If you are a marketing agency owner like me, you are probably getting bombarded
with tons of project management tools and the options are endless, but
something I want to cover in today's video is ClickUp and my first time
using it as a marketing agency owner.
Hi, my name is Taylor and I'm a client account manager for marketing agencies
and my team and I work inside of tons of marketing agencies, managing clients
and doing a lot of project management.
So we deal with basically every kind of project management platform
or tool that is on the internet.
Today, we're going to be talking about ClickUp and how we use it
inside of other marketing agencies.
So make sure that you tune in till the end of this video and you can
actually get access to our client onboarding checklist that we use inside
of marketing agencies just like yours.
If you haven't already subscribed, make sure you do that because we
are going to be dropping tons of really relevant information for
marketing agencies or basically any business who is working online.
So make sure you subscribe and let's get into today's video all about ClickUp.
You may have already watched our video on Asana because that has been
my favorite for a number of years.
But a lot of you have been reaching out asking to learn more of a ClickUp and
how we use it inside of marketing agency.
So recently we did some internal training here at DOT & Company all
about ClickUp and we had one of our client account managers do a training.
And we learned so much.
So I thought I would do a video for you walking you through my first time using
ClickUp as a marketing agency owner.
So firstly, what I'm going to do is I'm going to set up a free account
on ClickUp and I'm going to use the client onboarding checklist
that we use for marketing agencies.
You can actually get access to that using the link below, but I'm going to
use that exact checklist and upload it into ClickUp and show you how it works.
Okay.
So this is my first time using ClickUp and one of our team members already
took our client onboarding checklist and she uploaded directly into ClickUp.
Now, one of the biggest things that I find is that using Asana, which I've
used for a number of years, you can break things out by stages and that's
kind of how we've done it over here.
But what you can see is inside of ClickUp, it breaks it out by the actual role.
So what we've done is we've taken that onboarding checklist
and divided it up by role.
So we have sales team, operations manager, client account manager, which
is us and what those onboarding tasks look like as well as the ads manager
and the funnel builder, and kind of the project outline as a whole.
Now, what I like about ClickUp is that it kind of has like the whole template here
and then it breaks it down really nicely.
It has another layer of kind of organization than Asana does.
So inside of our onboarding checklist, we can kind of see each individual
section, which I actually really like.
So if you were the operations manager, you could like just
click into your operations.
Or if you're the client account manager like us, we can just click into
here, which I actually really like.
So something that I really like about ClickUp is that there's actually this
calendar view here, which Asana does not necessarily have and as well as an agenda
that you can make, which I really like.
So something that I like about ClickUp versus Asana is that an individual
task, you can actually track your time and here at DOT & Company
we are big on time tracking.
So I really liked this feature as well.
It's a different look and feel than Asana so you can see in Asana
and both using the free version.
You can just be able to look and feel is just a little bit different.
So Asana is a task, and then you have asignee, due date, the project you
can add multiple projects, description can go right here and then you
can have comments and things like that versus over here in ClickUp.
It's just a little bit layout differently.
So you had your task, your description and then you can create sub-tasks
for checklists, which I like, because in Asana there's only a sub-task.
You can add dependencies here on the free version, which is nice.
And something that ClickUp has that Asana doesn't have is these docs, which
can be really helpful, especially if you're really living and breathing inside
of your project management software.
Uh, having everything in one place is really important.
So other things that you can do here is you can add other additional people
which you can do inside of Asana as well by adding collaborators at the bottom,
and then flagging by setting priorities.
I really like this.
You can do something similar in Asana, but it's just not as
user-friendly I guess, as ClickUp.
And then of course you can add due dates, start date, end
date, which is really nice.
And you can set recurring, which you can also do in Asana.
And then of course, making comments, adding attachments and things like that.
You can also add watchers.
So this is kind of just like a collaborator inside of Asana,
but I really like this as well.
So the big difference that I'm seeing between ClickUp and Asana specifically
when it comes to our client onboarding checklist is how it's broken down
by the teams versus sub-sections.
So kind of, depending on what you're looking for.
Overall, I think they're both very, very similar.
It kind of just depends on what you prefer to use.
I'm still a big fan of Asana, but I'm leaning into ClickUp as well.
I know a lot of our agencies use it, so it can be very as well.
So I hope that this helped, this is my first time using ClickUp as
an agency owner coming from Asana.
So if you are new here make sure that you subscribe and visit
us over here at DOT & Company.
We have a podcast called The Happy Clients Podcast, and we're
going to be continuously adding tons of videos and value over
here on YouTube for you as well.
So thank you so much for listening in and hope to see you on the next video.