Controlled migration from ClickUp to Notion to support the growth of a digital marketing agency
Customized Notion workspaces + client portals + tutorials and training to ensure adoption. ClickUp → Notion without data loss or panic.
The starting point.
As a growing digital marketing company, Eleva tus Ads needed to evolve its management systems to keep pace with its expansion. Their main tool, ClickUp, had reached a point where limitations were becoming evident in daily operations.
Cómo lo hicimos.
The implemented solution consisted of a customized workspace design in Notion, accompanied by a controlled data migration from ClickUp. Automated task and project management systems were implemented, customized client portals were developed, and tutorials were created along with comprehensive training to ensure a successful transition.
Lo que cambió.
Productivity
Significant increase in team productivity and resource optimization through the reduction of administrative tasks.
Collaboration
Substantial improvement in internal collaboration and communication, with a successful and complete adoption of the new platform.
Scalability
Greater operational scalability without proportionally increasing resources.
“The migration from ClickUp was clean and the team adopted Notion without friction thanks to the tutorials and training. Today we manage more clients without having to hire proportionally.”
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