96. Why ClickUp Is Changing The Game For Agencies

ClickUp is quickly becoming the rage here in the agency space and we wanted to learn from the best... so we invited Gray from ZenPilot on the podcast to give you the inside scoop!

Gray and his team at ZenPilot work with agencies to help them deliver better client services without the chaos. With the help of ZenPilot, agencies follow a proven playbook to fix their systems, processes, and project management so they can scale their agency. They've worked directly with over 2,300+ agencies, and you get the chance to see inside the work they do.

In this episode of The Happy Clients Podcast, we cover:

1. Why ClickUp for Agencies?
2. Why did you choose agency/consulting vs. going back to the SAAS route?
3. Where do you see the biggest gaps in mid-sized agencies when it comes to operations?
4. A walkthrough of an example client onboarding process inside ClickUp

If you're an agency looking to move over to ClickUp, or you simply just want an inside look into a client management system, check out this episode!

[HELPFUL LINKS]

Onboarding Checklist: Grab our onboarding checklist here. 

[ABOUT THIS PODCAST]

Welcome to the Happy Clients Podcast, brought to you by DOT and Company-- the world's best and only team of client account managers for digital marketing agencies. Whether you're a virtual assistant, an agency owner, or a client-facing account manager, we all deal with clients. Lucky for you. client management is what we do best. On the happy client's podcast, we won't shy away from the ups and downs of managing clients in the agency world, but we'll be right there alongside you to learn together and share the real juicy stuff we'll undoubtedly face when it comes to client management. Now, let's dig in, chat CAM life and have some fun along the way.

Cheers, to happy clients!