🚀 Let Us Streamline Your Operations in ClickUp: https://www.zenpilot.com/working-with-zenpilot?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-cfa-demo
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ClickUp is the fastest-growing and one of the best project management tools for digital agencies.
Here’s our proven process we’ve used with 2,700+ other agencies to double productivity, increase utilization, get the visibility you need, and improve client relationships.
In this video, you’ll discover:
0:00 – The State of Agency Operations
1:47 – The 5 Agency Roles
2:09 – The Future State
2:27 – The Future State for Individual Contributors
3:13 – The Future State for Account Managers
3:40 – The Future State for Project Managers
4:52 – The Future State for Leadership
6:12 – The Future State for Clients
6:58 – The ClickUp Hierarchy – Spaces
10:20 – The ClickUp Hierarchy – Folders
11:27 – The ClickUp Hierarchy – Lists
12:59 – The ClickUp Hierarchy – Tasks
15:18 – Building a Process Library
16:59 – ClickUp Templates – Task, List, and Folder
18:56 – Building Your Agency Process Templates (Best Practices)
22:04 – Preparing for Launch 🚀
23:16 – Launching in ClickUp
24:43 – Post Launch – Optimizing the System
26:21 – Conclusion and Next Steps
📖 Read the article: https://www.zenpilot.com/blog/clickup-for-agencies-guide?utm_source=youtube.com&utm_medium=referral&utm_campaign=jeff-cfa-demo
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âš Disclaimer: The videos on our YouTube channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature.
#clickup #clickuptutorial #agencylife #projectmanagement #clickupforagencies
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