How to become a ClickUp Consultant

The ClickUp community is expanding at an exponential rate. Now more than ever, companies are looking for expert Consultants to help them optimize their ClickUp setup!

So if you are looking for a new opportunity, consider taking on this new profession.

In this post Yvi will guide you to become a ClickUp consultant in no time flat – simply follow these steps:

Step 1: Make sure you have all the ClickUp basics down!

The advantages, but also what might not be possible within the tool. You should be well versed in how to use ClickUp to its fullest potential and build an efficient ClickUp setup to become an expert consultant.


Step 2: Consider becoming a Vetted ClickUp Consultant!

A great way to show your clients that you’re an expert ClickUp Consultant is to become certified by ClickUp. They even give out fancy badges 😉  Becoming a Vetted ClickUp Consultant will show that you are knowledgeable in all aspects of the tool and can help your clients with anything they need.

It will show them that you know how to:


Step 3: Find your Niche.

It’s important to find your niche and target market to easier serve your clients. Who do you work best with? Which processes do you know in your sleep? Focusing on your clients’ needs and how you can serve them best will make them feel heard and valued. And in return make them your most favorite clients.

Who do you want to work with?

  • Personal productivity seekers, or
  • Project Management for Digital Marketing agencies, or maybe
  • Course creators?

Step 4: Market yourself!

You can use social media, your website, or YouTube to let people know about the new services you have. Make sure your focus is on platforms that your perfect clients spend time on. Don’t hide your awesome! People need to know what you have to offer. And repurpose, repurpose, repurpose!

Showcase your offers! Do you:

  • Deliver Hands-On Solutions?
  • Personal ClickUp Consultant services?
  • Provide ClickUp Training?
Become an Expert ClickUp Consultant Pin - Ask Yvi

Step 5: Join a Group Coaching Program

Getting support and training from someone that has been where you are at is invaluable. These programs will give you the tools and mechanisms to grow as a ClickUp consultant. Joining a program will also allow you to shorten the learning curve and fast-track your growth.

  • Advance your ClickUp expertise
  • Optimize your business processes
  • Get extensive knowledge from someone that’s done it
Consider joining Ask Yvi’s Boss Your ClickUp Business program. where she shows you exactly how to turn your love & knowledge of ClickUp into a profitable business that fulfills you.


Step 6: Continued Education

It’s important to always advance your knowledge to serve your clients better. You can do this by taking courses, attending webinars, or reading articles and blogs. Never stop learning – it will only make you a better consultant!

Many companies need more training & consulting in areas like:

  • Improve productivity
  • business and team dynamics
  • Project management
  • Advanced automations
  • Outsourcing best practices
  • Agile Project Management Methodology

This is a perfect way to add to your ClickUp service offers.


Step 7: Expand Your Services and build your own Program

One of the best ways to grow as a ClickUp consultant is to expand your services and build your own programs. This will allow you to have more control over the services you offer as well as how you deliver them. Building your own program and templates will allow you to:

If you are itching to share your love for ClickUp and help others in the process, now is your time to become a ClickUp Consultant!

Ready to Boss Your ClickUp Consulting Business?!

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