certified ClickUp expert
A ClickUp consultant who starts with your business, not the software.
I'm Meagan Beltekoglu, a Certified ClickUp Expert and Verified ClickUp Consultant. I help service businesses and small agencies turn ClickUp into a simple system their team actually uses, so the details stop living in your head.
it's free, promise
★★★★★
"She knows her stuff, and understands operations. That is key - we had a ClickUp expert who didn't understand our operations, it made a big mess. Meagan to the rescue!"
the credentials
Certified in ClickUp and the operations behind it.
the short version
ClickUp consulting, in plain terms.
Meagan Beltekoglu is a Certified ClickUp Expert and Verified ClickUp Consultant who helps women-led service businesses and small agencies set up, clean up, and automate ClickUp. Her approach is business first, process second, technology third: she learns how the business runs, simplifies the process, and then builds ClickUp around it. She has delivered 500+ projects across 17+ industries over 7 years.
sound familiar?
Is your ClickUp working for you, or are you working for it?
Most people don't hire a ClickUp consultant because they're new to ClickUp. They hire one because ClickUp turned into one more thing to manage.
- Your workspace has become a glorified to-do list
- Nobody's quite sure where things go, so they ask you
- You've rebuilt it twice, and it still doesn't match how your team works
- Client work slips through the cracks between lists, chats, and inboxes
- You can't see who's overloaded or what's overdue without clicking everywhere
- You know ClickUp can do more, but you don't have time to figure it out
"My ClickUp was a hot mess before I met Meagan. She patiently helped me take charge of my processes so I don't wake up panicking about my to-do list anymore." — Kayla James, CPA
how I set up ClickUp
Business first. Process second. Technology third.
Most ClickUp setups go wrong because they start with the software. Someone picks a template and tries to make the business fit it. I do it the other way around. The result is a workspace your team can follow without asking you where things go. How to set up ClickUp for your business →
01
Business first
I learn how your business actually runs: your services, your clients, your team, and what you need to see to make decisions. I do this through a detailed onboarding form, asking you tons of questions on our Kick Off Call, and listening carefully to both your answers and what is left out.
02
Process second
We simplify how the work should flow before anything gets built. Clear stages, clear owners, and fewer steps. Even the best process needs to be "ClickUp-ified" so it makes practical sense in the tool.
03
Technology third
Then I build ClickUp around that process, so it fits the way you already work.
what I build
What I build in ClickUp.
ClickUp setup
A new workspace built around how your business runs: Spaces, lists, statuses, custom fields, task types, templates, and views.
How I set up ClickUp →Cleanup and audits
A clear look at what's getting in the way of the workspace you already have, and what to change. Usually it's not missing features. It's structure.
Questions to ask a ClickUp consultant →Automations
ClickUp's native automations, plus Zapier and Make when you need to connect other tools, so repetitive steps happen on their own.
Set up a ClickUp automation →Dashboards and reporting
Dashboards built around the decisions you need to make: workload, overdue work, client delivery, and your key numbers.
ClickUp dashboard examples →ClickUp AI, done carefully
AI fields, Super Agents, and Brain where they actually save time, without burning through your AI credits.
Automations vs. Super Agents →Documentation and training
SOPs, walkthroughs, and team training, so the system lasts after I'm gone.
New ClickUp features worth using →A college essay consulting firm was managing every student by hand. We built templated workflows and automations around how she delivers her services. She now saves 10+ hours a month, freed up about $24k a year in billable time, and beat her previous year's income by October. Read the case study →
A custom embroidery seller was keeping track of every order's details and deadlines by hand. After we streamlined her order process in ClickUp, she saves 10+ hours a week. Read her story →
A recruiting agency needed to track open roles and nearly 2,000 candidates across small recruiting pods. We set their goals first, then built an operations dashboard showing roles without a recruiter, roles without active candidates, and each recruiter's workload. We also replaced an AI agent that was quietly using up their AI credits with a simple automation.
An interior design studio needed project tasks the team could follow, and an owner who plans her week in Outlook. We built clear project stages, then set up a ClickUp Super Agent that places each person's tasks onto their calendar inside the time blocks they already use.
A virtual assistant agency wanted every client to get consistent attention. Each account manager now has a dashboard showing their own clients and monthly touch points, plus a client health tracker that flags accounts needing attention.
"New Leaf Digital rebuilt our entire ClickUp setup, caught a broken Zapier automation and a calendar sync issue we hadn't noticed, and left us with a clear, prioritized action plan. Honest, thorough, and genuinely useful. Exactly the reset we needed." — Christa Ellis, CEO, Lumen Activations
the proof
ClickUp systems built for service businesses and agencies across 17+ industries.
See my ClickUp directory listing →500+
projects delivered
7
years in business
ways to work with me
Start where it makes sense for you.
Every service has interest-free payment plans. See services and pricing →
1:1 ClickUp consulting
For a specific problem you want solved fast.
Operations and ClickUp audit
A clear picture of what's working, what isn't, and what to change in your ClickUp and the tools around it.
ClickUp setup and optimization
A workspace designed, built, documented, and trained, usually over about 6 weeks, with your system ready to use in less than 2 weeks. Starts at $1,500.
Custom systems and automation
Bigger builds that connect ClickUp to the rest of your tools. Custom quote after a free call.
Working with a DOO, OBM, or agency? Partner with us →
why work with me
Why hire me as your ClickUp consultant.
I'm certified in ClickUp, and in operations. I'm a Certified ClickUp Expert, Verified ClickUp Consultant, and Certified Director of Operations. You get someone who knows the tool and understands how a business runs.
I've done this a lot. 7 years in business, 500+ projects, and 17+ industries.
I'm listed in ClickUp's partner directory. See my listing →
I'm small on purpose. You work with me directly, and I keep a capped client list, so your project gets real attention.
I keep it simple. No jargon, no judgment, and no cookie-cutter templates.
What does a ClickUp consultant do?
A ClickUp consultant learns how your business runs, then designs and builds a ClickUp workspace around it: the structure, statuses, custom fields, templates, automations, and dashboards. A good one also documents the system and trains your team, so it actually gets used.
What is a Certified ClickUp Expert?
It's a ClickUp certification that shows advanced knowledge of the platform. I'm also a Verified ClickUp Consultant, which means ClickUp has vetted me to provide setup and consulting services, and I'm listed in ClickUp's partner directory.
How much does it cost to hire a ClickUp consultant?
It depends on what you need. With me, 1:1 consulting starts at $200 and bigger projects start at $1,500 and are quoted after a free call. Every service has interest-free payment plans.
How long does a ClickUp setup take?
A typical project lasts about 6 weeks, but your system can be ready to use in a matter of days. The extra time is for your team to start using it, notice what doesn't fit, and get it adjusted, plus a dedicated support period to make the transition easy.
Can you fix a ClickUp workspace we already use?
Yes. A lot of my clients come to me with a workspace that's grown messy, or one built by someone who didn't understand their operations. We start with an audit or a cleanup, and you don't have to start over.
Do you only work in ClickUp?
ClickUp is my specialty, but I also build in SmartSuite, Zapier, Make, Zite, Fillout, and more. I pick the tool that fits how you work.
Do you help with ClickUp AI and Super Agents?
Yes. I set up AI fields, Super Agents, and automations where they save real time, and I help you keep an eye on your AI credits so nothing runs more than it should.
let's make work lighter
Ready for a ClickUp workspace that works the way you do?
Book a free call. We'll talk about what feels heavy in your business, and whether ClickUp setup, a cleanup, or an audit makes sense.
Book a free call →