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 the owner and founder of Lift, a social media content agency for dentists. Hazel is an experienced marketeer and together with her team of 10+ people, she 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 processes, collect and analyse data and start tracking the key numbers that will allow improve her processes and optimise her investments.
She had started using ClickUp already 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 had been invited as a panel guest speaker. After a brief chat about her business and her goals, we decided to arrange a discovery call for after the event, where we could talk more in detail about her processes, her team dynamics and their KpIs.
What started with “I need a dashboard for my team” became a full ClickUp project to set up dashboards for all of her KpI areas!
What I created for Hazel:
A new automated process to track every step in the content creation process, with minimal changes in the way the team worked
Multiple dashboards for tracking:
How many content calendars and content pieces were created per day / week / month
How each team member performed in terms of pieces created, revisions requested and promptness in acting on the revision
Content creation lead time (from idea to scheduling)
How many pieces were scheduled on time / total pieces scheduled
How many revisions were requested / total pieces approved
Rate of social media accounts audits and updates
Monthly client catch ups scheduled vs. delayed
Lead conversion rate and time
Client retention rate
Number of Google reviews left
The 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 for the agency. With my strategic help and some workaround, we 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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