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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.
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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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