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ClickUp™ Setup for Agencies Part 1: How We Manage Client Tasks and Monthly Workflows | Episode 166
The Agency Growth Podcast
49 minutes 30 seconds
4 months ago
ClickUp™ Setup for Agencies Part 1: How We Manage Client Tasks and Monthly Workflows | Episode 166
**Cold Open (Cody is finally done moving)****Skip to Cold Open at 6:20**A popular request of us is to walkthrough our entire ClickUp™ setup and how we use it as a productized service agency.In this episode, we go through specifically how we use it for client work and how we automate monthly, recurring task generation.We also go into other features we use such as scheduled emails to clients and general time tracking workflows for client work when it doesn't make sense to track time on individual tasks.----------------------------------Our recommended agency tools:everbrospodcast.com/recommended-tools/ (everbrospodcast.com/recommended-tools/)----------------------------------⭐⭐⭐⭐⭐As always, if you enjoyed this episode or this podcast in general and want to leave us a review or rating, head over to Apple and let us know what you like! It helps us get found and motivates us to keep producing this free content.----------------------------------Want to connect with us? Reach out to us on the everbrospodcast.com website, subscribe to us on YouTube, or connect with us on socials:YouTube: @agencygrowthpodcastTwitter/X: @theagency_uLinkedIn: linkedin.com/company/agencyuFacebook: facebook.com/theagencyuInstagram: @theagencyuReddit: r/agency & u/JakeHundleyTikTok: @agency.u