How Do I Track All Client Data In One Place Using ClickUp, Asana, And Monday? Automate Your Agency podcast

How do I track all client data in one place using ClickUp, Asana, and Monday?

1y ago 17:54

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Can a single ClickUp list really save you hours in client onboarding and account management? You bet it can!

In this week's episode, join Alane and Micah as they reveal how creating an Internal Client Hub in their project management tool (ClickUp) unleashed efficiencies they had only dreamed were possible! From eliminating internal status meetings to automating client onboarding, you'll learn just how powerful a simple, well-designed solution can be.
In this Episode, we'll cover...

(0:00) The Journey to the Internal Client Hub
(2:06) Our Solution for Eliminating Internal Client Onboarding
(4:18) Simple Tracking of Engagement and Budget Details
(6:59) Say "Sayonara!" to Status Update Meetings and "Hello" to Better Business Insights!
(10:50) Analyzing Client Portfolio Health and Resource Allocation
(13:50) Powering Automated Client Check-in Reminders
(15:44) The Simplicity of the Client Hub

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Tools mentioned in this episode:
ClickUp
Asana
Monday
Pipedrive

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For more information, visit our website at biggestgoal.ai.
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Chapters

1. The Journey to the Internal Client Hub (00:00:00)

2. Our Solution for Eliminating Internal Client Onboarding (00:02:06)

3. Simple Tracking of Engagement and Budget Details (00:04:18)

4. Say "Sayonara!" to Status Update Meetings and "Hello" to Better Business Insights! (00:06:59)

5. Analyzing Client Portfolio Health and Resource Allocation (00:10:50)

6. Powering Automated Client Check-in Reminders (00:13:50)

7. The Simplicity of the Client Hub (00:15:44)

60 episodes