ClickUp Systems Builder – Business-Wide Workflow Setup (Short-Term Build, Possible Ongoing Support)

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TYPE OF WORK

Gig

WAGE / SALARY

$400 USD

HOURS PER WEEK

10

DATE UPDATED

Sep 5, 2025

JOB OVERVIEW

We are a small but growing U.S.-based business with multiple active projects (brokerage listings, podcast production, conference prep, content creation, etc.). We need a ClickUp expert to help us design and build a clear, role-based project management system that organizes all areas of our work.

This is not just about creating lists or boards. We need someone who can:
- Take our skeleton workflows (we have rough outlines for Listings, Podcast, Conferences, and Marketing) and expand them into detailed, role-based task systems.
- Build spaces and folders in ClickUp that reflect different areas of the business (e.g., Listings, Marketing, Podcast, Conferences, Operations).
- Set up dependencies, automations, and templates so tasks flow smoothly without relying on memory.
- Create dashboards (by role, by project, by timeline) so the team has visibility.
- Train our team (via Loom or guide) on how to use the system day-to-day.

We’ve already prepared one detailed workflow example (Listings: Valuation ? Marketing) to show the level of detail we expect. The same level of depth should be applied across other workflows as we build.
You can view it here: ----------

Responsibilities:
- Review our provided workflow packet (skeleton + deep dive).
- Build out the Listing Management pipeline in ClickUp first (our top priority).
- Create spaces/folders for additional workflows such as:
Podcast Management (episodes, editing, promotion).
Conference Attendance (travel, booth setup, speaking prep).
Marketing/Content (email campaigns, blog posts, social media).
- Develop templates for recurring projects (e.g., every new podcast episode, every new listing, every conference).
- Configure dashboards to show both high-level pipeline views and weekly tasks by role.
- Provide a Loom or simple guide to onboard the team.
- Optional: Offer ongoing support for updates as needed.

Qualifications:
- Strong experience setting up ClickUp (preferred) or similar tools (Asana, Monday) for multi-project businesses.
- Skilled at taking rough outlines and turning them into detailed workflows.
- Experience creating automations, templates, and dashboards.
- Strong organizational mindset and attention to detail.
- Good communication skills in English (written and spoken).

Compensation:
One-time setup project: Estimated 40–60 hours.
$6–$12/hour depending on experience.
Option for ongoing part-time support (a few hours/month) for system maintenance.

To Apply:

Please send:
1. A short introduction of your ClickUp/PM system experience.
2. Screenshots or Looms of systems you’ve set up (multi-workflow setups preferred).
3. Your hourly rate and estimated timeline for building a system like this.

SKILL REQUIREMENT
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