System Tune-Up Sessions
Quick troubleshooting support for ClickUp systems that have hit a hiccup.
Sometimes your ClickUp system doesn’t need a full rebuild, it just needs a tune-up.
System Tune-Up Sessions are 90-minute troubleshooting calls designed to help you quickly diagnose and resolve issues inside your existing ClickUp workspace.
Whether a workflow isn’t functioning the way you expected, an automation has stopped firing, or something in your setup feels off, these sessions provide focused support to help you identify the problem and get things running smoothly again.
What We’ll Do During a Tune-Up Session
During your session, we’ll take a close look at your ClickUp workspace and the specific issue you’re experiencing.
Common things we troubleshoot include:
• Workflows that feel clunky or inefficient
• Automations that aren't triggering properly
• Tasks slipping through the cracks
• Dashboards or views that aren't showing the right information
• Processes that worked at one point but have since become messy
• ClickUp setups that need a small adjustment to function better
The goal is to identify the root issue and create a clear path forward so your system supports your work instead of slowing you down.
When a Tune-Up Is the Right Fit
A System Tune-Up Session is ideal when:
• Your ClickUp system mostly works but something isn't functioning correctly
• You need help troubleshooting a specific workflow or automation
• You're experiencing friction in your setup but don't want to rebuild everything
• You'd like experienced eyes on your system to quickly diagnose the issue
If you're looking to design a brand new system or rebuild your workspace from the ground up, one of my project support packages will likely be a better fit.
Supported Systems
These sessions are focused specifically on ClickUp systems and workflows so we can jump directly into solving the issue rather than spending time learning a new platform during the call.
If your ClickUp workspace connects to other tools through automations (such as Zapier), we can review and troubleshoot those connections as part of the session as well.
Sessions
options
Each System Tune-Up Session includes a 90-minute troubleshooting call focused on resolving the issue you’re experiencing.
Bundles simply give you flexibility if you’d like sessions available when system hiccups pop up.
scheduling your sessions
Once your purchase is complete, you'll receive an email with a link to schedule your session.
When booking, you'll also complete a short intake form so I can review your ClickUp system and the issue you're experiencing ahead of time.
This allows us to use our session time as effectively as possible.
If you purchased a bundle, you can use the same scheduling link whenever you'd like to book your remaining sessions and I'll keep track of your session balance on my end.
Is This the Right Fit?
A System Tune-Up Session is a good fit if:
• You already use ClickUp as your project management system
• Something inside your workspace isn’t functioning the way it should
• A workflow, automation, or process needs troubleshooting
• You need help diagnosing a specific issue and determining the best fix
• You want experienced guidance without committing to a full rebuild
These sessions are designed to help you quickly identify what’s causing friction and get your ClickUp system running smoothly again.
If you’re still in the idea phase or unsure what direction to take with your systems, a Visionary Call may be a better place to start.
How This Fits With Other Offers
Different support options exist for different situations.
Visionary Calls
For idea clarity, strategy, and deciding what direction to take.System Tune-Up Sessions
For troubleshooting and refining existing systems.2-Week Planning Sprint
For mapping and structuring a specific project.System Rebuilds / Builds
For designing a complete system foundation from the ground up.
Booking Process
Once you purchase your session, you’ll receive a confirmation email that includes:
• A short intake form so I can understand your system and the issue you're experiencing
• A scheduling link to book your 90-minute session
The intake form helps me review your setup ahead of time so we can use our session as effectively as possible.
If you purchase a bundle, you’ll receive instructions for scheduling each session when you’re ready to use them.
Sessions do not need to be scheduled immediately - you’re welcome to book them whenever you need support.
*If I review your intake and feel the issue falls outside the scope of a System Tune-Up Session, I’ll reach out before scheduling to discuss the best next step.