Skip to main content

🗓️ [Live stream Mar 6] Account management in ClickUp – a proven system based on 2,700+ consultations. Sign up now.

ZenPilot Blog » Latest Articles

The Most Common Agency Project Management Issues (And How To Start Addressing Them)

Jakub
Jakub "Kuba" Grajcar is the Content Marketing Manager at ZenPilot. His obsessions include interviewing smart people; productivity methods; project management; and playing bass in a progressive metal band.

I recently had the pleasure of hosting Kevin Stevens, Account Executive at ZenPilot, on the ZenPilot Live Show to discuss common project management issues that agencies face. Kevin works closely with agency owners and operators, listening to their problems and providing tailored solutions, so he has a wealth of knowledge on this topic.

Check out the recording of our conversation here:

 

For a recap + some additional commentary, read on!

Why is project management so challenging for agencies?

Right off the bat, I asked Kevin why he thinks project management tends to be such a pain point for agencies specifically.

He shared that agencies are dealing with a huge mix of clients, projects, and services, so there's an inherent complexity there.

At the same time, agencies are fast-paced environments focused heavily on delivery.

This combination makes it difficult to step back and devote time to optimizing and documenting processes.

Kevin also pointed out that agencies often experience rapid growth. When you're scaling quickly, holes in your project management approach get exposed. As he put it, "Agencies just aren't able to handle it."

Benchmark Your Agency Ops

Take the Agency Project Management Benchmark Assessment to see how your operations stack up against 3,000+ other agencies.

What are the most common issues agencies run into?

Next, we dove into the specifics of the most frequent problems agencies bring to Kevin. He categorized them into a few pillars:

Lack of visibility

By far the number one complaint is not having visibility into work and progress. This lack of visibility spans all levels:

  • Individuals can't easily see their own tasks without jumping between systems.
  • Teams lack overview of all clients, projects, and deliverables.
  • Leadership is missing the metrics needed to steer the business, like utilization and profitability.

As Kevin said, this issue arises even when agencies are using project management software. The tools are there but aren't configured properly to surface the right insights.

Read: ClickUp Dashboard Examples For Agencies

Delivery failures

Another common frustration is delivery failures caused by poor communication and handoffs between teams. Without visibility into all clients in one place, things slip through the cracks.

Read: ClickUp Communication Guide for Agencies

Too much time spent in meetings

Excessive meetings and conversations are required just to sync up on where things stand. People waste time trying to figure out status rather than doing actual work.

The Only Fully Guaranteed Agency Operations Improvement Framework

Get 360 clarity into your operations or your money back, guaranteed.

The Only Fully Guaranteed Agency Operations Improvement Framework

What are some less common pain points?

We then moved on to discuss some of the less universal but still significant challenges agencies may contend with:

Complex team structures

Larger agencies with multiple offices and extensive departments deal with complex cross-team communication and handoffs. Making sure the client experience remains seamless across handoffs is tricky.

Advanced integrations

While common integrations like Slack and QuickBooks are fairly straightforward, some agencies require more complex integrations and customizations. Usually, solutions exist but it takes expertise to implement them properly.

Remote collaboration

Distributed teams in different time zones struggle to collaborate effectively. Remote agencies have unique needs around scheduling, out-of-office management, and more.

BONUS

Download the Complete ClickUp for Agencies Guide FREE

The 47-page guide includes graphics, checklists, and links to how-to videos so you can actionize your ClickUp plan.

Download the Complete ClickUp for Agencies Guide FREE
Get Instant Access

Where do most issues originate?

Given ZenPilot's three-pillar framework of tools, processes, and habits (part of our 1-3-5 Formula), I asked Kevin which area is typically the root of agencies' project management woes.

He emphasized that habits and behavior are often the weakest link. Even with the right tools and well-documented processes, lack of user adoption will sink an agency's productivity.

Appointing a dedicated champion to train team members and enforce adherence is critical. Without establishing the right habits across the team, project management success will be short-lived.

Real agency stories that reinforce the need for PM solutions

Throughout our discussion, Kevin shared insightful anecdotes from real agency owners that hammered home the importance of buttoned-up project management:

Medical emergency shows risk of founder dependence

One agency owner recently had an unexpected medical emergency that forced him to step away from the business for two weeks.

Without processes and visibility in place, the team floundered in his absence.

The crisis validated how urgent and necessary it was to distribute knowledge and standardize workflows across the organization. Relying on tribal knowledge creates a single point of failure.

PM dysfunction blocking revenue growth

At another agency, the operations team pleaded with the owner to invest in better systems because inadequate project management was actively preventing growth. With their current messy processes, they couldn't take on more clients without delivery failures.

In such cases, the ROI calculation of investing in project management becomes super simple: if you can spend $5k USD to be able to take on $10k worth of clients, making that transformation should be your top priority.

What quick wins can agencies implement?

For agencies not yet ready to undertake a full project management overhaul, Kevin suggested a few high-impact quick wins:

  • Catalog all existing processes in one place, even if it's just a document for now. Identify any gaps.
  • Note down any workflows you regularly follow that aren't documented yet.
  • Start documenting the steps for frequent processes.

As Kevin wisely stated, "Rome wasn't built in a day." Just creating basic process documentation is a great start toward building sustainable habits over time.

Why bring in experts like ZenPilot?

I asked Kevin why agencies choose to bring in ZenPilot or other consultants instead of tackling project management solo. He highlighted two major reasons:

  • Lack of time and accountability. Initiatives stall without the pressure of fixed consulting deadlines.
  • Avoiding reinvention. Consultants have already done the meticulous work of figuring out what actually works.

The expertise ZenPilot has gleaned from nearly 3,000 agency engagements is hard to replicate. Agencies get to skip past the guesswork and experimentation stage.

Turn Chaos Into Clarity.
We're your agency operations pilot.

You can build a happier, more productive, more profitable team with ClickUp. We'll show you how.

Key takeaways for agency operators

Here are a few of Kevin's top pieces of advice for agency owners and operators looking to level up their project management:

  • View improvements as investments, not costs. Calculate the tangible ROI you'll gain from increased efficiency - it's often many multiples of the investment.
  • Prioritize employee happiness. Smooth operations and clear visibility make team members' work lives easier. Retention and morale dramatically improve.
  • Don't wait until the pain is unbearable. Be proactive now before faulty systems start costing you clients and team members.
  • Get an outside perspective. Talk to experts who deal with agencies' PM struggles daily. Just airing out your problems can have therapeutic value!
  • Take action! Don't let analysis paralysis prevent you from making positive changes. Start with quick wins today.

I'd like to thank Kevin for taking the time to share his hard-won lessons from working with so many agencies. If you take just one insight away from this post, hopefully it provides a spark to start optimizing your agency's project management. Don't hesitate to reach out if you need an expert navigating this journey!

Explore Topics

About ZenPilot

Our proven framework helps agencies streamline their operations in ClickUp and build healthy teams, boost profits, and double productivity. Get our proven framework →
New call-to-action

Related Articles

Subscribe to First Class Operations

And get instant access to the ClickUp for Agencies Guide. Join 8,000+ agencies that stay ahead of the curve on agency news, resources, tools, and insights with our newsletter.
FREE ClickUp Productivity Bundle
ClickUp for Agencies Playbook

Get our 47-page ClickUp for agencies guide + client onboarding template - all for free!