ClickUp for Leadership

Agency Leaders Need a 360° View of Their Business

Most agency operators are running their businesses on guesstimates. ZenPilot helps your leadership team have the correct data and insights they need to make crucial decisions around staffing, pricing, service lines, and client strategy—leading to a much more profitable agency.

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ZenPilot - Streamline Operations in ClickUp

Build a More Productive, Profitable, and Healthy Team With ZenPilot

Agency Profitability Reporting and Optimization

Only Take On Profitable Clients and Projects

One of the main drivers of agency profit margins is knowing which clients to serve and how to price projects, but most operators don't have the data to make those decisions.

We'll help you get crystal-clear visibility on which clients, projects, and services are actually making you money so that you can cut profit-tanking projects and improve your margins.

Get Rid of Client Fires and Cut Churn in Half

You can't afford to keep finding out about client issues when they're ready to cancel their contract. You need a central dashboard that funnels all issues, requests, and updates to your leadership team.

We'll build you a central account dashboard to help you proactively manage your clients and know exactly which clients are struggling and which you should ask for a testimonial.

Know Exactly What Your Team is Doing and How They're Performing

As your firm has grown, you've lost complete visibility into what your team is doing. And because of that, you can't reward your high performers.

We'll help you build a single source of truth so that you can understand exactly what your team is doing, what they've accomplished, and who is and isn't performing well when it comes to the standards you've set.

You Can't Live Knowing How Little Your Team Spends in Billable Work

Do you know how utilized your team is on a weekly basis? Most agency operators have no idea. And sometimes, when they finally realize their team is only 35% utilized, they can cut their team size in half and still serve their clients better...

We'll help you understand exactly where your team's time is going and help you make key staffing decisions to improve your team's performance and margins.

A Project Management System That Your Team Loves

Project management implementations fail because teams are overwhelmed and don't use them properly. You can't afford for this to happen again. Every new implementation takes a toll on your team.

We'll make your ClickUp workspace easy to use for your users and train them on how to use it—helping them get excited and thrive in the new system.

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.

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 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 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.