Matt Guevara, owner of Venn Digital, explains how his marketing agency used ClickUp and Zenpilot to organize workflows and document standard operating procedures. The move let them scale without losing control of how work gets done.
Hi, my name is Matt Guevara, and I'm the owner of Vendigital Marketing, where we serve coaches, chiropractors and law firms. Prior to contacting zenpilot and using ClickUp, our agency was leveraging Basecamp and we were in disarray. We were growing and our processes were not fully worked out. And so most of our IP was up here in our heads. It was not in a place that we could depend on or even go back to and check or look through. Those processes were just simply up in our heads. And as a result, we found ourselves getting behind. There was a lot of pain at that point, and we knew we had to get a system in place if we were ever going to grow even more. Along the way, we made several attempts to leverage our existing tool suite to be our process management system and to really lay out all of those SOPs. Every single process and all of the steps. We'd made multiple attempts and we had failed. We had not completed the task. We just. We were really at the point of desperation, thinking this is not possible. But because of all of the tools that we were given in the processes and the documentation and the encouragement and the support from. From Zenpilot, we were able to do that. And it was like pushing a rock uphill. But eventually we got used to it. We became adept and confident in creating those processes and in leveraging the tools inside of ClickUp to make it happen. And so we moved forward with much more confidence. We felt great. As a result, once we started using the system, it was an awesome feeling.
