ClickUp Consulting Pricing Guide

About Will Helliwell

Will Helliwell - ClickUp Consultant

I am a ClickUp consultant with experience supporting businesses, property management companies, marketing teams, and more. My background includes project management and technical automation, with a strong focus on helping clients maximise the value they get from ClickUp.

Services Offered

  • Workspace Setup & Audit
    • Initial consultation to understand your agency’s needs
    • Workspace structure design (Spaces, Folders, Lists)
    • Custom status workflows and permissions
    • ClickUp hierarchy best practices
  • Template & Automation Creation
    • Client portal templates for onboarding
    • Automated task creation for new clients/projects
    • Recurring task and process automation
  • Process Optimisation
    • Review and streamline current processes
    • Recommendations for efficiency and scalability
  • Migration & Integration
    • Data migration from other tools (e.g. Airtable, Asana, Trello)
    • Integration with other platforms (email, Slack, CRM, etc.)
  • Training & Support
    • 1:1 or group training sessions (live or recorded)
    • Ongoing support via email or scheduled calls

Pricing Structure

  • Hourly Rate: £75/hour
    • Ideal for ad hoc support, troubleshooting, or small projects
  • Half-Day Rate: £275 (up to 4 hours)
    • For focused sessions such as audits, training, or template builds
  • Full-Day Rate: £500 (up to 8 hours)
    • For larger projects, migrations, or intensive setup
  • Project Packages: Custom pricing
    • Fixed-fee packages available for defined scopes (e.g. full agency workspace setup, client portal automation)
    • Example: Agency Workspace Setup & Training Package from £1,200

Typical Needs I Support

  • Building scalable client onboarding workflows
  • Creating reusable templates for projects and clients
  • Automating repetitive admin tasks
  • Improving team visibility and reporting
  • Integrating ClickUp with agency tools (CRM, email, etc.)
  • Training teams on ClickUp best practices and use of ClickUp AI

Next Steps

  1. Discovery Call: Book a free 30-minute call to discuss your agency’s needs and goals (Book here)
  2. Proposal: Receive a tailored proposal and quote
  3. Kickoff: Start your ClickUp transformation!

For more information or to request a custom quote, email will@theproductivedad.com
Or visit theproductivedad.com