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ClickUp Platform
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Step 1: Document Your Tech Stack
We learn all about the tools your team is using. This way, we can decide together what data bring into ClickUp. The more we can integrate your tools and data into ClickUp, the easier we make your team’s work life.
Step 2: Map & Design Your Workflow
We will chart out all your processes and design your customized ClickUp workspace.
Step 3: Build & Integrate your new ClickUp workspace
We get to work and start building your new ClickUp workspace based on the agreed design. This is when we start integrating all your favourite tech tools into ClickUp.
Step 4: Time to Automate
Now that everything is in ClickUp, we will design and build automations for your business. In ClickUp, automations are not that complicated! No 3rd party tools are required and we can take care of all of it within ClickUp.
Step 5: Training & Bringing your team up to speed
Getting everyone on your team to start using ClickUp is not a one step endeavour. We will need a plan on how to train your team to start using it and make sure your organization continues to operate while everyone slowly transits over.
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