ZenPilot

ZenPilot was hired by an advertising and marketing company to reorganize ClickUp, ensuring that it became a reliable source for the team and that data-driven decisions could be made based on the data within it. ZenPilot was chosen for its high ratings and alignment with company values, with one employee assigned to the project. The scope of work included weekly calls, training courses, and the creation of templates and a framework for ClickUp. The client found ZenPilot through an online search.

In another project, ZenPilot worked with Neighbourhood Co., a leader in HubSpot adoption and implementation, to streamline their ClickUp operations and implement strategies for project management. The goal was to scale the business, improve performance with standardized processes, build robust templates, and adopt daily habits for better task management. ZenPilot was chosen due to its high ratings, with 2-5 employees assigned to the project. The scope of work was extensive, addressing several pain points including accountability, process consistency, and project visibility. The client found ZenPilot through LinkedIn.

ZenPilot also worked with ZillaMetrics, a digital marketing company that helps law firm owners increase revenue. The goal was to transition the company to ClickUp, implement a system customized to their needs, and train the staff. ZenPilot was chosen for its informative content, with 2-5 employees assigned to the project. The scope of work included ClickUp workflow/flowchart documentation, SOP library creation and setup, and HubSpot automation for client onboarding, among other tasks. The client found ZenPilot through YouTube.