How Grizzle Documented Processes, Visualized Capacity, and Balanced Workload with Our ClickUp System

Tom Whatley, CEO at Grizzle, shares his story of working with ZenPilot, and his own agency efficiency tips. Grizzle started with spreadsheets for project management, then moved to Airtable and Asana before finally settling on ClickUp with the help of ZenPilot. Working with ZenPilot allowed Grizzle to take their operations to the next level and set a strong foundation for growth. Tom Whatley discusses the implementation process of working with ZenPilot and the benefits they have reaped from it.
Takeaways:
• Simplicity and elegance are key in agency operations. Stripping back unnecessary processes and focusing on what brings results can improve efficiency.
• Documenting everything is crucial for scalability. It helps with training, process improvement, and ensuring consistency.
• Choosing the right project management tool is important. Grizzle started with spreadsheets, then tried Airtable and Asana before settling on ClickUp with the help of ZenPilot.
• Working with ZenPilot helped Grizzle take their operations to the next level and set a strong foundation for growth. Being guided through the implementation process is important for setting a strong foundation for growth.
• Challenges such as compliance and time logging can be overcome with proper communication and reminders.
• The structured approach and resources provided by ZenPilot make the implementation process easier.
• Benefits of working with ZenPilot include increased visibility into agency operations, smoother onboarding processes, and improved workload management.
• Working with ZenPilot requires effort and involvement, but the results are worth it.
About ZenPilot
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