Never Let a Client Fall Through the Cracks Again
We help account managers build a ClickUp system with full visibility into client health, deliverables, and timelines - so you can proactively manage relationships and grow accounts.
We've been able to increase utilization by 29%Nate Ende, Trinity Insights
Led a 300% improvement in efficiencyMichael Lisovetsky, JUICE
A great partner to scale and measure operational performanceBen Labay, Speero
One of the best investments we've made as a businessRebecca Nash, Beam Content
Among the best business decisions we made this yearArianne Foulks, Aeolidia
The process for process building was a game changerMatt Guevara, Venn Digital Marketing
You don't have to go through the hassle of trial and errorMelanie Brook, LegalZoom
Productivity up 400%, revenue up 25%Shayla Pearson, Seaworthy Strategy
★★★★★ ClickUp's Highest-Rated Solutions Partner
Trusted by 3,100+ teams
Sound Familiar?
You're managing accounts without the visibility to stay ahead of problems.
Client issues surface too late - when they're already ready to cancel, not when you could have fixed them.
There's no single view of all deliverables across your accounts. You're piecing things together from emails, spreadsheets, and memory.
Upsell and renewal opportunities get missed because you're buried in firefighting and day-to-day account requests.
Client onboarding is inconsistent and manual. Every new account starts from scratch instead of a repeatable playbook.
The problem isn't your effort. It's that your tools were never set up to give account managers the visibility they need to stay proactive.
Configured for client management, not out-of-the-box defaults
Documented, repeatable, and embedded where the work happens
The daily behaviors that make the system stick long-term
Until all three work together, you'll keep reacting instead of leading. That's what ZenPilot fixes.
ClickUp for Account Managers - The Ultimate Guide
Watch Jeff walk through exactly how we set up ClickUp for account managers - client health dashboards, deliverable tracking, and the workflows that help you stay proactive instead of reactive.
See how the Blueprint designs this for youThe Visibility and Control You've Been Missing
Here's what account management looks like when your ClickUp system is designed right.
Proactive client health tracking
A central dashboard that surfaces which accounts need attention before issues escalate. Know the status of every client at a glance.
Single view of all deliverables
See every open task, deadline, and deliverable across all your accounts in one place. No more hunting through emails or spreadsheets.
Upsell and renewal visibility
Know which accounts are coming up for renewal, which are ready to expand, and which need attention - all from a single dashboard.
Streamlined client onboarding
A templated onboarding process that launches consistently every time. New clients get a great first experience without reinventing the wheel.
Client portal with full transparency
Give clients visibility into their project status, deliverables, and timelines without exposing internal team communications.
Fewer surprises and escalations
With early warning signals built into your system, you catch issues while they're still small - before they become escalations or churn.
Our Proven Three-Step Process
Follow our proven playbook to cancel the chaos and replace it with clarity.
Blueprint
We'll dig into your systems, processes, and client management workflows to uncover the hidden operational bottlenecks. Then, we'll design a custom project management blueprint with the ClickUp hierarchy, integrations, and processes you need to make your team an incredibly efficient, well-oiled machine.
Implementation
We'll turn your Blueprint into a ClickUp workspace tailored to your needs. After the main system is in place, we'll work with you to turn your entire client management process into plug-and-play, reusable ClickUp templates that make creating and managing work simple and stress-free. And finally, we'll train and certify your team.
Optimize
We'll continue to help you leverage the full power of your system for client reporting, ongoing optimization, and account growth. Advanced dashboards, continuous workflow enhancements, automation builds, and custom solutions to further improve retention and account expansion.
It Starts With the Blueprint
A 4-week design phase where we map out exactly how your ClickUp should work - your hierarchy, dashboards, automations, and reporting. You walk away with total clarity on what to build and why.
Working with ZenPilot has been extremely eye-opening. We're creating a structure of consistency that makes it easy for anyone - an account manager, a tax manager, someone on the executive team - to see exactly where things stand with any client.
Jacob Goodson — COO, Clever Profits The real game changer of working with ZenPilot was the visibility it gave us into our whole business. ZenPilot is hands down one of the best investments we've made as a business.
Rebecca Nash — Director of Operations, Beam Content Thanks to ZenPilot, the company has increased their overall productivity by 400% and revenue acquisition by 25%.
Shayla Pearson — CEO, Seaworthy Strategy 
"Since becoming our first partner in 2018, ZenPilot has stood out as the go-to solution for teams who want to get the most out of ClickUp. Their commitment to truly solving for the customer is perfectly aligned with our mission at ClickUp, and it shows up in their results."
Zeb Evans · Founder & CEO, ClickUp
Is This Right for You?
Being transparent about who this is for saves everyone's time.
Good fit
- Account manager or client success lead managing multiple accounts
- Running on ClickUp or committed to moving to it
- Want full visibility into client health and deliverables
- Tired of being reactive with client issues
- Ready to systematize client management
Not the right fit
- Solo operator or team under 5
- Looking for a quick fix, not a real operational change
- Not on ClickUp and not open to it
Only need help for part of your team, or not sure if the full engagement is right? Send us a message - we may have a different way of working that fits better.
See how ClickUp works for: Leadership · Project Managers · Team Leads · Individual Contributors · Client Experience · Marketing Teams
Common Questions
Will my clients be able to see their project status?
Yes. We can design a client portal within ClickUp that gives your clients visibility into their deliverables and timelines without exposing internal notes or team communications. During the Blueprint, we map out exactly what clients see and what stays internal.
What kind of reporting will I get?
Your Blueprint will include custom dashboard designs for client health, deliverable status, renewal timelines, and account growth. During implementation, we build these dashboards in ClickUp so your account management team has real-time visibility without manual reporting.
Do we need to already be using ClickUp?
No. We work with teams brand new to ClickUp and those that have been using it for years. Whether you're migrating from another tool or fixing a broken workspace, the process adapts to wherever you are.
How long does this take?
Most teams are fully operational in 60 to 90 days, depending on complexity.
How much does it cost?
The Blueprint starts at $5,000. Most project-based implementations fall between $15,000 and $25,000. Think of it as the equivalent of a part-time hire for a few months, except you get a team that's done this with 3,100+ clients.
What if we've already tried and it failed?
That's one of the most common situations we see. Most teams that come to us have already tried once or twice. The Blueprint identifies what went wrong and designs a system that fits how your team actually works, so adoption sticks this time.
Does ZenPilot really offer guaranteed results?
Yes. ZenPilot is the only ClickUp solutions partner that offers a 100% money-back guarantee on the Blueprint process.
Here's how it works: if we reach the end of the Blueprint and you don\'t believe in the solution we\'ve designed to get you clarity, you get a full refund. No fine print.
We're confident enough in our process to carry all the risk. After 3,100+ engagements, we know what works - and we're willing to put our money behind it. You won't find another ClickUp partner willing to do that.
Stop Firefighting.
Start Growing Accounts.
Book a call and we'll walk through your situation and show you exactly what's possible.