You signed up for ClickUp thinking it was going to change your life. And honestly? It can. But not without a clear setup strategy and someone who actually knows how to build it right.
That's where your ClickUp automation consultant comes in.
I want you to ACTUALLY use your PM tool. As a Verified ClickUp consultant, I specialize in ClickUp consulting and automation rooted in how YOUR business actually operates. Not how some template says it should.
Most ClickUp consultants hand you a build and disappear. That's not how we do things here. Solution Integrators provides end-to-end support from strategy to ClickUp onboarding to ongoing backup so you're never left staring at your workspace wondering what to do next.
No "one-size-fits-all" templates or generic user adoption strategies that don't fit your business.
Just a clean ClickUp automation setup, custom-built workflows, and a system you'll actually open on Monday morning.
Let's build it right the first time.
Your ClickUp Consulting Strategy Starts Here
Hire a ClickUp Expert to Build Your Custom Workspace
ClickUp Implementation Service + Ongoing Support
Streamlined Automation with a CEO Dashboard Built for You
What's Included in Your ClickUp Implementation Service
Average Investment: $5,000
Payment Plan & Financing Available
CLICK TO LEARN ABOUT EACH ONE
Our ClickUp automation consulting covers everything from initial strategy to final walkthrough. Here's what we're building together:
Your ClickUp Consulting Strategy Starts Here
Every great ClickUp build starts with a solid strategy session.
As your dedicated automation consultant, I'll work 1:1 with you to map out your Signature Service in ClickUp, audit what's working and what isn't, and build out user adoption strategies that actually match how your brain works.
During our Planning Session, we'll review your current process steps, define your DREAM workflow, and identify every opportunity to automate your workflows before we build a single thing.
You'll walk away with a fully functioning, ready-to-use account in 3 weeks.
Hire a ClickUp Expert to Build Your Custom Workspace
This is where the ClickUp automation magic happens.
Once we have the plan in place, I get to work building your fully optimized workspace with ClickUp automation, quality checkpoints, and seamless triggers unique to how YOU run your business.
Inclusive of Operations, Client Management, Lead Management, and Team Management spaces at a minimum. No cookie-cutter workflows here.
Streamlined Automation with a CEO Dashboard Built for You
Information overload is real.
Every ClickUp setup includes a custom CEO dashboard that gives you a high-level overview of your business without clicking through 101 different places. Get a quick summary of upcoming and overdue tasks, team progress, and key priorities all in one clean view.
This is what streamlined automation actually looks like day-to-day.
Your Airtable consulting package covers everything from initial strategy to final walkthrough. No Airtable templates dropped in a folder and left for you to figure out. A real, done-for-you build rooted in how your business actually operates.
ClickUp Implementation Service + Ongoing Support
Most ClickUp consultants deliver the build and bounce. Not here.
This ClickUp implementation service provides end-to-end support from kickoff through ClickUp onboarding and beyond. Following implementation, we'll meet for 60 minutes to walk through your new setup and formally kick off your 3-week support window.
You'll receive a resource guide detailing your new processes, a custom video library, and ongoing support via your Project Hub and ticketing system so you feel confident using every piece of your new setup.
Plan with Your ClickUp Consultant
Every build starts with a conversation.
On our Decision Call, your ClickUp consultant will map out the setup strategy best suited for your business, walk through your client journey, and determine exactly how your workspace should be structured before we touch anything.
After you've reviewed the proposal, signed the agreement, and made your initial deposit, we'll lock in your start date and get to work.
Automate and Build Your ClickUp Workspace
Time to hand it over.
We'll meet 1:1 for at least 2 hours to audit your current process, identify what can be simplified, and map out exactly how to automate your workflows for maximum efficiency.
After the Kickoff Call, kick your feet up. Workflows built, dashboards created, ClickUp automation running, and your workspace ready to use within two weeks of our call.
Walk Away Confident with Your ClickUp Setup
Your ClickUp implementation service doesn't end at delivery.
You'll receive a 60-minute Project Walkthrough call so you feel comfortable and confident with your full setup from start to finish. After the walkthrough, you'll have a ClickUp expert in your back pocket and access to a custom video library for 3 additional weeks of support.
This is ClickUp consulting rooted in your long-term success, not just a one-time build.
Here's What's Possible When You Hire Top-Rated ClickUp Experts
From Instagram to YouTube, create tasks to hold you and your team accountable for every piece of content from ideation to posting. ClickUp automation handles the reminders so nothing slips.
Leverage ClickUp Docs to keep running team meeting notes and internal documents all in one place. No more digging through email threads or Slack channels.
No more sticky notes and pieced-together planners. Your team can confidently assess availability and take on new projects without the back-and-forth.
Use tasks to trigger bi-annual reviews of your internal, team, client, and marketing SOPs. Your processes stay current without you having to remember to check them.
Build a repeatable ClickUp onboarding process by project so every client gets the same seamless, consistent delivery experience every single time.
Automate Your Workflows for Content
Manage Your Client Tasks
SOP Management
Team Notes
Project Availability Calendar
This included:
Here’s how my client Jaz went from notification overwhelm to having supportive systems that free up her time and attention to grow her business.
You can do less AND impress your clients.
- Elimination of notification overwhelm
- Minimized lists and spaces
- Created an efficient SOP process
- Created a CEO dashboard to easily review and complete tasks
ClickUp Overhaul
- New no-touch, automated onboarding and offboarding process for all 1:1 and program clients without having to lift a finger.
- Tracking of every applicant, where they are in the sales funnel, every client, every payment they've made, AND support requests in a single place.
Program + Membership Management
- Documentation of admin SOPs to allow Jaz to prioritize what to delegate first.
- Custom Airtable Hub to hire and onboard new and future team members
Hiring Plan
- Jaz and I worked to find ways not to just free up her time, but give her the creative space and energy to step into her role of CEO.
- We continue to meet monthly to find ways to make her big, strategic ideas a reality.
Thought Partnership
Secure your Project today!
This Is for the CEO Who...
- Has at least one signature money-making offer
- Is ready to stop piecing together sticky notes and quick-fix solutions
- Wants automation consultants who actually get how service businesses run
- Is motivated to automate your workflows, streamline delivery, and scale with a system that works
Our Done-For-You ClickUP Setup Provides...
TRANSFORMATION
A complete overhaul of how you manage your business data, client journey, and team operations. Your ClickUp database becomes the command center your business has been missing.
FREEDOM
The ability to step back, hand things off, and scale because your ClickUp project management and data systems are finally structured enough to support it.
OPTIMIZATION
Clean ClickUp bases with automations running behind the scenes, custom Airtable views for every use case, and real visibility into your business so you can make smarter decisions faster.
Fill out a brief application so I can learn about your business, your current ClickUp setup, and your goals to make sure we're a great fit.
Step 1
Following our chat, you'll receive a custom proposal to secure your project dates and I'll handle the rest from there.
Step 3
If we're a match, you'll receive a link to join a 20-minute Decision Call or I'll reach out via DM with all the details behind our ClickUp consulting process.
Step 2
You're in luck. Our Systems Glow Up offer includes a full design and implementation of custom workflows that support your business. Investment ranges from $5,000-$7,500. Maximum results, one investment.
Absolutely. On our Decision Call, we'll determine the best tool based on how tech-savvy you are, your industry, and your team size. ClickUp is my go-to recommendation for most clients looking to scale, but the best tool is always the one you'll actually use.
As ClickUp consultants, we've seen it work across industries and team sizes. If it's the right fit, we'll know within the first conversation.
Nope. Once you've completed your project guide, you can kick your feet up and I'll handle the rest. You'll have at least two weeks to complete the guide before we dive into your ClickUp build.
I loved working with Ashley. She created the forms and workflows that I needed. She accommodated my crazy schedule and my special requests. She is a smart and kind person and I am delighted to recommend her and her services!
Sabrina Friend of Its Sorted
Ashley was responsive and very detailed in explaining the process. She took the time to learn a bit about me, my brand, and what my goals for the forms were. The service was personal and efficient and she answered many questions I had about the CRM overall. I highly recommend Ashley.
Lauren O'Brien of Lauren O and Co.
How I’ve taken clients from stressed to supportive systems…Working with solution integrators was an absolutely amazing experience. Communicating my needs initially felt overwhelming also considering that I went through this process once before. As a result, I came in with trust issues and not much expectations. Ashley’s expertise, customer service and deliverables blew my mind. This experience was top notch and I’m still beating myself up for not going to her initially. I highly recommend her!
Lavish Launch Agency | Brand Design Agency
The Systems Strategy session was absolutely necessary and I would definitely recommend this before investing in software and setups. Ashley can give you the information you need to invest in the best software for YOUR business, help you maximize those software for where you're currently at and make a plan for how to update as you grow and scale your business.
Kim Powell of Explore Simplicity
Prior to working with Ashley, I had tried to piece together some workflows in Dubsado with my elementary understanding of the program. They were clunky and occasionally things were still falling through the cracks. Since my systems execution session, my client workflows are working like a well oiled machine. I am keeping up with lead management which is helping me to get new clients and following up with current clients to get repeat customers.
I enjoyed working with Ashley because my Dubsado got cleaned up right before my very eyes. What she did in 90 minute would have taken me at least triple as long to complete - and I didn't need headache medicine when it was over either! This was a great service!
Brandi Tanner of Your IEP Source
Hiring Ashley, with Solution Integrators was one of the better decisions I've made for my company. Truly a game changer for myself and Blackall Photography. I am finally running my business and not letting it run me! ;)
Kelly Blackall of Blackall Photography
Solution Integrators is absolutely wonderful! I use the client management system Dubsado. I've had it for years.. and haven't set it up effectively at all. Solution Integrators was able to go in my backend and do a complete system audit to provide action items to improve my entire workflow and operation. I worked with Ashley and she was personable and understanding the entire time. In a review of my action plan, she explained everything in an easy to understand way and gave step by step how to. She was able to give a comprehensive action plan that I can manage and do myself. She also explained her services if they were to take care of all of the set up and leg work for me. THIS WAS EXACTLY THE KIND OF HELP I NEEDED WITH MY BUSINESS! HIGHLY RECOMMEND!
Brittney Johnson of JFSM Productions
When I reached out to Ashley, my business was on fire and I was desperately ringing 911. Even though I'm a very Type A person, my brain struggles to find effective systems - and I've realized it's something I need help with. I spewed all my business struggles at her, and she was able to come up with a plan to tame the flames. I was a little nervous at first, but I'm LOVING my new systems. I know this won't be the last time we work together, and I recommend Ashley to any business owner struggle with overwhelm in their business. She was quick, efficient, and knowledgeable.
The Relevant Collective | Copywriter
Ashley immediately paid attention to the needs of my business and set up the best processes to ensure we worked together better and more efficiently. There were even times she found better ways to do things we have been doing all along. I am grateful for this partnership and the solutions Ashley provided me and our team. Don’t think twice about it. You need Ashley to take a closer look into our back office of your business. I know that You and your business will prosper because of her amazing skill set.
Younique Ventures
With your capacity freed up to spend it on your business, doom-scrolling on your phone without stress, or spending more time with your kid.
That’s the point of systems — you don’t have to stress over choosing.
- Leads move from inquiry to signed proposal to deposit paid
- Clients and members are kept in the know, with email workflows and automations running in the background
- Team members know exactly what to do, even when you don’t
With the clear, consistent automations and processes in place, your:
Running a business isn’t as glamorous as they made it out to be.
Especially because you’ve got to run your business and serve your clients — even on the days you don’t want.
When life hits you with one problem after another and your mind’s constantly going, “Shit, I better remember to do that.”
That’s why I build systems that allow your client experience to remain A+, even when you’d rather rot on the couch.
I do the hard work behind the scenes to get you paid while keeping sane.
I do the hard work behind the scenes to get you paid while keeping sane.
