Streamline your business Processes with ClickUp

Minimize the systems that you use to operate your business. ClickUp has an ever growing list of features to replace many other applications.

About Us

Shannon Vincent

Owner/CEO, ClickUp Vetted Consultant

Shannon is the owner of SMV Virtual Consulting and a ClickUp Vetted Consultant. She’s helped small and medium-sized businesses in various industries implement ClickUp. Check out her profile on Upwork to see what her clients have to say about her. 

We Help You To solve your business process painpoints using ClickUp!

what can we do for you?


  • Custom Views for you and your team.
  • Training on creating views. 
  • Creation of View Templates.
  • Instructions on best practices when creating views.


  • Development of customized templates (Views, Spaces, Folders, List and Task templates_
  • Mapping of custom fields to spaces, folders and lists to include in templates.


  • Customized dashboards to show complete overview of statuses on current projects.
  • Personalized private dashboards for management.
  • Customizable charts and graphs.


  • Creation of automations to streamline business processes.
  • Assigning of tasks based on template set up or automation triggers.

Custom Integrations

  • Integration of other business tools like CRM’s.
  • Set up of integrations using native ClickUp integration options or Zapier.


  • Quick Tutorials and Overviews
  • 1 on 1 training sessions
  • Team Training Sessions

We take your business processes and structure them in an organized repeatable way

If you are tired of the manual legwork if keeping your team on track and getting things done, contact us to help you set up repetitive, automated and clear processes for your business.

ClickUp is the best project management/task management tool on the market today. With ClickUp you can combine your task management, project management, CRM and relational databases, wiki’s and so much more.

Let us help you implement this tool and reduce the number of tools you team logs into daily.


what our clients have to say

Contact Us