ClickUp Consultant Implementation — Baseline Skeleton
Overview
Asymmetric Applications Group engaged external ClickUp consultants to help design and implement a standardized project management framework. As of the October 2025 sprint planning meeting, the engagement has stalled on deliverables — no blueprint or skeleton has been received yet. The team is actively pushing consultants to produce a baseline before any further individual calls are scheduled.
Current Status
- Deliverable outstanding: Isalia has sent two separate emails requesting the blueprint from the consultants. No response received, likely due to consultant (Elisa) being at a conference.
- Individual calls paused: The team has explicitly told consultants not to schedule further calls until a baseline skeleton is delivered. Prior calls included sessions with Mark, Melissa, and Isalia, plus a survey.
- Survey data submitted: Consultants have received survey input and meeting notes from account managers — considered sufficient to begin building a framework.
Key Decisions
- Pause individual stakeholder meetings until consultants produce at least a skeleton/baseline structure. Further input (e.g., from Ben on landing pages) will be incorporated once there is something concrete to react to.
- Ben San Fratello requested involvement specifically around landing page workflows. This has been noted and will be addressed once the initial framework is available — Isalia will coordinate that session.
Next Steps
| Owner | Action |
|---|---|
| Isalia Ramirez | Continue pushing consultants for blueprint/baseline skeleton; escalate if no response after conference |
| Isalia Ramirez | Once skeleton is received, schedule working session with Ben to incorporate landing page workflows |
| Ben San Fratello | Hold on individual consultant call; engage once baseline is shared |
Background & Context
The consultant engagement was initiated to bring structure and consistency to ClickUp usage across the team. Individual team members (including Ben and Sam) were invited to fill out a scoping survey, but some links expired before all stakeholders could complete them. The decision to pause further calls reflects frustration with the lack of tangible output and a desire to get something actionable before investing more meeting time.
"We just told them to not move forward with any more calls and then just have... I think they have enough to start building something, and then I think once we have that baseline, Ben, you and I could sit down and see how to incorporate those changes, but we need to get at least the skeleton out, and that's what we're trying to push them to." — Isalia Ramirez
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