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Agency Client Health Tracker [ClickUp Template]

One Source of Truth For All Your Accounts

Storing account info across multiple tools can lead to a lot of wasted time and unhappy clients. Save time and effectively organize your client data in one place to understand their needs and identify issues before they arise.

Everything You Need to Keep Clients Happy

Get a crystal-clear view on where your client relationships stand by tracking everything from services rendered and client objectives to NPS scores and beyond.

Greater Visibility Into All of Your Accounts

Monitor account status, health, NPS ratings, client objectives, service(s), billing, client leads, and more to understand which clients are in good shape and which require more attention.

Client health view


Actionable Insights & Healthy Habits

Build a central dashboard where your account managers will post weekly updates on client projects. This allows your leadership team to easily surface key intel and convert them into tasks to help get ahead of potential client issues.

Account manager updates


Increased Efficiency in Handoffs

Build a single source of truth to avoid context switching between apps and streamline handoffs between team members (especially your sales to delivery handoff!). 

Sales to delivery handoff


The #1 Solution to Improve Client Health

The Agency Client Tracker Template provides you with everything you need to keep clients happy.

Agency Client Health Tracker [ClickUp Template]


  • ✅ Customizable Client Tracker Space Template
  • ✅ 7 Unique ClickUp Views for Leadership, Account Managers, and Sales
  • ✅ 14 Custom Fields to Track NPS, Statuses, Objectives, Health Scores, Service(s), and More!
  • ✅ New Client Onboarding Form
  • ✅ Weekly Update Template for Account Management
  • ✅ Setup Instructions


Team Capacity Improvement


Avg Gross Margin Growth


Avg Client LTV Increase

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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They saved us a lot of time and trouble, and we've had many amazed comments from clients and colleagues about how organized our process is now.

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Arianne Foulks


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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.
Chris Dubois

Lean Labs

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Leadership now has a clear view of bandwidth and capacity, the staff understands exactly what is expected of them when they sit down every morning, and our clients have improved visibility into their deliverables.
Kevin D'Arcy, ThinkFuel
Kevin D'Arcy


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We are more efficient than ever and have streamlined our communication so it's organized and on task, vs having a huge Slack channel or Slack mess.
Josh Crouch, Relentless Digital
Josh Crouch

Relentless Digital

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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

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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.

Whitney Parker Mitchell

CEO & Founder, Beacon Digital Marketing

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