How This Content Marketing Agency Uses Clickup to Manage Their Workflow, Tasks and Clients
If you are starting your own agency (or looking to hire Power Creative Media) you might be interested in knowing how our team works together so well!
Over the years, I have used just about every scheduling/workflow app possible. Asana, Trello, random spreadsheets — none of them quite worked the way I wanted.
Right now, the Power Creative Media team uses ClickUp to streamline our workflow, organize client information, and save time through automation. Keep reading to find out how ClickUp has helped my team create amazing content for our clients!
Streamlining Your Team’s Workflow
Each team member can see their specific tasks on their “My Work” page, which is formatted like a to-do list, or they can see how their work fits into the total team workflow. This helps us to work as a team, meet deadlines consistently, and communicate effectively.
When my team’s workflow is streamlined for effective communication, I know that we will be able to provide the best content for our clients.
Clients as Tasks, Not Folders
There are many companies that create folders and lists for every client. This might work for them, but I have found that simplifying each client’s information to a Task is much easier.
This way our Folders are left for broader topics like Sales, Marketing, and Fulfillment, while the Client Task Cards hold to-do lists of sub-tasks that can each be assigned to different team members.
Saving Time with Automation
I used to have a weekly meeting just to figure out deadlines, weekly schedules, and sort out everyone’s tasks. These processes are all automated on ClickUp. This means that instead of wasting brain power trying to figure out what should be done by who, our team can take that precious time and use it to create stellar content for your social media accounts.
Once a client fills out the onboarding form, their task card is automatically moved to the Proofs category, and then on to the Processing category where the content repurposing magic happens.
Helping Our Team Create Amazing Content Every Day
Every month, we make hundreds of pieces of content for clients. These systems we have set up in ClickUp are a simple and automated way to make sure that every team member can focus less on the workflow and more on their specific tasks and creative thinking.
Want a behind-the-scenes look into our ClickUp account? Check out this video to see our processes!
Seen enough? If you are interested in having our team work wonders for your content, head over to powercreativemedia.com and book a call with us today!
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