If you're facing any of these agency issues:
Or you're struggling with implementing ClickUp:
Implementing ClickUp the right way can be a transformative event for your agency.
This training is for agency operators; the people responsible for running your agency efficiently and profitably.
If you're in any of the following roles, you are an agency operator:
Agency owner, co-founder, or CEO
COO, VP of Operations
Director of Client Success, Director of Client Services, Head of Delivery
Project Manager
Team Lead
What does the ClickUp For Agencies Playbook Cover?
Systems Design
ClickUp Crash Course (the basics)
Building Your Account Dashboard
Building Your Process Library
How to Migrate and Launch
Building Healthy Habits
Guide to Measuring Performance (dashboards)
Mastering ClickUp Automations and Integrations
Frequently Asked Questions
Thanks to ZenPilot, the company has increased their overall productivity by 400% and revenue acquisition by 25%.
The team strictly adheres to timelines and the budget, but internal stakeholders are particularly impressed with their knowledge and workforce methodology.
Can I see a demo of the Playbook?
Sure thing! Just watch this video for all the details.
It covers who the Playbook is for and what's inside, including a look at what's covered in the training materials, what the templates look like, etc.
What kind of support comes with the ClickUp for Agencies Playbook?
You're getting our best thinking in our training and templates, plus a 1:1 consultation if you purchase the First Class package.
Beyond that, you should schedule a call with us here to talk about taking your implementation to the next level with our leadership and support!
Do I need a paid ClickUp plan to use this?
It's possible to implement most of the playbook on ClickUp's Free Forever plan. But let's talk honestly here: if you're running a serious operation, you'll need/want to upgrade to at least the Unlimited plan. We can help you make that happen.
Can I customize the ClickUp for Agencies Playbook templates for my specific agency needs?
Yes, in training, we're going to be teaching you (and encouraging you) to customize and adapt the templates to perfectly suit your agency's specific workflows and processes. You'll learn both the how and (crucially) the why!
Can I combine the ClickUp for Agencies Playbook templates with other ClickUp templates?
You can, but bear in mind that all of the templates coming from the Playbook will have custom fields reflecting the ZenPilot framework, while other templates won't have those baked in. You will have to build those custom fields back in to maintain full visibility and be able to filter tasks properly.
Are there additional resources available for using the ClickUp for Agencies Playbook effectively?
The Playbook includes a full walkthrough of our ClickUp framework, and the First Class package additionally includes a consultation so you can get your specific questions answered. However, if you'd like more guidance on how to implement ClickUp for your agency—including a "done for you" option—book a call with us and let's build the perfect solution for you.
Thanks to ZenPilot, the company has increased their overall productivity by 400% and revenue acquisition by 25%.
The team strictly adheres to timelines and the budget, but internal stakeholders are particularly impressed with their knowledge and workforce methodology.
