Amara Omoregie runs amaraREPS, a company that helps STEAM businesses with their sales and marketing. She’s been doing this for over 12 years, making millions for her clients.
Before diving into ClickUp, there are some things you should consider. ClickUp is a powerful tool, but setting it up right is crucial. As a ClickUp expert, Kodah have noticed that most agencies have similar questions and issues when starting out.
But don’t worry! We’re here to guide you through the process with the help of Amara.
This is what she had to say:
First off, most of the work in setting up ClickUp is about organisation, not tech stuff. This guide will help you understand how your agency works so you can set up ClickUp to match.
If you’re not used to documenting processes, now’s a good time to start. It’ll make things much smoother later on.
Whether you’re a small agency or part of a big marketing team, this guide is for you. Doing this prep work will make ClickUp easier to use and understand.
Agency Structure
Every agency is different, so it’s essential to document your structure. Identify your departments, managers, teams, and who’s responsible for what. This will help you manage permissions and set up ClickUp so people only see what they need to.
Setting up Departments
Even if you’re a one-person team, dividing your workspace into departments helps keep things organised. Consider how each department works and what they need from ClickUp.
For each department, figure out:
- Who manages tasks and approvals
- How tasks are created and managed
- When tasks are ready to be worked on
- What data you need to collect
- Whether you need to track time for billing
Remember, one size doesn’t fit all. Customise ClickUp to fit your agency’s needs.
Using Folders and Lists
Folders and lists help organise your workspace. Use the same statuses across all folders and lists for consistency. Document your processes for each list to keep things running smoothly.
For example, create processes for tasks like accounts payable and accounts receivable. Make sure everyone understands each status and how to hand tasks off properly.
Client Projects
For client work, create separate spaces for each client. Use naming conventions and colours to keep things consistent. Keep non-billable tasks separate from billable ones.
Make sure everyone knows where to find their tasks and what’s expected of them. A well-organised workspace makes everyone’s job easier.
Documentation is Key
Document your processes and standards for tasks, communication, approvals, and handoffs. Keep things simple and consistent to avoid confusion.
And remember, ClickUp is just a tool. Having clear processes in place is what really makes your agency efficient.
Need Help?
If you’re feeling overwhelmed, consider hiring a ClickUp consultant to help you set things up. They can guide you through the process and transform your agency’s workflow.
With the right setup, ClickUp can revolutionise how you work and collaborate as a team.
Kodah loves ClickUp’s flexibility, adapting perfectly to the unique needs of any project or team.
Ready to take your ClickUp journey to the next level? Look no further. Kodah offers the expertise you need to get started and make the most out of this powerful productivity tool. Contact us today to learn more and embark on a seamless ClickUp experience!