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ZenPilot Products

Shop our library of ClickUp templates, automations, and training courses to help you build a more productive, profitable, and healthy team. Or, if you're ready to completely streamline your operations in ClickUp with ClickUp's highest rated solutions partner, book a call with our team.

Profitability Reporting

-- Starting at $3000 --

Get detailed profitability and utilization reporting to uncover the critical business metrics you need to make data-driven decisions to scale your agency.

Agency Client Health Tracker

-- $467 --

Get a crystal-clear view on where your client relationships stand by tracking everything from services rendered and client objectives to NPS scores and beyond.

EOS® ClickUp Template

-- $699 --

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

ClickUp CRM Template

-- $599 --

Improve client health, sales to delivery handoffs, and close rates by effectively tracking and managing your deals, companies, and contacts in ClickUp. 

Slack + ClickUp Automation

-- $499 --

The one automation to move work from Slack to ClickUp lightning fast.

ClickUp Goal Tracker

-- $269 --

Build better traction in your organization by tracking goals, OKRs, and KPIs directly in ClickUp

Quickbooks + ClickUp Integration

-- $1040 --

Automatically send all QBO invoice updates directly to ClickUp for your team to manage.

ClickUp Contractor Management System

-- $1690 --

Help your contractors do better work, faster, and give you the visibility you need to see all their work in one place.

OOO Manager (Coming Soon!)

-- $499 --

Manage your entire out of office process directly in ClickUp.

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

Ready to get started?

We've guided thousands of agencies to happier, more productive, and more profitable teams. Book a call to see how we would do it for your agency.