How to use ClickUp to Supercharge your Digital Marketing Agency

Digital Marketing is a dynamic, fast-paced industry. With the rise of user-generated content, and the insatiable demand of social media, content is churning faster than ever. In this fast-paced environment, only the leanest, most efficient agencies survive. But greater efficiency can often come at the expense of client care.

 

With the need to increase efficiency, while maintaining client satisfaction, many digital marketing agencies have turned to productivity tools like ClickUp. In this detailed guide, we run you through the most effective way to structure your Digital Marketing Agency’s workspace within ClickUp – streamlining your workflows to boost productivity while improving your clients’ visibility.

Setting up ClickUp Client Folders & Architecture

Architecture refers to the basic structure, or hierarchy within your workspace. For Digital Marketing Agencies, the most impactful step in optimizing your setup is to create a dedicated client space – a defined location within ClickUp, designed to house all client-related workflows, from onboarding and meetings, to product and service delivery. Creating a well-structured client space allows the flexibility to create and organize folders and lists for every stage of the client journey, while also preserving space for internal operations through separate areas like an “Agency HQ.” This approach ensures your agency can scale efficiently, stay organized, and maintain clear boundaries between client and internal work.


Within your client space, there are two primary ways to structure your folders. One, by product or service, with client-specific lists housed inside; and two, by client, with product or service lists nested within. We suggest the latter for two important reasons — ease of use, and centralised client locations. Structuring folders around individual clients simplifies navigation and ensures all relevant tasks and workflows are housed in one location. On the other hand, spreading client lists across various product and service folders quickly becomes tedious and hard to manage. More importantly, a centralised client folder allows for effective reporting making it easy to track your work across the full range of client services. With all client tasks housed in a single folder, data is seamlessly collated on the hierarchy’s folder level, allowing you to easily produce insightful client reporting to provide your team, and your client, with exceptional visibility.


As already outlined above, the next step is creating lists to facilitate each client’s product and service workflows. We suggest taking this one step further, creating lists to facilitate the full range of client interactions – with additional onboarding and meetings lists. In doing so, you create a folder that houses all of your client-related workflows, unlocking the potential to track the full range of work.