Wrike Consulting and Coaching Service Options
Every organization uses Wrike differently — and that’s exactly why my services are built to meet you where you are. Whether you need hands-on support, targeted coaching, or a focused audit, I’ll help you simplify your workspace, strengthen adoption, and bring clarity to how your team works.
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Every engagement begins with a complimentary 30-minute consultation to identify your needs and goals.
1
Wrike Consulting
Hands-on setup, optimization, and ongoing support tailored to your organization. From workflows and automations to dashboards and permissions, I’ll help you design a Wrike workspace that scales with your team.
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Includes:
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Complimentary one-hour discovery review
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Workspace assessment and recommendations
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Implementation support and ongoing guidance
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Requires an account admin license for access.
2
Wrike Coaching
One-on-one or small group sessions focused on helping your team feel confident and capable in Wrike. Ideal for admins, managers, or teams who want practical, real-world training and guidance.
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Examples of coaching topics:
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Wrike best practices for daily use
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Dashboard and reporting tips
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Workflow design and optimization
3
Workspace Audit
A detailed review of your current Wrike environment to identify what’s working, what’s not, and where improvements can be made. You’ll receive a written summary of findings, clear next steps, and optional follow-up consulting support.
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Best for:
Organizations preparing for growth, cleanup, or reorganization who need a clear roadmap forward.
4
Half-Day Working Session
A focused, 4-hour collaborative session where we roll up our sleeves and tackle your Wrike workspace together. Whether it’s cleaning up workflows, building dashboards, or improving structure, you’ll see real progress by the end of the session.
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Great for:
Teams that need momentum, structure, and clarity — fast.