ZenPilot’s Post

Most agencies make a fundamental mistake with their project management that hamstrings their ability to see a holistic picture of progress, workload, and where their time goes. The mistake is the failure to document and account for internal work. It's easy to prioritize client work and push your agency's needs aside. Look at the marketing efforts of most agencies, and you'll see this first-hand. Agency owners love to quote clichés about the cobbler's children, but it's primarily an excuse for not having our act together as business owners. We need to step up and do better. This applies to your operations as well. Plan, manage, and track your internal and client work in the same unified system. Your job in all three business areas should reflect in your PM tool. Let's look at the best way to do this. We break every agency business down into 3 areas: 📈 Growth - Marketing, Sales, Partnerships 🚚 Delivery - Client Services, Project & Account Management ⚙ Operations - People, Culture HR, Finance, Legal  In summary, Growth is where you make your promise, Delivery is where you keep your commitment, and Operations is an essential junk drawer in the world – how you keep the lights on, invest in the team and yourself, and protect your downside. The business model is simple, not easy. Here is a quick guide on how to structure ClickUp for your agency. #ClickUp #ClickUpForAgencies #CFA #ZenPilot #projectmanagement