Frequently Asked Questions

Tell me a little bit more about your experience with the tools you use?

I am a Verified Consultant for ClickUp, Notion, Monday, Make, and Smartsuite. I have been working with these tools for 3+ years now.

How do you work?
There are 3 phases to how I work:
  1. Phase 1: Pre-Setup Phase
  • This phase involves you and your team to fill out a questionnaire so we can assess the current level of challenges they are facing within the business.
  1. Phase 2: Setup Phase
    1. Workflow Mapping: We do a workshop together to identify all your current challenges, all the processes that you want to improve; all the different apps that you use and how you want them to speak to ClickUp, understand the task routing and assignment; understanding the scope for templates, automations, and dashboards.
    2. System Architecture: This is when based on Step 1, I will design how your ClickUp should be structured.
    3. Implementation: This is when I will implement the structure proposed in Step 2. This phase also includes:
      1. Sequential demos
      2. Integrations
      3. Any changes/revisions that you might have, and
      4. Training for the team so everyone feels comfortable using the new ClickUp.
  2. Phase 3: Post Setup Phase
  • This phase involves filling out the same questionnaire from Phase 1 and analyzing the success of the project.

To learn more about how we work, head on to this page. 

How much time does it take to build a system?

Depending upon what you want to accomplish in your system, the time could vary from a few weeks to a few months.

When can you start?

I can start immediately. You can pick a time to have a discovery call so we can identify if we are a good fit and then let’s kick off the project. Book a call here.

Which time zone are you in?

Unify Workflows provides digital tools, solutions, and best practices that facilitate seamless communication, collaboration, and project management. By implementing these technologies, your teams can work cohesively, share updates efficiently, and ensure everyone is on the same page.

What would you need from me during this process?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
Do you work on a fixed price or an hourly rate?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
How much do you charge?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
Will I receive ongoing support and guidance after implementing Unify Workflows solutions?

Yes, our commitment goes beyond implementation. Unify Workflows offers ongoing support, training, and continuous optimization to ensure that your business continues to thrive and adapt to evolving challenges.

Are you a freelancer or an agency?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
When does a project fail?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
I have my workspace setup already.
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
Confused whether you need a VA or a Technology Consultant?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
Do you have ‌our industry experience?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
What if we start working with you and realize you’re not the right fit for us?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
Can you help us with automations using Custom API?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
Do you know how to code?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
Do you have any referral links?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
Which tool is better for me, Notion or ClickUp?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
Common Misconceptions
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
What is 0.05 to 5 Rule?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
What else can you do?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
What are my clients saying?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.
What if I only need ClickUp Training?
To ensure a successful delivery of the project, here’s what we expect you to do:
  1. Be involved.
  2. If you don’t have a clear scope, work with us to develop one.
  3. List your concerns at the start of the project.
  4. Be transparent regarding your budget, goals, and objectives.
  5. Share your feedback.
  6. Leverage our trainings.
  7. Work with us to refine your strategy.