From Event Chaos to Organized Execution with ClickUp

Back to Case Studies

Case Study

Non-Profit Organization

Eliminating Event Planning Chaos with a Clear, Collaborative Digital Framework

Complexity Level

BeginnerIntermediateAdvanced

Overview

Moms for Liberty, a non-profit organization, approached us to help structure and streamline their digital workspace for their annual summit. The organisation hosts this event each year to raise funds in support of their mission and needed an efficient system to manage speakers, event logistics, and campaign sponsors. With team members collaborating from across the country, it was essential to create a unified and organised platform that ensured alignment, transparency, and effective communication throughout the planning process.

1Spaces

3Folders

14Lists

64Views

65Custom Fields

65Automations

4Dashboards

0Integrations

Summit ‘25

We implemented three dedicated folders to address these needs. The first tracked speakers, including contact status, confirmations, and session assignments. The second supported event planning, covering gala logistics, speaker requirements, and expense tracking. The third folder managed sponsor donations, monitoring contributions and payment status. This structured approach streamlined coordination, improved visibility across all summit activities, and ensured a more organised and efficient planning process.

FEATURED REVIEWS

“Upficient’s approach was not only highly professional but also tailored to our specific needs, ensuring that every aspect of the project was aligned with our growth objectives.”

“Upficient brought creative ideas to the table while demonstrating a reliable understanding of exactly what we needed built.”

“Upficient revolutionized our operations with ClickUp, streamlining workflow and enhancing productivity in our growing digital marketing agency. Highly recommended!”

“Upficient delivered a fully customized ClickUp setup that perfectly matched our workflow needs, with every detail executed flawlessly. Huge thanks to Chris for his expertise and responsiveness - deliverables were not only spot-on but also delivered right on schedule.”

Tom, Lento Agency(Argentina)

Don't see the template you're looking for?

Don't see the template you're looking for?

Boost your projects and join our many satisfied clients. Can’t find the perfect template? Let us know what you need, and we’ll help you achieve efficiency and success.

Take the first step toward finding your perfect template with Upficient!

Request A Template