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🗞️ ZenPilot Announces New Profitability & Utilization Reports For Agencies. Learn More.🗞️

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 business leaders get the visibility and reporting they need out of ClickUp, while also making it simple for their team to use.

Trusted by 2,700+ Teams

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

We Help You Say Goodbye to Chaotic Project Management

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."

Here's How We Help

We will guide you through our proven ClickUp implementation process to help you design gold-standard processes, establish positive team habits, and get the visibility you need - eliminating chaos and bringing clarity to your team.

Step 1: Blueprint

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

Technical Blueprint
Agency Process Expertise

Step 2: Implementation

Next, we'll embark on a 1-3 month journey to put your 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.

Step 3: Optimize

Thirdly, we'll serve as your fractional ClickUp champion and provide:

  • Training and accountability for your team.
  • Weekly reporting and insights on team performance.
  • Advanced automations to minimize repetitive task and ramp up productivity.
  • And continuous improvements to your working environment.
Agency Work Overview
Utilization & Profitability

Step 4: Reports

Lastly, we'll provide you detailed reporting and analysis to help you understand which clients, projects, and services are actually profitable for your business.

Our Proven Implementation Process Turns Chaos Into Clarity

Since 2013, we've helped 2,700+ different teams experience the power of world class operations - providing them with the visibility and the processes they need to efficiently scale their business. 
Agency project management expectation

"Every service we offer for clients is fully documented and streamlined. Plus, we were able to automate most of the repetitive busy work."

"Leadership now has a singular view that shows our teams bandwidth and capacity."

"We now have an amazing dashboard that shows us exactly which clients, projects, and services are most profitable to our business."

"Account managers have their own 'mission control' dashboards that provides them with project status, burn rates, and results of all of their clients." 

"We now have a single source of truth and paper trail of everything that has happened across the agency."

"Our team knows exactly what they need to do, how to do it, and they have the additional context they need to get it done right the first time."

"Leadership has a singular view that shows all client data - health, status, goals, billing, etc. This data used to be in 5 different places."

"Our clients have much better visibility in to their deliverables and results."

"As the owner of the business, I was finally able to take some needed time off because the team could operate without me."

"Our team has never been more bought in to our project management system. Everyone has amazing habits when it comes to tracking time, closing tasks, and communicating in one place!"

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

Why ZenPilot?

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.


We Help Create 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

We've Built The Largest ClickUp Asset Library

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.

We Provide "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

We're a Team of Vetted ClickUp Consultants, Coaches, and Solution Engineers

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

Learn the Optimal ClickUp Setup for Agencies

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


ClickUp Resources

Looking to take your ClickUp workspace to the next level? Check out our extensive library of amazing ClickUp guides, tutorials, and templates to power up your team's usage.

ClickUp Knowledge Center

How to Implement ClickUp for Agencies

Read the exact process we've used to help 2,700+ agencies streamline their operations in ClickUp.


6 ClickUp Dashboard Examples

From time reporting, to project health, to client dashboards, get six dashboard ideas to supercharge your business.


The Best ClickUp Hierarchy

Designing your ClickUp hierarchy is the biggest step to unlocking the visibility and reporting you need. Learn the exact hierarchy you need to unlock ClickUp's full potential.


Streamline Onboarding With the ClickUp + HubSpot Integration

Learn how you can significantly improve your client onboarding process with the ClickUp + HubSpot integration.


How to Run EOS® in ClickUp

Get the step-by-step instructions (+ a free template) to help you build your EOS® framework inside ClickUp.


How to Build a Client Portal in ClickUp

Learn how you can build a client portal in ClickUp to show your clients what you've done for them + the results!


How to Build a CRM in ClickUp

Learn how you can build a CRM inside ClickUp to store all of your client data.


The 8 Views Every Agency Needs in ClickUp

Views are one of ClickUp's most powerful features, but they can also be the most daunting. Here's 8 views that you need to build in ClickUp.


The Biggest ClickUp Mistakes (And How to Avoid Them)

ClickUp is a powerful, but intimidating PM platform. Here are the most common mistakes made in ClickUp and how you can avoid them.


Free Client Onboarding ClickUp Template

Gain access to our pre-built client onboarding ClickUp template, 100% free. 


How to Choose the Right ClickUp Pricing Plan

Which ClickUp pricing plan is best for you? And what features do you really need versus what are just nice to haves? Find out here.

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.