How to Implement ClickUp for Agencies
🚀 Let Us Streamline Your Operations in ClickUp: https://www.zenpilot.com/working-with...
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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...
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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.
#clickup #clickuptutorial #agencylife #projectmanagement #clickupforagencies
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