We are a rapidly growing, tech-forward architecture firm led by a licensed Registered Architect in the United States. We specialize in residential, light commercial, and design-focused projects across multiple states. We are building a highly efficient digital operations system to scale intelligently — and we’re looking for a ClickUp expert to help architect that system. 🎯 What We Need We are looking for a ClickUp expert and AI automation strategist who can: • Architect and fully set up our ClickUp workspace • Build structured project management systems for architectural projects • Create deadline tracking + milestone dashboards • Integrate AI automations for marketing and client outreach • Develop scalable workflows we can grow into This will include live video collaboration sessions where we build and refine the system together. 🏢 Scope of Work 1️⃣ ClickUp System Architecture Folder and space structure for: Active projects Pipeline projects Proposals Marketing AI development projects Custom fields for: Project value State licensure Deadline tracking Permit status Fee stage Gantt charts + milestone templates Construction phase tracking Reusable templates for new architectural projects 2️⃣ Deadline & Workflow Tracking Automated deadline alerts Status workflows (Proposal → Schematic → DD → CD → CA) Recurring task systems Client portal tracking concepts Internal team tracking (freelancers + consultants) 3️⃣ AI & Marketing Automation Integration We want someone comfortable integrating tools such as: Zapier / Make HubSpot or CRM integrations AI-powered email automation Lead tracking pipelines Social media campaign tracking Automated follow-up sequences Bonus if you understand: Architecture firms Professional services businesses Sales pipeline design 🧠 Ideal Candidate Advanced ClickUp expert (portfolio required) Experience building systems for professional service firms Strong automation experience (Zapier, Make, API workflows) Comfortable on video calls Strategic thinker — not just a task builder You should be able to say: “Here’s how we build this to scale to $1M+ in revenue.” ⏳ Engagement Structure Initial setup phase (2–4 weeks) Ongoing advisory + optimization Weekly or bi-weekly strategy calls This could turn into a long-term partnership. 💬 In Your Proposal, Please Include: Screenshots or Loom walkthrough of a ClickUp system you built Your experience integrating AI automations Your hourly rate What you would prioritize in the first 30 days Experience with architecture / construction firms (if any) 🚀 Why This Is Important We are building a highly scalable, tech-integrated architecture practice and need operational infrastructure to support rapid growth. This is not just task management. This is operational architecture. If that excites you — let’s talk.