You will get a ClickUp Coaching Session with a Verified ClickUp Consultant
Top Rated
1 contract in progress
Top Rated
1 contract in progress
Project details
You will get a live coaching session with a Vetted ClickUp Consultant who can help you determine how to set up your workspace, or improve and organize your workspace.
What's included
| Service Tiers |
Starter
$205
|
Standard
$390
|
Advanced
$575
|
|---|---|---|---|
| Delivery Time | 4 days | 10 days | 14 days |
Live Consultation (Minutes) | 60 | 120 | 180 |
Frequently asked questions
80 reviews
(73)
(5)
(1)
(1)
(0)
RG
Russell G.
Feb 6, 2025
KB
Kevin B.
Nov 29, 2024
Shannon is very knowledgeable with ClickUp and gave great direction for a new project. Highly recommend her!
EK
Elisha K.
Jul 22, 2024
SC
Stephanie C.
Dec 9, 2021
Excellent knowledgeable Clickup expert. I’ll be working with Shannon again😊
MB
Michael B.
Apr 21, 2026
Optix Implementation Services .
Shannon was great to work with at the start of our engagement, and we spent the first few months carefully building out requirements. Over time, I began to see the application come to life — but the issues started after launch.
The tool I received was buggy from day one and ultimately didn't meet the expectations of the project or justify the price. A year later, I'm still dealing with the same issues and have had to shut the project down entirely.
When I raised these concerns, Shannon told me that due to technology changes, fixing the bugs would require starting a new project at an additional $3,000 — bugs that were present in the original build.
I'll take some of the blame here: a major life change prevented me from doing thorough user testing out of the gate. That said, the product was delivered broken. The recommended tech stack wasn't robust enough to handle my requirements, and if I had to do it again, I'd hire a software developer to build it from scratch for what I paid for this tool.
Three stars reflects the strong start and Shannon's communication early on, but the final product and post-launch support fell well short.
The tool I received was buggy from day one and ultimately didn't meet the expectations of the project or justify the price. A year later, I'm still dealing with the same issues and have had to shut the project down entirely.
When I raised these concerns, Shannon told me that due to technology changes, fixing the bugs would require starting a new project at an additional $3,000 — bugs that were present in the original build.
I'll take some of the blame here: a major life change prevented me from doing thorough user testing out of the gate. That said, the product was delivered broken. The recommended tech stack wasn't robust enough to handle my requirements, and if I had to do it again, I'd hire a software developer to build it from scratch for what I paid for this tool.
Three stars reflects the strong start and Shannon's communication early on, but the final product and post-launch support fell well short.
PG
Paul G.
Apr 1, 2025
CRM for Manufacturing Facility
Working with Shannon has been nothing short of a fantastic experience. What started as a collaboration on a project management system for our manufacturing business quickly expanded into implementing Airtable and Noloco for another one of our ventures—covering CRM, project management, and inventory tracking.
Calling Shannon "accommodating" doesn’t quite do her justice. We honestly didn’t have a clear vision when we began, but she was there every step of the way—helping us navigate the uncertainty, define our needs, and shape our systems into something functional and tailored. She’s also been incredibly accessible and responsive. No matter how busy things got, she always found time to review questions, talk through updates, and collaborate on new ideas.
Overall, Shannon has been more than just a consultant—she’s been a true partner in the process. Her patience, expertise, and dedication made a huge impact on our business, and we’re genuinely grateful for all she’s helped us accomplish. We wouldn’t hesitate to work with her again and highly recommend her to anyone looking to build or refine their internal systems.
Calling Shannon "accommodating" doesn’t quite do her justice. We honestly didn’t have a clear vision when we began, but she was there every step of the way—helping us navigate the uncertainty, define our needs, and shape our systems into something functional and tailored. She’s also been incredibly accessible and responsive. No matter how busy things got, she always found time to review questions, talk through updates, and collaborate on new ideas.
Overall, Shannon has been more than just a consultant—she’s been a true partner in the process. Her patience, expertise, and dedication made a huge impact on our business, and we’re genuinely grateful for all she’s helped us accomplish. We wouldn’t hesitate to work with her again and highly recommend her to anyone looking to build or refine their internal systems.
NB
Nicole B.
Mar 22, 2025
Airtable/Client Portal/Work Portal
When we hired Shannon, we provided a detailed Loom video explaining our current system and what we needed moving forward. I was clear that our firm works with hundreds of document templates, which need frequent updates. Shannon provided an estimate of $7,350.00 to build a custom portal in Noloco that would allow my team to access and process orders efficiently.
Part of her proposed scope of work included:
"Create templated documents for each type of document created by the firm for client needs."
When I asked for clarification—since we already had hundreds of templates and did not need new ones—Shannon explained that we would need to transition our existing Word templates into Documint to streamline the document creation process, integrating with Airtable. This made sense, and I approved the plan, requesting a timetable. She provided a detailed timeline that suggested completion by late June 2024.
Unfortunately, Shannon spent the majority of the time between project kickoff and January 2025 focused on template work, which was not aligned with what we had discussed. Specifically, she attempted to combine hundreds of templates into a single 1,500+ page document with embedded code and conditional logic. As a non-developer, I did not fully understand the approach until I reviewed the templates in December. At that point, it became clear that the work was not practical for our needs and far from complete.
In January 2025, I asked Shannon to stop work on the templates and to at least proceed with the Noloco portal build-out. She declined and ceased work altogether.
At that point, I contacted Noloco directly. They referred me to two highly skilled developers. Within three weeks, the developer I selected built a system that uses our original templates (in Google Docs), Airtable, and Noloco to create documents quickly and efficiently. The system was easy to implement, and it allows me to access and update templates as needed. This was completed for approximately the same investment we made in Shannon’s unfinished project.
In my experience, Shannon may be a good fit for simple, well-defined projects. However, if you are seeking to develop a more complex operating system for your business or need advanced integration and process automation, I would recommend working with a more seasoned developer.
Part of her proposed scope of work included:
"Create templated documents for each type of document created by the firm for client needs."
When I asked for clarification—since we already had hundreds of templates and did not need new ones—Shannon explained that we would need to transition our existing Word templates into Documint to streamline the document creation process, integrating with Airtable. This made sense, and I approved the plan, requesting a timetable. She provided a detailed timeline that suggested completion by late June 2024.
Unfortunately, Shannon spent the majority of the time between project kickoff and January 2025 focused on template work, which was not aligned with what we had discussed. Specifically, she attempted to combine hundreds of templates into a single 1,500+ page document with embedded code and conditional logic. As a non-developer, I did not fully understand the approach until I reviewed the templates in December. At that point, it became clear that the work was not practical for our needs and far from complete.
In January 2025, I asked Shannon to stop work on the templates and to at least proceed with the Noloco portal build-out. She declined and ceased work altogether.
At that point, I contacted Noloco directly. They referred me to two highly skilled developers. Within three weeks, the developer I selected built a system that uses our original templates (in Google Docs), Airtable, and Noloco to create documents quickly and efficiently. The system was easy to implement, and it allows me to access and update templates as needed. This was completed for approximately the same investment we made in Shannon’s unfinished project.
In my experience, Shannon may be a good fit for simple, well-defined projects. However, if you are seeking to develop a more complex operating system for your business or need advanced integration and process automation, I would recommend working with a more seasoned developer.
BR
Brenton R.
Mar 16, 2025
30 minute consultation
RG
Russell G.
Feb 6, 2025
You will get a ClickUp Coaching Session with a Vetted ClickUp Consultant
About Shannon
Airtable | ClickUp | SmartSuite | Zapier - No-Code Workflow Automation
100%
Job Success
1
contract in progress
Nampa, United States - 5:34 pm local time
You've got processes held together with spreadsheets, email threads, and tribal knowledge. You know there's a better way, you just need someone to help you build it without months of development or a six-figure software budget.
That's where we come in.
SMV Virtual Consulting helps small businesses, agencies, nonprofits, and growing teams design and implement no-code systems that match the way they actually work. Whether you need an Airtable database, a ClickUp workspace overhaul, a client portal in Softr or Noloco, or end-to-end workflow automation with Zapier or Make, we handle the full build from strategy to handoff.
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🛠️ WHAT CLIENTS COME TO US FOR
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✅ Airtable database design, CRM builds, interfaces, dashboards, and automation
✅ ClickUp workspace setup, task flows, templates, and reporting
✅ SmartSuite builds for project management, CRM, and internal operations
✅ Client portals and internal apps using Softr, Noloco, or Zite
✅ Workflow and process automation using Zapier and Make
✅ AI-powered tools for onboarding, content workflows, and data analysis
✅ Grant tracking, case management, and intake systems for nonprofits and legal teams
✅ System migrations, cleanups, and rebuilds when your current setup isn't working
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🏢 INDUSTRIES WE WORK IN
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Legal | Nonprofit | Real Estate | Construction | Healthcare | Education | Media | Consulting
If your team is doing repetitive manual work, we can almost always automate it.
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🤝 VERIFIED PARTNERS, NOT JUST CERTIFIED USERS
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We hold official partnerships with the platforms we build on, which means direct access to platform teams, early feature access, and a deeper level of implementation expertise than most consultants can offer.
⭐ Airtable Service Partner
⭐ ClickUp Verified Consultant
⭐ SmartSuite Expert Partner
⭐ Softr + Noloco Certified Partner
⭐ Zapier Solution Partner
⭐ Zite Service Partner
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📈 RESULTS CLIENTS HAVE SEEN
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▸ 50% reduction in admin time for a healthcare consultancy
▸ 2,000+ applications processed through a custom Airtable + Softr intake portal for a legal nonprofit
▸ 30% faster project delivery for a digital agency after a ClickUp overhaul
▸ 50+ Airtable interfaces and automations built for a complex multi-team operation
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⚙️ HOW WE WORK
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Every project follows a five-phase process:
1️⃣ Discovery — Understand your needs, workflows, and goals
2️⃣ Design — Map out your ideal structure, data model, and automation plan
3️⃣ Implementation — Build in the right no-code platform with clean data and smart workflows
4️⃣ Launch — Structured user testing, revisions, and go-live
5️⃣ Training + Handoff — Documentation and training so your team can actually use what we built
You'll always know what we're building, why, and what comes next.
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🔍 COMMON SEARCHES THAT LEAD HERE
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Airtable consultant | ClickUp expert | no-code automation specialist | workflow automation consultant | SmartSuite implementation | Softr developer | Zapier expert | Make automation | operations system design | client portal build | CRM setup | process automation | database design | project management system setup
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💬 READY TO BUILD SOMETHING THAT WORKS?
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We're consistently ranked in the top 3% of Upwork agencies and have delivered hundreds of projects since 2018.
If you have a system that needs to be built, fixed, or automated, let's talk. Send a message or schedule a discovery call and we'll figure out together whether we're the right fit.
Steps for completing your project
After purchasing the project, send requirements so Shannon can start the project.
Delivery time starts when Shannon receives requirements from you.
Shannon works on your project following the steps below.
Revisions may occur after the delivery date.
Schedule your Sessions
Depending on your package, we can break your sessions up into two or four hour long sessions.