ClickUp Health Check (Existing Account Audit)

To evaluate the performance, configuration, and structure of your existing ClickUp account, identifying optimization areas and providing clear recommendations to enhance efficiency and control.

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• You’ve been using ClickUp for a while and want to make sure it’s properly configured.
• Your workspace feels cluttered or hard to manage.
• You want to improve speed, organization, and usability.
• You’re preparing for scaling your teams or upgrading your plan.

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• Comprehensive audit of your ClickUp workspace and structure.
• Review of permissions, roles, automations, and performance.
• Identification of redundant or inefficient setups.
• Recommendations for optimization and best practices.
• Optional follow-up session to implement improvements.

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