ClickUp Expert Needed to Build Customer Retention Workflow (B2B SaaS)

Other Jobs To Apply

Description: We are a small UK-based software company (3-person team) developing hydraulic calculation software for the fire protection industry. We need an experienced ClickUp consultant to build a structured workflow for our customer retention and win-back process. Scope of Work: •Design and implement a ClickUp List / Folder structure for tracking expired customers through: o QA Check o Past Clients to Contact o Contacted / Outreach Sent o Negotiation o Won / Re-Activated o Lost / No Response • Create custom fields (Licence Expiry, Renewal Probability, Churn Reason, Last Engagement, Notes, etc.) • Apply task templates/checklists aligned with our SOP • Set up automations where possible (status changes, reminders, checklist application) • Ensure the workflow is ready for a remote contractor to manage daily tasks Requirements: • Proven experience designing ClickUp workflows for SaaS or B2B processes • Strong understanding of task automation, custom fields, templates, and dashboards in ClickUp • Ability to document the workflow clearly for a small team • Excellent written English Deliverables: 1. Fully configured ClickUp workspace/folder/list for customer retention 2. Task templates and checklists based on SOP 3. Recommended automations for status transitions, reminders, and notifications 4. Optional: Suggested dashboards for tracking performance Timeline: • Initial workflow setup within 1–2 weeks (we are flexible, please advise what you can deliver) • One round of review and minor adjustments included How to Apply: Please include: 1. Examples of ClickUp workflows you’ve built, preferably for SaaS, B2B, or small teams 2. Your approach to automation and task templates 3. Estimated hours to complete this project Budget: Fixed-price or hourly (flexible) Apply Now Apply Now

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...