Jerome DialVSP Certified Seller
Your operations partner, helping SMBs streamline workflows, centralize systems, and serve clients better. We are a boutique agency specializing in ClickUp workspace architecture for startups and SMB teams. We serve growth-stage agencies (10-45 people) who need scalable project management without hiring an ops team. Our managed service includes weekly workspace audits, automation maintenance, and AI agent deployment to keep your ClickUp environment running smoothly.
About
I’m Jerome Dial, a boutique ClickUp operations partner for small and medium-sized businesses. I work with founders and remote teams that need organized project management without hiring a full operations team. My managed service includes ClickUp workspace architecture, workflow and automation setup, dashboard and documentation design, and ongoing optimization. I help businesses centralize work, improve visibility, and maintain a reliable single source of truth while keeping operations clear, scalable, and easy to manage as they grow.
“I helped a 15-person remote B2B revenue-growth consultancy cut weekly status meetings by 40% through a redesigned ClickUp workspace, automated workflows, and centralized dashboards.”
Services
- Workspace Scoping & Architecture
- Ongoing Workspace Management
- AI Agent Building & Deployment
- Automation & Integration Setup
- Team Training & Change Management
- Workflow Optimization
- Reporting & Dashboard Creation
- Daily support and services
Outcomes
- Cut manual work by 50%+
- Reduce operational costs
- Scale without adding headcount
Industries
- Professional Services
- E-commerce
- SaaS/Tech
- Consulting
- Coaching/Training
- Other
AI & automation
- Super Agent creation
- AI workflow automation
- AI-powered reporting
- Predictive task management
- Custom Brain training
- Agent maintenance & optimization
Integrations & tools
- Slack
- HubSpot
- Google Workspace
- Microsoft 365
- Custom API
- Other
Why ClickUp
The platform your Verified Service Provider runs on
VSPs are certified to deliver managed services inside ClickUp - the agentic workspace built to replace tool sprawl with one connected system.
- Dashboard/PMO20151050BrianMarcRicoCassMayClosedIn ProgressIn ReviewOpenNot startedActiveCompleteJanFebMarAprMayJun
Ops AgentSprint velocity is up 18% this cycle. Three blockers resolved, two carry over to next week.
An agentic workspace
ClickUp brings planning, docs, chat, and AI agents into one place - so work doesn't scatter across a stack of tools.
- Product LaunchAsk AIShareListBoardGantt+ViewMARKETING3Launch landing page copyKREmail drip sequenceTMENGINEERING2Feature flag rolloutJSPerformance auditALDESIGN2UI kit updatePN
A converged platform
Tasks, knowledge, and collaboration live together. Your team spends less time switching apps and more time shipping.
- Task Activity
Priya Chen
Hey @ClickUp Brain which launch tasks are at risk this week?
ClickUp Brain
Three items need attention before Friday:
API integration testing2 days behindPartner onboarding docspending legal reviewLoad test sign-offblocked on staging envI flagged owners on all three.
AI that works where you work
Super Agents, Brain, and automations run on your real workspace context - not a disconnected chatbot on the side.
What a VSP does for you
Managed ClickUp help that stays with your team
Verified Service Providers are ClickUp-credentialed partners who run your workspace as a service - so you get the platform without having to become the admin.
They work in your workspace
A VSP doesn’t hand you a template and leave. They operate inside your ClickUp environment - configuring, managing, and improving it with you so you don’t have to figure it out alone.
Ongoing management, not one-time setup
This is managed services: daily support, workspace upkeep, AI agents, automations, and continuous optimization - built for partnership, not a weekend install.
Trained, certified, and authorized by ClickUp
Every Verified Service Provider completes ClickUp’s certification program. You’re connecting with someone we’ve vetted to sell and deliver managed ClickUp services.
Ready to talk?
Connect with Jerome Dial
Book time directly or send a message to get started. No purchase happens on this page - this is how you start the conversation.
