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Dear agency owner,

Are you struggling to sustainably scale your agency?

Maybe you're stuck in the growth, delivery, and operations seats because it's impossible to delegate work to your team.

Or maybe work is slipping through the cracks, and you're struggling to retain clients because of it.

Or maybe you've grown to the point where you just have absolutely no idea what the heck is happening across your team.

But take a deep breath... you're not alone.

#agencylife can be crazy.

And it can be even crazier when you're just getting started.

Agency Pitfall That Causes Chaos

If you're looking for a quick solution to help tame the chaos of agency life, keep reading...

Over the last 10 years, we've helped over 3,000 agencies build more productive, profitable, and healthy teams.

→ We've helped business owners increase productivity by 400%, completely remove themselves from operations, and sell their business. 

→ We've helped businesses grow profits by $1.2 million in year 1, triple headcount seamlessly, and improve client retention. 

→ We've helped lead complete culture resets, increased employee satisfaction, and slashed team turnover.

What have we learned?

Clearly defined processes that are followed by all are what separate the thriving firms from the ones that stay on the struggle bus.

Now's your time to get off the struggle bus.

But how?

Over the last 10 years, we've taken the best practices and learnings from 3,000 gold-standard agencies and created the largest Agency Process Template Library—built directly in ClickUp.

This is packed with every process your agency needs to thrive.

From client/employee onboarding through deliverables like ads/SEO/CRO all the way to sales and marketing and much more—it's all in there.

Documenting processes and building a process library is the most important step your agency will take.

Without it, you'll struggle to scale...

Or maybe you'll scale, but it won't be worth the uncertainty and stress shooting through the roof for you and your team.

Clearly defined processes can lead to massive productivity gains (we've seen 400%+), happier clients, and a much more profitable organization (some teams have been able to serve 10 more clients with the same headcount).

But documenting processes takes time and effort, and is something that 95% of agencies put off until it's too late.

Do you fall in that 95%?

Get the easiest of easy buttons, and start building an agency that can scale without you needing to do everything.

So you're probably wondering—what does it cost?

Well... first, just imagine a world where you could close a new client and within minutes (or a few clicks) you could have your onboarding tasks and initial deliverables all tasked out with appropriate due dates, dependencies, assignees, and time estimates.

Most agencies that we've talked to waste one hour each day trying to create new tasks, assign out work, and adjust timelines.

And you're probably in the same boat...

So how much is your time worth?

How much could you bill a client each hour for either your effort or a member of your team? $100?... $150?... $250?...

Now, let's do the math...

If you were able to save 1 hour each day from basic task creation, management, and remapping in ClickUp, and all of that time was then allocated to billable work, you could earn an extra $1,250+ each week...

...Or even $500 on the low end, which could save you $26,000+ across the year. And this is just with one employee. The savings only get larger as you scale.

And that's just the beginning. That doesn't include all of the other productivity improvements, client health improvements (leading to better retention), visibility and reporting improvements, etc.

So... what does it cost?

We priced the Agency Process Library at a price that could pay for itself in a week.

Get the world's best and largest process library—packed with 200+ plug-and-play templates to help agencies streamline their work, deliver better results for their clients, and help their teams do better work, faster. All for $1,249.

But, that's not all...

Here's where it gets better.

To help provide even more value to your agency, we're going to throw in our Agency Client Health Tracker ($467 value) FOR FREE.

This is the EXACT SYSTEM that 3,000 agencies use to manage all their client relationships—improving client retention (we've seen churn cut in half), improving NPS, and leading to healthier client relationships.

Press the easiest of easy buttons and get your Agency Process Library + Agency Client Health Tracker for only $1,249.

What's Included?

10+ Growth Task Templates for your sales team to better sell your agency's services

30+ Operational Task Templates for recruiting, onboarding new employees, and project management

170+ Delivery Task Templates for SEO, CRO, email, content, branding, ABM, ads, and more!

10+ Delivery List Templates for website designs, HubSpot implementations, brand redesigns, video productions, and more!

A Folder Template for new clients including meeting notes, onboarding tasks, and views for managing timelines

4 Custom Fields to manage delivery roles, work categories, and task types.

Training videos to help walk you through how to customize your processes

Operational architecture
Agency Health Tracker

Free Bonus: Agency Client Health Tracker

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.

Get 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.

Get actionable insights & build 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.

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


Tracker Value: $467

FREE with the Agency Process Library

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

Aeolidia

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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.
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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

ThinkFuel

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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.
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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

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Whitney Parker Mitchell

CEO & Founder, Beacon Digital Marketing