Deliverables Include:
Full discovery process + live system audit
Custom ClickUp or Asana workspace build/rebuild
Workflow, dashboard, and automation design
Async training docs (SOPs, Looms, templates)
Practical AI integration (ClickUp Brain, Asana AI, or GPT support)
AI-ready documentation (task setup, updates, or admin flows)
Post-launch support window (2–4 weeks)
If your project systems are starting to show their cracks, we've got you.
Our Custom Systems Build is for growing teams ready to stop duct-taping their way through projects. Whether you're switching platforms or scaling fast, we design (or redesign) right-sized ClickUp or Asana setups that match your priorities, pace, and people—not someone else’s template.
We start by finding what’s holding things together—and what’s quietly getting in the way. Then we rebuild your system to make assignments clearer, handoffs smoother, and progress easier to track—without overcomplicating how your team already works.
We also help you make AI part of the team—supporting planning, documentation, updates, and day-to-day coordination. It’s not about doing more, faster. It’s about using AI to reduce load and keep you focused on your best ways of working, stress-free..
Certified in both ClickUp and Asana, we bring platform fluency and real-world PMO experience to every engagement—and stay with you post-launch to train your team and support seamless adoption.
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Deliverables Include:
Targeted system audit (ClickUp or Asana)
Streamlined mapping of 1–2 priority processes
Cleanup of workflows, views, custom fields, statuses, and basic automations
Team assignments and reporting recommendations
Async documentation (SOPs, Looms, naming guides)
Light-touch AI integration for updates, delegation, or task flow
Post-sprint review + next-step recommendations
If your ClickUp or Asana setup “mostly works,” but still drives you nuts—it’s time for a mini-reset.
Unjammed Ops: Friction Fix is a focused, 2–3 week sprint to clean up the the things in your ClickUp or Asana setup that are just not working anymore, and is slowing you down.
We’ll fix what’s clunky, simplify what’s confusing, and make your tools easier and more joyful for your people to use. When it makes sense, we’ll also help you strategically bring in AI as your Ops partner to reduce manual work and keep things moving.
You’ll walk away with smoother workflows, async-ready documentation, and a setup that feels easier to live inside—without having to burn it all down.
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Deliverables Include:
1-hour discovery call
Custom ClickUp or Asana starter build
1–2 priority workflows mapped + implemented
Tags, task types, assignees, and fields configured
Light AI setup for task flow, updates, or async tracking
Team onboarding materials (Looms or guides)
30-minute follow-up support session
Custom ClickUp or Asana Onboarding Strategy & System Setup.
You’ve picked your platform. Now it’s time to set it up right—to avoid confusion, clutter, or overbuilding get in your team's way.
Unjammed Ops: QuickStart is a focused, 1–2 week sprint to get ClickUp or Asana up and running with clarity and confidence. We’ll co-design a right-sized setup with you that reflects the way your team does its best work—not just what looks tidy in a template.
You’ll walk away with a ready-to-go structured, documented workspace and onboarding materials, plus stress-free, light-touch AI built in to support updates, task flow, or async status checks as needed.
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Deliverables Include:
90-minute live ClickUp or Asana audit + recommendations
Targeted follow-up docs (SOPs, Looms, or fix-it checklist)
1 week post-session async support
Optional: AI recommendations to streamline task flow, updates, or planning
One session. Clear answers. A way forward.
Feeling stuck in a system that kind of works—but keeps slowing you down? Our Unjammed Ops: Clarity Session is a 90-minute deep dive built to help you get unstuck fast.
We’ll audit your ClickUp or Asana setup in real time, call out what’s working, what’s not, and show you exactly where to focus next.
And, if AI is part of your stack (or something you're considering), we’ll flag where it could actually support your team—without creating more noise or confusion.
It’s fast, focused, and designed to give you clear, actionable next steps—without committing to a full rebuild.
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