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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! πŸ‘‹ I’m 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 – 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 I’M 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 don’t 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! I’m excited to get this set up properly.
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