Building
ClickUp systems your team will actually use.
HI, I'M BETH.
I love helping companies remove the friction in making revenue. I believe business should feel fun, not like the Hunger Games. I help teams diagnose problems, break down barriers, and use technology as a friend, not a foe.
ClickUp is overwhelming.
That's what you're thinking, right? That the buildable structure makes it endlessly complicated and that the gauntlet of choices you have just makes your work MORE overwhelming and confusing, instead of clarifying what you should be working on now and what comes next. I totally get it. ClickUp's best feature, also makes it the most daunting, and most teams give up.
Don't give up. Let me help instead. We'll work together to understand how your team works, clarify and streamline your processes, then build technology around those systems so your team can finally work together in a single source of truth.

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Knowledge Management
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Cross-Departmental Work

Personalized Work Views

Meaningful Data Displays

Automations, & Integrations
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FROM YOUR FIRST CALL TO FINAL DELIVERY, YOU'LL WORK WITH ME, BETH.
NO HANDOFFS, NO TRANSFERS.
I KEEP IT SIMPLE:
Discover
Start with a free call to map where you are — and where you want to go.
Design
Build a clean ClickUp setup that matches your workflows, goals, and growth plans.
Deliver
Launch your system, train your team, and get after your big, ambitious goals.
Let's talk about your business.
ClickUp Certs & Skills
making sure I'm always delivering you the most up-to-date recommendations.


HubSpot Starter Setup
For teams using HubSpot Starter or Free CRM — ready to build a clean, functional foundation before scaling up.
- · CRM and pipeline setup
- · 1 Hub configured
- · 1 custom dashboard
- · Audit 1 key workflow
- · 3 basic automation workflows
- · 1-hour post-launch training
- · 14 days of email support
Professional Hub Setup
For growing teams ready for HubSpot Pro — with done-for-you setup, workflows, and reporting tailored to your goals.
- · Everything in Essentials, plus:
- · Audit and optimize 5 workflows
- · Advanced lead flow setup
- · 2-3 custom dashboards
- · 30 days of email support
- · Min. 3-month retainer required
Integrated Multi-Hub Setup
For growing teams investing in multiple HubSpot Pro Hubs — and needing a fully connected, cross-functional system.
- · Setup across 2+ Hubs
- · Cross-Hub optimization
- · Cross-Hub reporting
- · Lead, deal, and ticket routing
- · Multi-Hub automation
- · 60 days email support
- · Min. 3-month retainer required
What you may be wondering before you book your discovery call.

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Nope! We can create, distill, and clarify your processes together. This is often the crucial first step most businesses miss. But not you 😉
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That’s perfectly fine. We’ll audit your setup and rebuild what’s not working.
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That's the goal! Your setup will be clean and documented. The goal is that we build a system your team actually uses.
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Good question. Depending on your location and budget, this is certainly something we can consider. Sometimes workshops and on-site trainings are the most effective. Reach out and let's have a conversation!
Ready to Build Together?
Start with a free Discovery Call — no hard sales, just a real conversation about where you are, where you want to go, and how we can help get you there.
Let’s make it easier (and more fun) to grow.