What a ClickUp specialist can do for marketing agency owners like Hazel Woodward
Who needed a ClickUp specialist to streamline their marketing agency?
Hazel Woodward is an experienced marketing agency owner who has spent the last few years supporting dentists with their content and online presence.
While her client work was thriving, behind the scenes things felt messy. Hazel had big goals for her agency, but in order to achieve them, she needed to streamline her process, collect and analyse data and measure KpIs.
She started using ClickUp but her processes needed automating and streamlining.
Why was Hazel looking for a ClickUp specialist to support her with her operations?
As much as she had a process to communicate with the team and work together with the team to create and deliver client content, Hazel felt that she needed to start tracking metrics in order to improve efficiency and to stop things slipping through the net. With 50+ clients to manage, this was a regular occurrence. she wanted to motivate the team to do better but in order to do this, she needed to have a clear idea of how they were performing now.
How did I fit in?
Hazel and I first met at the Female Business Festival where I was speaking and Hazel was the organiser. We then caught up for a discovery call where we started with a closer look at her and her team's KpIs.
What started with a quick dashboard became a full project to set up dashboards for all of her KpI areas
What Hazel requested
A dashboard for tracking content calendars created per day
A new process to track who created within the team and lead time
A process for each content piece created
She wanted to track:
Reviews requested
content lead time
scheduled on time
client retention rate
lead conversion rate and time
client catch ups
client social media accounts audits and updates
client questions answering time
Google reviews
Part of our time together was mapping out a cohesive way to structure her services so they clearly spoke to the right people, and helped people work out quickly which package was the right one for them.
Louise recently branched out into wedding photography too, which has seen her website evolve even further.
And the result is nothing short of spectacular!
My challenge: creating the dashboards without upgrading to Zapier or Clickup business
Part of our time together was mapping out how to extract the desired data without upgrading to the business tier of ClickUp which would have meant a massive increase of costs. With my help and workaround, I achieved just that
What did Hazel have to say about our time together (and her new ClickUp setup)?
“Working with Ilaria has been incredible, her mind is so data driven! She sees things in a very logical way, meaning that the systems she sets up actually work, in a way that makes sense. I wouldn’t hesitate in recommending her to others, which I already have been doing! Thank you thank you thank you!”
Ready to follow in Hazel’s footsteps?
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