Description:
We are a small UK-based software company (3-person team) developing hydraulic calculation software for the fire protection industry. We need an experienced ClickUp consultant to build a structured workflow for our customer retention and win-back process.
Scope of Work:
•Design and implement a ClickUp List / Folder structure for tracking expired customers through:
o QA Check
o Past Clients to Contact
o Contacted / Outreach Sent
o Negotiation
o Won / Re-Activated
o Lost / No Response
• Create custom fields (Licence Expiry, Renewal Probability, Churn Reason, Last Engagement, Notes, etc.)
• Apply task templates/checklists aligned with our SOP
• Set up automations where possible (status changes, reminders, checklist application)
• Ensure the workflow is ready for a remote contractor to manage daily tasks
Requirements:
• Proven experience designing ClickUp workflows for SaaS or B2B processes
• Strong understanding of task automation, custom fields, templates, and dashboards in ClickUp
• Ability to document the workflow clearly for a small team
• Excellent written English
Deliverables:
1. Fully configured ClickUp workspace/folder/list for customer retention
2. Task templates and checklists based on SOP
3. Recommended automations for status transitions, reminders, and notifications
4. Optional: Suggested dashboards for tracking performance
Timeline:
• Initial workflow setup within 1–2 weeks (we are flexible, please advise what you can deliver)
• One round of review and minor adjustments included
How to Apply:
Please include:
1. Examples of ClickUp workflows you’ve built, preferably for SaaS, B2B, or small teams
2. Your approach to automation and task templates
3. Estimated hours to complete this project
Budget: Fixed-price or hourly (flexible)
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Apply Now