ClickUp Client Tracker Walkthrough - Stop Losing Clients With This System
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🚀 How We Can Help
🚀 How We Can Help Double Your Agency's Productivity + Profits Using the ZenPilot System: https://www.zenpilot.com/working-with...
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Looking for a way to centralize your account information and boost client health and NPS ratings?
Join Gray as he explains our agency client tracker (AKA Agency Account Dashboard) to help you stay informed about client issues and provide excellent service:
0:00 - Introduction
0:30 - Benefits of a client tracker
0:40 - Purpose of a client tracker
1:04 - Client tracker vs. a CRM
1:33 - What's included?
2:36 - Core requirements
3:05 - How to use the client tracker
7:15 - Different views - services, status, inactive, etc.
8:14 - Tracking objectives
8:30 - Conclusion
💡 Want this dashboard? Get it here: https://www.zenpilot.com/agency-clien...
📖 Read the article: https://www.zenpilot.com/blog/the-key...
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About ZenPilot:
As ClickUp's first and highest-rated solutions partner, we've helped over 2,700 agencies streamline their operations in ClickUp.
📈 Interested in learning how we've helped thousands of agencies double productivity, maximize profits and improve client retention? Check out our proven process: https://www.zenpilot.com/agency-produ...
📞 If you're ready to experience the power of world-class operations, schedule your free agency ops strategy call here: https://www.zenpilot.com/call?utm_sou...
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📚FREE AGENCY RESOURCES 📚
⚡️ Want to see how your agency operations stack up against 2,000 other firms? take the 20-question benchmark: https://tools.zenpilot.com/pm-benchma...
📕 Download the 47-page guide on how to implement ClickUp for agencies: https://www.zenpilot.com/how-to-imple...
📨 Get biweekly agency ops insights from our newsletter: https://www.zenpilot.com/first-class-...
🎁 FREE client onboarding ClickUp template for agencies: https://www.zenpilot.com/client-onboa...
----------------------------------
⚠ Disclaimer: The videos on our YouTube channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature.
-------------------------
Looking for a way to centralize your account information and boost client health and NPS ratings?
Join Gray as he explains our agency client tracker (AKA Agency Account Dashboard) to help you stay informed about client issues and provide excellent service:
0:00 - Introduction
0:30 - Benefits of a client tracker
0:40 - Purpose of a client tracker
1:04 - Client tracker vs. a CRM
1:33 - What's included?
2:36 - Core requirements
3:05 - How to use the client tracker
7:15 - Different views - services, status, inactive, etc.
8:14 - Tracking objectives
8:30 - Conclusion
💡 Want this dashboard? Get it here: https://www.zenpilot.com/agency-clien...
📖 Read the article: https://www.zenpilot.com/blog/the-key...
----------------------------------
About ZenPilot:
As ClickUp's first and highest-rated solutions partner, we've helped over 2,700 agencies streamline their operations in ClickUp.
📈 Interested in learning how we've helped thousands of agencies double productivity, maximize profits and improve client retention? Check out our proven process: https://www.zenpilot.com/agency-produ...
📞 If you're ready to experience the power of world-class operations, schedule your free agency ops strategy call here: https://www.zenpilot.com/call?utm_sou...
----------------------------------
📚FREE AGENCY RESOURCES 📚
⚡️ Want to see how your agency operations stack up against 2,000 other firms? take the 20-question benchmark: https://tools.zenpilot.com/pm-benchma...
📕 Download the 47-page guide on how to implement ClickUp for agencies: https://www.zenpilot.com/how-to-imple...
📨 Get biweekly agency ops insights from our newsletter: https://www.zenpilot.com/first-class-...
🎁 FREE client onboarding ClickUp template for agencies: https://www.zenpilot.com/client-onboa...
----------------------------------
⚠ Disclaimer: The videos on our YouTube channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature.
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