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Premium Dtech Assist

Dtech Assist

Elevate Your Business with ClickUp & Expert Guidance

A comprehensive, hands-on approach to ClickUp implementation, exceeding the Standard plan; includes unlimited training, proactive workflow development tailored to your needs, custom dashboards for key stakeholders, and dedicated account managers.

Premium Dtech Assist
Premium Dtech Assist

Dtech Assist Premium

Premium Dtech Assist
Premium Dtech Assist

Starting at $1,500/month (for up to 5 users)

Dtech Assist Standard: Plan Features

Premium Dtech Assist

Template Creation & Refinement

  • We build, refine, and maintain custom templates tailored to your exact requirements.
  • Standardize your processes across projects, save your team valuable time, and ensure consistent quality.
  • Our team takes time to thoroughly understand your operations and objectives.
  • We pinpoint key workflows, pain points, and strategies to optimize your processes.
  • We don’t just respond to your requests—we proactively build the workflows, automations, and processes your business needs.
  • Repetitive tasks are streamlined, external systems are integrated, and your ClickUp setup evolves in sync with your company’s growth.
  • Depending on your team size, you’ll have 1–3 dedicated account managers—each bringing distinct expertise like software development or agency operations.
  • Beyond ClickUp knowledge, our consultants have hands-on experience in diverse industries, ensuring you receive holistic guidance that addresses multiple facets of your business.
  • We create customized dashboards for different stakeholder levels—executives, managers, and team leads—so everyone sees exactly what they need at a glance.
  • These dashboards consolidate critical metrics, tasks, and reports, enabling data-driven decisions across the entire organization.
  • Enjoy unlimited live or recorded training sessions for your team, ensuring smooth onboarding and ongoing upskilling.
  • Whether you hire new employees or roll out new features, we’re here to provide the training resources needed for seamless adoption.
  • We’ll connect ClickUp with your essential software ecosystem (e.g., CRMs, communication tools, or productivity suites).
  • Data flows effortlessly between platforms, eliminating manual work and boosting overall efficiency.
  • We build, refine, and maintain custom templates tailored to your exact requirements.
  • Standardize your processes across projects, save your team valuable time, and ensure consistent quality.

Dtech Assist Premium:

Premium Dtech Assist

Covering All Industries & Roles

We believe sophisticated process management shouldn’t be exclusive to large corporations. Dtech Assist Premium is engineered to bring you the same level of professionalism and strategy that big firms and top management consultancies provide—at a fraction of the cost. We leverage ClickUp to streamline, map, and optimize workflows for virtually any role or department, including but not limited to:

Premium Dtech Assist
Premium Dtech Assist

CEOs & Executives

Gain high-level dashboards, strategic planning tools, and real-time insights into company-wide operations.

Premium Dtech Assist

HR & Talent Acquisition

Develop robust recruitment funnels, onboarding workflows, and performance management systems.

Premium Dtech Assist

Product Managers

Implement agile roadmaps, sprint planning, and feature rollouts with clarity and efficiency.

Premium Dtech Assist

Medical Professionals

Track patient flows, schedule staff, manage compliance processes, and standardize care protocols.

Premium Dtech Assist

Real Estate Agents & Developers

Oversee property listings, client follow-ups, construction timelines, and legal documentation.

Premium Dtech Assist

Engineers & Construction Teams

Plan building projects from blueprint to completion, ensuring every step is logged and monitored.

Premium Dtech Assist

Marketing Directors & Agencies

Coordinate campaigns, content calendars, lead generation, and cross-channel analytics.

Premium Dtech Assist

Sales Teams

Structure pipelines, follow up leads, and forecast revenue with data-driven dashboards.

Where We Draw the Line

While our expertise spans across most industries, we do recognize there are extremely specialized fields (e.g., nuclear propulsion, advanced biochemical manufacturing, etc.) that require deep niche expertise outside the scope of general process management. If you fall into these highly specialized categories, reach out, and we’ll advise whether our model fits your needs.

What Does Dtech Assist Premium Include?

Premium Dtech Assist
Premium Dtech Assist

Tailored Processes & SOPs

We design custom templates, SOPs, and checklists for everything from HR onboarding and sales enablement to product launches and building construction oversight. Every step is meticulously mapped onto ClickUp to ensure clear visibility and accountability.

Change Management & Organizational Transformation

Adapting to new systems or scaling existing ones can be challenging. Our change management solutions include structured communication plans, training modules, and stakeholder engagement strategies, all supported by ClickUp’s robust task and collaboration tools.

End-to-End Project & Operations Support

Need help installing new IT systems, optimizing a product launch, or rolling out a new department? We craft workflows that are both efficient and scalable, ensuring your operation runs smoothly as you grow.

Bespoke Templates & Strategic Consulting

Drawing inspiration from big consulting firms, we offer bespoke solutions at a more accessible cost. From sales funnels for new products to supply chain processes for manufacturing, we’ll customize ClickUp to match your exact objectives.

Monthly Retainer for Ongoing Evolution

Our monthly retainer model means continuous improvement and support. Whether it’s training new hires, adjusting to market changes, or upgrading your workflow processes, we stay engaged and proactive—so your business is always running at its best.

Qualified, Cross-Disciplinary Consultants

Our team includes former management consultants, industry specialists, technical experts, and ClickUp power users. This multi-faceted expertise allows us to deliver solutions that align with real-world demands—whether you’re a startup seeking rapid growth or an established enterprise aiming to refine operations.

We can’t run your daily operations, manage your staff, or oversee every aspect of your business strategy. Our role is to advise, optimize, and provide tools—not to replace your leadership team.

We can’t run your daily operations, manage your staff, or oversee every aspect of your business strategy. Our role is to advise, optimize, and provide tools—not to replace your leadership team.

We can’t run your daily operations, manage your staff, or oversee every aspect of your business strategy. Our role is to advise, optimize, and provide tools—not to replace your leadership team.

We can’t run your daily operations, manage your staff, or oversee every aspect of your business strategy. Our role is to advise, optimize, and provide tools—not to replace your leadership team.

We can’t run your daily operations, manage your staff, or oversee every aspect of your business strategy. Our role is to advise, optimize, and provide tools—not to replace your leadership team.

We can’t run your daily operations, manage your staff, or oversee every aspect of your business strategy. Our role is to advise, optimize, and provide tools—not to replace your leadership team.

Premium Dtech Assist

Why We’re a Game-Changer

Premium Dtech Assist

Big-Firm Quality

We employ the same methodologies and strategic frameworks used by top-tier consultancies—without the prohibitive price tags.

Premium Dtech Assist

Industry-Agnostic

From real estate and healthcare to tech startups and manufacturing, we tailor processes for every department and role.

Premium Dtech Assist

Scalable & Adaptable

As your business evolves, so do our workflows. We’re committed to long-term partnerships that grow with your needs.

Premium Dtech Assist

Efficient Execution

By integrating everything into ClickUp, we eliminate guesswork and lengthy onboarding, so you can focus on results.

Premium Dtech Assist

Focus on Value

Our goal is to make high-end consultancy accessible. We offer sophisticated guidance, personalized templates, and real-time support—ensuring you see tangible ROI at every step.

Ready to elevate your operations with a team that understands big-picture strategy and granular execution?

Dtech Assist Premium empowers you to implement world-class processes tailored specifically to your industry and role—without the monumental fees of traditional consulting. Contact us to learn how we can transform your organization using ClickUp’s powerful features, best practices from top consulting firms, and years of cross-industry expertise.

What’s Not Included in the Monthly Retainer

Premium Dtech Assist

We can’t run your daily operations, manage your staff, or oversee every aspect of your business strategy. Our role is to advise, optimize, and provide tools—not to replace your leadership team.

On-site visits, in-person training sessions, and travel-related expenses fall outside our standard monthly retainer. These can be arranged separately if needed.

While we cover most industries, extremely specialized sectors (e.g., advanced biochemical manufacturing, nuclear propulsion, etc.) may require expertise outside our scope.

Our retainer covers standard integrations and workflow automations, but extensive code-level customization (e.g., building custom plugins, proprietary software) is billed separately or may require an additional specialized team.

We’re here to consult, train, and guide—not to provide full-time employees who function as an extension of your in-house team beyond our agreed-upon scope.

What We Expect from You

Premium Dtech Assist
Premium Dtech Assist
Premium Dtech Assist

A Dedicated Project Champion

Having a point person or small team on your side is crucial for communication, approvals, and day-to-day follow-ups. This ensures our recommendations are applied effectively and timely.

Premium Dtech Assist

Engaged Stakeholders

If we’re collaborating with multiple departments (e.g., HR, Sales, IT), each team should be ready and willing to provide input, test new processes, and adopt suggested changes.

Premium Dtech Assist

Timely Feedback

We rely on your insights to tailor solutions effectively. Responding promptly to questions, reviewing deliverables, and offering timely feedback helps keep projects on track.

Premium Dtech Assist

Realistic Goals

We aim high, but success depends on feasible timeframes, budgets, and resource allocation. Setting clear, realistic objectives ensures everyone remains aligned and motivated.

When You May Not Want to Sign Up

Premium Dtech Assist

No Internal Ownership

If you have no one available or willing to oversee implementation—no project champion or department head to confirm details—our efforts may stall. In such cases, you won’t get the value you deserve.

Expecting Us to Run Your Business

We can optimize workflows, advise on best practices, and even train your teams. But if you’re seeking someone to take over your daily operations or executive decision-making, we’re not the right partner.

No Bandwidth for Change

Our approach often involves transformative improvements and process shifts. If your organization currently isn’t open or able to invest time in new procedures, you may struggle to see real benefits.

Extremely Specialized Fields

If you work in a domain requiring deep, niche expertise—well beyond general process management and ClickUp automation—our retainer may not meet those technical demands.

Our Role as Your Consultant

Premium Dtech Assist

Process Mapping & Optimization

We’ll identify inefficiencies, propose structured workflows, and guide you in implementing them within ClickUp.

Premium Dtech Assist

Best Practices & Training

We continually share insights, host training sessions, and keep you updated on new features or methods to stay ahead.

Premium Dtech Assist

Ongoing Support & Adaptation

Through our monthly retainer, we’ll refine and scale solutions as your needs evolve.

What We Cannot Do

Own & Operate Your Core Business Functions

While we equip you with strategies, tools, and templates, day-to-day execution remains your responsibility.

Replace In-House Leadership

Our consultants provide expert guidance, but major decisions and leadership tasks stay with your internal team.

Frequently Asked Questions

Premium Dtech Assist

The minimum contract is 6 months. After that, your plan automatically becomes month-to-month for added flexibility.

  • Why 6 months? We tailor ClickUp to your business, and true optimization takes time. A shorter term wouldn’t allow us to deliver the lasting value you deserve.
  • Yearly Contracts: Get 2 months free for additional savings.

Premium Dtech Assist is designed for clients seeking a more hands-on, all-encompassing approach. Along with everything in the Standard plan, you’ll receive unlimited training, proactive workflow development, custom dashboards for stakeholders, and dedicated account managers with specialized expertise.

This plan offers a deeper level of engagement. We spend more time learning your business, proactively building automations, designing dashboards, and training your team. You also gain 1–3 account managers with varied expertise, ensuring you get a broad spectrum of insights and support—all of which requires additional resources and dedicated attention.

We can scale the plan according to your user count. If you exceed 5 users, we’ll discuss a custom pricing structure to maintain the same high level of service and dedicated consultancy.

We typically begin implementation immediately upon signing. The exact timeline varies based on complexity—most foundational workflows can be set up within a few weeks, while more advanced automations and dashboards may take longer. Our proactive approach means we often have deliverables ready before you even request them.

You can schedule as many training sessions as you need—whether for onboarding new hires, exploring advanced ClickUp features, or revisiting best practices. We’re committed to ensuring your team feels confident at every stage.

Absolutely. One of our key offerings is API integrations with popular CRMs, communication tools, or other software. We aim to unify your operations in ClickUp, reducing siloed systems and manual work.

On-site support can be arranged for an additional fee, typically reserved for enterprise or special engagements. We’ll discuss the logistics and costs if you choose to have our consultants work in person.

We endeavor to keep your dedicated account managers throughout the engagement for consistency. If changes are necessary—due to specialized needs or consultant availability—we’ll ensure a smooth handover to someone equally qualified.

Yes. We’re deeply committed to quality and value. Our model is scalable, and while some clients may fully maximize the service, others require minimal support—helping us balance resources and uphold high standards.

Simply contact us or sign up directly. We’ll arrange an in-depth discovery call to understand your goals and challenges, then start building the Proactive Implementation roadmap as soon as you’re ready.

Ready to elevate your business processes with Dtech Assist Premium?

Get in touch today, and let our experienced consultants transform the way you work in ClickUp.

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