top of page
episode-hero.jpg

ClickUp™ Setup for Agencies Part 1: How We Manage Client Tasks and Monthly Workflows

Episode #

166

August 1, 2025

The Agency Growth Podcast

Episode #

166

ClickUp™ Setup for Agencies Part 1: How We Manage Client Tasks and Monthly Workflows

00:00 / 01:04
The Agency Growth Podcast:  ClickUp™ Setup for Agencies Part 1: How We Manage Client Tasks and Monthly Workflows | Episode 166 Cover Art

Show Notes:

**Cold Open (Cody is finally done moving)**

**Skip to Cold Open at 6:20**

 

A popular request of us is to walkthrough our entire ClickUp™ setup and how we use it as a productized service agency.

 

In this episode, we go through specifically how we use it for client work and how we automate monthly, recurring task generation.

 

We also go into other features we use such as scheduled emails to clients and general time tracking workflows for client work when it doesn't make sense to track time on individual tasks.

 

-----


PREMIUM:

Join the Patreon and get exclusive content from this episode with more in-depth advice and hours of bonus content each month:

https://www.agencygrowthpodcast.com/premium


-----


RESOURCES:

Want the tools and resources we recommend for agencies? Check them out here:

https://www.agencygrowthpod.com/tools


-----


NEWSLETTER

Want the show in your inbox? Sign up for the newsletter!

https://www.agencygrowthpod.com/newsletter


-----


COMMUNITY

Looking to join a community of agency owners? Join our Discord!

https://discord.gg/uvHRRRFVRD


-----


CONTACT

Got something to say? Send us a message:

https://www.agencygrowthpod.com/contact

TL;DL (Too Long, Didn't Listen)

Here's a summary of the episode:

NEVER MISS AN EPISODE

Subscribe to our newsletter for weekly episode updates, new article releases, and more.

bottom of page