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ClickUp for Account Managers

We Help Account Managers Keep Work Organized and Their Clients Happy

We help you streamline your operations in ClickUp to provide your account managers with:

  • Easy-to-deploy ClickUp templates to turn their strategic vision into actionable work that's in scope.

  • A completely accurate, live view of every campaign, deliverable, and task for their clients.

  • And a single source of truth (in ClickUp) to help them show clients a complete view of their work and the amazing results.

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ClickUp for Account Managers

Simplify Account Management With ZenPilot

Client Visibility in ClickUp

Better Visibility. Happier Clients.

Avoid your clients questioning what you've done for them. We'll make your clients love you because they'll know exactly what you're doing, what you've done, and the results. Best of all, this will all be automated and in one place for your clients to see.

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Centralize All Client Information

Stop scattering client notes, objectives, and details across a wide variety of tools. We'll help you build a central account dashboard so that you can track the health of your client relationships, account details, and more—all in one place.

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Agency Account Dashboard in ClickUp
Agency ClickUp Template Library by ZP

Spin Up Projects and Assignments in Seconds

Your client needs a new campaign spun up by Friday? That's easy.

We'll help you build plug-and-play process templates for everything you do to help you create, assign, and map out projects in a few minutes.

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Say Goodbye to Scope Creep

You need to keep your clients happy, profitable, and in scope at the same time.

We'll help you visualize exactly how many hours or how much effort you have left to give your clients this month. That way, you aren't overcommitting and underdelivering or overwhelming your team.

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No More Scope Creep
No More Dropped Balls

Make Dropped Balls a Thing of the Past

Client fires happen when context isn't passed across handoffs, and work slips through the cracks.

We'll help you build your processes and train your team so that everyone knows exactly what they need to do, when they need to do it, and where to communicate with the team. Your team won't work in silos, handoffs will be seamless, and your clients will love your organization.

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A Look Inside Your Future ClickUp Workspace

Agencies Love Working With ZenPilot

The real game changer of working with ZenPilot was the visibility it gave us into our whole business. 

ZenPilot is hands down one of the best investments we’ve made as a business. They help us live up to our value of excellence. If you have any doubts, leave them at the door and jump in!

Rebecca Nash
Director of Operations, Beam Content

ZenPilot has been the most impactful agency operations investment we’ve ever made. They understood our situation, know ClickUp inside out, and led our team to a successful implementation.

If you’re serious about scaling your agency, you need to talk to ZenPilot - they transformed how we work and led a 300% improvement in efficiency.

Michael Lisovetsky
Co-Founder, JUICE

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.

Shayla Pearson
Director of Rev Ops, Seaworthy Strategy
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The ZenPilot Difference

We help you eliminate the guesswork and build a proven ClickUp system that works.

Highest-Rated ClickUp Consultant

ClickUp's Highest-Rated Solutions Partner

Over the last 10 years, we've evaluated, used, and tested every project management tool on the market. We're now the most-trusted solutions partner for ClickUp.

Agency Operations Expertise

Agency Operations Experts

With a behind-the-scenes look at 3,000 different agencies, we've built and tested the systems and processes agencies need to build more productive, profitable, and healthy teams.

ROI-Driven Change Management-1

ROI-Driven Change Management Experts

After leading over 10,000 people through a transformation in the way they work, we've designed the exact playbook agencies need to get their team to buy in and build the habits that make a project management system work.

Ready to cancel chaos and create clarity?

We've guided thousands of agencies to happier, more productive, and more profitable teams in ClickUp. Book a call to see how we would do it for your agency.

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ZenPilot helps agencies get the right tools, processes, and habits in place to double their productivity and fix their project management once and for all.

We are the largest and highest-rated solutions partner ClickUp, and we've helped over 3,000 agencies deliver better client services without all the chaos.

About ZenPilot
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