ClickUP Implementation Specialist | Wingman Creative

ClickUp Implementation Specialist (3-Month Contract)

About the Role

We are a growing marketing agency seeking an experienced ClickUp Implementation Specialist to design, build, and optimise our agency operating system within ClickUp over a 3-month engagement. The successful candidate will work closely with our leadership team to streamline workflows, improve project visibility, automate manual processes, and create a scalable platform that supports our growth.

Scope of Work

Discovery & Process Design

● Review current workflows and project management processes.

● Facilitate stakeholder workshops.

● Recommend best-practice agency workflows and system architecture.

ClickUp Build & Implementation

● Design and configure ClickUp spaces, folders, lists, templates, statuses, and custom fields.

● Build end-to-end workflows for

○ Client onboarding

○ Briefing and intake processes

○ Marketing campaign delivery

○ Creative and content production

○ Recurring and retainer work

○ Internal projects

Project Management & Resource Planning

● Implement project tracking and delivery processes.

● Configure workload and resource management.

● Improve visibility of project status, priorities, and team capacity

Time Tracking & Reporting

● Set up timesheets and time-tracking processes.

● Create dashboards and reporting for

○ Project status

○ Team workload

○ Capacity planning

○ Time utilisation

○ Delivery performance

Automation & Training

● Build automations to reduce manual administration.

● Document processes and system architecture.

● Deliver training and handover sessions to ensure team adoption.

Deliverables At the completion of the engagement, we expect:

● A fully configured ClickUp workspace.

● Standardised project and briefing templates.

● Resource planning and workload management processes. ● Time-tracking and timesheet framework.

● Automated workflows and reporting dashboards.

● Documentation and team training.

IMPORTANT NOTE: THE RP MUST PROVIDE: A brief overview of your ClickUp implementation experience. (A video explaining will do) Examples or case studies of similar agency builds. Your proposed approach to the project. Availability and expected consulting rates.

Contract Length: 3 Months

Location: Remote

Start Date: ASAP

Reporting To: Agency Leadership Team