AI automation & operational systems

Run your business on systems, not stress.

We design and build the systems behind high-performing teams. From ClickUp to AI workflows and CRM automation, we remove bottlenecks so your business can scale without breaking.

Trusted by 100+ teams to simplify operations

Trusted by 100+ teams to simplify operations

Getting started

Smooth ClickUp setups

Smooth ClickUp setups

We design, build and optimise your ClickUp setup so it’s tailored to how your business actually operates. No templates. No clutter.

We design, build and optimise your ClickUp setup so it’s tailored to how your business actually operates. No templates. No clutter.

Built to scale

Process-driven architecture

Completely customisable

Adoption-focused

You didn’t buy ClickUp to create more admin

Most teams start with good intentions, but without the right structure, things quickly become messy. Tasks get duplicated, workflows become inconsistent, and the team slowly stops trusting the system altogether.

No one follows the same process

Different teams now work differently, making reporting and accountability harder.

Processes are inconsistent and fragmented

Departments have gradually created their own internal ways of working.

ClickUp feels harder than it should

Instead of simplifying operations, the system has become another process to manage.

Made for how your team actually works

If you build without strategy, you’re on the back foot from the start.

Structure, from day 1
Structure, from day 1

No messy workflows. Just clean, scalable ClickUp systems built to grow.

No messy workflows. Just clean, scalable ClickUp systems built to grow.

Built to real processes
Built to real processes

We map your workflows first, so everything actually makes sense.

We map your workflows first, so everything actually makes sense.

Visibility, without micromanagement
Visibility, without micromanagement

Leadership gets visibility without
chasing updates.

Leadership gets visibility without chasing updates.

Leadership gets visibility without
chasing updates.

More than a tool
More than a tool

Anyone can create a ClickUp workspace. We build operational systems designed for adoption, scalability, reporting, and continuous improvement.

Anyone can create a ClickUp workspace. We build operational systems designed for adoption, scalability, reporting, and continuous improvement.

Plans that grow with you

The onboarding packages

A bank of expert onboarding hours used to design, build, and optimise your ClickUp workspace.

Feature

Silver
Gold

Best value

Platinum

Workflows included

Up to 2

Up to 4

Up to 6

Typical duration

4-6 weeks

6-8 weeks

8-10 weeks

Total hours

20 hours

40 hours

60 hours

Discovery workshops

Up to 2

Up to 4

Up to 6

Build sessions

Up to 2

Up to 4

Up to 6

Templates

Up to 6

Up to 12

Up to 18

Automations

Up to 10

Up to 20

Up to 30

Custom fields

Up to 15

Up to 20

Up to 25

Dashboards

1

2

3

Training sessions

1

2

3

Post go-live support

1 week

2 weeks

2 weeks

Best for

Small teams

Growing teams

Complex teams

Plans that grow with you

The onboarding packages

A bank of expert onboarding hours used to design, build, and optimise your ClickUp workspace.

Feature

Silver
Gold

Best value

Platinum

Workflows included

Up to 2

Up to 4

Up to 6

Typical duration

4-6 weeks

6-8 weeks

8-10 weeks

Total hours

20 hours

40 hours

60 hours

Discovery workshops

Up to 2

Up to 4

Up to 6

Build sessions

Up to 2

Up to 4

Up to 6

Templates

Up to 6

Up to 12

Up to 18

Automations

Up to 10

Up to 20

Up to 30

Custom fields

Up to 15

Up to 20

Up to 25

Dashboards

1

2

3

Training sessions

1

2

3

Post go-live support

1 week

2 weeks

2 weeks

Best for

Small teams

Growing teams

Complex teams

Plans that grow with you

The onboarding packages

A bank of expert onboarding hours used to design, build, and optimise your ClickUp workspace.

Silver

Workflows included

Up to 2

Typical duration

4-6 weeks

Total hours

20 hours

Discovery workshops

Up to 2

Build sessions

Up to 2

Templates

Up to 6

Automations

Up to 10

Custom fields

Up to 15

Dashboards

1

Training sessions

1

Post go-live support

1 week

Best for

Small teams

Gold

Best value

Workflows included

Up to 4

Typical duration

6-8 weeks

Total hours

40 hours

Discovery workshops

Up to 4

Build sessions

Up to 4

Templates

Up to 12

Automations

Up to 20

Custom fields

Up to 20

Dashboards

2

Training sessions

2

Post go-live support

2 weeks

Best for

Growing teams

Platinum

Workflows included

Up to 6

Typical duration

8-10 weeks

Total hours

60 hours

Discovery workshops

Up to 6

Build sessions

Up to 6

Templates

Up to 18

Automations

Up to 30

Custom fields

Up to 25

Dashboards

3

Training sessions

3

Post go-live support

2 weeks

Best for

Complex teams

FAQs

How long does a ClickUp onboarding take?
Do you build the workspace for us?
Can you improve our existing ClickUp workspace?
Will the system be customised to our business?
What kinds of businesses do you work with?
What’s included in a ClickUp onboarding?
Do you provide training for our team?
Will our ClickUp setup evolve over time?

Sharpflow helps growing businesses streamline operations with AI automation, ClickUp systems, CRM workflows, and operational consulting built to scale efficiently.

Case studies
2026 Copyright © Sharpflow Consulting. All rights reserved.

Website redesigned by Greenlights Digital.

Sharpflow helps growing businesses streamline operations with AI automation, ClickUp systems, CRM workflows, and operational consulting built to scale efficiently.

Case studies
2026 Copyright © Sharpflow Consulting. All rights reserved.

Website redesigned by Greenlights Digital.

Sharpflow helps growing businesses streamline operations with AI automation, ClickUp systems, CRM workflows, and operational consulting built to scale efficiently.

Case studies
2026 Copyright © Sharpflow Consulting. All rights reserved.

Website redesigned by Greenlights Digital.