Complexity Level
Our client, a growing digital marketing agency, aimed to streamline operations and prepare for future expansion. Facing challenges with undefined standard operating procedures (SOPs) and scattered task management, they envisioned a cohesive digital solution to centralize their workflow. Their goal included consolidating employee data, client information, keeping track of daily tasks and project workflows, and lead tracking in a single, user-friendly platform.
Working closely together, our Upficient team of experts implemented a customized solution leveraging ClickUp, not only for task management but also for addressing various other needs. By establishing a robust digital workspace, our client now possesses the foundation required to support future growth while optimizing day-to-day operations efficiently.
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In the Digital Marketing space, we structured an admin folder and individual folders for each client. Client folders serve as centralized hubs for scheduling meetings, storing client information, tracking communications, and managing service-specific tasks and workflows. Implemented to streamline data flow into the admin folder, offering a comprehensive overview for all clients.
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In the Media Production space, we organized SOPs and workflows for various stages of media production, ensuring seamless progression through tasks and subtasks. Structured with an admin folder featuring an intake/staging quick view form for client requests, alongside individual client folders, this space facilitated efficient project management and client communication throughout the production process.
In the Team Management space, we established dedicated folders for employees and freelancers, along with an employee inbox. This space serves as a comprehensive hub for storing personnel data, defining roles and responsibilities, and facilitating the onboarding process effectively. Additionally, the employee inbox provides a centralized platform for employees to track and manage tasks assigned to them efficiently
In the Financials space, we provided a dedicated area for tracking financial aspects of tasks. Tasks from other spaces like Digital Marketing and Media Production were mirrored here, incorporating additional custom fields for sensitive financial data. Although bookkeeping occurred externally, this space facilitated budget monitoring for tasks and proposals, ensuring comprehensive financial oversight within the platform.
In the Sales & CRM space, we addressed the challenge of fragmented client management by consolidating lead tracking, deal discussions, and client interactions. By centralizing these aspects, we enhanced project management efficiency, ensuring seamless coordination and communication throughout the sales process.
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Client fulfilment
22/3/2024
Medium
77hrs
Client fulfilment
22/3/2024
Medium
77hrs
Client fulfilment
22/3/2024
Medium
77hrs
Client fulfilment
22/3/2024
Medium
77hrs
Client fulfilment
22/3/2024
Medium
77hrs
