Live Webinar

Inside The Agency Blueprint: The Best Way To Set Up ClickUp For Long-Term Success

ClickUp is the best project management tool on the market for tons of agencies. It’s extremely powerful and versatile.

But getting maximum value out of ClickUp can be hard precisely because there are so many different ways to set it up.

How to get the most value out of ClickUp in the shortest time possible, and get your agency running smoothly on the last work management system you’ll ever need?

The answer: you need a Blueprint.

Join ZenPilot's Gray MacKenzie and Derek Harvey in this exclusive webinar as they take you behind the scenes of our ClickUp Blueprint for long-term agency success.

With years of experience in the marketing agency space and over 2,700 agencies served, ZenPilot has arrived at the optimal way to set up ClickUp for agencies.

We’ve figured out the hierarchy, views, custom fields, statuses, and automations that will enable your team members to get work done quickly without missing any steps, while also allowing management to generate insightful reports on utilization and productivity.

In this webinar, we’ll show you what a ClickUp Blueprint looks like and share insights on how to design your own ClickUp system for success.

We’ll also explain the key habits you need to teach your team members to get everyone to use ClickUp consistently.

Whether you're just getting started with ClickUp or looking to optimize your existing workflows, this is a webinar you won't want to miss!

Who is this for?

✅ Teams on ClickUp who still don’t feel like they’ve quite nailed their setup and aren't taking full advantage of ClickUp.

✅ Agency owners who are not getting the kind of visibility they need from their PM solution (forecasting, capacity planning, utilization, profitability, etc.).

✅ Agency leaders who are about to switch to ClickUp and can’t afford to not get it right the first time.

What you'll learn:

💡 How to get your ClickUp data schema correct to maximize insights while minimizing manual inputs.

💡 How to get your ENTIRE team to actually buy in to truly making everything live in ClickUp (and help them be 40% more efficient in the process).

💡 What KPIs you ought to be measuring across your delivery team and how to easily get that data.

Join us live on June 27th to maximize your chances of your specific questions getting answered.

This event has ended. We shared information we usually keep close to the chest, so we will not be sending out the recording.

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