Transforming Operations into Scalable Systems
Helping agencies and enterprises eliminate chaos, automate processes, and scale efficiently through ClickUp, powered systems.
TRUSTED BY AGENCIES AND TEAMS
Building Your Vision Online
I’m Vivian Nelson, Business Process & Systems Consultant and founder of KlickProcess.
I help organizations build ClickUp-driven systems that connect people, processes, and performance.
With 25+ implementations across multiple industries, I specialize in turning operational chaos into structured, automated, and scalable frameworks.
Achieve a 99% client satisfaction rate, showcasing innovation
Implementation across multiple Industries
Portfolio
Each project demonstrates how structured workflows and automation drive clarity, accountability, and measurable business growth
TradiePacks
Transformed a design and print company’s operations by connecting Shopify orders directly to ClickUp for automated production tracking.
LifePoint Insurance Agency
Centralized lead management, commission tracking, and agent onboarding for a health insurance agency.
Redpoint
Built an all-in-one ClickUp Agency Operating System to unify service delivery and team collaboration across branding, SEO, and paid media departments.
Raiseo Agency
Structured and automated service delivery for a fast-growing SEO and lead generation agency offering 11 core services.
The Vivan Nelson Operating Framework™
A clear, modern approach to building high-performing agency systems in ClickUp.
Agencies don’t struggle because ClickUp is complicated. They struggle because work isn’t structured, communication isn’t consistent, and projects depend on memory instead of process.
My framework fixes that by giving your team a steady operating rhythm, a clean ClickUp system, and full visibility across your delivery pipeline. This is the same approach I’ve used to streamline operations for marketing teams, creative studios, pharmacies, insurance groups, and technical service companies.
PHASE 1
Kickoff & System Mapping
Before building anything in ClickUp, I analyze your operations end-to-end.
What We Uncover
- The true sources of delivery delays
- Handoffs that create gaps or duplicated work
- Team habits that slow progress or create rework
- What the leadership needs visibility into (but doesn’t currently see)
- How priorities are set, tracked, and communicated
- Your full workflow from intake to delivery to QA to reporting
- How tasks should enter the system
- Ownership expectations at each step
- What needs standardization, automation, or clearer structure
- The reporting layer you’ll depend on
PHASE 2
System Build
- A simple, intuitive hierarchy across Spaces, Folders, and Lists
- Standardized custom fields for accurate visibility and reporting
- Role-specific views for PMs, AMs, creatives, and leadership
- Reusable templates for all deliverables and internal workflows
- Automations that remove manual steps and enforce consistency
- Dashboards that surface real-time progress, workload, and bottlenecks
PHASE 3
Team Training
- Daily and weekly planning inside ClickUp
- How to communicate using comments, statuses, and @mentions
- When and how to use templates
- How to track time reliably
- How to update tasks so nothing gets missed
- Role-specific workflows for PMs, AMs, and contributors
PHASE 4
Go Live
- A defined launch date and roll-out plan
- Migration of active projects and tasks
- Verification of roles, permissions, and views
- A simple Day-1 guide for the entire team
- A universal alignment rule: If it’s not in ClickUp, it’s not tracked.
PHASE 5
Continuous Optimization
- Weekly reviews of tasks and communication
- Monthly check-ins on workload, capacity, and delivery pace
- Quarterly updates to workflows, dashboards, and templates
- Continuous enhancements to automations
- Support for onboarding new team members
- Alignment with evolving operational standards
What Clients Say
Each project demonstrates how structured workflows and automation drive clarity, accountability, and measurable business growth.
"Vivian was excellent to work with. She was immediately able to grasp our issues and our workflows, and help us restructure our entire ClickUp space so that our set up now works smoothly for our complex workflows, we have visibility into individual and overall tasks/projects, etc, can track workloads, PTO, and even have a CRM in place for retargeting clients that are no longer active. SOPs and her guidance have been immensely helpful. If you're a marketing agency, I doubt you'll find a better expert to help you get ClickUp up and running seamlessly."
"Vivian has been absolutely amazing to work with. She helped us set up ClickUp from scratch and seamlessly integrated it with other software and services using Make.com. Her knowledge and expertise are next level. Communication was clear and flexible, even with the time difference between us. Her guidance and recommendations throughout the project exceeded all expectations. I can’t thank her enough and couldn’t recommend her more highly. We’ll definitely be working together again on future projects."
"Vivian is an amazing person with a great vision and work ethic. Her experience working with team members and operations has been a great addition to our team. We cant recommend her enough! Thanks for all the great work, Vivian. We are lucky to have found you."
"Vivian was great! I will use her again and recommend her to others. She understood the assignment and went above and beyond by creating videos to walk me through the system she set up for me in ClickUp."
Book a Discovery Call
Ready to bring this level of clarity and structure into your operations? Let’s talk.
Frequently asked questions
I eliminate operational chaos, unclear processes, missing accountability, inconsistent delivery, and ClickUp setups that don’t support growth.
A complete operational system: clean hierarchy, custom fields, reusable templates, native automation, dashboards, and a Process Hub your team can actually follow.
Most projects take 4–8 weeks, Multi-department or enterprise builds take 8–12 weeks.
Yes! I provide role-specific training, recorded walkthroughs, SOPs, and routines so your team knows exactly how to work inside ClickUp.
I rebuild your operations from the foundation, not just clean up tasks.
Everything is designed around clarity, scalability, and team adoption.
Agencies are my specialty, but I also support creative teams, healthcare groups, SaaS, insurance, and service-based businesses.
I focus on ClickUp’s native features, automations, AI, forms, dashboards, custom fields, templates, and documentation.
Your service list, workspace access, and a single decision-maker.
I handle structure, mapping, processes, and implementation.
Yes! monthly audits, optimization, restructuring, training, and leadership reporting for teams that want continuous improvement.
Pricing depends on team size and complexity.
Most builds range from $3,000–$25,000+ depending on scope and level of transformation required.