Organize & Grow
Empowering Businesses to Thrive and Excel with ClickUp
Proven Results from Hundreds of Businesses
97
%
Client Satisfaction Rate
1k
+
Templates Delivered
300
+
Companies Transformed
25
%
Avg. Time Saved per Client
Trusted by 300+ High-Performing Companies
What We Do
We help teams save time, boost profits, and build scalable, high-valued businesses.
His Productions - Cut Task Time from Hours to Minutes with ClickUp
We helped this post-production team replace scattered tools with a streamlined ClickUp system. With dashboards, automations, and centralized workflows, task scheduling dropped from 2 hours to just 10 minutes.
Peek Inside Their Process
Mancini Digital - Went from Scattered to Scalable
We helped this Google Ads agency ditch the chaos and build a streamlined system inside ClickUp. Now they save time, stay organized, and are set up to grow or sell.
View Their Full Story
True Places Travels – Built a Scalable ClickUp System in Just 4 Weeks
In just 4 weeks, we helped this boutique travel agency turn ClickUp into a streamlined system that saves time, tracks finances, supports growth, and keeps every trip on track.
See Their System in Action
Our Solution
Frustrated by chaotic systems
and project bottlenecks?
With our custom ClickUp solutions, we help teams streamline operations, boost productivity, and scale faster—so you can focus on what matters most: growing your business.
Automate Worflows

Whether you’re managing a small team or a growing agency, optimized ClickUp automations save time, reduce manual tasks, and keep everyone aligned.

Integrated Tech Stack

Simplify your tools and centralize your operations. We tailor ClickUp to integrate seamlessly with your existing platforms, ensuring your team works smarter, not harder.

Expert Support

From setup to training, we provide hands-on guidance to help your team adopt and thrive with ClickUp. Measure results, track progress, and watch your business scale.

Our Service Options
Solutions crafted to meet your needs, capacity, and budget
Whether you’re ready to implement with our guidance or need us to take the reins, we tailor the perfect setup for your company’s needs.

Guided Implementation

Perfect for teams who want to build their own systems with our proven playbooks and expert support.
Proven ClickUp framework
Hands-on coaching & live support
Workflows adapted for your team
We don’t do the build for you
Requires more team capacity
$7,950 Flat
payment plans available
Learn More

Custom Implementation

Perfect for growing teams ready to offload the build and hit the ground scaling.
End-to-end ClickUp setup
Workflow mapping & automations
Internal testing & team training
Full documentation included
Less heavy lifting on your end
Starting at $20k
payment plans available
Learn More
Guided Implementation
Expert strategy, your team’s execution.
Get in touch
Phase 1
Process Discovery Session
Every team is different, so we tailor your implementation plan to match your real-world workflows.
Identify bottlenecks slowing your team down
Review your current setup (or lack of one)
Map out your ideal system structure and milestones
Phase 2
Workspace Audit & Foundational Build
We’ll design the core structure of your ClickUp workspace, providing the tools and templates your team needs to succeed.
Optimize your workspace for clarity and efficiency
Set up foundational workflows and dashboards
Guide your team on implementing the framework
Phase 3
Ongoing Optimization & Support
As your team implements, we’re here to support, troubleshoot, and fine-tune the system to ensure it works seamlessly.
Regular check-ins to keep things on track
Adjust and optimize as your team grows
Equip you with tools to measure success
Custom Implementation
We build it. You scale it.
Get in touch
Phase 1
Strategic Process Discovery
We dive deep into your operations to uncover gaps, inefficiencies, and opportunities for growth.
In-depth analysis of your current workflows and pain points
Prioritized roadmap tailored to your team’s goals.
Strategy sessions to align on vision and outcomes.
Phase 2
Full Implementation & Refinements
We roll up our sleeves and do the work—designing, building, and refining your ClickUp workspace to perfection.
Custom workflows built for growth
Leverage AI, expert integrations, and automations
Revisions to ensure everything runs seamlessly
Phase 3
Ongoing Optimization, Support, & Custom SOPs
We don’t stop at delivery. We ensure your team is trained, supported, and set up to thrive with your new system.
Hands-on team training for smooth adoption
Custom SOPs & Training Manuals
Continued optimization as you grow
What sets stackset apart
We’re not just another agency—we’re your dedicated partner in building systems that truly work for your business and team.
Tailored Solutions That Fit Your Business

We don’t believe in one-size-fits-all systems. Every ClickUp workspace we build is designed specifically for your unique processes, goals, and team structure. Our focus is on creating solutions that not only work now but continue to grow with your business.

Collaboration, Care, and Expertise

We’re more than just consultants; we’re your partners. We care deeply about your success and work alongside you to build systems that truly fit your team. Unlike agencies that outsource their work, we bring real care, attention, and expertise to every project—because your business deserves nothing less.

Education and Adoption at the Core

A great system is useless if your team doesn’t know how to use it. That’s why we prioritize education and adoption. We make sure your team feels confident, equipped, and ready to make the most of their new workflows through clear training and ongoing support.

Our Process
How to get started
Working with us is simple
Decide on the level of support you need - whether it's a custom build, expert template, or guided course.
Whether we are the ones setting up your systems, or you're doing it yourself - the implementation phase is the fast track to productivity.
With your new structure in place - you and your team now have stronger systems to make smarter decisions.
1
Choose your solution
Decide on the level of support you need whether it's a custom build, strategy session, or Systems School.
2
Implementation
Whether we are the ones setting up your systems, or you're doing it yourself - the implementation phase is the fast track to productivity.
3
Grow + Scale
With your new structure in place you and your team now have stronger systems to make smarter decisions.
Don’t take our word for it
Hear from the clients who’ve transformed their workflows with stackset

The streamlined systems we
built with the stackset team save us
5+ hours a week,
and ClickUp forms feeding
directly into program files make
gathering client info a breeze.

Point Taken Consulting

Stacket’s custom ClickUp build
put every single project and
task in one place and solved
all our management problems
—unequivocally the best ClickUp
Consultants to work with.

His Productions

Stackset was an absolute game-
changer: they optimized our
ClickUp spaces, set up
automations that save us tons
of time, and amazed us with
creative workflow ideas. Our
team flows seamlessly
now!

Alora Society

From day one, the stackset team
was prepared, professional, and
delivered even more than
promised. The value is
immeasurable, and we’ll definitely
work with them again.

Point Taken Consulting

Working with stackset was a
game-changer—I went from
drowning in complexity to a clear,
efficient  ClickUp workspace that
finally works for me.

Tosi Media

Diligent, efficient, and packed with
ClickUp knowledge, stackset
helped us brainstorm better
ways to use the system. We’ll call
them for every future update.

Juliette Calaf Interiors

When the stackset team showed
me what ClickUp could do, I called
 it “Business in a Box.”
Our entire business now lives
inside ClickUp—so valuable if we
ever decide to sell.

Mancini Digital

Kristi and the stackset team
were patient, highly
knowledgeable, and solution-
oriented during our ClickUp
revamp. Their work now saves us
hours upon hours every month.

GG Talent Group

We started with a tight timeline
and a bad taste from our last
consultant, but the stackset
team dove in to learn how
we operate and nailed our go-
live exactly as planned.

S&G Content Marketing

These templates are a game-
changer: we plug them in and
streamline our processes
 immediately.
Great stuff!

Pruitt Prep CPA

Moving from Asana was a big
learning curve, but the course and
templates made everything click.
The customer dashboard alone is
 a huge game-changer.

Bookkeep Gooden

Stackset templates are like a
Swiss Army knife—versatile,
dependable, and paired with videos
that helped me master
ClickUp. Pure magic for my
business.

Madison Kinnard LLC

Working with stackset was a
game-changer—I went from
drowning in complexity to a
clear, efficient ClickUp workspace
that finally works for me.

Tosi Media

The streamlined systems we
built with the stackset team save us
5+ hours a week,
and ClickUp forms feeding
directly into program files make
gathering client info a breeze.

Point Taken Consulting

Stackset’s custom ClickUp build
put every single project and
task in one place and solved
all our management problems
—unequivocally the best ClickUp
Consultants to work with.

His Productions

Stackset was an absolute game-
changer: they optimized our
ClickUp spaces, set up
automations that save us tons
of time, and amazed us with
creative workflow ideas. Our
team flows seamlessly
now!

Alora Society

From day one, the stackset team
was prepared, professional, and
delivered even more than
promised. The value is
immeasurable, and we’ll definitely
work with them again.

True Places Travels

Working with stackset was a
game-changer. I went from
drowning in complexity to a clear,
efficient  ClickUp workspace that
finally works for me.

Tosi Media

Diligent, efficient, and packed with
ClickUp knowledge, stackset
helped us brainstorm better
ways to use the system. We’ll call
them for every future update.

Juliette Calaf Interiors

When the stackset team showed
me what ClickUp could do, I called
 it “Business in a Box.”
Our entire business now lives
inside ClickUp—so valuable if we
ever decide to sell.

Mancini Digital

Kristi and the stackset team
were patient, highly
knowledgeable, and solution-
oriented during our ClickUp
revamp. Their work now saves us
hours upon hours every month.

GG Talent Group

We started with a tight timeline
and a bad taste from our last
consultant, but the stackset
team dove in to learn how
we operate and nailed our go-
live exactly as planned.

S&G Content Marketing

These templates are a game-
changer: we plug them in and
streamline our processes
 immediately.
Great stuff!

Pruitt Prep CPA

Moving from Asana was a big
learning curve, but the course and
templates made everything click.
The customer dashboard alone is
 a huge game-changer.

Bookkeep Gooden

Working with stackset was a
game-changer—I went from
drowning in complexity to a
clear, efficient ClickUp
 
workspace that finally works for me.

Tosi Media

Stackset was an absolute game-
changer: they optimized our
ClickUp spaces, set up
automations that save us tons
of time, and amazed us with
creative workflow ideas. Our
team flows seamlessly
now!

Alora Society

The streamlined systems we
built with the stackset team save us
5+ hours a week,
and ClickUp forms feeding
directly into program files make
gathering client info a breeze.

Point Taken Consulting

Stacket’s custom ClickUp build
put every single project and
task in one place and solved
all our management problems
—unequivocally the best ClickUp
Consultants to work with.

His Productions

Stackset was an absolute game-
changer: they optimized our
ClickUp spaces, set up
automations that save us tons
of time, and amazed us with
creative workflow ideas. Our
team flows seamlessly
now!

Alora Society

From day one, the stackset team
was prepared, professional, and
delivered even more than
promised. The value is
immeasurable, and we’ll definitely
work with them again.

Point Taken Consulting
Ready to get organized?
Let’s take your business to the next level  
with customized solutions made just for you
Book a Call