The process-first approach is the same regardless of department.
Bring one broken workflow. We will rebuild it live in ClickUp and you decide what happens next.
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