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Services & Offers
What does stackset actually do?

We build systems that make your business run like a machine — and feel like magic. Whether you’re looking for a custom ClickUp build, a guided implementation, or just want to DIY with our templates and trainings, we’ve got options for teams of all sizes.

What’s the difference between “Guided” and “Custom” Implementation?

Custom Implementation is our premium service — a fully custom ClickUp build (done-for-you) designed around your workflows, automations, and goals.

Guided Implementation is our guided ClickUp implementation program — think of it as a hybrid coaching + consulting experience to build alongside our team with support.

Do you offer payment plans?

Yup! Each option has payment plans to meet your financial needs. Once you click on the offer you will be able to click on the payment plan link in the description.

Who are your services for?

We work best with growing teams — especially agencies, consultants, and service providers — who are scaling fast and need better systems to keep up. If your business is already bringing in revenue but your backend is a hot mess? You’re in the right place.

Do you offer HoneyBook setups too?

Yes! We specialize in ClickUp and HoneyBook — and when paired together, they’re kind of unstoppable.

Our HoneyBook services include automation setup, inquiry-to-booking flows, and back-end optimization to support your client journey. You can check out our HoneyBook Services Page here.

How much time do I need to commit?

I suggest committing 2-3 hours weekly for 4 weeks. Systems School is a self-study course done completely on your own time.
Keep in mind, each module is designed to build upon the lessons from the last. I implore you to learn, absorb, and implement before moving on to the next lesson.Using HoneyBook and ClickUp has saved me countless hours in my week while staying on top of my leads and elevating my client experience.

Systems School & Products
What’s included in Systems School?

Systems School is our private community and learning hub — a space to get support as you build smarter systems.

It doesn’t include our ClickUp Course or Template Vault by default, but when you purchase either one, you’ll get access to Systems School for ongoing guidance, office hours, and live trainings. Think of it as the support system that kicks in after you grab the tools.

What’s the Template Vault?

A vault of 50+ plug-and-play ClickUp templates for every part of your business — from client onboarding to sales tracking to team meetings. It’s our most popular product for good reason: it saves you hours of build time.

And yes, ALL templates in the shop are included in the vault + MORE!

Do you offer payment plans?

Yup! Each option has payment plans to meet your financial needs. Once you click on the offer you will be able to click on the payment plan link in the description.

Do I get access to Systems School if I buy a template or course?

When you purchase the ClickUp Course OR ClickUp Template Vault, you’ll get 3 months of bonus access to Systems School (because let’s be honest, sometimes you need a little extra support to actually implement what you buy).

Can I use your templates with the free version of ClickUp?

We always recommend starting with ClickUp’s Unlimited plan — the free version is pretty limited, especially when it comes to custom fields and automations (which are kind of the magic sauce). That said, some of our more advanced templates may require Business or Business Plus features. We’ll always note those inside the lessons so you’re not left guessing.

How much time do I need to commit?

I suggest committing 2-3 hours weekly for 4 weeks. Systems School is a self-study course done completely on your own time.
Keep in mind, each module is designed to build upon the lessons from the last. I implore you to learn, absorb, and implement before moving on to the next lesson.Using HoneyBook and ClickUp has saved me countless hours in my week while staying on top of my leads and elevating my client experience.

Tech & Tools
Do you integrate with other tools?

Yep. We’re fluent in Zapier, Make, and a bunch of other tools. If your system lives in spreadsheets and good intentions, we can probably help!

Do you use AI in your systems?

We do — but only where it actually makes things easier. From ClickUp AI prompts to proposal generators and SOP libraries, we build with strategy first (not just for the buzzwords).

Do you offer payment plans?

Yup! Each option has payment plans to meet your financial needs. Once you click on the offer you will be able to click on the payment plan link in the description.

Can you train our team after setup?

Absolutely. Every custom build includes documentation and training. For teams who want extra support, we offer additional live sessions and ongoing support options.

How much time do I need to commit?

I suggest committing 2-3 hours weekly for 4 weeks. Systems School is a self-study course done completely on your own time.
Keep in mind, each module is designed to build upon the lessons from the last. I implore you to learn, absorb, and implement before moving on to the next lesson.Using HoneyBook and ClickUp has saved me countless hours in my week while staying on top of my leads and elevating my client experience.

Getting Started
How do I book a consult?

Head to stackset.com/contact to book a call. You’ll meet with someone from our team who can walk you through next steps based on what you need!

What happens after I sign up?

You’ll get a welcome email with next steps based on your purchase. For custom builds, that includes onboarding, project timelines, and your dedicated communication channel. For templates and courses, you’ll get instant access via PDF or the Systems School Portal.

Do you offer payment plans?

Yup! Each option has payment plans to meet your financial needs. Once you click on the offer you will be able to click on the payment plan link in the description.

What should I prep before the call?

Nothing fancy — just come ready to talk about your current systems (or lack thereof), what’s not working, and where you want to go. Screenshots, sticky notes, or rants welcome.

How much time do I need to commit?

I suggest committing 2-3 hours weekly for 4 weeks. Systems School is a self-study course done completely on your own time.
Keep in mind, each module is designed to build upon the lessons from the last. I implore you to learn, absorb, and implement before moving on to the next lesson.Using HoneyBook and ClickUp has saved me countless hours in my week while staying on top of my leads and elevating my client experience.

Still have questions?

If you’re still not sure which offer is right for you, or if your business is in a very specific situation, just reach out to our team at support@stackset.com — we’re happy to help!

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