Full Visibility Into Your Operations
No More Guessing
We help leaders build a ClickUp system that gives you crystal-clear data on profitability, utilization, and client health - so you can make smarter decisions about staffing, pricing, and growth.
A great partner to scale and measure operational performanceBen Labay, Speero
Got us all rowing in the same directionAllison Gibbs, Gravity Global
Our team is more efficient, productive, and healthierKyle Harms, Digital Hot Sauce
One of the best investments we've made as a businessRebecca Nash, Beam Content
We're now setting better expectations and passing work across teamsMatthew McIver, Commence Studio
It was the roadmap to our future successGeorge B. Thomas, Sidekick Strategies
We didn't realize we went up 300% in the work we were doingEmily Turi, Wingspan Marketing
Productivity up 400%, revenue up 25%Shayla Pearson, Seaworthy Strategy
★★★★★ ClickUp's Highest-Rated Solutions Partner
Trusted by 3,100+ productive teams
Sound Familiar?
You're running a growing business without the data to back your decisions.
You don't know which clients and projects are actually profitable - pricing decisions are based on gut feel.
You have no real visibility into team utilization. Some people are slammed while others have bandwidth you don't know about.
Client issues surface when they're ready to cancel - not when you could have fixed them.
Every attempt to get reporting right has failed because the underlying system wasn't designed to produce the data you need.
The problem isn't your team. It's that your tools were never set up to give leadership the visibility you need.
Configured for client work, 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 flying blind. That's what ZenPilot fixes.
The Data and Visibility You've Been Missing
Here's what leadership gets when your ClickUp system is designed right.
Client profitability clarity
Know exactly which clients, projects, and service lines are making you money - and which are draining your margins.
Real-time utilization data
See how utilized your team is on a weekly basis. Make staffing decisions based on data, not guesswork.
Proactive client management
A central dashboard that surfaces client issues before they escalate. Know which accounts need attention and which are ready for upsell.
Team performance visibility
Understand exactly what your team is doing, what they've accomplished, and who is performing well against the standards you've set.
Scalable operations
Templates, automations, and processes that make onboarding new team members fast and predictable.
Strategic decision support
The data you need to make confident decisions about hiring, pricing, service lines, and growth.
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 project management 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 business 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 reporting, ongoing optimization, and strategic decision-making. Advanced reporting, continuous workflow enhancements, automation builds, and custom solutions to further improve team productivity and performance.
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.
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 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 
"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
- Team of 5+ people where leadership needs better visibility
- Running on ClickUp or committed to moving to it
- Want real data on profitability, utilization, and client health
- Ready to invest in a system the whole team will use
- Tired of making staffing and pricing decisions without data
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: Project Managers · Team Leads · Account Managers · Individual Contributors · Client Experience · Marketing Teams
Common Questions
What kind of reporting will I get?
Your Blueprint will include custom dashboard designs for profitability, utilization, client health, and team performance. During implementation, we build these dashboards in ClickUp so your leadership 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 Flying Blind.
Get the Visibility You Need.
Book a call and we'll walk through your situation and show you exactly what's possible.