Joel M.

I design and automate ClickUp operating systems for teams that have outgrown spreadsheets, manual follow-up, and disconnected workflows. Recent deployed systems include: • A CRM supporting 19,000+ lead records across 190+ managed pipelines, with 10 Make scenarios and approximately 70 native ClickUp Automations. The system replaced spreadsheet-based tracking and made active and archived leads traceable. • A construction operations system supporting 11,000+ records across Bidding → Project Management → Field Management, with 11 Make scenarios controlling intake, deadlines, record synchronization, handoffs, field reporting, and Closeout. • An EOS-inspired ClickUp operating system covering company workflows, SOPs, scorecards, dashboards, team management, and recurring operational routines. I personally build both the ClickUp architecture and the automation layer, including: • Spaces, Folders, Lists, statuses, Custom Fields, task types, templates, and permissions • CRM, project management, field operations, QA, and internal request workflows • Native ClickUp Automations for assignment, routing, reminders, handoffs, and escalation • Make and Zapier scenarios for synchronization, cross-List workflows, document processing, and external systems • Dashboards for workload, overdue work, aging, QA queues, activity, and leadership visibility • SOPs, USER GUIDES, testing, deployment, training, and post-launch optimization • Audits and repairs for broken, duplicated, or high-consumption automations I am tool agnostic. I start with the business process, use native ClickUp when it can handle the workflow reliably, and add Make, Zapier, APIs, or the client’s existing tools when the process requires them. If your operation is difficult to track, dependent on spreadsheets, or held together by manual follow-ups, send me your current process and the result you need. I can turn it into a system your team can use every day.