ClickUp for Agencies
We design ClickUp systems for marketing and creative teams who need clean, collaborative workflows — and more time to actually create.
"Shannon is amazing! She set up my Click Up account to enable me to work efficiently and flawlessly. I can now organize, plan and track my YouTube videos. She also set up a task list that helps me stay on track and allows me to be more productive. She's got a very quick response time, she listens to my needs and she has excellent suggestions. If you're looking to be more productive and organized, hire Shannon!"
Marla Mogul - Youtube Creator
We Build These (and More) in ClickUp
Campaign Planning
Easily manage onboarding and docs
Asset Management
Store and tag design & video assets
Editorial Calendars
Plan content across teams and platforms
Client Approvals
Automate feedback loops
Team Dashboards
Monitor workload, timelines & KPIs
Retainers & Projects
Track client tasks & deliverables per retainer
"Over a several month engagement, Shannon and her team helped us plan for and build a custom ClickUp interface for our company. Shannon was extremely knowledgable about ClickUp's capabilities and partner integrations which were all essential to creating the correct environment to run our business. Through a number of highly iterative sessions, we explained our needs and pain points, almost all of which Shannon was able to easily accommodate. I highly recommend her and her team as they were great to work with!"
Kevin McDonald
Modicum Agency
"Shannon is the quintessential ClickUp automation nerd who is knowledgeable, quick, easy to communicate with and delivers quality products on time. As a numbers nerd myself, I appreciate Shannons quick on her feet, solution oriented initiative and follow through. I have hired her a number of times and she is my "go-to" ClickUp expert. Thanks for all you do Shannon!"
Stephanie Solaris
ClickUp That Works Like Your Agency Does
Whether you run a branding agency, video production house, or marketing consultancy, we tailor your ClickUp setup to match how you work — not how ClickUp says you should.
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Templates for recurring projects
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Smart automations (status updates, reminders, approvals)
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Real-time dashboards to keep your team and clients aligned
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Clean task views for each team and department
Industries Served:
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Creative Agencies
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Marketing Firms
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Social Media Teams
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Freelance Studios & Boutiques
