Steal our agency client health tracker that 3,000 agencies have used to cut client churn in half

Don't lose another client due to poor communication or missed deadlines. Plug in our proven system in five minutes to make client management simple.
Trusted by 2,700+ Agencies
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Lean Labs
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Aeolidia
Seaworthy Strategy
Beacon Digital

Dear agency owner,

Are you drowning in client management chaos?

Maybe you're losing sleep over unexpected client churn and poor NPS scores coming through.

Or perhaps you're constantly putting out fires, never quite sure which accounts actually need attention.

And maybe you've scaled to the point where you've lost that crucial bird's-eye view of your client relationships.

Take a deep breath... you're not alone.

After having consulted over 3,000 agencies we've discovered that almost 100% of scaling agencies have no single, reliable source of truth to manage their client relationships.

Most often, they're using 3-5 different systems to understand the status of their client relationships.

And this leads to mismanaged expectations, balls being dropped, and poor communication, which ultimately leads to clients packing their things and moving on.

Don't let this happen. Clients are the lifeblood of your business...

Agency Pitfall That Causes Chaos

If you're looking for a quick solution to tame the chaos of managing clients, keep reading...

Over the last 10 years, we've helped over 3,000 agencies build more productive, profitable, and healthy teams.

→ We've helped business owners increase productivity by 400%, completely remove themselves from operations, and sell their business.

→ We've helped businesses grow profits by $1.2 million in year 1, triple headcount seamlessly, and improve client retention.

→ We've helped lead complete culture resets, increased employee satisfaction, and slashed team turnover.

What have we learned?

A centralized, efficient client health tracking system is what separates thriving agencies from those stuck on the hamster wheel of constant firefighting.

But there is a way to get off this hamster wheel.

Over the last 10 years, we've taken the best practices and learnings from our 3,000 agency consultations and designed the best solution for managing hundreds of clients in one place.

Sooo... what makes it the best solution?

This is not something we're releasing to the public for the first time.

This has become the core client management system in over 3,000 different agencies. And the results speak for themselves.

Agencies using this system have seen:

  • Improved client retention (in some cases, they've cut churn in half!)
  • Stronger client relationships, leading to a steady stream of referrals (word-of-mouth for the win)
  • Teams addressing client needs more efficiently and with better alignment (truly delivering better work, faster 🚀)
  • And canceling the chaos of agency life by spotting issues before they turn into client fires 🔥

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Implementing a robust client health tracking system is the most crucial step your agency will take towards sustainable growth.

Without it, you'll struggle to scale...

Or maybe you'll scale, but at the cost of your sanity, team morale, and client satisfaction.

Our Agency Client Health Tracker can lead to massive improvements in client retention (plugging the service gaps that lead to high churn), happier clients, and a much more profitable organization. Some teams have been able to serve 50% more clients with the same headcount.

Get the 'easy button' for client management, and start building an agency that can scale without you needing to micromanage every client relationship.

So you're probably wondering—what does it cost?

Well... first, just imagine a world where you could open up a single dashboard and instantly know the health of every client account, spot potential issues before they escalate, and have a clear picture of your agency's performance.

Most agencies we've talked to waste hours each week trying to piece together this information from various tools, emails, and team members.

And you're probably in the same boat...

So how much is your time - and peace of mind - worth?

How much revenue could you lose from just one major client leaving due to unaddressed issues? $10,000? $50,000? $100,000 or more?

Now, let's do the math...

If our Agency Client Health Tracker helps you retain just one medium-sized client that you might have otherwise lost, it could save you $50,000 or more in annual revenue. And that's just one client. The benefits compound as you scale.

And that's just the beginning. That doesn't include all of the other improvements in team productivity, client satisfaction, and your own reduced stress levels.

So... what does it cost?

We've priced the Agency Client Health Tracker at a price point that could pay for itself fiftyfold by retaining just one client.

Get the world's most powerful agency client management tool – packed with proven templates, customizable dashboards, and game-changing insights to help your agency deliver better results, retain more clients, and scale effortlessly. All for just $467.

No, scratch that. We want you to have this because we know just how much it will impact your agency.

We're really only charging for this to make you more motivated to use it. Most people who snag free templates just let them sit and collect dust. 🤷

But I know you won't let this opportunity go to waste, so...

You can grab this Agency Client Health Tracker for 50% OFF. 

Snag the #1 solution (used by over 3,000 agencies) you need to build a healthier agency for only $233.50.

Press the easiest of easy buttons and get your Agency Client Health Tracker for only $233.50. We'll only be offering this price for a limited time though.

What's Included?

Centralized client info stored in custom fields: Name, lifecycle stage, health status, services, goals, and more

Weekly update system: Catch issues before they become fires with our "4 Magic Questions" framework

Performance insights: See which team members are crushing it (and who needs support)

Revenue tracking: Monitor account values at a glance

Video training: A dedicated walkthrough to help you use, implement, and customize your tracker

Agency Health Tracker

Hear from businesses like yours

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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