Simplify Your Work with Custom ClickUp Solutions
Maximize your impact and achieve more with streamlined efficiency
Service Menu
ClickUp Setup Services
Complete ClickUp Setup - Basic
Perfect for solopreneurs and small teams ready to get organized quickly with proven systems.
- Standard workspace setup
- Essential templates
- Training for ClickUp Champion
- And more
Starting at $4,000 with flexible, no-fee payment plans available.
Hybrid Style ClickUp Setup
For hands-on business owners (or their Ops person) who want to learn while we build together.
- Collaborative workspace design
- Custom setup
- Interactive training sessions
- And more
Starting at $4,500 with flexible, no-fee payment plans available.
Complete ClickUp Setup - Advanced
Comprehensive solution for established businesses with complex needs.
- Advanced workspace architecture
- Complex automations
- Customized documentation
- And more
Starting at $5,500 with flexible, no-fee payment plans available.
Why book a discovery call first?
Personalized Recommendations
Get expert guidance on which service level best matches your business needs and goals.
Clear Implementation Path
Understand exactly how we’ll transform your operations with ClickUp.
Risk-Free Exploration
Get all your questions answered before making any commitment to ensure you’re making the right choice.
Time-Saving Clarity
Skip weeks of research and get straight answers about what will work best for your specific situation.
Consulting Services
Perfect for business owners who need immediate clarity and actionable solutions.
In this session:
- Detailed look at your current challenges
- Systems and workflow analysis
- Immediate changes
- Strategic next steps
- Support period
- Follow up call
Bundle and Save
Combine ClickUp or SmartSuite Setup or consulting with automation or AI services and save up to 30% compared to booking separately.
Bundle Options:
- ClickUp + Automation
- ClickUp + Custom AI Assistants
- Custom Bundle
Social Impact Program
Every quarter, we select one non-profit or social impact organization to receive a scholarship on our digital transformation services.
We believe in the power of efficient systems to amplify social impact. Through our quarterly scholarship program, we help mission-driven organizations streamline their operations so they can focus more on what matters most: their cause.
Who Can Apply?
- Registered non-profit organizations
- Social enterprises
- Community organizations
- Mission-driven initiatives
SmartSuite Set Up
New to work management tools? Let’s get you set up for success!
Get a SmartSuite workspace built for you and your unique needs. Includes customized training on how to use your workspace, plus support.
Currently using SmartSuite, but it’s not working for you? Let’s fix that!
Uncover the reasons SmartSuite isn’t meeting your needs with a comprehensive audit. I’ll then optimize your workspace to ensure your workspace works seamlessly for you.
Pricing ranges from $1050-$6000.
No-Code + Automation
Simplify your business operations with no-code solutions and automations handled by our sister business She Builds Solutions. Personalized automation strategies save you time and reduce manual work. Let me assist you in using technology to boost productivity and support your growth journey.
Want more info on our custom solutions? Fill out this short form and we’ll get in touch via email!
Businesses We Work With:
- Bookkeepers
- Accountants/Tax Preparers
- CFOs
- Consultancies
- Creatives
- Non-profit Organizations
- Small Businesses
- Coaches
- Agencies
- DOOs/OBMs/PMs
- Interior Designers
- Web Designers
- Startups
- SMBs
Tools We Work With:
- ClickUp
- SmartSuite
- Softr.io
- Noloco
- Chipp.ai
- Make.com
- Zapier
- Relay.app
- Motion.io
- ChatGPT
- APIs
- And more - we learn quick
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ORGANIZEYour schedule, systems, projects, tech, business, and life so that everything is finally out of your head, giving you space for more.
- SYSTEMIZE
Your offers, processes, systems, and business so that you can delegate and scale.
- TRANSFORM
Your systems and processes with automation. Embrace simple and strategic systems so that you can do more with less.
- IMPACT
Increase your impact by creating time for what matters most - your hobbies, your family, travel, volunteering.
You're ready for more in your business
IT'S TIME TO GET IT
You feel overwhelmed, unproductive, and like you’re getting nowhere due to your lack of structure and inconsistency. All this can be fixed with some simple strategy and solutions.
You dream of a streamlined and efficient business – and a streamlined and efficient business leads to growth. It’s time to give the back end of your business the attention it deserves so that you can make sales in your sleep, roll out new projects at the click of a button, and wow your team with your leadership. Transform your business into what you’ve always imagined – a business that leaves a lasting legacy.
New Leaf Digital gets results for women like you!
The Woman Behind New Leaf Digital
Welcome! My name is Meagan Beltekoglu. I’m the owner of New Leaf Digital, Certified Director of Operations, Verified ClickUp consultant, Certified SmartSuite Consultant, and homeschooling mom of three.
I apply my love of operations, planning, and project
management to every aspect of my life. It’s what gets me and my kids up in the morning and what puts me to bed at night (I’m a stickler for nighttime routines).
I’m here to share my wealth of experience (over 5 years working extensively with ClickUp and hundreds of clients serviced) in balancing
life’s competing priorities. Let my expertise in tech tools, systems creation, and automations be your guide!
50 Tasks to Assign to Your Team Free ClickUp Template
Save time - and money
This free ClickUp list template will provide you with 50 different tasks to assign to your team – your VA, your video editor, your content writer, and more.
Don’t have a team? No worries – just assign the tasks to yourself or tag them for your future team member.
The best news? You can use this on the Free Forever plan!
Get the help you need now with top-notch support to back you up
Neurodivergent Accessibility
We work with you to create the most comfortable working
environment for you.
Flexible Scheduling
We can meet as often or as little as you want.
Interest-Free Payment Plans
We offer this option to all clients.
Check out these FREE resources from the New Leaf Digital blog to get you started
You started your business because you wanted the freedom to live your life and pursue your passions.
Let’s transform your chaos into clarity and make your business run smoother than ever with streamlined processes, a tidy workspace, and an empowered team (or future team).