- Verified Consultant
- Verified Consultant
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- Custom Onboarding
- Project Management
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- PMO - Project Management
- North America
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Fractional PM & Ops Consultant | ClickUp Systems That Drive Execution & Visibility
I help small to mid-sized teams turn ClickUp into a system that actually supports how their business runs.
Most clients come in with a workspace that exists but isn’t working—projects scattered, workflows inconsistent, and leadership lacking clear visibility. I focus on restructuring ClickUp so it reflects real operations, improves execution, and creates reliable reporting.
Work typically includes:
- Restructuring spaces, folders, and workflows to match how teams actually operate
- Building project management systems that improve follow-through and accountability
- Creating dashboards that give leadership clear, real-time visibility into work and capacity
- Standardizing recurring processes to reduce missed work and inefficiencies
- Supporting adoption through training, documentation, and ongoing optimization
My approach is practical and execution-focused. This is not just about configuring ClickUp—it’s about translating business goals into systems teams will actually use day to day.
I’ve worked with accounting firms, marketing agencies, nonprofits, and data teams, often supporting founders, COOs, and team leads who need stronger operational structure without adding headcount.
""I had the pleasure of working with RoseAnn on a challenging transition to ClickUp for a mutual client. RoseAnn's expertise and dedication were invaluable throughout the process. She provided clear and effective training for the team, lead efforts to clean up ClickUp to ensure its functionality, and created dashboards that gave leadership a clear view of tasks and metrics. Her ability to find solutions and ongoing support has been instrumental during this transition. I highly recommend RoseAnn.""
ClickUp and Agency 154
Agency 154 provides fractional project management and operations consulting, with ClickUp serving as the central system for execution.
ClickUp is used as the foundation to organize work, improve visibility, and standardize processes, while Agency 154 focuses on designing the structure behind it, ensuring the system reflects how the business actually operates.
This combination allows clients to move from reactive, scattered work to a more structured and predictable way of executing projects and managing day-to-day operations.
Ready to connect with Agency 154?
