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ClickUp for Nonprofits

ClickUp Consulting Services
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The Tuck Difference

ClickUp Consulting for Nonprofits

Tuck is a verified ClickUp Ruby Partner, meaning we are part of an exclusive group licensed to provide ClickUp-branded professional services.

    What comes with ClickUp consulting? 

    Our expert-vetted consultants offer three separate ClickUp services:

    • Implementations: for organizations not using ClickUp currently.
    • Optimization: for organizations looking to take their productivity to the next level.
    • Managed Services: for organizations looking to get the most out of ClickUp.

    What problem does ClickUp solve for nonprofit organizations? 

    Streamline existing processes to save time & money

    Automate time consuming, tedious tasks

    Templatize processes to increase team and onboarding efficiency

    Improves role clarity for staff

    Encourages cohesive, organized, and trackable team communication

    Automates tracking on organizational objectives and key results

    What are the long-term impacts of using ClickUp?

    Businesses who move to ClickUp have seen long-term impacts such as:

    • 8+ hours saved each week on meetings and team updates
    • 50% decrease in time spent building and sharing reports
    • 80% increase in improved teamwork

    Why use Tuck as your Nonprofit ClickUp Partner?

    A note from our Founder.

    Tuck’s Founder and managing principal of Tuck Consulting Group, Alex Tuck, set out to create a firm focused on better client outcomes through diverse teams with less focus on profit realization rates. He runs this remote-first firm from a farm in Vermont where he lives with his wife and four children.

    Through the pandemic, the firm has experienced 15x two-year growth, landing it at #44 on the 2024 Inc. Northeast Regional list, #356 on the 2023 Inc. 5000 list, and on the Forbes Next 1000 list.

    Tuck has representation on nonprofit boards as a member for several organizations, including a microlending nonprofit Alex Tuck co-founded that operates in Central America.

    ClickUp FAQ for Small Businesses — Will We Really “Save One Day Per Week”?

    Can Tuck customize ClickUp workflows for the specific needs of my team?

    ClickUp is a platform designed to support multiple industries and allows you to tailor your ClickUp Workspace according to what helps your team do their jobs better. With flexible automation software, our verified ClickUp experts will help you reduce time spent on repetitive tasks. 

    Some examples of custom workflows we can create: 

    • Nonprofit Custom Workflows for: volunteer management, fundraising campaigns, resource and budget planning/allocation 
    • IT Services Custom Workflows for: software installations, IT service desk management, software deployment 
    • Healthcare Services Custom Workflows for: on-call schedule creation, patient admission, patient discharge
    Can Tuck connect the apps my team uses daily to ClickUp?

    Yes. ClickUp integrates with over 1,000 tools including:

    • API
    • Slack
    • Webhooks
    • Hubspot
    • OneDrive
    • Google Drive
    • Dropbox
    • Outlook
    • Google Calendar
    • Figma
    • Sentry
    • Zoom
    • And many, many more
    If I don’t use Tuck for ClickUp Implementation, can I still purchase Managed Services?

    While it's recommended to use a verified ClickUp expert to set up your Workspace, it is not required. There could be additional implementation opportunities identified while completing our Managed Services, but they are not required.

    Can Tuck templatize our processes?

    Absolutely! The goal of working with Tuck's ClickUp experts is to create processes your team can repeat long after working with us.

    What roles will my teams be expected to play in ClickUp?

    Individual Contributors

    Account Managers

    PMs

    Leadership

    Clients

    How do I track and ensure my team is using ClickUp as they should?

    ClickUp has a ton of great features to help you track tool usage, engagement, and resource availability. For instance, as an admin, you can see every Full Member and Guest in your Workspace with some key details including what folders, lists, and tasks they have access to, the last time they logged in, and what permissions they have.

    When ClickUp has new releases, will my team need to be re-trained?

    ClickUp has a tremendous free learning space where you can get certified and learn about all of the new features. While ClickUp is intuitive, we can provide you with a training as part of our managed services package if a major update comes out that you want to highlight for your teams.

    What is the minimum commitment for managed services with Tuck?

    Our standard managed services contract is a one year commitment. Consideration will be made for organizations that express interest in a shorter period.

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