Account management in ClickUp – a proven system based on 2700 consultations

Information on your ongoing client engagements is some of the most crucial data in your organization.

And yet, there’s dozens of ways in which it gets lost, leading to avoidable client fires and tense situations.

Cases like:
🫥 Burying important client updates in Slack DMs and obscure email threads
🫥 Tracking client timelines in multiple systems at once, resulting in confusion and missed deadlines
🫥 Misplacing critical documents or files
🫥 Inconsistent follow-ups on client feedback or requests
🫥 Overlooking client milestones or contract renewal windows
🫥 No comprehensive view of client health, including satisfaction scores and project progress
🫥 Fragmented communication across team members, leading to either missed or duplicated communication
🫥 Poorly defined responsibilities within client accounts, undermining accountability

The satisfaction of your clients is the flywheel that drives your growth.

So you must do everything in your power to give your team the best chance to delight them.

Enter: account management in ClickUp.

At ZenPilot, we’ve helped 2,700+ companies (primarily agencies):
✅ dial in their account management with a single source of truth in ClickUp,
✅ implement a unified, easy-to-use system for tracking client status,
✅ create robust ClickUp views to easily monitor project progress,
✅ speed up work using ClickUp templates,
✅ ensure nothing slips through the cracks and no balls get dropped.

We do this by leveraging ClickUp’s unique flexibility and range of features, which allows you to build a custom account management system that fits your business perfectly—even including automations to sync data with HubSpot, email, etc.

⚙️

On March 6th, our Productivity Professor Jeff Cypher will take you through our battle-tested account management system.

Join us live and get a process you can easily replicate to stay on top of your clients’ needs!

👉 Sign up, mark your calendar, and share this event with a colleague who might benefit from it.

👇 Leave a comment below with your questions or account management issues and we’ll address them during the stream!

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