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Streamline Your Operations in ClickUp

ZenPilot helps agencies build more productive, profitable, and healthy teams. Follow our proven playbook to fix your systems, processes, and project management and turn chaos into clarity.

Trusted by 3,000 Agencies

Speero
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Lean Labs
Trinity Insights
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Let's Eliminate Your Agency Issues

Lack of Visibility

Lack of Visibility

You're onboarding new clients and team members, but it's harder than ever to pull up data on team performance, workload, profitability, and project progress.

Chaotic Projects

Chaotic Projects

Without a single source of truth, work continues to slip through the cracks, deadlines aren't being met, and your team is operating in silos.

A Frustrated Team-1

A Frustrated Team

Your work management system is complex and your team is frustrated because they don't know how to use it, when to use it, or what work is on their plate.

Our Proven Process

Follow our proven playbook to cancel agency chaos and replace that chaos with clarity.

ZenPilot - Blueprint

Step 1: Blueprint

Together, we'll audit your systems, processes, and project management to uncover the hidden operational bottlenecks hamstringing your agency.

Then, we'll build you a custom project management blueprint with the ClickUp hierarchy, integrations, and processes you need to make your agency an incredibly efficient, well-oiled machine.

Step 2: Implementation

Secondly, we'll turn your Blueprint into a ClickUp workspace tailored to your needs, setting you up with an easy-to-use system that skyrockets daily productivity and performance.

After the main system is in place, we'll work with you to turn your entire business into plug-and-play, reusable ClickUp templates that make creating and managing work simple and stress-free.

And finally, we'll train and certify your team to get them thriving and bought in to the new system.

Project Management Implementation
ZenPilot Operator Certification - Team Performance 2

Step 3: Optimize

Lastly, we'll continue to help you leverage the full power of your newly implemented system for reporting, ongoing optimization, and strategic decision-making.

We'll provide advanced reporting, continuous workflow enhancements, automation builds, and custom solutions to further improve team productivity and performance.

Our clients have seen...

+27%

Team Capacity Improvement

+11%

Avg Gross Margin Growth

+34%

Avg Client LTV Increase

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

Dealing With Operational Chaos? There's a Better Way!

We work with you one-on-one to replace that chaos with clarity.
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  • Created with Lunacy
ZenPilot Reporting + Optimization
You’ll boost profit margins with smarter decision making

We'll help 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.

Workload View for Project Managers
You’ll slash client churn with better expectations

We'll help your project managers have clarity into your team's workload and a completely accurate, live view of every campaign, deliverable, and task for their clients to help them build better, more realistic timelines.


Since becoming our first partner in 2018, ZenPilot has stood out as the go-to solution for agencies who want to get the most out of ClickUp.

Their commitment to truly solving for the customer and providing the best customer experience is perfectly aligned with our mission at ClickUp - and it shows up in their results and the feedback we consistently hear about ZenPilot.


Zeb Evans
ClickUp Founder & CEO

Zeb Evans (2)

Agency Success Spotlight

Gravity-Global-Testimonial


ZenPilot has got us all rowing in the same direction
and it’s very clear that our operations are much smoother now and we’re able to get through things much quicker.

They have alleviated a lot of confusion and stress for the team, improved our communication and collaboration, and ensured people have fewer questions and do the job faster.

Now, we have the right systems in place to scale our agency and become more profitable. And that’s thanks to ZenPilot.


Allison Gibbs
Gravity Global

 

ZenPilot Testimonials

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Our team is more efficient, productive, and healthier. I was always wary of how much of our work could be put into processes, but this has completely changed my mind. If you want to take your agency to the next level, ZenPilot is a must!

Kyle Harms, Digital Hot Sauce
Kyle Harms

Digital Hot Sauce

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They provided the tools, processes, and in-depth knowledge to allow us to successfully migrate our entire business to ClickUp in just a few weeks. We would recommend ZenPilot to anyone considering a move to ClickUp.
Andrew Cole, Fat Earth
Andrew Cole

Fat Earth Media

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Since following ZenPilot's strategy and best practices, our team is saving hours per team member every week. Communication has improved across the team and we're able to give our clients better visibility in their campaigns. Margins have increased because of the efficiency as well.
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Chris Dubois

Lean Labs

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ZenPilot came in with a framework, implementation, and training resources to move our agency through a lot of change in the way our 30 member team does things....change management that is super hard like task and time tracking! They really know ClickUp, and we do some crazy complicated things in there. If you need help scaling and measuring operational performance in your agency, ZenPilot is a great partner to get it done.
Ben Labay
Ben Labay

CEO, Speero

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Our agency has tried many project management tools over the years, but when we migrated to ClickUp we finally felt like we got it right. But hiring ZenPilot to help us implement it was an even better decision -- easily the best investment we made in our agency's growth. In the year since implementing ClickUp, our business has doubled, and our project management systems and structure have been able to adapt and scale with us

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Whitney Parker Mitchell

CEO & Founder, Beacon Digital Marketing

Frequently asked questions

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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
Shayla Pearson

Director of Rev Ops
Seaworthy Strategy

How much does it cost to work with ZenPilot?

We look at the issue of money a little differently.

To briefly answer the question, a full transformation can be $25,000 to $75,000, but most of our clients can get started for as little as $4,000.

However, even if you do have an appropriate budget, we won't move forward if we can't all see a clear path to achieving a 4-10x year one ROI for you.

When you have a conversation with ZenPilot, we'll walk through your situation, your goals, and the best path to achieving the outcomes you want.

Based on that, we will determine if you can get the ROI that would justify using our services.

Booking a call with us is completely FREE, so let's start there and see what we can improve in your business!

How long does the process take?
Do you only work with agencies?
Who is ZenPilot's ideal client?
Do we have to use ClickUp?
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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
Shayla Pearson

Director of Rev Ops
Seaworthy Strategy

Knowledge Base

Read our latest insights on ClickUp, project management, and agency operations.

7 Agency Project Management Lessons from 8 & 9-Figure Agencies
Operations
7 Agency Project Management Lessons from 8 & 9-Figure Agencies
Running a successful marketing agency is no small feat. It requires flawless execution across sales, services, operations and more. But one of the most challenging yet crucial ...
ClickUp for Agencies: The Definitive Guide
ClickUp
ClickUp for Agencies: The Definitive Guide
I speak with a wide range of agency owners and operators on a daily basis. Some are managing large or rapidly growing teams; others are small, early-stage, or strictly consulting ...
How to Choose the Best Project Management Tool For Your Agency
Operations
How to Choose the Best Project Management Tool For Your Agency
Agencies are infamous for tool hopping from one shiny project management platform to the next. Back when we first set up a project management tool in 2008, Basecamp was the go-to ...

Turn productivity into profit.
We're your agency operations co-pilot.

Our clients benefit from our comprehensive library of pre-built ClickUp templates, agency-specific training and certification programs, and automation engine to help double their productivity.