A seven-figure agency uses ClickUp exclusively because it templates their entire client onboarding process, from first step to final deliverable. They set stagger due dates, automate communications when tasks complete, and treat anything not logged in ClickUp as not having happened.
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There's lots of project management tools. You think about Basecamp, ClickUp, Asana, Monday, Teamwork, amazing platforms for this. What we've found is ClickUp is a great platform. We're able to create templates, we're able to stagger due dates, we're able to templatize the process when we get a client. Here's all of the steps, here's who's gonna be responsible, here's the timeframe that it has to get done. We can also automate some of the communication as tasks get complete. One of the things I love about ClickUp is that it's got lots of integrations that we can plug into in order to really even streamline processes and streamline automations further. And so we run all of our client fulfillment, all of our ongoing tickets, all of our client deliverables are tracked in ClickUp. And we believe if it didn't happen in ClickUp, from our team's philosophy, it did not happen.