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

Highest-rated ClickUp consultant

Streamline your operations in ClickUp

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

one goal
Trusted by 2,700+ teams
Speero
Mavan
Lean Labs
Trinity Insights
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Osedea
Gravity Global
Fat Earth Media
Aeolidia
Seaworthy Strategy
Beacon Digital

+27%

Avg. Capacity Improvement

+11%

Avg. Gross Margin Growth

+34%

Avg. Client LTV Increase

The Problem

You implemented ClickUp, but it's not providing the value that you thought it would.

Lack of Visibility

Your leadership team still has no idea what's going on. You thought you'd gain a 30,000 foot view to see team performance, workload, profitability, and project progress, but that hasn't happened.

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Chaotic Projects

Despite having projects in ClickUp, work continues to slip through the cracks, deadlines aren't being met, and your team is operating in silos.

A Frustrated Team-1

A Frustrated Team

The features of ClickUp are promising, but the system is complex and your team is frustrated because they don't know how to use it, when to use it, or what work is on their plate.

The Solution

We help you cancel chaos and create clarity.

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.

Create a simple, but powerful project management system

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. 
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ClickUp Process Library

You'll benefit from the largest ClickUp asset library

Since 2018, we've been building the world's 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.

Your team will receive the "best in the industry" training material

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

You'll learn from a team of 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 who live and breathe 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 team's 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.

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The Results

Our proven implementation process builds more productive, profitable, and healthy teams.

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

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The real game changer of working with ZenPilot was the visibility it gave us into our whole business. I can now feel peace knowing where projects are at, see blocks coming ahead of time so we can proactively communicate with clients, and plan out work accordingly with my team.

There is no way I could’ve built out all the top-tier processes we did in such a short amount of time without ZenPilot—or train my team on healthy project management habits.

ZenPilot is hands down one of the best investments we’ve made as a business. They help us live up to our value of excellence. If you have any doubts, leave them at the door and jump in!


Rebecca Nash
Beam Content

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

Learn how ClickUp's #1 solutions partner uses ClickUp

Get the complete 56-page guide to learn how ClickUp's #1 solutions partner uses ClickUp.

Guide - How to Use ClickUp

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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.