ClickUp Workspace Setup for Agencies

The Challenge

A growing agency needed a ClickUp system that could manage multiple client projects without losing visibility or control. Their existing setup lacked structure, making it difficult to onboard new clients, track renewals, or report on delivery performance. My Agency background gave helpful and useful insights on many of the common pain points

The Solution

As their ClickUp Consultant, I designed a comprehensive workspace build that covered every aspect of their workflow — from client onboarding to reporting.

1. Workspace Configuration

Structured Spaces, Folders, and Lists for each client and internal process.
Established naming conventions and permission settings to maintain security.

2. Client Folder Templates

Created reusable templates for new client setups with predefined views, statuses, and automations.
Set permissions to allow client visibility on selected tasks only.

3. Automation Setup

Automated recurring tasks, renewal reminders, and reporting cycles.
Integrated forms to auto-create task sequences upon submission (onboarding, renewals, feedback).

4. Dashboard Optimization

Designed clear dashboards for leadership, project managers, and clients.
Included KPIs like project health, task status, and upcoming deadlines for total visibility.

The Results

Fully structured workspace ready for scalable client management
Automated onboarding and renewals, reducing manual work by 50%
Custom dashboards providing real-time project insight
Cleaner collaboration between internal teams and clients
Faster reporting with auto-updated metrics

Client Feedback

“Our ClickUp setup finally supports our agency — onboarding is seamless, we can see every client’s progress at a glance, and we spend less time on admin every week.”