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EOS® in ClickUp Template by ZenPilot

Achieve Your Goals Faster with EOS® and ClickUp

ZenPilot helps you leverage the Entrepreneurial Operating System® faster, easier, and more effectively in ClickUp.

Keep Your Vision and Work in One Place

The easiest way to lose traction is by disconnecting your vision from the work your team does on a daily basis. By leveraging ClickUp to run EOS®, you're able to keep your vision and work in one place.

Rock Tracking

  • Break down your quarterly goals into smaller milestones, delegate tasks, set deadlines, and track progress directly in your project management system.
  • Easily track and monitor completion rates for goals across your team.
  • Your goals are easy to discuss in your Level 10 Meetings, making it simple to discuss issues with the team.

EOS VTO Folder


Level 10 Meetings™

  • Create new agendas in seconds. And keep your old meeting notes organized and easy to find.
  • Assign and track meeting tasks directly in your project management system.
  • View your rocks, scorecards, issues, and to-dos in one place.

EOS L10 Meeting Folder


Identify, Discuss, and Solve™

  • Provide a simple way for your team to submit and provide context into their issues.
  • Prioritize and solve more issues before they become fires.
  • Automatically create issues from low client health scores.

EOS Issues List


V/TO™, Scorecards, and Your Accountability Chart

  • Keep your vision at the forefront of the work your team is doing on a daily basis.
  • Track everything in one place to increase visibility and accountability.
  • Say farewell to your team constantly asking, "where can we find this and that?"

VTO in ClickUp Doc

Build EOS® in Your PM System

You probably already have a project management system to manage work. You'll save money by running EOS® directly in your project management system, ClickUp.

EOS Framework in ClickUp


The Fastest Way to Get EOS® Running in Your ClickUp Workspace

Start gaining traction today by designing your EOS® framework directly in your ClickUp workspace.

EOS® ClickUp Template


  • ✅ L10 Meeting™ Structure & Agenda
  • ✅ Company and Department Level Rock Tracking Lists
  • ✅ Company and Department Level Issue Lists
  • ✅ Scorecard and Accountability Chart Templates
  • ✅ V/TO™ Documentation and Storage
  • ✅ Setup Instructions


Team Capacity Improvement


Avg Gross Margin Growth


Avg Client LTV 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

Turn productivity into profit. We're your agency operations co-pilot.

Our clients benefit from our comprehensive library of pre-built ClickUp templates, agency-specific training and certification programs, and an automation engine to help double their productivity.