Migration from your current tool
Monday.com, Asana, Trello, or spreadsheets moved over with historical work preserved and a cutover plan that does not stop delivery during the switch.
ClickUp
ClickUp migration and buildout.
I move teams into ClickUp and make the new setup stick. Spaces, folders, custom fields, templates, automations, dashboards, and a training library so the platform gets used the way it was designed.
What the engagement includes
Custom structure and templates
Spaces and lists shaped around how the team actually delivers, with task templates covering the standard steps of each recurring engagement.
Automations and AI handoffs
Status changes, assignments, recurring reporting, and drafting support wired in so administrative follow up stops being someone's job.
Training library
Recorded modules and written SOPs so new hires onboard themselves and the build keeps working after the engagement closes.
How I work
01
Map the current work
Before touching ClickUp, I document the workflows, roles, and reporting the team depends on today.
02
Build and pilot
One team runs live in the new structure first. Adjustments happen there, before everyone moves.
03
Cut over and train
Full migration, walkthrough sessions, and a documentation library handed to whoever will own the workspace next.
Based in Utah County
Springville, Utah. Working with teams across the state and remote.
I ran exactly this project as Manager of Process and Systems: a two month migration from Monday.com into a fully customized ClickUp infrastructure with automated project structures, standardized agency SOPs, AI automations for task handoffs, and a ten module video training library covering keyword research, reputation management, and paid media. I work with Utah County and Wasatch Front teams in person, and with remote teams over video.
Selected work
Case studies from real engagements
Green House Sales and Marketing
Agency systems architecture: Monday.com to ClickUp migration
The problem. The agency was executing client deliverables and campaigns across Monday.com with inconsistent project structures, which created communication gaps, administrative friction, and slower handoffs between departments.
What I did. Engineered a full agency wide migration to ClickUp. Designed custom space architectures, standardized task templates, and automated status workflows that map directly to marketing operations, then created and implemented a complete staff training protocol.
The outcome. Unified client execution under a single system, standardized project lifecycles across accounts, and removed operational friction with minimal supervision.
- Agency wide migration
- Standardized templates
- Staff training protocol
Green House Sales and Marketing
Full spectrum agency operations and client portfolio leadership
The problem. Managing a high volume portfolio of distinct clients, each requiring tailored strategy, technical execution, and strict quality control without administrative bottlenecks.
What I did. Led comprehensive digital marketing and systems operations across the board. Spearheaded end to end project management encompassing custom website design and web development, local SEO, paid media campaigns, social media strategy, reputation management, brand architecture, content creation, and professional videography, with rigorous operational frameworks keeping every deliverable on time.
The outcome. Delivered a diverse suite of digital marketing assets and infrastructure that modernized client brands, established local search presence, and scaled lead generation across multiple industries.
- Multi client portfolio
- End to end delivery
- Quality control frameworks
Common questions
How long does a ClickUp migration take?
For an agency sized team, roughly two months from mapping through training. Smaller teams move faster.
Will we lose historical work?
No. Existing tasks, attachments, and history get migrated as part of the cutover plan.
Do you train the team?
Yes. Training and documentation are part of the engagement, because a good build that nobody understands still fails.
Can you migrate from Monday.com, Asana, or Trello?
Yes. I have run a full Monday.com to ClickUp migration end to end, and the same mapping approach applies to Asana, Trello, and spreadsheet based systems.
Do we have to stop working during the move?
No. Active work is moved on a planned cutover date after the new structure is built and tested, so there is no long freeze.
What gets automated?
Task creation, status handoffs, due date logic, recurring work, and administrative reporting. Approvals stay with people.
How do you keep the workspace from getting messy again?
Naming conventions, templates for repeat work, a documented owner for each space, and a short quarterly cleanup routine handed over with the build.
Who owns the workspace after you leave?
An internal admin, trained during the engagement, with the documentation library and video modules to hand to new hires.