CLICKUP VERIFIED SERVICE PROVIDER
Scattered tools?
Lost tasks?
Zero processes?
I fix that.
I build ClickUp workspaces that your team actually uses, then stay until they are using them. Built for service businesses of 5 to 30 people who are done duct-taping their operations together.
CLICKUP VSP / CPTD CERTIFIED / ATD MASTER INSTRUCTIONAL DESIGNER / 11+ YEARS
Does this sound like your business?
Work lives in five places and nobody is sure which one is current.
Your team asks the same questions every week because nothing is written down.
You tried AI and it did not know enough about your business to be useful.
New hires take months to get useful because onboarding lives in someone's head.
You bought a project management tool and nobody uses it.
None of that is a people problem.
It is a systems problem.
HOW I WORK
Four steps from duct tape to a system your team trusts.
Diagnose
Before I touch a tool, I map how your work actually moves and find where it breaks. Two to three sessions, no assumptions.
Build
A ClickUp workspace shaped around your real workflows. Dashboards, automations, and AI agents that remove the busywork instead of adding to it.
Train
Your team learns the system in a live, recorded session, plus documentation they will actually open. Eleven years of training design behind it.
Build
A ClickUp workspace shaped around your real workflows. Dashboards, automations, and AI agents that remove the busywork instead of adding to it.
PACKAGES
Fixed scope. Fixed price. No hourly surprises.
Launch
$5,500
one-time
A complete workspace, built and ready to adopt. Then it is yours to run.
Discovery and workflow diagnosis (2–3 sessions)
Full workspace architecture
Up to 15 automations, 2 AI agents
Team training session (90 min, recorded)
Workspace documentation
4-week Adoption Sprint
2 weeks post-sprint email support
MOST POPULAR
Launch + Care
$7,500
setup + $750/month
Everything in Launch, plus a partner who keeps improving it every month.
Everything in Launch, plus:
Up to 25 automations, 4 AI agents
Advanced leadership dashboards
Monthly optimization session
Email and chat support, 1-day response
Quarterly workspace health check
Fully Managed
$10,000
setup + $1,500/month
I run and continually optimize your operations so you can stop thinking about it.
Everything in Launch + Care, plus:
Unlimited automations and AI agents
Integrations (Zapier, Make)
New-hire onboarding sessions
Priority support, 4-hour response
Biweekly calls + quarterly ROI review
HOW I WORK
Four steps from duct tape to a system your team trusts.
Diagnose
Before I touch a tool, I map how your work actually moves and find where it breaks. Two to three sessions, no assumptions.
Build
A ClickUp workspace shaped around your real workflows. Dashboards, automations, and AI agents that remove the busywork instead of adding to it.
Train
Your team learns the system in a live, recorded session, plus documentation they will actually open. Eleven years of training design behind it.
Build
A ClickUp workspace shaped around your real workflows. Dashboards, automations, and AI agents that remove the busywork instead of adding to it.
Services
I offer a range of services to help growing teams design and scale their training programs:
Performance Strategy Session
Identify what’s slowing your team down, uncover performance gaps, and get clear, practical direction on how to fix them.
Performance Gap Analysis Sprint
Diagnose why performance issues persist and get a clear, actionable plan to improve onboarding, training, and execution.
Onboarding System Design
Design a structured onboarding system that helps new hires ramp up faster, reduce confusion, and start contributing with confidence.
Performance-Focused Training Programs
Build practical, role-specific training programs that reduce mistakes, improve day-to-day execution, and help your team perform consistently.
Train with structure.
Perform with confidence.
What Changes After We Work Together
When onboarding and training are structured intentionally:
New hires become productive faster
Managers spend less time repeating instructions
Critical knowledge is captured and scaled across the team
Teams adopt tools and processes more effectively
Growth becomes easier to sustain
Training stops being a cost center. It becomes an operational advantage.
Ready to Improve Your Team’s Onboarding and Training?
If your team is growing and you want structured training that supports real performance, let’s talk.
My Approach
I follow a simple, practical process to design training systems that improve real on-the-job performance.
Diagnose
Understand your current onboarding, training gaps, and performance challenges
Design
Map structured learning aligned with roles and business goals
Develop
Build practical, scalable training assets focused on improving performance
Optimize
Refine and improve based on real performance outcomes.
Case Studies
Blog
Ready to Build Training That Actually Improves Performance?
If your team is growing and you want onboarding and training that drives real results, let’s talk.