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Onboarding and best practices

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Team Onboarding

Use Cases

Wow Factors

Customer Success Program

For additional onboarding assistance, ClickUp's Customer Success Program offers the following options:
Self Serve

Utilize our in-depth documentation and product guides to set up the perfect Workspace for your organization all on your own. Regardless of any additional Customer Success options you select, you’ll always be in the driver seat and can make updates to your Workspace any time!

CSM Guided

With the Enterprise plan, you will have a dedicated Customer Success Manager who will provide you with a template of onboarding tasks and resources, as well as guide you through the implementation process, providing best practice advice to help you configure your organization's Workspace.

Professional Services

If you need more hands-on support and a white glove experience, our Professional Services team will be at your service! This team of experts will provide end-to-end onboarding and assist in the setup of your complete ClickUp solution, and can even help with business process consulting and digital transformation best practices.

Your Customer Success team will take you through the following phases of your onboarding

1
Kickoff
2
Solution
Design
3
Workspace
Build Out
4
Training
Go Live

Depending on the level of service you need in helping your team onboard, we’re ready to either guide you or deliver a full service approach. The full Professional Services offering can include:

  • Full project planning
  • Discovery workshops
  • Business process design
  • Configuration support
  • Pre-deployment testing
  • Data migration and integrations
  • Go-live rollout and change management
  • Documentation and admin training
Your Customer Success team
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