You will get a Private Strategy Session on Optimizing Your ClickUp Workspace
Project details
A customized ClickUp Strategy Session is the perfect way to get hands-on, expert advice on how to maximize the performance of your workspace. I will take a deep dive into how you’re currently using ClickUp and show you how to use the platform more efficiently, helping you reach your goals more quickly and easily. Book a session today and get customized advice about which ClickUp features are best for your organization and start supercharging your results!
Business Processes we can discuss/troubleshoot together during the Strategy Session:
✨ CRM
✨ Hiring
✨ Employee/Contractor Onboarding & Off-boarding
✨ Project Management
✨ Content Management
✨ Client Management
✨ Customer Support Management
and more!
I'm a ClickUp Power House User (I have spent an incredible 1,230,437 total minutes utilizing ClickUp!) and a ClickUp Ambassador. I am also a Certified Online Business Manager specializing in process and system build-outs, project, and team management. From configuring spaces, folders and lists for creating streamlined processes; creating custom views for team members; developing dashboards; automating tasks; and integrating with your other online tools - I've got you covered!
Business Processes we can discuss/troubleshoot together during the Strategy Session:
✨ CRM
✨ Hiring
✨ Employee/Contractor Onboarding & Off-boarding
✨ Project Management
✨ Content Management
✨ Client Management
✨ Customer Support Management
and more!
I'm a ClickUp Power House User (I have spent an incredible 1,230,437 total minutes utilizing ClickUp!) and a ClickUp Ambassador. I am also a Certified Online Business Manager specializing in process and system build-outs, project, and team management. From configuring spaces, folders and lists for creating streamlined processes; creating custom views for team members; developing dashboards; automating tasks; and integrating with your other online tools - I've got you covered!
Target Country
Worldwide, United StatesWhat's included
| Service Tiers |
Starter
$147
|
Standard
$217
|
Advanced
$567
|
|---|---|---|---|
| Delivery Time | 3 days | 3 days | 5 days |
Number of Projects | 2 | 2 | 2 |
General Project Consulting | |||
Define Project Goals | - | ||
Define Deliverables & KPIs | - | ||
Establish Schedule & Milestones | - | - | - |
Risk Management | - | - | - |
Resource Management | - | - | - |
Budget Management | - | - | - |
Project Reports | - | - | - |
Project Diagrams Provided | - | - |
Frequently asked questions
23 reviews
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This project doesn't have any reviews.
ZB
Zubair B.
May 8, 2026
Product Owner Mindset / Operations /Strategist/PM/Scrum/ Needed for Chairman with 10+ Initiatives
Sheryl was employee #1 and played a major role in helping me build the foundation of our team. She was exceptional at recruiting, onboarding, and training, and helped hire several of the core team members who became critical to the company’s growth.
She’s highly reliable, organized, and very easy to work with. Sheryl is also extremely plugged into the latest AI tools and workflows, and consistently brought a modern, forward-thinking approach to operations and productivity.
Most importantly, she has a great attitude, communicates well, and genuinely cares about the success of the team. I’d absolutely recommend her to any fast-moving startup or operator looking for strong execution and people skills.
She’s highly reliable, organized, and very easy to work with. Sheryl is also extremely plugged into the latest AI tools and workflows, and consistently brought a modern, forward-thinking approach to operations and productivity.
Most importantly, she has a great attitude, communicates well, and genuinely cares about the success of the team. I’d absolutely recommend her to any fast-moving startup or operator looking for strong execution and people skills.
AB
Ayan B.
Oct 25, 2025
Project Management: Help CEO scale with extreme productivity
HN
Hannes N.
Apr 2, 2025
Online Business Manager (OBM)
Very well organized and committed. Helped to solve some tricky situations for the SEO and later managed team to perform well.
DD
Derek D.
Mar 27, 2024
Operations/Project Manager for Psychedelic Therapy Company
WB
Will B.
Dec 20, 2023
Sr. Operations Coordinator
Amazing addition to the team.
About Sheryl
AI-Native Fractional COO and Integrator/AI Operator/OBM
100%
Job Success
White Sands Missile Range, United States - 6:21 am local time
"...She celebrates people, maintains a cool and positive disposition no matter what is hitting the fan, and works harder than anyone else..."
"...During a period of stratospheric growth, she held the company together. Cannot recommend her highly enough. Truly a star."
You know that moment when you realize your business is running you instead of the other way around? Yeah, that's my cue. I fix that.
I'm an AI-Native Fractional COO and Integrator. Most operators are learning AI. I'm built on it.
My career started in 2007 in a Philippines call center, went remote in 2010, and stepped into leadership in 2018. Along the way, I scaled a single-provider telehealth practice from 2 to 130 employees in three months, built leadership teams and multiple departments from scratch, and oversaw seven-figure operations. I've designed customer journeys responsible for driving 90%+ CSAT and QA scores and hundreds of positive reviews. That kind of outcome only happens when the systems and the people are working together cleanly.
For founders running on EOS, I show up as the Integrator. I run the L10s, build accountability with scorecards, and own the rocks. For founders who don't speak EOS, I'm the operator who owns the day-to-day so the founder can stop being the operating system and start running one.
My work sits at three intersections:
Operations & Systems Architecture — the SOPs, ClickUp builds, and operational infrastructure that let teams scale without breaking.
AI Orchestration — using AI tooling (n8n, Lovable, Supabase, Claude) to multiply output and unlock efficiency, so growth doesn't automatically mean hiring more people.
Startup Scaling & Venture Operations — being the first ops hire who builds the foundation, recruits and trains the team, and creates the playbooks that turn one launch into the next.
Today, I run processrun, the operations engineer for small businesses in the AI era. I work with founder-led teams of 5–20. Whether you're a boutique law firm, independent healthcare practice, a thriving coaching or consulting business, or a creative and marketing agency, I can help.
I help founders stuck in these familiar pains:
"Everything lives in my head"
"There's so much noise with AI, I don't know where to start"
and "I'm ready to scale but my operations has many holes"
I build the operating system the business is missing, deploy AI on the work that's draining the team, and help owners grow without adding more humans. Foundation first, automation second.
Here's my thing. Growth doesn't have to mean burnout. You can scale smart, build systems that actually stick, and use AI to unlock efficiency and profit without defaulting to hiring more people every time you hit a bottleneck. I help you simplify complexity, stay lean, elevate your systems, and do it with clarity and confidence, so you can actually enjoy building your business and still make it to your kid's soccer game.
If you're a founder or operator ready to move from firefighting to building something scalable, let's connect.
Steps for completing your project
After purchasing the project, send requirements so Sheryl can start the project.
Delivery time starts when Sheryl receives requirements from you.
Sheryl works on your project following the steps below.
Revisions may occur after the delivery date.
Book a Strategy Call
Let's book a Strategy Call (60 minutes or 90 minutes) to do a deep dive into your ClickUp workspace, your goals, and how we can design the perfect workflow for you and your team!