ProBizBoost LLC — Eden Prairie, MN, USA
Turn chaos into clarity. We implement ClickUp with a proven framework: clean architecture, practical automations, adoption-focused training, and leadership visibility.
Who this is for
* Teams moving from spreadsheets/legacy tools
* Agencies, professional services, and internal ops teams
* Leaders who want accurate dashboards and consistent delivery
What you get
* Workspace architecture: Spaces, folders, lists, custom fields, permissions
* Process design: Statuses, SLAs, templates, rules of engagement
* Automations: Assignments, handoffs, notifications, approvals
* Dashboards & reporting: Team load, cycle times, pipeline/OKRs
* Enablement: Playbooks, live training, short Looms, office hours
* Change management: Rollout plan, adoption metrics, feedback loops
Example packages
* ClickUp QuickStart (2–3 weeks)
Core workspace setup, 2 spaces, 10 templates, 10 automations, 2 dashboards, training.
* CRM in ClickUp
Lead intake forms, pipeline, email templates, follow-ups, win/loss reporting.
* Automation Pack
15–25 automations across intake, handoffs, approvals, and notifications.
* Fractional Admin (monthly)
Ongoing improvements, audits, training, and support.
(Optional: add pricing ranges later, e.g., “QuickStart from \$X”.)
Delivery approach
- Discovery → map processes and success metrics
- Design → structure, fields, statuses, templates
- Build → workspace, automations, dashboards
- Train → role-based sessions + short Looms
- Launch → hypercare & adoption tracking
- Improve → monthly audits & enhancements
Result: Fewer clicks, fewer errors, faster throughput, and accurate visibility.
