ClickUp Setup For Marketing Agency

Fayez Ben Ahmed

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Automation Engineer

Business Consultant

Operations Manager

ClickUp

Project Management

I built an All-in-one ClickUp system for a marketing agency that combined operations, enhanced client management, and streamlined workflows. Below are a few examples of the workspace.

The Fulfilment Space

This is the fulfilment space where all client work lives. The main focus here is visibility and access.

The Everything Level

Everything view lets you see tasks from all of your Spaces and Lists in one view. This is great for team leads and project managers.

Customer Relationship Management

Custom CRM which is integrated with Hubspot

Automation

This automation adds the clients and account manager to the relevant task. This reduces someone having to manually input the client and account manager for the task.

Gantt View

Gantt view, which contains dependencies to manage campaigns and projects
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Posted Mar 6, 2025

I built an All-in-one ClickUp system for a marketing agency that combined operations, enhanced client management, and streamlined workflows.

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Automation Engineer

Business Consultant

Operations Manager

ClickUp

Project Management

Automated CRM In ClickUp
Automated CRM In ClickUp
ClickUp Client Management System
ClickUp Client Management System