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ClickUp Expert Needed to Build Clean, Scalable Workspace for Multi-Business CEO
UpworkCANot specifiedintermediate
ClickUpAutomationProject WorkflowsBusiness OperationsAutomated WorkflowAgile Project ManagementProcess Optimization
Hi there! π
Iβm looking for someone to build a complete ClickUp workspace for my multi-business setup. I want it to be clean, intuitive, and something I can actually use daily without feeling overwhelmed.
I run 3 businesses + need a personal CEO dashboard:
FeeliePod (product business β eCommerce + wholesale)
Tired Mama Consulting (therapy + sleep coaching + training/certification)
Nest Haven (therapy space rentals + operations)
Personal CEO Dashboard (my tasks, goals, finances, ideas)
WHAT I NEED BUILT
I would like you to:
Set up all Spaces, Folders, Lists, and Views
Build templates, automations, and workflows
Keep it SIMPLE, minimal, and easy to maintain
Include dashboards where helpful
Record a Loom walkthrough explaining how to use everything
STRUCTURE IβM LOOKING FOR
1. CEO DASHBOARD (Main Control Center)
This is where I will live daily.
Include:
Daily/weekly task list
Calendar view
Goals (monthly + yearly)
Financial tracking (high-level income/expenses across businesses)
Idea dump
Quick links to each business
2. FEELIEPOD (Product Business)
I need:
Product inventory tracker
Order tracking (Amazon, wholesale, direct)
Marketing/content calendar
Influencer & partnership tracker
Wholesale outreach pipeline
To-do list for growth
Automation ideas:
When I add a content idea β assign date
When wholesale lead added β move through pipeline stages
3. TIRED MAMA CONSULTING
This is very important because I am scaling this.
I need:
Contractor management system
Client workflow (from inquiry β onboarding β completed)
A place to build and store my Tired Mama Method (IP)
Training/certification tracking
Reusable templates (sleep plans, resources, etc.)
Important:
I want this to eventually be something other therapists can plug into and use.
4. NEST HAVEN (Rental Business)
I need:
Room rental tracking
Practitioner contracts & documents
Monthly revenue tracking
Task management for operations
Maintenance/issue tracking
STYLE / PREFERENCES
Clean, minimal, not overwhelming
Clear naming (no clutter)
Easy for a non-tech person to use
I donβt want 100 views β just the ones I actually need
DELIVERABLES
Fully built ClickUp workspace
Templates ready to use
Automations set up
Loom video walkthrough
Optional: 1 round of revisions after I test it
Please let me know:
Your experience with ClickUp builds like this
Examples of similar work
Timeline and cost
Thank you! Iβm excited to get this set up properly.
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