PMP & PMO certified project manager. I fix broken workflows for ecommerce brands and get ClickUp actually working for how your team operates.
Specializes in:
Proven results: $648K CAD in identified annual savings, 19,000+ labor hours recovered (single enterprise audit)
Fit: startups building ClickUp from scratch → growing 7-8 figure Shopify brands that've outgrown their setup
"Dan is a great partner to work with at any stage of your business."
Solo consultancy based in Calgary, Canada serving North America and Europe. PMP and PMO-certified project manager and ClickUp Certified Expert.
Rebuilt an ecommerce company's workspace mid-international expansion. Standardized departments, automated cross-team handoffs, and eliminated the manual work piling up faster than the team could grow into it. https://firstdescentmarketing.com/clickup/clickup-setup-optimization-for-scaling-businesses-from-startups-to-8-figure-companies/
Rebuilt statuses, custom fields, and automations to a single standard across departments that had each configured ClickUp their own way. Same status meaning the same thing everywhere, same fields capturing the same data, so work could be tracked and reported on consistently instead of translating between department-specific setups every time a project crossed team lines. https://firstdescentmarketing.com/clickup/the-root-cause-clickup-audit-why-your-workspace-problems-are-really-business-problems/
Built phase-based templates where each launch stage (research → creation → marketing → launch) automatically unlocks only once the prior stage closes. Took a product launch cycle from confusion to clarity. https://firstdescentmarketing.com/clickup/progressive-phase-management/
Built a reusable template for Black Friday/Cyber Monday and other seasonal sales. Standardizing and automating the full campaign plan, from creative deadlines to launch tasks. Cuts seasonal planning time every cycle instead of rebuilding from scratch. https://firstdescentmarketing.com/shopify/shopify-operations-optimization-streamlining-multi-department-workflows/
Managed the full project plan in ClickUp behind a migration involving 10's of thousands of customer and order records across multiple countries, sequencing technical, SEO, training, and integration workstreams. https://firstdescentmarketing.com/shopify/shopify-migration-replatforming-avoiding-timeline-disasters/
Automated triggers so copywriters, ad specialists, and email teams get notified the moment upstream assets (media, copy, banners) are ready. No more chasing people down for status during a campaign or product launch push. https://firstdescentmarketing.com/clickup/clickup-automation-recipes-10-workflows-that-save-5-15-hours-per-week/
