ClickUp consulting & workspace builds

ClickUp Workspace Setup & Automation: Stop the Chaos and Scale Your Operations

Verified ClickUp Consultant

We turn confusing ClickUp spaces into clear, reliable workspaces with the right structure, automations, and integrations so your team stops fighting the tool and starts using it.

  • Full ClickUp setups for founders, agencies, and ops teams, built for scale, not chaos.
  • Cleanup of messy ClickUp workspaces into clear, reliable systems your team understands.
  • Automations, dashboards, and integrations that connect ClickUp with the tools you already use.
LevelUp with ClickUp

Every workspace we build is fully custom, shaped around your process, team size, and tech stack.

ClickUp workspace built by ConsultEvo
What we build in ClickUp

Structure, automations, reporting and AI that works with your team

From foundations to cleanup to automations and AI, we design ClickUp so it actually runs your operations.

Foundations

ClickUp workspace setup

A clean, scalable ClickUp workspace that matches how your company works.

  • Spaces, folders, lists
  • Status frameworks for clarity
  • Custom fields built for reporting
Cleanup

Messy workspace repair

If ClickUp is chaotic or ignored, we rebuild it into a system your team trusts.

  • Workspace audit
  • Structure rebuild
  • Old projects cleaned & migrated
Automation

Automations & integrations

Connect ClickUp to the tools your team already uses, and automate repetitive work.

  • ClickUp automations
  • Zapier / Make / API flows
  • HubSpot, GHL, Pipedrive, Gmail...
Visibility

Dashboards & reporting

Clear views and reporting for founders and managers.

  • Pipeline dashboards
  • Team workload views
  • KPI reporting
AI

AI inside ClickUp

Practical AI inside ClickUp that supports your team instead of confusing them.

  • AI agents within ClickUp
  • AI custom fields and logic
  • AI reporting and insights
  • AI usage and more

Not sure where to start? Send a short video or message about your ClickUp setup and we'll tell you what's realistic and where you'll see the biggest impact.

Get in touch
Process

From first call to live ClickUp

A quick, visual overview of how we work together.

1

Understand your needs

We map how work moves today and what ClickUp should fix.

2

First implementation

We build the initial workspace: structure, views, and key automations.

3

Adjustments

We refine based on real usage and feedback from your team.

4

Final touch & go live

We finalize, clean clutter, and align everyone on the new way of working.

5

Monitor & maintain

We stay available for tweaks, new automations, and AI improvements.

Frequently Asked Questions

Questions you might have about ClickUp, automation, setup, cleanup, and working with ConsultEvo.

ConsultEvo LLC is a US based consulting and automation agency led by Evrim Aslan. We design, build, and automate systems like ClickUp, HubSpot, GoHighLevel, Jira, Airtable, and Pipedrive so your business runs on clear processes instead of chaos.
Yes. ConsultEvo is a verified ClickUp Solution Partner. You can confirm this in the ClickUp Partner Directory by searching for ConsultEvo.
Most teams come to us with a messy workspace structure, too many lists and fields, unclear statuses, dashboards that do not show the right data, missing or broken automations, and low team adoption. We redesign the structure and workflows so ClickUp becomes easy to understand and maintain.
ClickUp can cover a lot of project, delivery, and light CRM work if the workspace is designed correctly. Tools like HubSpot, GoHighLevel, and Pipedrive are still better for advanced sales and marketing automation. We help you decide which processes live in ClickUp and which should stay in a dedicated platform.
A cleanup usually includes auditing your current workspace, rebuilding spaces, folders, and lists, simplifying statuses, consolidating custom fields, cleaning unused views, and setting clear naming rules, permissions, and core dashboards.
We work with three main ranges, and you always get a formal quote before we start.

1. BASIC - System Setup and Structure, starting from 500 USD, for correct setup, cleanup, and foundational structure.
2. BASIC PLUS - In App Automations and Dashboards, starting from 750 USD, adding workflows, automations, and reporting.
3. System Automation and Integration, custom quote, for deep workflows, multi tool integrations, and API work.
Yes. We build AI powered workflows and agents using ClickUp, Make, Zapier, VAPI, OpenAI, Gemini, and Claude. This can include AI based triage, tagging, routing, summaries, and agents that act on your data using clear rules.
Smaller setups or cleanups often take around two to four days. Standard rebuilds usually take about one week. Complex automation or integration projects are often in the one to two week range, depending on scope and feedback speed.
You can read our guides and examples in the ClickUp category on the site: ClickUp resources by ConsultEvo .
No. A short description of your current tools, team, and what feels broken is enough to start. We help map the right structure and workflows and then refine the setup with you.
Yes. We regularly migrate teams from tools like Asana, Monday, Jira, and Trello into ClickUp. That includes structure design, data migration, mapping fields and statuses, and training so the new workspace feels familiar but cleaner.
We design hierarchy based on how your business actually works, not a generic template. We map business units, clients, products, or projects into spaces, folders, and lists and keep hierarchy as shallow as possible so the workspace stays easy to navigate.
Common automations include status based routing, automatic task creation, assigning owners, updating dates, mirroring information into related tasks, sending notifications, syncing data to CRMs, and triggering external workflows through tools like Make or Zapier.
We design dashboards that answer specific questions such as workload, delivery status, pipeline health, and bottlenecks. We choose the right cards, filters, and data sources and make sure fields and statuses are consistent so dashboards stay reliable over time.
We simplify structure, hide unused views, reduce the number of statuses and custom fields, provide role based dashboards, and write simple usage rules. The result is that ClickUp feels lighter and people know exactly where to look and what to update.
Yes. We frequently connect ClickUp with Gmail, Outlook, Google Calendar, Calendly, and CRM based schedulers so tasks, events, and follow ups stay in sync and fewer things fall through the cracks.
Yes. ClickUp works very well for agencies, service businesses, and remote teams when it is structured correctly. We often build client delivery pipelines, retainers, internal operations workflows, and collaboration systems that keep distributed teams aligned.
ClickUp is not ideal as a full accounting system, heavy ERP, or specialized support desk with strict service level rules. In those cases we integrate ClickUp with finance, ERP, or support tools and keep ClickUp focused on work management and coordination.
Yes. Many clients start with a focused audit where we review your current workspace, record a walkthrough, highlight issues, and propose a concrete improvement plan with scope and pricing.
You can fill out the form on this page with a short description of your situation or send a quick screen recording. We review it, suggest the best tier, and send you a clear proposal with scope, pricing, and next steps.