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services

Turn scattered processes into seamless systems.

Hands-on help to get your time back and set your business up to grow, whether you need one fix or a full build.

Book a free discovery call → Compare options ↓

Three ways to work together

Quick help 1:1 Consulting Clarity and fixes on ClickUp, tools and automations, fast. Most popular ClickUp Services A workspace that's organized, intuitive and built for your business. Full build Custom Systems & Automation Bespoke systems and automations that run your operations.

quick help

1:1 Consulting

For business owners who need immediate clarity, custom support and actionable solutions on ClickUp, modern business tools, automations and more. No more time wasted on Claude, YouTube or trial and error.

"They rebuilt our entire ClickUp setup, caught a broken Zapier automation and a calendar sync issue we hadn't noticed, and left us with a clear, prioritized action plan. Honest, thorough, and genuinely useful. Exactly the reset we needed."

Christa Ellis · CEO, Lumen Activations

In this session you'll get

  • A detailed look at your current challenges
  • Immediate fixes and problem solving
  • Strategic next steps
  • A support period after the call

From $200

Flexible payment plans. Save with a bundle of calls.

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A ClickUp task list on a laptop screen beside a monstera plant
A tidy wood desk against a dark green paneled wall, with a ClickUp dashboard open on the laptop

clickup services

Is your ClickUp more chaotic than helpful?

Whether you're starting from scratch or drowning in cluttered lists, I'll design a workspace that's organized, intuitive and built for your business. No cookie-cutter setups. A streamlined system pays for itself in hours saved every week.

"My ClickUp was a hot mess before I met Meagan. She patiently helped me take charge of my processes so I don't wake up panicking about my to-do list anymore."

Kayla James · CPA
  • Workflow design
  • Custom ClickUp setup
  • ClickUp optimization
  • ClickUp audit
  • ClickUp documentation
  • ClickUp and external automations
  • ClickUp training
  • Extended ClickUp support

Starts at $1500

Flexible, no-interest payment plans.

Book a call →

full build

Custom Systems & Automation

Ready to build a business that runs itself? I design and build custom systems and automations that bring order to your operations, so you can scale without the stress and finally take a vacation without your laptop.

"Since putting the system in place, we've been able to tighten up our processes, improve accountability, and operate much more efficiently as a team."

Brittnie Simon · Digital Agency Founder

What you get

  • A deep dive into your current processes and pain points
  • Systems and automations built for your business, not a template
  • Clear documentation and hands-on training so your team can hit the ground running

Custom quote

Scoped to your business after a free call.

Get more info →
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from clients

Calm, organized and actually used.

I couldn't have done this project without you! You knew how to take what I needed and apply it in the most efficient way possible in ClickUp, and teach me how to use it!
Amber GlusOperations and Marketing Strategist
She knows her stuff, and understands operations. That is key. We had a ClickUp expert who didn't understand our operations, and it made a big mess. Meagan to the rescue!
Annie NewtonCFO
Meagan's support turned our ClickUp setup from overwhelming to empowering, giving our team the confidence and clarity to build a strong foundation and explore new features with ease.
Jenn SebastianCOO

who I work with

Service businesses and the people who run them.

  • Bookkeepers
  • Accountants & tax preparers
  • CFOs
  • Consultancies
  • Coaches
  • Creatives
  • Agencies
  • DOOs, OBMs & PMs
  • Interior designers
  • Web designers
  • Nonprofits
  • Social-impact orgs
  • Education
  • Startups & SMBs
  • Women-led teams

tools I work with

The right tool for how you work.

  • ClickUp
  • Zapier
  • Make
  • SmartSuite
  • Zite
  • Fillout
  • Softr
  • Noloco
  • APIs & custom automations
  • And more, I learn quickly

how we work together

Support that fits you.

Neurodivergent-friendly

We'll shape a working style that's comfortable for you, from how we meet to how information is shared.

Flexible scheduling

Meet as often or as little as you want.

Interest-free payment plans

Financial accessibility matters to me, so every client can pay over time.

A note on pricing

Services start at $200. I aim to keep pricing transparent because financial accessibility matters to me. That said, most prices are custom. I offer flexible payment plans with no interest or fees. Non-profit or social impact org? Scroll down to apply for a scholarship.

social impact program

Every quarter, one mission-driven organization gets a scholarship.

Efficient systems amplify impact. I help mission-driven teams streamline their operations so they can focus on their cause.

Who can apply

  • Registered nonprofits
  • Social enterprises
  • Community organizations
  • Mission-driven initiatives
Apply now →

questions

Common questions, plain answers.

How much does it cost to work with you?

Services start at $200 for a 1:1 consulting call. ClickUp setup and optimization starts at $1,500. Custom systems and automation projects are quoted after a free call, so the price fits what your business actually needs.

Do you offer payment plans?

Yes. Every service can be paid over time, with no interest and no fees. Financial accessibility matters to me.

How long does a project take?

A typical project lasts about 6 weeks, but your system can be ready to use in less than 2 weeks. There are shorter and longer options too, depending on what you need.

Which service is right for me?

If you're stuck on something specific and want answers fast, start with a 1:1 call. I can help you whether your ClickUp is brand new or needs some sprucing up or you need several tools and automations working together. Not sure what you need? Book a free call and we'll figure it out together.

Do I have to use ClickUp?

No. ClickUp is my specialty, but I also build in SmartSuite, Zapier, Make, Zite, Fillout, Softr, Noloco, and other tools. I pick the tool that fits how you work, not the other way around.

Will my team actually know how to use the system?

Yes. Builds include clear documentation and hands-on training, so your team can start using the system right away instead of working around it.

Do you work with nonprofits?

Yes. Every quarter, one mission-driven organization gets a scholarship. Registered nonprofits, social enterprises, community organizations, and mission-driven initiatives can apply.

Where are you located?

Yes. I'm based in Pennsylvania, and I work with clients everywhere, remotely.

not sure where to start?

Let's figure out the right fit together.

Book a free call. We'll talk about what feels heavy and which option makes sense.

Book a free call →
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