This is a YouTube video titled "HubSpot Platinum Partner Improves Capacity Planning With the Agency Operator Blueprint" featuring Omi, co-founder of Diaz and Cooper Advertising, discussing how implementing standardized task templates and working with the Zenpilot team improved their project management, task clarity, and capacity planning. The content is a monologue or testimonial about process improvements and collaboration experiences.
We really got on the same page as to having very standardized task templates that are built the right way so that different people can finish the different pieces of a deliverable and know exactly when to close out a task. This is going to help not only with standardizing how we deliver across all clients, but it's also going to help us standardize things like communications to the client. Because another thing that came out of it was, was the importance of having tasks for things like how do we project manage, how do we hold status meetings, how do we recap clients, et cetera, et cetera. Hi, my name is Omi and I'm the co founder of Diaz and Cooper Advertising. Before we started the blueprint process, there was a lot of confusion with our team on what to do. The ClickUp tool we knew could really help us be more effective, but it wasn't doing that at all. The tasks were kind of all over the place. It felt really chaotic and people didn't have like a clear plan of what to do, when to do it, when to mark something as closed. There was also very little to no visibility on capacity planning, which was a real sore spot as well. So it was, I guess you could call it chaotic. Working with Derek and the Zenpilot team during this process was a great experience. Not only did they take the time to review our implementation, they asked a lot of really great questions. The documentation that was provided was really clear and made a lot of sense to us. But I think the biggest thing was just, it was just kind of fun. And even though it's like a big project that we had to spend time on, it was, you know, they made it really pleasant and really professional to work with, really friendly. We knew what to expect every step of the way. And I think the most important part is that Zenpilot made us feel like they care about the success of our agency. We're not just another number to them, but they really want to make sure that this project helps us to succeed.
