Streamline your business Processes with ClickUp

Minimize the systems that you use to operate your business. ClickUp has an ever growing list of features to replace many other applications.

About Us

Shannon Vincent

Owner/CEO, ClickUp Vetted Consultant

Shannon is the owner of SMV Virtual Consulting and a ClickUp Vetted Consultant. She’s helped small and medium-sized businesses in various industries implement ClickUp. Check out her profile on Upwork to see what her clients have to say about her.

We Help You To solve your business process painpoints using ClickUp!

what can we do for you?

VIEWS

Custom Views for you and your team.
Training on creating views.
Creation of View Templates.
Instructions on best practices when creating views.

Templates

Development of customized templates (Views, Spaces, Folders, List and Task templates_
Mapping of custom fields to spaces, folders and lists to include in templates.

Dashboards

Customized dashboards to show complete overview of statuses on current projects.
Personalized private dashboards for management.
Customizable charts and graphs.

Automations

Creation of automations to streamline business processes.
Assigning of tasks based on template set up or automation triggers.

Custom Integrations

Integration of other business tools like CRM’s.
Set up of integrations using native ClickUp integration options or Zapier.

Training

Quick Tutorials and Overviews
1 on 1 training sessions
Team Training Sessions

We take your business processes and structure them in an organized repeatable way

If you are tired of the manual legwork if keeping your team on track and getting things done, contact us to help you set up repetitive, automated and clear processes for your business.

ClickUp is the best project management/task management tool on the market today. With ClickUp you can combine your task management, project management, CRM and relational databases, wiki’s and so much more.

Let us help you implement this tool and reduce the number of tools you team logs into daily.

Testimonials

what our clients have to say

"I've worked w/Shannon over the last 8 mo to implement new systems/processes to streamline my business. Shannon customized ClickUp to be the main hub of our business functions, and HubSpot for CRM. While providing extremely responsive support. We could not be more thrilled and are now working with her on PandaDocs for proposal mgmt. Hire her!"

Michelle F.CEO -Executive Coach

"Shannon has been amazing! She helped take a lot off my plate while creating & managing systems where I previously had none. She responds to requests quickly but also takes initiative to come up with new ideas for streamlining. Plus, she's an amazing human being. Highly recommend! "

Lee D.Owner, DJ/MC

"Shannon has been absolutely instrumental in helping us optimize our agency's workflow. When we first explored the idea of moving over to ClickUp, we were overwhelmed and didn't know where to start. Shannon quickly took the lead, importing and organizing our current documents, drives and PM tools (which were a mess) and created an intuitive, organized workspace for easy collaboration. She was able to answer any question I had, provided frequent updates, and equipped us with info & modules for training our team. I will absolutely be hiring Shannon again in the new year to help refine our systems and provide ongoing support for other areas of our business."

KaitDigital Marketing Agency

"Shannon is very organized and proficient. She's very easy to work with and she's an expert in her field. She set up my Clickup flawlessly and she provided me with video tutorials."

MarlaYoutuber