ClickUp for Account Managers [The Ultimate Guide]

In this video, I'm going to walk you through the best practices when it comes to being an account manager inside of ClickUp. So I'm going to walk you through really the best ways to organize your ClickUp workspace to help you really centralize all of the work across your clients in one place to make it very easy for you to get visibility, to understand what is happening across all of your clients on a day to day basis. In addition, how you can easily create work for your team based off of the strategy that you've built with your clients, how you can centralize all of your meeting notes and documentation in one place so that it's easy for you to find as well as the rest of the team to find there too. And then how you can best provide good clarity to your clients as well in terms of what you're working on, what you've done, what the results are, and then how we adjusted our strategy, what have we learned and then what are we doing because of that. So I'm gonna provide you and help you be a better account Manager inside of ClickUp to provide that clarity for your team as well as your clients. And so before I get into that, the first thing I really want to do is talk about the main resourcing flow that you're going to need and how you as an account manager can work well with the rest of your team. So as you can see here, my main resourcing flow, I have really three main roles on the team here. And so really what we're going to be focusing on in this video is the demand side because that's the account management side. And so our account managers, essentially what they're doing is they are the ones that are actually working with our clients to understand their goals and then taking that those goals and building a strategy to help them achieve or surpass those goals. And then in addition from there they also need to report those results to the clients and then revise the strategy as needed. They have to deploy work inside of the system based off of that strategy so the team knows, okay, this is what we're, we're doing, this is the path to success. And then they also need to balance client requests with, with budgets. So obviously we need to do work for our clients, but we also want to make sure that we're profitable. We want to make sure we avoid any scope creep and sort of start to understand when hey, this client is asking for too much or we'd love to be able to do all this, but based off of our engagement that we have and how much hours you have or how many points you have for that certain month, we're going to have to push it to next month. So they're really working on that strategy as well. But the main pieces of this, in addition, are really your account managers here are going to be working closely with both this resource seat as well as this fulfillment seat to again take that strategy, create the individual work that's going to happen, to fulfill that strategy, to again surpass your client goals that they have set. To work with the resources to basically be able to create realistic timelines for your clients, but then also the fulfillment seat to share context into those deliverables. So, as you can see here, the demand seat and the resource seat, they're essentially working together. They're gonna share the work requests and some timeline suggestions on, hey, can we complete this by the end of September? Based off of this is what I think is gonna be best for the client. But the resource seat's gonna come in here and help them kind of understand, well, we don't have any capacity right now to do it. Or maybe we do. And so, yes, we can be able to complete that by when you want it to be done. But then in addition, the demand seat also has to work with a fulfillment seat here to share that context of the deliverables that they'd be doing. So obviously the worst thing that can happen is your worker bees, your individual contributors get to a task, they start working on it, they submit it for review, but it's not really anything what the client was expecting or what they they wanted. And so we want to avoid any of those unnecessary review cycles, internally or with clients, because the account managers didn't share that context from the client to a specific task. So again, we want to make sure that the account managers provide realistic, good context for those individual contributors on what they're working on. But in addition, they also need to work with your project managers or that resource seat to build realistic timelines for their clients so that the clients don't have unmet expectations in the long run. We want to make sure that this is all very smooth. We want to make sure that account managers create the work. Resource seat is the one that plans the work, and your fulfillment seat is the one that actually does the work. And so those are really the main resourcing flow that we need to follow. And then I'll really highlight in this video. But from all there, the beauty of ClickUp is the ability to create a variety of different views, as you can see here. To really be able to do all those different steps so the account manager can create views for them, to be able to deploy that work, to see that work, to get a good overview of all the work that's actually happening. So I want to walk you through all of those different views and things like that inside of ClickUp that you can then go build to help you do your job better as an account manager. And so now let's jump into ClickUp and first talk about the overall hierarchy that we're going to need to be better as account managers to make it easy for us to get good visibility into all of our client relationships. And so the first main space that we're going to need is going to be a delivery space. So if you've been following Zenpilot content for a while, you'll know we typically have growth operations delivery specifically for agencies or any business that's servicing clients. Essentially, the growth space is where sales and marketing work is going to live. Us actually growing our business operations is a lot of that internal work. Hr, recruiting, accounting, finance, all that's going to live in there. And then delivery is where we're going to be servicing all of our clients. So all that work is going to live in here. So we have that delivery space. And it's important that we have a space like this is because once I get all of that work into one space, I can then create views at the space level for me as an account manager to be able to see work across all of my different clients. Because as you can see now, as I break down this delivery space into folders, essentially all of my folders here then become names of my clients. So Hannaford, Foodline, John, Eagle, Dunn, Mifflin, so on and so forth. All of those are the clients that we are working with. And as you can see, there are colors there. And so those colors are also color coded, coordinated to represent our different account managers or client leads, whatever you want to call them. So those are colors are not just for decoration, they actually have a meaning there. So that's very well organized for me to understand who is managing which accounts. And so as I jump into this as well, I have folders for all of my clients. And then within those folders, I also have lists that represent different contracts for our clients. So whether that is going to be a project like a video production or a website redesign, I can have a list for that. Otherwise I'm also going to have a list for that retainer that we're working on with that client. So if it's just a monthly retainer or something like that. All of that work can live inside that one list, making it very easy for me to track time against that to be able to start to see sort of that hourly budget, see those burn rates for the account managers to understand how much or how well are we pacing, are we getting into scope creep or different things like that. So that's really the main hierarchy there. Again, your delivery space where all of the delivery work is going to live. Client folders. And then I have lists for all of those retainers or projects that we're working on with our clients. So all of that work for this retainer, marketing 2024 for Hannaford, as you can see here, all of that work is going to live inside of this list. So I have all of my search campaigns, blog posts, lead magnets, email nurtures, whatever that may be. All of those tasks are in here. I also have all the subtasks necessary to complete that Google search campaign, all the subtasks needed to complete that blog post. So it's very easy for me to see where we're at when all of these are due, who's working on it, if we've communicated in here as well. Again, that's a big step for the team to take when it comes to communication habits. The more that we can get it into one place for these deliverables or for these projects, the easier it's going to be for us to actually be able to see all that work in one place, to be very organized and make sure we get all the context necessary for any of this work that we're doing. So you want to make sure all that's in one place just like that, to make it very easy for account managers or really anyone to work inside of the system. And then in addition, here, one of the most important pieces to this, now that I have all these folders for all of my clients, I can also inside each folder have a document that hosts all of the notes that we've taken for this client. So either it's an overview, maybe it's a sales to delivery handoff. I can get that information in here so that they basically post a loom overview, a video overview from the sales team to know sort of really what that objective is. What do we talk about in the sales process? Maybe we have a questionnaire or an onboarding form that we can paste in here. Any client notes I can paste in here. All this information can be put right there. In addition, any meetings that I have as on a weekly bi Weekly, whatever that timeline is for our clients, I can put all of my meeting notes in here as well. And so again, that's getting everything into one system, creating a single source of truth to make it very easy for everyone to understand what's happening with each of our clients, making it way easier for teams to work together and make sure that everyone has context into the work that they're doing for the specific client. Because the more organized we can be, the better results we're going to deliver to our clients. And so, as you can see here, all of my meeting notes, I can have a set agenda that I have in here. If I have a template for this, I can also duplicate that over and over and over again for every single meeting. I could just put the meeting date in here, making it very easy for me to spin up a new agenda, take my notes in here, and then the rest of the team can see this as well. And so a couple things here for account managers. What you're actually able to do inside of Docs in ClickUp is either a, if I come in here and maybe I have a to do that I've actually listed out within this document. What I'd be able to do is I could actually highlight that text if I have it written down, and I can actually go ahead and create a task directly from that as well. So if we have a random ad hoc task that we need to do, I need to make sure that I get this done. Whether it's following up with an email or something like that, I want to make sure I get it into the system. I can easily go ahead, create the task. I can assign it to myself or whoever. I can add a due date, it can add a time estimate. Maybe I need to do this today. Maybe this will take about 15 minutes for me, just like that. And I can go ahead and create that task just like that. So now the task is living, but it's also linked back to the document that I just took these notes on, making it very easy. And again, when I actually complete that, let's actually go and close it out like this. As you'll see, that status for that is going to be right there. So maybe you need to follow up with a client, say, hey, I did this, I did that. As you can see, it's directly in this document as well for that source of truth. In addition, say it's not going to be a task directly from this document. What I'd be able to do is say, I need to take a note here and actually link it to a task. Because we're working on this Google search campaign, or whatever it may be for this client. I need to make sure that context gets to the heads of those individual contributors. So what I'm able to do is I can actually take this, I can copy that specific note that I've just taken for maybe that specific Google search campaign based off what the client told me. I can come back here into this list. Let's say we're working on this one. I can actually go ahead and just say, here's a note on this for you from the client, and I can paste that directly in here. Again, that's going to link directly to that document. Go ahead and send this. And that's going to link directly to that note that I took inside of that document, making it very easy for them to see that. Again, that's going to highlight that text of that note, as opposed to just sending the main sort of overview of this document. So, again, get everything into one system makes it so easy for you to organize all that work in one place, and the team will always get the context they need. And it'll make your lives so much easier for you to be organized and understand all the work that we're doing for our clients, what's the timeline of it, are we on track, are we off track? And different things like that. And so that's really the main overview there for the hierarchy. Now, a couple of different bonus things I want to share with you. The cool part about this is when I get all of that client work into my folder, so if I'm the client lead account manager for each of these three clients, what I'm able to do is at the folder level, I can actually create an automation that essentially what happens is anytime that a task is created inside of that list, I can set different custom fields. And I'll show you what this looks like in just a moment. But I can set different custom fields like the client is Hannaford and then the client lead account manager, whatever this may be, I can set that to myself. So if this, let's say I'm gray and I want to make sure every task that gets into one of my client folders has that custom field applied to it. Because then I can use that custom field to create filters, to create dashboards, to get all of that work into one place for me to be able to analyze that, understand sort of what's happening, and I'll show you what that view looks like. But again, that's what I'm able to do. I can create autom at the folder level. Anytime work gets put into any of these different folders that I'm the client lead account manager for, we'll get that automation set up there. And so as you can see, every task that's in here, just like this client lead is gray, all those tasks will have that applied to it. So again, now what that does, and this is the importance of the hierarchy, is let's say these are my three different clients. I can come here to the space level and I'd be able to create a view just like this, like deliverable progress, as I was showing you earlier, inside of this Miro board. And so what that view does for me is essentially as an account manager, because I have this filtered down to where the client lead is myself, and I'm grouping this by that client custom field as well. Now I can really dive into all the work that we're doing across my clients. So if I'm going jumping into a meeting, I know exactly where we're at with each of these projects. I don't have to go ask a bunch of people for status updates. It's all going to be in one system. And again, if people are communicating inside of ClickUp and if all that work is happening in here, here makes it very easy for me to get that information over to our clients. So as you can see here, food line, all those different deliverables that we've done for a food line inside of these different lists, that's all going to be there. I can see sort of the progress of that as well. Based off of the subtasks that we've actually gone ahead and completed. I can see when this is due, what tasks, if this is overdue, I know sort of what we're behind on. I can see how much time we've actually tracked on all that work. And again, all of my different clients are going to be in one view for me. And I don't have to go from place to place to place to find this information. It's all going to be in one spot, making it so easy for me as an account manager to get that information. And then in addition, if your team is communicating well inside of the system, I can easily come in here and see all that communication that's happening. I can jump into the campaign brief if they post that in there. And again, it's going to be so easy once all that information is in one place, it's going to help us pass work back and forth, understand the progress, understand how much time we've actually tracked against certain projects or retainers to help me kind of put together that hourly budget there to see if we're sort of hitting that scope creep. And all the information is going to be in one place for me as the account manager. So again, that's really the main hierarchy overview of how you want to set all this up to be super organized, get everything into one place, and make it very easy as an account manager to see that work. And then you can also create a bunch of different views as well for your account manager. As I mentioned back here, in terms of work that's been planning overdue work tasks that have been blocked. And so all this I can set up at the space level or individual folder levels, depending on what I want to dig into again, I can start to see all that overdue tasks that I might have here. I can also filter this down by client lead if I wanted to, to see what work is overdue. Do we need to ping someone on that? Why is this overdue? I can relay that to the client as well if they're asking all the tasks that are blocked as well. In this case, we don't have any. But there's a lot of different views that I can set up for our account managers there as well. So definitely build these, build that correct hierarchy to get that visibility. And so now the next thing that I really want to talk about after you get that hierarchy set up is actually going and creating this work. Because remember, one of the biggest things as an account manager that you're going to be working on is actually going ahead and creating the work for your team, because you're the one working with the clients on their goals to build out a strategy to. Then what's that strategy? How can we create sort of the individual work items that we need to actually go build that strategy? And so as you can see here, essentially what you're going to be doing as an account manager is deploying these tasks and then your resource seat or the project managers are going to be assigning those tasks. So what I'm able to do, and one of the biggest things I'd recommend, if you've seen in my other videos, you'll see this all over the place. But what you want to do is build out a template library, a process library, whatever you want to call it, because as you recall, inside of this delivery space here, all of these different projects, these deliverables that we're doing for our clients, they have a very sort of set subtask structure. They all have due dates on There they all have time estimates, all these custom fields. But to get all that information so that I don't have to create all of these tasks ad hoc, just really spun up out of thin air. What I'm able to do inside of ClickUp is I can come here and I can actually build out a template library for me. So as you can see here, all of those, all that work that I'm going to be deploying as an account manager is all listed out in here, saved as a template. So this is important, especially for agencies or anyone servicing clients. If you're very standardized in the way that you do things, which I highly recommend that you become that way, is what I'm able to do is all that work. I have this set structure, like this parent task subtask. The parent task represents sort of that deliverable. So podcast episode, that's what we're doing for a client. And then all these subtasks represent all those actionable steps that my team is going to take. So each of these is individually assigned out. They'll all have their own due date. They'll have a time estimate so people can track time against that time estimate. So it's very easy for people to see their work and close their work and then pass that work back and forth as a team. So what you want is to build all the structures out for every, every deliverable that you do. So podcast, case study, whatever it may be. Another example is like client onboarding. This is one that obviously everyone has to do. We all have to onboard clients. So you want to have a good sort of process laid out like that and workflow that then can be saved as a template and deployed over and over and over again. Especially important for our account managers. And so another thing that you can do is I can take that and every single task that I create here in this template library. I'm also able to really take the process for how we complete this, how we do this, and I can put it directly inside of the task description. So whether you want to put it directly in here or we actually want to link out to something, whether that SOP lives inside of ClickUp, whether that SOP lives inside of a Google Doc, I can also put that standard operating procedure embedded directly in this description so that when this gets assigned to someone, they know what the, what they need to do as well as how they need to complete this as well. Making it very systematized and easy to make sure that everyone gets it done right the first time. Again, as I've mentioned before, so that makes it way easier on your account manager's plates for them to go create that work and have really all that process for how we're actually going to successfully create this Google search campaign or this blog post for a client to give good results for them. So what you need to do is again build out a template library like this. I prefer a separate space where all this work lives. That way I can go ahead and have source files for each of these templates and then each of these templates, once you build out that workflow, have every all the additional details you're gonna need in there. I can actually come here and save this as a template inside of ClickUp. Very easy to do that process. So you'll want to do that for each of your deliverables. And so now as an account manager, what I'm able to do is say we're gonna go to Hannaford and we actually need to maybe write them a blog post. I can come here and I can actually go ahead to the templates inside of this list. So I'll click there. And so I worked with a client and we agreed upon creating a writing a blog post for them just for maybe SEO purposes, for some good content, for maybe our search campaign or whatever it may be. I can come here and I'm going to find my blog post template just like this. Go ahead, use the template blog post. And we'll just write Best grocery stores in America or whatever the name of that blog post is. Have a good naming convention on your tasks, because I'll show you how you can kind of show this to the clients as well in the future. And it's helpful to have that. But you can see there, good task name just like that. Go ahead and remap the dates again. I'm sort of putting in a tentative date in here, unless I'm working hand in hand right now with the project manager to schedule this out. But I can say, hey, with a client, we probably want this done by the end of September. And then what I can do is go ahead and use that template. And so again now I'm going to rely on the project managers to go ahead and actually plan that work out, give a realistic timeline, assign this work to them as well. But now I've actually gotten the tasks that are necessary to complete this all in the system. So again, I've taken my strategy that I have for these clients and I've actually gone ahead and put all the individual tasks that necessary to, to really complete that strategy to help us provide good results for our clients to help them reach their goals. And so as you can see there now we have all of that work. Now all we need is the project managers are coming here again. I can leave a comment in there to let them know that I've put that in there. I can also, if I want to, I can say that this is in the planning stages as well for your project managers too. But I can do all that work to again, work with them, work with that resource seat to get this planned based off of that workload incapacity. Because if I just put this into the system without them really seeing that, and if I'm not looking at the workload view, I might overwhelm some team members. And we want to make sure that we're really sort of driven by that workload so that we're not overwhelming our team members and also provide realistic expectations for the client as well. But again, that's how I can get work into the system. Now all we need to do is assign that out. But I have all the tasks in there, I have all the due dates in there, time estimates, any custom fields I'm going to need as well. And as you can see, because I had that automation set up, I also have that client lead custom field applied to that there too. And so that's really the biggest thing that you can do to get all your work in the system. Have it well organized and then really each of your clients have a single source of truth where all that work is living. And so one of the key benefits that you can see from actually doing this is obviously your team will work better together. Obviously the context and everything that your team is going to need, they'll, they'll be able to get their done work done better and faster. And they're also not going to have to do a bunch of review cycles. I mean, you'll still have to do that, but they won't have to redo any work because they didn't have the client expectations there. But really a huge benefit to this as well is creating clarity for your clients. And so what I can do is if I'm the account manager and I wanted to create somewhat of a portal or a dashboard for the client for them to really see what we're working on. When I'm super organized like this, it's so easy for me to actually go ahead and create that. So as you can see at the folder level here, if I go to my views, I can actually check out, I have a nice client portal for my clients directly in Here. So let's go back here, we'll go to our views there. And I see I have a client portal directly there. So essentially what this is, it's a portal for Hannaford to see all of their work. So I can put some quick links for some resources, I can provide a progress report of the work that we're doing. Again, this is directly inside of this list. This is the work that's happening there. The Google search campaign, the blog post, the lead magnet, all that automatically updates when our team actually completes their subtasks there. So they'll be able to see the due dates, they'll be able to see the progress, they'll to see the status there as well. I can show them what you've actually completed. So as we actually close out that project, that deliverable whatever it is, it's going to show up here so the client can see that information. And I can also embed analytics and really whatever else you want. You can customize a portal just like this for your clients. I can also include meeting notes and really anything else the client is going to need in here, whether maybe you're working directly out of ClickUp, maybe you're working in a Google Doc. I can embed all that in there for them to really be able to collaborate well with us too. So the cool part about this, and I'll show you a little bit more how to actually create this, but this client portal here is essentially a public doc. Now that if I make this public share link with anyone and copy this public link, I can actually share this link with the client so that they have one place for them to go every time they want to see what we're actually working on. So again, this provides them full clarity into everything, shows that you're super organized and just really helps build the story of what we're doing, what we've done, what the results are, and so on and so forth. Again, you can customize this a lot more depending on what your clients actually want to see. But now they have one link to go to to see all of that work. And so really to build that out, all you need to do once you get this initial structure all set up is I can come here to my folder level and just create a couple of different views that are then going to be public views and then embedded into this public doc. So there's a couple of different things we would do. But as you can see, the one is a completed projects view as you saw inside of this portal down there. So all this is, is essentially all those tasks that are happening here, I can come here and I can just filter out the status is closed. And so that's just the work where the status is closed. And so again, all that is going to populate there, they'll see the due date, they'll see that it's closed. And I just basically take that view and I turn this also into a public view that I can share this link with anyone, I copy that public link and then I go back into my document right here in this client portal and then I just go ahead and embed that directly there. So again, we're just working with a bunch of different public views, public docs for the client. Embed any website, let's go back just like this, use my slash commands, embed any website, copy that in there and go ahead and save. And again that's just going to create the same view that I have directly there. So we don't need that, we'll go ahead and X that out. And so that's what you can do there. In addition, the other one that you would create is obviously just your work in progress view directly down here. So again, this is basically the same thing, but instead this case it's where the status is not closed. So anytime we have a status in here that's not closed, this is the work that's going to show up in the progress view there. So again, I just take this, create that into a public view and embed it directly into that doc, just as I did with the other one. So that's just a great way to provide that clarity for your client. That's just one of the main benefits that comes from having a good structure like this. So you're organized as a team, your organize internally, which then provides good organization and clarity externally for your clients as well, which is great for your account managers to be able to provide that for your clients to not have all those client fires like oh, did you actually do this, did you do that? So on and so forth. It's good to provide that clarity for your clients if they ask for it and if they need it. And so that's really the main way of how you're going to work out of the system here, how you're going to deploy that work, how you're going to work with your team and get everything into one place. Now the other piece that I'd highly recommend as for your account managers is to go ahead and create a client health tracker essentially. So if I show the space here, let's show that in my Sidebar. Essentially, what we can do is, in addition to that work that we're doing, we also want to make sure that we're kind of building a CRM type system inside of our project management system. Because you might have a CRM like Salesforce, HubSpot, Pipedrive, and not everyone necessarily has access to that, especially if you're a larger team. Not everyone's going to have an account maybe within your CRM that might just be the sales team. So it's helpful to have sort of all of that information for your active clients inside of your project management system. That way, the work that you're doing with clients lives directly next to sort of this client record to help sort of track that health of our clients and sort of the status of our clients. That way, we're creating really one view for the Director of Client Services or the CEO or the leadership team to be able to see sort of the overview of all of our clients, what their objectives are, what the status of them is, what's the health score, nps, whatever it may be, I can put that all into one system. So in addition to all that work that's happening inside of a delivery space, if you have a client health tracker just like this, this could be account dashboard, CRM, whatever you want to call it. Essentially, in here I have all these different records for all of my different client accounts that I have. So as you can see here, delivery space there, that's the work that's happening. And then in addition, I have all of these that sort of represent these different folders over here for my clients. And so in here, you'll see those are again, not active tasks that we're working on. In here, that's just a record of that client relationship. And so within this, I can put a bunch of different custom fields that label sort of the status of them, whether they're active, onboarding, offboarding, whatever those may be. I can put the health scores in here. So this is an internal health score that me as an account manager, I'd come in on a weekly basis to say, hey, is this a 5, is this a 4, 3, 2, or 1? And essentially what that creates is a single source of truth for all of our accounts for us to really be able to be proactive, to understand how well all of our different accounts are doing. So that health score can be paired right next to the mps. If I want to put that into ClickUp as well, I can show the services that we're providing for them, the objectives that they have as well. That's super important to have in there, billing, and then all these additional details too, depending on what you actually want to build into this system here. But what's super important and powerful with this for account managers is essentially every single week, what you want to do to be very proactive and get sort of all that data and information out of your head on the relationship with a client is I come in here into my health tracker and all of really the accounts that I'm managing here. I'll come to this record, I'll go and I'll update this health score to say, hey, is this A5, is this A4, is this A3? So on and so forth. And then I'm gonna go ahead and leave a comment here of a weekly update on sort of how I'm feeling, how this client is feeling, so on and so forth. So a couple questions are essentially, why would this customer even happy? Doesn't necessarily mean they are unhappy. But as the account manager, it's important to think, like, what might be that thing that might make them unhappy. That way I can get that documented so that we could be proactive in this relationship. Just in case maybe that does arise. An issue arises because we're thinking a little bit more in detail about this client account of what might make them unhappy in the future. Maybe nothing huge, but maybe there's something sort of lingering there that we kind of, maybe we got a little behind on something or whatever that is. We want to get that data into the system for everyone to be able to see that. In addition, are you happy with this account? So as an account manager, are you enjoying this relationship? Maybe we need to shuffle some accounts around. If it's not really a good fit for you, so on and so forth. I can put that information in there as well. Have there been any changes in strategy or timeline? Have we had to push out a website project for some reason? Whatever that may be, maybe it's the client client's fault as well. So that information can be documented in here too. And then lastly, what do you need help with on this account? Like, this is a great place for you to say, hey, I need a copywriter. Our website project is falling behind because I can't get all these pages written. I need to bring in a copywriter for this. So it's a great place to put that maybe at mentioned the head of client services or whoever needs to see this there so all that data can be put here. And essentially what I'm creating is really nice place for me to see my client and then every week if I leave an update, we're really building that story for how this has gone over time. That way, if we want to look back to see maybe when did it go south or when did it really start to go super well, I can see that because I have the weekly updates. In addition, I have all this additional data down here to be able to see that too. I can see if we're meeting our objectives, so on and so forth. All of that information will be in one place, both for the account managers just reason to have that in there, just for their benefit as well as the benefit of the leadership team to be able to see that data there as well. So it's a way to build out a great story for these relationships to help have all that be documented and really flag those issues before they may become client fires. Because if I leave a health score of 2 or 1, that tells me I need to add this to an issues list and have a conversation about how we can get this to be a little bit better. And so those are really the biggest things when it comes to being an account manager inside of ClickUp. The last couple of bonus things that I will mention as well, essentially what you'd be able to do in ClickUp two is build out. This is a little bit more complex and a little bit more handholding, especially probably from the Zempilot team. But if you want to, you can build out somewhat of a mission control space, which is a very sort of detailed CRM system, as opposed to just the small little health tracker. But in here, what I'm able to do is I can track things like external costs and expenses. I can also track invoices, which can be very helpful for your clients to or for your account managers to understand sort of the pulse of those invoices. So not necessarily I'm sending invoices out of ClickUp, but I'm able to, if we're using QuickBooks, if we're using Xero, whatever system that is, I can take those invoice records and funnel them back into ClickUp here as well. For me as the account manager to be able to understand, hey, have they paid that invoice? What was the invoice amount? I can actually click directly out to that invoice link right there for me able to see that there. So it's kind of a way for me to build a single source of truth for me as an account manager to understand, did that client pay? Did they not pay? Do I need to get in touch with them about this as well. So that's something I can build there too. And then when it comes to reporting as well, if I get all of this system set up correctly, the team is tracking their time in there, I can then in the future build out a really nice dashboard for me to essentially be able to come here and really start to understand sort of the are we getting close to a scope creep? Are we running out of hourly budget that we have for this client? So as you can see here, I can have a nice account manager page for me as an account manager to start to understand how much time we've estimated for our clients, how much time we've actually tracked, what's remaining to sort of see sort of that consumption right there. To understand, hey, we're a little over schedule, we're under schedule, whatever it may be. I can start to plan better as an account manager to have that strategy. But just to make sure, hey, we are running out of hours, we're running out of budget for this month because we want to make sure that we are also profitable. We want to provide good service to the clients, but we don't want to be yes man and say yes to everything if we're not able to, if that's going to make us super unprofitable for these clients. So we want to make sure I have a good view like this again, once you get the data all into one system, once everyone's tracking their time, once you have all those time estimates in there, I can then pull that information out to start to get good visibility just like this, to be able to understand all of that in one place. So as an account manager, that's super helpful data to have. Again, we need to have that single source of truth to get this. But when I understand sort of how far we are pacing with each of these clients, I can start to see are we overpacing, underpacing and make decisions because of that data that I have. So that's an overview of how to be an account manager inside of ClickUp. If you have any questions, please leave them in the description below. Otherwise, I highly recommend you go ahead and I'll put the link in the description below as well. For our 56 page how to use ClickUp guide. This is a very thorough guide. If you're an account manager or whoever watching this video, a great way to really understand the best way to use ClickUp. At ZenPilot, we've helped over 3,000 teams implement the system and this is really our high level overview of how we use it, how we collaborate inside of ClickUp, how we actually set it up with that hierarchy and everything else in there. A lot of great stories in here too on how you can build out a really good ClickUp workspace, but other than that, go ahead, download that. I'll put that in the description below. Otherwise I highly recommend if you want us to sort of set all of this up for you, build out the whole system, help you with that reporting, sort of connect your QuickBooks or Xero into your ClickUp workspace as well to get you those invoice records. High recommend you go to zenpilot.com call and book a call with our team and let's see how we can help. But we've helped again over 3,000 different teams implement ClickUp, so we love to do the same for you and that's really how you build a more productive, profitable and healthy team. But I appreciate you watching this video again. Any questions, leave them in the comments below and I'll get right back to you. But I'll see you again in the next video.