Make This The Last Project Management Implementation You'll Ever Need

We'll lead you through our proven process to streamline your operations in ClickUp, and in 10 weeks, you'll have:

  • Easy-to-deploy ClickUp templates for all of your core business processes.
  • A fully trained team with habits that deliver consistently great client results.
  • And a single source of truth (in ClickUp) with all the metrics you need to operate a better business.
Apply to Work With Us
ZenPilot - Streamline Operations in ClickUp

Trusted by 3,000 Agencies

Speero
Mavan
Lean Labs
Trinity Insights
legalzoom-logo
Osedea
Gravity Global
Fat Earth Media
Aeolidia
Seaworthy Strategy
Beacon Digital

+27%

Avg. 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
Apply to Work With Us

Dealing With Agency Chaos? Stop.

After working one-on-one with ZenPilot, this is what you can expect to see...
  • Created with Lunacy
  • 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.

My Tasks View
Your team will do better work, faster. Guaranteed.

We'll help your individual contributors have clarity into exactly what is on their plate every day and all the details of your agreed-upon process to complete that work flawlessly without an endless cycle of revisions.

Client View
You’ll give clients the clarity they’ve been asking for

We'll help your clients love you even more because they'll have clarity into your exact roadmap and strategy for how you've helped and will continue to help them surpass their goals.

Project Management Implementation
Delegating and creating work will be the easiest part of your day

We'll help you build a plug-and-play process template for everything you do—making work creation, setting timelines, and assigning tasks take seconds instead of hours.

ClickUp Implementation Path
You’ll have a scalable system that your team actually uses and loves

We'll help you create a project management system that is easy for your team to use and adopt—ensuring you won't have to continue tool hopping and spending months on end trying to make it work.

Here's How We Make it Happen

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.

Apply to Work With Us

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.

Apply to Work With Us
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.

Apply to Work With Us

What's Included?

Agency Operator Blueprint by ZP
Agency Operator Blueprint

We’ll dig into your business and design a custom process and project management blueprint for you. This will be complete with the exact ClickUp hierarchy, views, custom fields, automations, processes, and integrations you'll need.

ZenPilot ClickUp Install by ZP

ZenPilot ClickUp Install

Get a fully customized ClickUp workspace, complete with the hierarchy, views, custom fields, automations, and dashboards you need to run your agency.

ClickUp and Agency Coaching

1:1 ClickUp and Agency Support

Get personalized, 1:1 support building and installing your company’s ClickUp system via scheduled weekly calls with a ZenPilot Coach.

ZenPilot Training Center by ZP

ZenPilot Training Center

Add your team to our training center to receive hundreds of hours of training for their respective roles.

Agency Operator Community

Private Client Community

You'll be invited to join our ZenPilot community to collaborate and share ideas with peer agencies. Additionally, you'll be able to join weekly "Office Hour" calls to learn from agency and ClickUp experts.

Agency ClickUp Template Library by ZP

Agency ClickUp 'Template Library'

Access our complete agency ClickUp Template Library packed with hundreds of plug-and-play "best practice" agency process templates.

ROI-Driven Change Management-1

Full Team Training + ClickUp Certification

We'll enroll your team in our ClickUp Certification to help them become ClickUp experts. Plus, we'll train your team live to help them build the healthy habits that will deliver consistently great results for your clients. 

Agency Profitability Reporting and Optimization

[Optional] Agency Profitability Reporting

We'll build you a custom reporting suite bolted onto your ClickUp workspace to understand just how profitable each of your clients and projects are.

Advanced ClickUp Builds and Automations

[Optional] Advanced ClickUp Builds and Automations

Need to connect other tools to ClickUp? Or just build some more advanced solutions in ClickUp? We can work together to get it done. As we always say, "if we can't build it in ClickUp, it can't be done."

A Look Inside Your Future ClickUp Workspace


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)

Why These Agency Leaders Chose ZenPilot

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 Get Started?

Due to the nature of this 1-on-1 program, spots are extremely limited. If you’re an agency already over $1M in annual revenue with 10+ employees, then we invite you to apply now and be first to find out when new spots open up.

Apply to Work With Us
©2025 ZenPilot. All rights reserved. Privacy.