ClickUp Client Tracker Walkthrough - Stop Losing Clients With This System
🚀 Let Us Streamline Your Operations in ClickUp: https://www.zenpilot.com/working-with...
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Looking for a way to centralize your account information and boost client health and NPS ratings?
Join Gray as he explains our agency client tracker (AKA Agency Account Dashboard) to help you stay informed about client issues and provide excellent service:
0:00 - Introduction
0:30 - Benefits of a client tracker
0:40 - Purpose of a client tracker
1:04 - Client tracker vs. a CRM
1:33 - What's included?
2:36 - Core requirements
3:05 - How to use the client tracker
7:15 - Different views - services, status, inactive, etc.
8:14 - Tracking objectives
8:30 - Conclusion
💡 Want this dashboard? Get it here: https://www.zenpilot.com/agency-clien...
📖 Read the article: https://www.zenpilot.com/blog/the-key...
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⚠ 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.
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