I need help setting up my "Click Up" CRM

Posted 2 weeks ago

Worldwide

Summary

# ClickUp Expert Needed to Build Full Operations System for Beauty Industry Competition & Events Company We are looking for an experienced ClickUp specialist to help us fully build out and organize our ClickUp workspace for The Skin Games, a beauty industry competition, education, sponsor, and live event company. We already have pieces started, but we need someone who can come in, clean things up, organize the structure, build the workflows, create automations, and make the system easy for our team to actually use. ## About Our Business The Skin Games works with estheticians, beauty professionals, judges, sponsors, vendors, educators, competitors, and event partners. We manage player registrations, sponsor commitments, judge applications, professional licenses, social media promotions, event logistics, follow-ups, deadlines, and ongoing communication. We need ClickUp to become our central command center. ## What We Need Built We need a fully functional ClickUp system for: ### Player / Competitor Management * Player database * Player intake status * Categories entered * Professional license tracking * License expiration reminders * Missing documents follow-up * Headshots, bios, social handles, and important player details * Status tracking from inquiry to registered to active competitor * Views for active players, missing info, licenses expiring, featured players, and completed players ### Sponsor Management * Sponsor pipeline * Sponsor status tracking * Contact information * Agreement status * Deliverables tracking * Social media commitments * Booth/event deliverables * Follow-up reminders * Sponsor/player matching if applicable ### Judge Management * Judge applications * Credential status * Training/testing status * Assigned categories * Communication tracking * Follow-up reminders ### Social Media / Marketing Workflow * Content calendar * Player features * Sponsor posts * Event promotion * Due dates * Approval status * Assigned team members * Recurring promotional tasks ### Event Planning * Event task lists * Deadlines * Vendors * Booths * Live competition logistics * Awards, schedules, and registration needs * Dashboards for event progress ### Automations We need smart automations, including but not limited to: * Follow-up reminders when information is missing * License expiration reminders * Status-based task creation * Notifications when forms are submitted or fields are updated * Recurring tasks for social media and event preparation * Reminders for sponsor deliverables and player deadlines ### Dashboards & Views We need clean views and dashboards so we can easily see: * What needs attention * Who is missing documents * Who needs follow-up * Upcoming deadlines * Active players * Active sponsors * Sponsor deliverables * Social media schedule * Event progress ### Forms We may need ClickUp forms created or improved for: * Player intake * Sponsor intake * Judge intake * Missing document collection * Internal task requests ## Current Situation We have already started building some areas in ClickUp, including player tracking, intake status, custom fields, categories, and license expiration dates. However, we need an expert to organize it properly and make it fully functional. We want the final system to be simple enough for a non-technical team to use every day. ## Ideal Candidate You should have strong experience with: * ClickUp workspace setup * ClickUp custom fields * ClickUp automations * ClickUp dashboards * ClickUp forms * CRM-style workflows * Project management systems * Event or membership-based businesses * Cleaning up and organizing messy workspaces * Creating simple training instructions for users Bonus if you have experience with: * Beauty industry businesses * Events or competitions * Sponsor management * Online communities * Small business operations ## Deliverables By the end of the project, we would like: 1. A clean ClickUp structure for our business 2. Player, sponsor, judge, event, and social media workflows 3. Custom fields set up correctly 4. Useful saved views 5. Automations working properly 6. Dashboards for quick visibility 7. Forms if needed 8. Old or messy areas cleaned up or archived 9. A short training video or written guide showing us how to use the system 10. Recommendations for how our team should maintain ClickUp going forward ## Important We do not want a complicated system that looks impressive but is hard to use. We need something organized, clean, practical, and easy to maintain. Please include examples of ClickUp systems you have built before, especially systems with dashboards, automations, forms, CRMs, or event workflows. Please also tell us: * Your ClickUp experience level * How many hours you estimate this project will take * Whether you prefer hourly or fixed project pricing * Your suggested approach for setting this up * How you would organize a business like ours inside ClickUp We are ready to hire someone who can take ownership of this and help us get it finished.

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Intermediate
    Experience Level
  • $10.00

    -

    $50.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Data Entry
Customer Relationship Management
Activity on this job
  • Proposals:50+
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Apr 28, 2017
  • United States
    Pleasanton12:18 AM
  • $88K total spent
    8 hires, 1 active
  • 8,638 hours

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