Case studies

The work.

Enterprise ClickUp builds, client portals that read ClickUp via API, and the automation plumbing in between. Every build below shipped, and every build is still running.

12.

Builds documented

Industries served

100%.

Still in production

A note on names: client privacy comes first here — company names are withheld until each client chooses to be named. Every build below is real, in production, and happy to be proven on the call.

Jump toMarketing & Creative2 E-commerce1 Nonprofit1 Travel & Hospitality1 Manufacturing1 Healthcare2 Legal1 Web Design3

Marketing & Creative.

2 buildsClickUp for Marketing & Creative →

zapier + apps script — lead intake

✓

Website form submitted

✓

Lead task + contact record created

✓

Branded HTML email sent

leads processed, zero re-typed

824

01Marketing & Creative

A creative agency's client lifecycle, made self-running

The agency runs everything on ClickUp. We turned the manual work between 'a lead fills out the form' and 'a client project is live' into a self-running system — ~20 automations, one-click onboarding from 60+ service templates, and AI-written performance reviews leadership actually reads.

Manual steps from lead to launched project

60+

Service templates, auto-scheduled

ClickUp automationAI reviews60+ templatesZero manual intake

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dashboard — six sources, one screen

$190.6k

pipeline, live

open deals

tools unified

Meridian Fitness

Won ✓

Copper & Oak

Proposal

02Marketing & Creative

Six disconnected tools, one sales dashboard — and revenue that reconciles itself

A paid-social agency's sales operation ran across Calendly, Close, Stripe, PandaDoc, ClickUp, and Slack with no reconciliation between them — the founder cross-referenced tools by hand every day, and silent failures (contracts signed but never invoiced, wire payments missing from MRR, deals closed with no charge) surfaced only by luck. I designed and built, from scratch, a production sales-operations dashboard on a snapshot read model: every source pulled hourly in parallel, one dashboard, automation that closes the loops, and reconciliation tools that make the silent failures announce themselves.

6 → 1

Sales tools reconciled into one dashboard

5,178

Close leads on one lifecycle view, hourly

6 tools → 1 dashboardSnapshot read modelAuto-WonMRR reconciliation231+ commitsSole engineer + designer

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E-commerce.

1 buildClickUp for E-commerce →

replication — pod ⇄ HQ

Pod workspace

Ambassador brief — May

Approved ✓

HQ workspace

Ambassador brief — May

Approved ✓

03E-commerce

Creative ops at scale: 800+ briefs, 5 pods, 2 brands, zero touch

Two D2C brands under one owner, dozens of creative briefs a week, all renamed, numbered, foldered, and documented by hand. We built a config-driven automation that generates every brief's task name, Drive folder, and brief doc automatically — then replicated the whole stack to a second brand's workspace.

800+

Creative briefs auto-generated to date

Creative pods across two brands, one automation

800+ briefs automated5 creative pods2 brandsConfig-driven

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Nonprofit.

1 buildClickUp for Nonprofit →

portal — leadership view

84%

grant success

68%

retention

active cycles

Q3 grant cycle

On track

Donor renewal push

Running

04Nonprofit

A grant-writing consultancy's ClickUp, turned into a client-facing product

The consultancy writes and manages grants for ~20 nonprofits, with everything in ClickUp. We built their client-facing portal and live reporting layer: an executive fundraising dashboard, per-client grant reports with PDF export, a retainer portal with AI-written monthly summaries, and passwordless login — all reading ClickUp in real time, no database.

~20

Nonprofit clients reported live

Databases — ClickUp is the only source of truth

Client portalLive fundraising KPIsAI summariesNo database

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Travel & Hospitality.

1 buildClickUp for Travel & Hospitality →

app.clickup.com — the travel OS

212

travelers

active journeys

1:many

traveler → journeys

Whitfield party — Amalfi

Design in progress

Chen family — Kyoto

Traveling

05Travel & Hospitality

A luxury travel agency's command center — intake to itinerary to payment

The concierge designs bespoke journeys for high-net-worth travelers, run entirely from ClickUp. We architected their workspace, automated intake and client provisioning end-to-end, and built a brand-native command-center portal: travelers, journeys, roadmaps, suppliers, and payments in one elegant surface ClickUp itself can't render.

60s

Client intake, down from 30+ minutes

Automation deliverables, documented in plain English

Luxury travelIntake automationCommand center portalClickUp OAuth SSO

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Manufacturing.

1 buildClickUp for Manufacturing →

inbox — monday, 6:00 AM

reports@ — built overnight, automatically

Yesterday at a glance — orders, delivery, exceptions

Orders: 47 (+6 vs last Monday)

On-time delivery: 96%

3 orders need attention — linked

06Manufacturing

A 6 AM production dashboard, delivered as email — no logins required

Leadership wanted daily production visibility without logging into anything. Every morning at 6 AM Eastern, a fully automated HTML dashboard lands in their inboxes: open orders by status and dollar value, invoiced work by day, ship-via breakdowns, and a six-month revenue rollup — pulled live from ClickUp.

6 AM

Every morning, automatically, in their inbox

Runtime, down from 14 — parallelized pagination

Daily email dashboardZero maintenanceLive from ClickUpNo new software

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Healthcare.

2 buildsClickUp for Healthcare →

app.clickup.com — internal CRM

regions

120+

territories

337

facilities

Northeast — Boston General

Active

Southwest — Phoenix Health

Renewal

07Healthcare

A custom operations portal, powered by ClickUp

I architected a medical-device company's entire commercial operation as a relational system inside ClickUp — then built a beautiful, responsive portal fully integrated with the ClickUp API, so the same data drives a completely custom experience. No second database. No migration.

40+

Reps + leadership on one system

Feature modules on one portal

HIPAA-regulated industryMicrosoft SSORole-based accessOutlook syncNo second database40+ reps

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app.clickup.com — prospect to patient

systems, bridged

double entry

100%

handoffs tracked

Discovery call — A. Morgan

Booked

Intake — R. Patel

Converted ✓

09Healthcare

A prospect-to-patient pipeline bridging ClickUp and Practice Better

Bi-directional integration between ClickUp and Practice Better — prospects flow in from marketing, patients flow through care, and nothing falls in the cracks between systems.

Systems, one pipeline

Manual re-entry steps

ClickUp APIPractice BetterIntegration

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Legal.

1 buildClickUp for Legal →

app.clickup.com — case management

1,400+

cases moving

case types

missed deadlines

Family petition

Evidence

Work visa renewal

Filed ✓

08Legal

CRM + case management keeping 1,400+ cases moving

Full intake-to-resolution case management on ClickUp — clean architecture, templated views, and automations that keep a high-volume immigration practice on schedule.

1,400+

Active cases managed

Source of truth

ClickUp CRMAutomation1,400+ cases

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Web Design.

3 buildsClickUp for Web Design →

reecepsychology.com

10Web Design

A therapy practice site that converts with calm

For a licensed psychologist practicing across 45+ states via PSYPACT: a custom-designed, mobile-first site with SEO foundations built in and one clear action — the free consultation. Calm on the surface, engineered underneath.

100%

Mobile-responsive — most therapy searches happen on a phone

Pages, each targeting the questions families search for

Mobile-firstSEO foundationsConsultation funnel

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marieparsons.com

11Web Design

Corporate wellness, designed to feel like it works

A wellness practice selling to HR directors and individuals at once: serene custom design, mobile-first build, SEO-structured program pages, and one booking action that works for both audiences.

Audiences closed by one design — corporate & personal

100%

Mobile-responsive — booking works one-handed

Mobile-firstTwo audiencesBooking funnel

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saindustries.com

12Web Design

Hotel renovation credibility, told in photography

Hotel & resort renovation specialists whose buyers are the biggest names in hospitality. Photography-led custom design, a brand trust wall in the first scroll, fast-loading optimized imagery, and a portfolio built to close.

Major hospitality brands on the trust wall — first scroll

100%

Responsive — portfolios get shared on phones in meetings

Photography-ledPortfolio architectureTrust wall

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