The Optimize Step of the 1-3-5 Formula
Ongoing ClickUp
Support & Optimization
Your system is built. Now keep it running at peak performance. Dedicated ClickUp experts on your team - coaching, building, integrating, and optimizing every month.
Led a 300% improvement in efficiencyMichael Lisovetsky, JUICE
It was the roadmap to our future successGeorge B. Thomas, Sidekick Strategies
The process for process building was a game changerMatt Guevara, Venn Digital Marketing
Got us all rowing in the same directionAllison Gibbs, Gravity Global
You don't have to go through the hassle of trial and errorMelanie Brook, LegalZoom
We're now setting better expectations and passing work across teamsMatthew McIver, Commence Studio
Easily the best investment we've madeWhitney Parker Mitchell, Beacon Digital
One of the best investments we've made as a businessRebecca Nash, Beam Content
★★★★★ ClickUp's Highest-Rated Solutions Partner
Trusted by 3,100+ clients
Sound Familiar?
Your ClickUp system is live. But something's slipping.
Old Habits Are Creeping Back
Your system works, but your team keeps finding workarounds. Without ongoing coaching, the shortcuts multiply and adoption erodes over time.
ClickUp Keeps Shipping Features
New capabilities launch every month, but you don't have time to evaluate what's worth adopting. Your workspace falls behind the platform's potential.
You Lost Your ClickUp Champion
Turnover happens, and suddenly no one owns the system. Processes drift, new hires don't get trained, and the workspace starts to decay.
A great implementation is the starting line - not the finish line. The teams that get the most from ClickUp have ongoing support to keep it sharp.
Four Ways We Support Your Team
Use your retainer hours on any combination of these deliverables. Flex between categories month to month based on what you need most.
Coaching Calls
- Recurring or one-time strategy calls
- New team member onboarding & training
- Role-specific coaching sessions
- Live ideating & troubleshooting
- General consulting on operations
ClickUp Building
- New workspace assets & structures
- Dashboards & reporting views
- ClickUp workflows & automations
- OOO management & sprints setup
- EOS & contractor management
Integration Building
- Custom integrations & automations
- Connect tools with ClickUp
- Custom API builds & monitoring
- HubSpot, QuickBooks, Xero, PandaDoc
- Supercharge cross-platform workflows
Fractional ClickUp Champion
- Workspace QA checks (overdues, missing fields)
- General team support & Q&A
- Performance reports to leadership
- Client onboarding & offboarding in ClickUp
- Team member capacity monitoring
Choose the Right Level of Support
Lock in the best rate with an annual commitment.
Tier 1
paid annually ($18,000/yr)
60 service hours per year
Use on any combination of coaching, building, integrations, or fractional champion work.
- ZenPilot Training Center accessRole-specific training for your entire team in the ZenPilot Training Center.
(This benefit is part of the ZenPilot ClickUp Accelerator; included for new retainer clients.) - Weekly ZenPilot Office HoursEach week, your team has access to live support calls with the ZenPilot team - and they don't count against your service hours.
(This benefit is part of the ZenPilot ClickUp Accelerator; included for new retainer clients.) - Full client portal in ClickUp
Tier 2
paid annually ($33,000/yr)
120 service hours per year
Use on any combination of coaching, building, integrations, or fractional champion work.
- ZenPilot Training Center accessRole-specific training for your entire team in the ZenPilot Training Center.
(This benefit is part of the ZenPilot ClickUp Accelerator; included for new retainer clients.) - Weekly ZenPilot Office HoursEach week, your team has access to live support calls with the ZenPilot team - and they don't count against your service hours.
(This benefit is part of the ZenPilot ClickUp Accelerator; included for new retainer clients.) - Full client portal in ClickUp
Tier 3
paid annually ($60,000/yr)
240 service hours per year
Use on any combination of coaching, building, integrations, or fractional champion work.
- ZenPilot Training Center accessRole-specific training for your entire team in the ZenPilot Training Center.
(This benefit is part of the ZenPilot ClickUp Accelerator; included for new retainer clients.) - Weekly ZenPilot Office HoursEach week, your team has access to live support calls with the ZenPilot team - and they don't count against your service hours.
(This benefit is part of the ZenPilot ClickUp Accelerator; included for new retainer clients.) - Full client portal in ClickUp
Get started in three simple steps
Book a Call
We'll discuss your current ClickUp setup, where you need help, and which tier makes sense for your team.
Choose Your Tier
Pick the plan that matches your hours needed. Start monthly or save with an annual commitment.
Start Using Your Hours
Use any combination of coaching, building, integrations, or fractional champion work. Flex between categories as your needs change.
Since following ZenPilot's strategy and best practices, our team is saving hours per team member every week. Communication has improved across the team and we're able to give our clients better visibility in their campaigns. Margins have increased because of the efficiency as well.
Leadership now has a clear view of bandwidth and capacity, the staff understands exactly what is expected of them when they sit down every morning, and our clients have improved visibility into their deliverables.
Kevin D'Arcy — ThinkFuel Common Questions About Retainers
What can I use my retainer hours for?
Any combination of coaching calls, ClickUp building, integration building, or fractional ClickUp champion work. Your hours are flexible across all four deliverable categories each month - use them however serves your team best.
Can I change tiers?
Yes. You can upgrade or downgrade your tier at any time to match your current needs. Most teams start at Tier 2 and adjust from there.
Do unused hours roll over?
Hours are allocated monthly and do not roll over to the following month. We work with you to make sure your hours are fully utilized each period.
Do I need to do a Blueprint first?
Recommended but not required. Retainers work best when the foundation is already in place - either through a Blueprint and implementation or an existing well-structured workspace. If your workspace needs significant restructuring, we may recommend starting with a Blueprint first.
Do retainer clients get access to the Accelerator?
Yes. Every retainer plan includes full Accelerator access - our training center, weekly office hours, and community support. That's a $1,500/month value included at no extra cost. Office hours don't count against your retainer hours. The Accelerator is also available separately for teams that don't need dedicated support hours.
What is the cancellation policy?
We keep things flexible. Monthly plans require just 30 days notice - no long-term contracts, no penalties. Annual plans lock in a discounted rate for the year, so you get the best pricing while ensuring continuity for your team.
Ready to Keep Your ClickUp System
Running at Peak?
Book a call. We'll discuss your needs and recommend the right level of support for your team.
30-minute call · No obligation · No long-term contracts