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Highest Rated ClickUp Consultant

ClickUp's First Ever & Highest Rated Solutions Partner

Since the origin of ClickUp in 2018, we've helped over 2,700 teams streamline their operations in ClickUp - creating more efficient, healthy, and profitable businesses.

We help teams eliminate their project management woes and build them the system they need to scale (without them feeling it).

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Trusted by 2,700+ Teams

Lean Labs
Trinity Insights
Gravity Global
Fat Earth Media
Seaworthy Strategy
Beacon Digital

We Eliminate These Project Management Woes...

We've heard a vast amount of project management nightmares. Reality is, if you're facing any PM friction, or just need a ClickUp expert to help you build that "dream" system, we're here to help. We've seen it all.

agency project management reality

I'm Lacking the Visibility I Need

"We have a serious lack of visibility into client health, project progress, and profitability. I thought ClickUp would solve this, but it still hasn't."


My Team Won't Use ClickUp Consistently

"We've tried every PM tool out there, and I thought ClickUp was the answer, but I still can't seem to get it to work for our team."


Workload Isn't Accurate

"We're struggling to get a realistic view into workload and capacity. I can't trust the workload view at the moment."


I Can't Get ClickUp To "Click"

"I've been trying to implement ClickUp for the last 9-12 months, but it still hasn't gained traction. I've talked with other consultants and we still aren't where we want to be."


Work is Slipping Through the Cracks

"Work continues to fall through the cracks because the team doesn't know what they need to do and/or prioritize."


Our Workspace is a Mess

"Our ClickUp workspace is an absolute mess. I can't create meaningful dashboards or views for my team because custom fields, statuses, and tags are used sparingly and inconsistently."

...By Designing Your System, Building Your Processes, and Training Your Team to Become ClickUp Experts

Stop letting your ClickUp workspace spiral out of control. We're here to help you build a system that's simple and logical enough for your team to use consistently, but powerful enough to give you the visibility and reporting you need to make data-driven decisions.


Creating Simple, But Powerful Project Management

First, let's set the expectations. If you think a project management tool like ClickUp is going to solve all of your issues, it won't. Yes, it'll help, but you need the processes and healthy team habits to make it work.

We don't just optimize your ClickUp workspace, we help you build the operational engine you need to 10x your business without your team even feeling it. 
Agency project management expectation
ClickUp Process Library

200+ Battle Tested ClickUp Templates

Since 2018, we've been building the worlds biggest and best library of ClickUp process templates. With over 200+ process templates, and a pre-built ClickUp structure - spaces, folders, views, dashboards, and custom fields - we help teams reach their goals in half the time.

"Best in the Industry" Training Courses for Every Member of Your Team

Standardized training keeps the team on the same page, and helps build the habits you need to get the data your business needs to make decisions.

We're equipped with a library of resources and training courses to empower your team to become ClickUp experts themselves. Whether you're the leader of an organization, a project manager, or an individual contributor, we have a training course to help you excel inside ClickUp. 

ZenPilot Training Center
ClickUp Consultants at ZenPilot

Vetted ClickUp Consultants, Coaches, and Solution Engineers

We've got a vetted team of coaches, consultants, and solution engineers that live and breath ClickUp every single day.

We've seen "behind the curtain" of 2,700+ different businesses - providing us with the ability to say "yeah, we've seen that before, and this is how we solved it".

"If We Can't Build it in ClickUp, It Can't Be Done"

You won't meet a team that has more human hours in ClickUp than we do. Our team of ClickUp experts has built the most advanced "ClickUp Products" on the market:

  • A contract management space to help you manage contracts, invoices, and expenses all in one place.
  • A CRM with external automations and integrations to help you manage client data, while automating onboarding tasks and streamlining NPS.
  • A workload suite that actually shows you your teams capacity and what roles you need to hire for.
  • Profitability reports that show you how profitable you are by client, project, service offering, and person.
  • And a reporting framework that helps you know how your team is actually performing inside ClickUp.
  • An EOS Space to help you manage rocks, scorecards, and run level 10 meetings directly in ClickUp.

2,700+ Teams Experiencing More Productive, Profitable, and Healthy Operations

We've worked with over 2,700 teams to help them build more productive, profitable, and healthy operations. And with that, we've also trained 10,000+ individual ClickUp users how to use the system efficiently and effectively. 

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Sales Driven Agency testimonial
GetLift testimonial
Diaz & Cooper testimonial
CleverProfits testimonial
AddMark Testimonial
Rocketbike Testimonial
Rocketbarn Testimonial
Venn Digital Marketing Testimonial
Skjoldby & Co. Testimonial
Ascend Testimonial

Providing Transformational Results

Turn productivity into profits. Each minute your team spends with chaotic project management is another dollar not earned, a client not gained, or a deadline missed.


Team Capacity Improvement


Avg Gross Margin Growth


Annual Contract Value 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

Learn the Optimal ClickUp Setup for Agencies

Read the 4000+ word definitive guide on ClickUp for agencies from ClickUp's #1 Solutions Partner.


Our Proven Process

Follow our proven framework to enable and empower your team to scale profitably and comfortably. 


1. Blueprint

We begin with a 2 week project management blueprint. We'll identify current operational inefficiencies, identify your goals, and design a technical blueprint and implementation plan to help you 4-10x your return on investment.


2. Implementation

Next, we'll embark on a 2-3 month journey to put our action plan into place. We'll lead your team through the technical implementation, process development, team training, and healthy habit building to lift the weight off your shoulders and help you solve your project management woes once and for all.


3. Optimize

Lastly, we'll serve as your fractional ClickUp Champion - providing accountability for your team, insights from your data, and constant improvements to your working environment.

Ready to get started?

Our clients benefit from our comprehensive library of pre-built ClickUp templates, agency-specific training and certification programs, and automation engine to help double their productivity.