L5 ClickUp ACT Pro

Professional Services Statement of Work

L5.ai LLC (“Company” or “L5”) is engaged by the Customer (“Customer” or “the Customer”) under this Professional Services Statement of Work (the “SOW”) to deliver the services outlined and described below (the “Professional Services”).

The Customer has purchased L5 ClickUp Accelerated Customer Transformation (ACT). This SOW is governed by L5 and Customer Master Services Agreement (MSA) incorporated by reference.

The MSA can be found at https://l5.ai/master-services-agreement/

1. Services Approach

L5 is engaged to provide onboarding services to the Customer. L5 and Customer will work collaboratively to discover, design, and configure up to six (6) Workflows in the Customer’s ClickUp Workspace. This will include regular meetings with the Customer’s relevant teams and stakeholders

This engagement is set for a typical duration of 4 months from project kickoff, pending availability of Customer stakeholders and subject matter experts.

L5 will provide up to sixty (60) hours to deliver the following Onboarding Deliverables:

2. General Definitions
Reference Description
Automations Automate recurring actions on your tasks via ClickUp’s Automation engine.
Custom Fields Additional fields that can be added to your ClickUp Workspace
Dashboards Aggregated visual representation of work through customizable widgets
Space, Folder, Lists subsequent levels of the ClickUp Hierarchy
Templates repeatable hierarchy-based objects or Docs
Views Operational visualization of ClickUp tasks across a variety of different View types
Workflow A component of an end-to-end process that is unique and has a distinct set of data points (fields, stage/phase/status, Automations, and Reports/Dashboards) that aren’t transferrable to another Workflow without modification.
Workspace ClickUp instance and the top level of the Hierarchy
3. Scope and Timeline
Deliverable Description Allocation of Hours
Kickoff The kickoff covers introductions, scope and purpose review, and establishes roles and timelines. The outcome will be a mutual understanding of the engagement, Workflows in scope, the terms of this SOW, and a Kickoff Deck. Customer Facing: 1 hour Offline Work: 1 hour
Core Product Demo Two live demo sessions, up to one (1) hour in length each, tailored to Customer’s use case to facilitate an introduction of the product and its capabilities. These recordings will be shared in the Customer’s Workspace Customer Facing: 2 hours
Discovery Workshop Includes a review of the existing processes, an overview of the business requirements, and process analysis. This will include up to six (6) discovery workshop sessions each up to one (1) hour in length to understand existing processes and design a solution for the six (6) Workflows in scope. Solution design documentation will be included. Customer Facing: 6 hours Offline Work: 9 hours
Platform Configuration This will consist of up to six (6) collaborative build sessions of up to one (1) hour with the Customer to configure the platform as identified and agreed upon during discovery. ClickUp will provide the initial configurations supporting up to six (6) Workflows identified during the Discovery Workshops which include:
  • Spaces: creation of up to six (6) Spaces
  • Templates: up to three (3) project Templates which include Views and Docs per Workflow. Not to exceed eighteen (18) Templates
  • Automations: up to five (5) per Workflow, not to exceed thirty (30) Automations total.
  • Views: configure up to two (2) Views, including Forms, per Workflow. Not to exceed twelve (12).
  • Custom Fields: configure up to twenty-five (25) Custom Fields total.
  • Dashboards: three (3) Dashboards with up to four (4) widgets per Dashboard.
  • The Customer will take an active part in configuring the platform and may be required to perform additional configurations outside of the collaborative build sessions.
Customer Facing: 6 hours Offline Work: 6 hours
Validation and Testing This stage will include a walkthrough of the Customer’s ClickUp configuration. ClickUp will provide up to three (3) refinement sessions of up to two (2) hours each. The outcome from this will be a workable solution ready for launch. Customer Facing: 6 hours Offline Work: 6 hours
Admin Workflow Walkthrough ClickUp will provide up to three (3) live training sessions up to one (1) hour each for department leads or trainers. This will be an advanced training workshop on how to use the platform (administrator and user) based on the use cases configured during the Platform Configuration phase. A recording of the training session will be made available. Customer Facing: 3 hours Offline Work: 2 hours
Post Go-Live Support Once the engagement enters the “go-live” phase and end- users are using the ClickUp Workspace, ClickUp will remain engaged and provide up to two (2) support sessions up to one (1) hour each for an additional two (2) weeks at which point the onboarding engagement will be concluded. Customer Facing: 2 hours Offline Work: 2 hours
Project Management ClickUp will provide a Consultant to manage the scope, budget and timeline of the implementation. The Consultant will work with the customer to reduce project risk and provide regular project updates. Offline Work: 8 hours
4. Out of Scope
  • Data migration is not in scope. L5 will demonstrate how to import data during the Collaborative Build workshops upon request.

  • Integrations are not included in the scope of this engagement.

  • Project Management. No project management effort is included, other than managing schedule and scope for L5 consultants. Weekly status reports, etc. will not be provided. Customer is encouraged to appoint a Project Manager on their end to manage the overall project and ClickUp rollout.

5. Customer Responsibilities
  • The success of the Customers ClickUp implementation depends on making the right personnel available for the workshops. L5 schedule workshops in advance and block out our time accordingly. Therefore, these sessions are non-cancellable, non-transferable and non- refundable. Reschedules require a minimum notice of two (2) weeks. Scheduled hours canceled without prior notice will result in project hours being charged.

  • Services must be utilized within three (3) months of purchase.

  • Customer will assign a point of contact who will be available to answer any questions related to the delivery of services and have authority to make service related decisions.

  • The Customer will take an active part in ensuring the ACT service is successful.

    • The Customer is responsible for any additional end-user training outside the scope of the deliverables listed above.

    • The Customer is responsible for all data migration activities.

8. Fees

The fees for the Services in this SOW are listed in the Order Form (exclusive of T&E, which will be billed at actual cost) and will be due in accordance with the payment terms mentioned in the MSA.

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