Your PM tool isn't the problem. Your process is.
We help service businesses turn chaotic ClickUp, Monday.com, and Asana workspaces into systems that run themselves — so you stop chasing tasks and start scaling.
You switched from Asana to ClickUp. From ClickUp to Monday. From Monday to SmartSuite. And the chaos followed. Tasks fall through the cracks. Projects stall waiting on someone who didn’t know they were the someone. You become the bottleneck because every decision routes through you.
The tool was never the problem. The way work flows through it was.
THE CLEAR TASK OWNERSHIP FORMULA
After dozens of engagements with agencies, accounting firms, and professional services teams, we’ve turned operational chaos into a three-part equation.
Clear Task Creation
One assignee. Specific outcomes. Context built in.
Smart Status Systems
A 9-status workflow that mirrors how work actually moves.
Role Responsible Fields
A safety net that ensures someone owns every outcome.
Combined, they make accountability automatic. No more chasing. No more guessing. No more bottlenecks.
Which fits you?
Workspace Setup
We build the system. You run it.
A complete workspace built around your service delivery — workflows, statuses, custom fields, automations, and team training. Three tiers from foundational to advanced.
Starts at $4,500. Flexible payment plans.
Consulting
You’re driving. We’re in the passenger seat.
Hourly sessions to unblock specific problems, audit existing workflows, or learn the system as you build it. Best for hands-on owners and ops leads.
$75/hour. Bundle discounts available.
FREE RESOURCES
Start with a free checklist
The Big Board Setup Checklist
A step-by-step guide to building the portfolio view that gives you 30-second visibility across every client and project. Used by dozens of service teams.
The 30-Minute Process Audit Checklist
A guided audit — works in any PM tool — that surfaces the bottlenecks costing your team the most time. Run it once, fix what it finds.
What clients say
“Lee handled our project professionally and timely. He is very savvy in ClickUp and now our team uses the app in a much more effective manner. I will certainly hire Lee again!”
— Cortney C.
Head of Partnerships, Contract Black
“Lee was great to work with. He helped our team understand how to get the most out of ClickUp and optimized our boards in a way that has helped make us more productive. We don’t dread looking at an unorganized board anymore.”
— Sofie F.
Head of Design, Afterschool HQ
“Lee was wonderful to work with and the consummate professional. We are a fairly new online retailer and needed help getting organized. Lee and his team provided ClickUp templates, tips and other tools to help boost our business. We are grateful and thriving now!”
— Tenisha W.
Founder, Pawer
ClickUp Verified Consultant · Make.com Certified · Monday.com Certified · SmartSuite Certified
ABOUT PROCESS QUOTIENT
Process Quotient is a process consulting practice founded by Lee Cooley, a ClickUp Verified Consultant with certifications across Make.com, Monday.com, and SmartSuite. Since 2017, we’ve helped more than three dozen teams across agencies, professional services, accounting firms, and nonprofits build operational systems that scale.
Based in Charlotte, NC. Serving clients globally.
LATEST FROM THE BLOG
Ready when you are.
Most service businesses we work with see their first wins inside two weeks: fewer missed deadlines, clearer ownership, less founder dependency. Whether you’re ready to build a complete workspace or just want a second pair of eyes on what’s broken, the next step is the same.