The Ultimate ClickUp Guide for Agencies

ClickUp is more than just a project management tool. It’s your agency’s new best friend.
In our work with agencies and within our own company, we've uncovered some of the best features for maximizing ClickUp. Utilize ClickUp to optimize workflows, track resources, manage communication, automate processes, and much more!
Watch this video to see how you can leverage ClickUp for your agency.
Want a team of systems and processes experts to take ClickUp off your plate? Learn more about custom ClickUp builds here ➡️ www.dasilvalife.com/services/...
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CLICKUP CURRICULUM: TEMPLATES, COURSES, & MORE ⤵️
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00:00 Introduction
02:13 3 Ways to Use ClickUp
05:31 ClickUp Use Cases per Role
06:10 Technician Day in the Life
10:52 Manager Day in the Life
13:55 CEO Day in the Life
14:59 ClickUp Hierarchy for Agencies
21:50 Project Management for Agencies
26:09 Client Management for Agencies
30:52 Tips for Workflow & Process Creation
33:14 Marketing Processes for Agencies
35:34 Time Tracking & Reporting
38:28 Team Management
43:15 Advanced ClickUp Tips
46:21 Zapier & Make Automations
48:30 Team Buy-In & Best Practices
51:29 FREE ClickUp Training
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[@DaSilvaLife]

Sign Up for Our FREE ClickUp Training! www.dasilvalife.com/scale-with-clickup

[@TheBlissfulStep]

SAVAGEEEE!!! Literally a life saver. Going to be sending this to clients!

[@DaSilvaLife]

Ahhhh Gabby you're the best! 🫶🏼

[@a.harmon6433]

loooooove your material and resources! lol, no seriously thank you for breaking this down, very resourceful! keep up the great work!

[@DaSilvaLife]

I love that you love haha Thanks so much! Happy to help! 😍

[@innovativemarketingagencyLLC]

Love this video, Thank you for putting it together. Do you have any Clickup Virtual Help you recommend? Lol. How long does it take to get onboarded and get staff and clients up to speed with Clickup?

[@DaSilvaLife]

Thank you for your kind words about the video! We’d love to help you with ClickUp. You can reach out to us via our website for more information on our training and ClickUp support services www.dasilvalife.com/contact. As for getting onboarded and bringing staff and clients up to speed with ClickUp, it can vary based on your specific needs, but we typically see a smooth transition within a few weeks with the right support. If you have more questions, feel free to ask!

[@ryanjriveraph]

Awesome video,

[@DaSilvaLife]

Glad you enjoyed it!!

[@AmeyalliSilva]

Heeeey! I tried looking for the "Company Calendar & OOO" template but I wasn't able to find it. Does anyone have it? I loved it ❤

[@DaSilvaLife]

So glad you loved it!😍 It’s set to publish to the template center soon, hopefully in the next few days 🙏🏽. As soon as it’s live I’ll comment again and let you know!

[@abbymcgrath6998]

Hi! Thank you for this video! Your channel has been SO helpful. I also wanted to let you know, your ClickUp coupon isn't working :(

[@DaSilvaLife]

Thank you!!! About the coupon, do you mean the one in the description? If yes, this is related to our templates. Please let me know :)